Code of Ethics in its Entirety

Regarding our Clients

  • We will serve our clients with integrity, competence, and objectivity
  • We will keep client information and records of client engagements confidential and will use proprietary client information only with the client's permission
  • We will not take advantage of confidential client information
  • We will not allow conflicts of interest that provide a competitive advantage to one client through our use of confidential information from another client who is a direct competitor without that competitor's permission

Regarding our Engagements

  • We will accept only engagements for which we are qualified by our experience and competence
  • We will assign staff to client engagements in accordance with their experience, knowledge, and expertise
  • We will immediately acknowledge any influences on our objectivity to our clients and will offer to withdraw from a consulting engagement when our objectivity or integrity may be compromised

Regarding our Fees

  • We will agree independently and in advance on the basis for our fees and expenses that are reasonable, legitimate, and commensurate with the services we deliver and the responsibility we accept
  • We will disclose to our clients in advance any fees or commissions that we will receive for equipment, supplies or services we recommend to our clients
  • We will not take advantage of confidential client information

Regarding our Professionalism

  • We will respect the intellectual property rights of our clients, other consulting firms, and sole practitioners and will not use proprietary information or methodologies without permission
  • We will not advertise our services in a deceptive manner and will not misrepresent the consulting profession, consulting firms, or sole practitioners
  • We will report violations of this Code of Ethics
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