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Terms & Conditions

[LEGAL ENTITY NAME], LLC d/b/a Hartwell ("Hartwell," "we," "us," or "our"), an Ohio limited liability company.

Websites: myhartwell.com · hartwell.care · joinhartwell.com · go.myhartwell.com (collectively with our applications and programs, the "Services").

Effective date: January 1, 2026 · Last updated: May 27, 2026

PLEASE READ CAREFULLY. These Terms contain a binding individual arbitration agreement and a class-action waiver (Section 18) that affect your legal rights. By using the Services or purchasing any program, you agree to these Terms in full.

1. Acceptance of Terms

These Terms & Conditions ("Terms") form a binding agreement between you ("you," "your," "Client," or "Member") and [LEGAL ENTITY NAME], LLC, an Ohio limited liability company doing business as Hartwell. They govern your access to and use of our websites, applications, programs, coaching, educational materials, templates, document frameworks, software tools, done-for-you setup assistance, and all related services (the "Services"). By accessing the Services, creating an account, purchasing a program, attending a presentation or call, or otherwise engaging with Hartwell, you acknowledge that you have read, understood, and agree to be bound by these Terms and the Privacy Policy. If you do not agree, do not use the Services.

You represent that you are at least 18 years old, have the legal capacity to enter into this agreement, and, if accepting on behalf of an entity, that you are authorized to bind that entity.

2. Nature of the Services, Education & Done-For-You Setup Only

Hartwell provides educational programs, instructional content, templates, document frameworks, software tools, and "done-for-you" ("DFY") administrative setup assistance to help independent entrepreneurs establish and operate their own non-medical home care businesses. The relationship between Hartwell and you is a voluntary, educational, and consultative arrangement. It is expressly NOT:

  • A franchise, business opportunity offering guaranteed income, or a security of any kind;
  • A partnership, joint venture, employment, or agency relationship between you and Hartwell;
  • The provision of legal, accounting, tax, medical, healthcare, regulatory, licensing, or other professional advice;
  • The operation of, or a controlling or ownership interest in, your home care business.

You alone own, control, operate, staff, fund, and are responsible for your home care business. Hartwell does not own any portion of your business, does not employ your caregivers, does not provide care to any client, does not control your bank accounts or funds, and does not direct your day-to-day operations. Any entity, account, license, insurance policy, or government enrollment obtained in connection with the Services belongs solely to you.

3. No Professional, Legal, Tax, Medical, or Healthcare Advice

HARTWELL IS NOT A LAW FIRM, ACCOUNTING FIRM, LICENSED HEALTHCARE PROVIDER, INSURANCE BROKER, MEDICAID OR HEALTHCARE CONSULTANT, OR LICENSED PROFESSIONAL OF ANY KIND. ALL CONTENT, TEMPLATES, GUIDANCE, AND DFY ASSISTANCE ARE PROVIDED FOR GENERAL EDUCATIONAL AND ORGANIZATIONAL PURPOSES ONLY AND DO NOT CONSTITUTE PROFESSIONAL ADVICE.

You must consult qualified, licensed professionals, including attorneys, certified public accountants, tax advisors, insurance agents, and your state's regulatory authorities, before forming an entity, signing contracts, hiring staff, purchasing insurance, applying to any government program, or making any business, legal, or financial decision. Hartwell's materials are not a substitute for professional advice and may not reflect the most current laws or the specific rules of your jurisdiction.

4. Earnings Disclaimer, No Guarantee of Income or Results

Hartwell expressly disclaims any guarantee, representation, or warranty that you will earn money, achieve any particular revenue, recover your investment, or succeed at any level. Operating a home care business carries substantial risk, including the risk of losing the capital you invest.

  • Testimonials and case studies are not typical. Any results, revenue figures, timelines, or success stories shared by Hartwell, its founders, its partners, its team, or its clients, including any reference to building a business of a particular size or to results achieved within a particular timeframe, describe the experience of specific individuals under specific conditions. They are NOT a promise or projection of what you will achieve. Individual results vary and depend entirely on factors outside Hartwell's control.
  • Atypical results. Where a result is described (for example, the experience of Hartwell's founder or any individual featured in marketing), that result is exceptional and is not representative of a typical participant. Most participants who purchase educational and business-setup programs do not replicate the results of the most successful examples. Factors that affect outcomes include your capital, market, location, the regulatory environment of your chosen state, your effort, your business and management skill, local demand, the availability of clients and referral sources, your ability to hire and retain caregivers, and general economic conditions.
  • Forward-looking statements. Any statement about potential income, market size, demand, or growth is an opinion and a forward-looking statement only, with no guaranteed outcome.
  • Substantiation. You acknowledge that you have not been induced to purchase the Services by any promise, guarantee, or projection of profit. Where Hartwell makes a specific earnings representation, it will provide written substantiation upon request, in the language in which the representation was made; absent such substantiation, no income figure should be relied upon as a representation of typical earnings.

YOU ASSUME FULL RESPONSIBILITY FOR THE FINANCIAL PERFORMANCE OF YOUR BUSINESS. HARTWELL WILL NOT BE HELD RESPONSIBLE FOR ANY LOSS, REGARDLESS OF SIZE OR CAUSE.

5. Licensing, Regulatory Compliance & Government Programs (Including Medicaid)

Home care is regulated differently in every state, and in some counties and municipalities. Some jurisdictions require a license, registration, bond, certification, or qualified administrator before you may operate or advertise; others do not. Government payer programs (including Medicaid, Medicaid waiver programs such as Ohio's PASSPORT and MyCare Ohio, and Veterans programs) impose their own separate provider-enrollment, eligibility, billing, documentation, and background-check requirements. You acknowledge and agree that:

  • You are solely responsible for compliance. Determining, obtaining, and maintaining every license, registration, permit, bond (which in some states may be substantial, for example, Ohio currently requires a surety bond for certain new non-medical home health applicants), insurance policy, accreditation, employer/workers'-compensation account, qualified-administrator requirement, and background-check or fingerprinting clearance required in your chosen jurisdiction(s) is your sole responsibility. Hartwell provides educational guidance and templates only; it does not guarantee that any license, accreditation, survey, or government enrollment will be issued or approved, because those decisions are made solely by the relevant authority, not by Hartwell.
  • No guarantee of approval or timing. Application processing times, approval, and the outcome of any state survey, inspection, or accreditation review are controlled entirely by government agencies and third parties. Hartwell makes no representation as to whether or when you will be licensed, enrolled, or approved.
  • Operating without required authorization is your risk. In some jurisdictions, providing home care services or billing a government program without the required license or enrollment may carry civil or criminal penalties. You are solely responsible for ensuring you hold all required authorizations before operating, advertising, or serving clients.
  • Medicaid and government filings. Hartwell does not prepare, sign, submit, or transmit any application or filing to Medicaid, any state agency, or any payer on your behalf as your representative or agent. Any guidance regarding Medicaid or other government programs is educational only. YOU are the applicant and provider of record, and YOU are solely responsible for the truthfulness, accuracy, and completeness of every statement, certification, claim, and document you submit to any government program or payer. You agree to comply with all applicable federal and state laws, including the federal False Claims Act, the Anti-Kickback Statute, and all program-integrity rules. Hartwell bears no responsibility or liability for any audit, denial, recoupment, penalty, suspension, exclusion, or enforcement action arising from your filings or operations.
  • Employment and labor law. If you engage caregivers, aides, nurses, or other staff (as employees or contractors), you are solely responsible for compliance with all wage-and-hour, worker-classification, payroll-tax, workers'-compensation, work-eligibility/immigration, and labor laws.
  • Care and patient-safety obligations. You are solely responsible for the quality, safety, and legality of the care your business provides, for proper caregiver screening, training, and supervision, and for compliance with all health, safety, privacy (including HIPAA where applicable to your operations), abuse-reporting, and consumer-protection laws governing your clients.
  • Service category determines licensing. You acknowledge that "companion" or "homemaker" services (such as companionship, meal preparation, and light housekeeping) and "personal care" services (such as bathing, dressing, grooming, mobility, and assistance with activities of daily living) are regulated differently in most states, and that providing hands-on personal care, or billing a government program, generally triggers materially greater requirements than companion-only services. Determining which category your intended services fall into, and meeting every requirement for that category in your jurisdiction, is solely your responsibility. By way of example only and not as legal advice: Ohio licenses non-medical/personal-care home health services through the Ohio Department of Health under O.R.C. Chapter 3740 (with Medicaid waiver enrollment through the Ohio Department of Medicaid); Florida requires AHCA registration for homemaker/companion services and a separate Home Health Agency license for hands-on personal care; and Texas regulates Personal Assistance Services under a Home and Community Support Services Agency (HCSSA) license. These examples may change and are not a complete statement of any state's law.
  • Timeframes describe setup steps, not licensure or income. Any reference to a timeframe (including any "30-day" or similar reference) describes a period in which certain administrative setup or onboarding steps may be completed. It is NOT a representation that you will obtain any license, registration, accreditation, or government-program enrollment within that period, that any state survey or approval will occur within that period, or that you will have operating clients or revenue within that period. Government approval timelines are controlled by agencies and are routinely longer.
  • Electronic Visit Verification and billing accuracy. If you serve Medicaid or other government-program clients, you are solely responsible for compliance with all Electronic Visit Verification (EVV), visit-documentation, authorization, and billing requirements, and for the accuracy of every claim submitted. Hartwell does not submit claims on your behalf and is not responsible for denied claims, recoupments, or verification shortfalls.
  • General, not state-specific, guidance. Hartwell operates on a nationwide basis and provides general educational frameworks, templates, and DFY setup assistance that are not tailored to the specific, current law of every state, county, or municipality. Hartwell does not represent that its materials reflect the requirements of your particular jurisdiction, that it has researched or verified the rules applicable to you, or that any template, policy manual, or survey-preparation material will satisfy your jurisdiction's regulator or pass any survey or inspection. Regulations differ by jurisdiction and change frequently. You are solely responsible for independently confirming all applicable requirements with the relevant authorities and your own licensed advisors before relying on any material or taking any action. Any examples, references to specific states, or sample documents are provided for illustration only and do not constitute legal advice or a representation of completeness or current accuracy.
  • Survey, accreditation, and policy templates. Any survey-preparation materials, policy-and-procedure manuals, checklists, or accreditation templates provided by Hartwell are starting points that must be reviewed, customized, and verified by you for your jurisdiction and your specific operations. Hartwell does not guarantee that any such material will result in licensure, approval, accreditation, or a passed survey, all of which depend on the reviewing authority and on facts within your control.

6. Scope of Done-For-You Assistance & Client Obligations

Hartwell commits to:

  • Providing the educational program, templates, frameworks, software tools, and DFY administrative setup assistance described in your specific purchased package;
  • Delivering training via virtual, recorded, or live formats as described in your package;
  • Providing reasonable onboarding and support through the channels and during the hours stated at the time of purchase;
  • Safeguarding the personal data you provide, as described in the Privacy Policy.

You commit to:

  • Providing accurate, complete, and timely information and completing onboarding steps and required actions promptly;
  • Independently verifying all licensing, regulatory, tax, insurance, employment, and legal requirements for your jurisdiction with qualified professionals;
  • Paying all applicable fees when due;
  • Using the materials and tools for your own personal, non-transferable business use only, no resale, sharing, redistribution, sublicensing, or commercial exploitation;
  • Maintaining professional, ethical, and lawful conduct in all interactions.

Cooperation dependency. Hartwell's ability to deliver DFY assistance depends on your timely cooperation and on third parties and government agencies outside Hartwell's control. Delays caused by you, by third parties, or by government processing are not a breach by Hartwell, and do not entitle you to any refund.

7. Fees, Payment Plans & Refund Policy

Fees. Program fees are as quoted at the time of purchase, including any one-time payment or multi-payment plan you select. By choosing a payment plan, you authorize Hartwell and its payment processor to charge each scheduled installment to your payment method on the agreed dates. You remain responsible for the full program price regardless of usage, and the full balance may become immediately due upon default.

7-Day Limited Refund Policy. Because the Services consist of digital materials, proprietary methods, templates, and labor-intensive done-for-you work that begins immediately upon purchase, the following strict and limited refund policy applies and is the sole and exclusive refund available:

  • You may request a full refund within seven (7) calendar days of your initial purchase date, by written request to support@myhartwell.com, and only if you have not (a) accessed, downloaded, or copied more than a minimal portion of the program materials, (b) requested or received any custom or done-for-you work, or (c) attended more than one live or one-on-one onboarding session. These conditions reflect the immediate, front-loaded nature of the work.
  • After seven (7) calendar days, or once any of the conditions above has occurred, all sales are final and all fees are non-refundable, except where a separate written guarantee in your purchase agreement expressly applies on its exact stated conditions, or where a refund is required by applicable law.
  • Refunds, where granted, are issued to the original payment method within a commercially reasonable time. Multi-payment-plan purchases follow the same 7-day window measured from the initial purchase date.

Chargebacks. You agree to contact Hartwell first to resolve any billing concern. Initiating a chargeback, payment dispute, or reversal for a charge that is valid under this Section is a breach of these Terms. In such case Hartwell may, in addition to its other remedies, suspend or terminate your access, recover the disputed amount plus reasonable costs and fees, and recover amounts owed under any payment plan.

8. Software Tools & Platform

Some Services are delivered through software platforms, including web portals and applications operated by or for Hartwell (for example, at myhartwell.com and go.myhartwell.com). All software, tools, dashboards, automations, and AI-assisted features are provided on an "AS IS" and "AS AVAILABLE" basis, without warranty of any kind. Any AI-generated or automated output (including generated documents, policy templates, checklists, or communications) may be incomplete, outdated, or incorrect, and must be independently reviewed and verified by you and your professional advisors before use. Hartwell does not warrant uninterrupted or error-free operation and may modify, suspend, or discontinue any feature at any time.

9. Intellectual Property

All content, curricula, methods, systems, templates, documents, software, designs, trademarks, service marks, logos, and other materials provided through the Services are the exclusive property of Hartwell or its licensors and are protected by intellectual-property laws. Hartwell grants you a limited, non-exclusive, non-transferable, revocable license to use the materials solely for your own personal business use during your active relationship with Hartwell. You expressly agree that you will not:

  1. Reproduce, duplicate, copy, sell, resell, sublicense, or commercially exploit any part of the Services without prior written consent;
  2. Share, distribute, or provide account access to any third party;
  3. Reverse engineer, decompile, scrape, data-mine, or use automated means to extract content;
  4. Repackage, rebrand, or resell Hartwell's templates, methods, or materials as your own program, course, or DFY service;
  5. Frame, capture, or misuse Hartwell's logos, trademarks, or proprietary information.

All rights not expressly granted are reserved by Hartwell. Misuse terminates your license immediately and may result in legal action.

10. Founder Story, Testimonials & Publicity

You acknowledge that Hartwell's marketing may feature the experiences of its founder, team, partners, and clients. Such featured experiences are personal accounts and are subject to the Earnings Disclaimer in Section 4. If you provide a testimonial, review, photo, video, or other content to Hartwell, you grant Hartwell a perpetual, worldwide, royalty-free license to use, reproduce, and display that content for marketing purposes, unless otherwise agreed in writing. You may request removal of identifiable personal content on a going-forward basis by writing to support@myhartwell.com.

11. Reviews & Non-Disparagement (Lawful Reviews Protected)

Nothing in these Terms restricts, penalizes, or prohibits you from posting honest reviews or sharing your truthful experience, and any provision that would do so is void to the extent it conflicts with the federal Consumer Review Fairness Act or other applicable law. You agree, however, not to publish statements you know to be false, defamatory, or made with reckless disregard for the truth, and not to disclose Hartwell's confidential or proprietary information.

12. Acceptable Use & Prohibited Conduct

Hartwell prohibits, and may investigate and act upon, the following:

  • Harassing, threatening, defaming, or abusing others;
  • Fraud, misrepresentation, or dishonesty;
  • Unauthorized access, account sharing, or reselling of access;
  • Copying, altering, or appropriating Hartwell materials;
  • Interfering with or disrupting the platforms or other users;
  • Any conduct that is unlawful under applicable Ohio or federal law, or that undermines the integrity of the program or Hartwell's reputation.

Consequences may include limitation or cancellation of access, forfeiture of fees, and referral to law-enforcement authorities.

13. Electronic Communications & Consent

  • You agree that electronic communications (email, SMS/text, in-app notifications, and posted notices) satisfy any legal requirement that a communication be in writing.
  • By providing your phone number, you consent to receive calls and text messages (including via automated technology) for service, onboarding, and marketing purposes; message and data rates may apply; you may opt out of marketing texts by replying STOP.

14. Confidentiality

Each party may receive non-public information of the other. You agree to keep Hartwell's non-public methods, materials, pricing, and systems confidential, and not to disclose them to third parties or use them outside the permitted license, during and after the relationship. This does not restrict lawful reviews under Section 11 or disclosures required by law.

15. Disclaimer of Warranties

THE SERVICES, INCLUDING ALL CONTENT, TEMPLATES, TOOLS, DFY ASSISTANCE, AND AI-GENERATED OR AUTOMATED OUTPUT, ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, ACCURACY, AND NON-INFRINGEMENT. HARTWELL DOES NOT WARRANT THAT THE SERVICES WILL MEET YOUR REQUIREMENTS, RESULT IN A LICENSE, ENROLLMENT, OR APPROVAL, OR PRODUCE ANY PARTICULAR BUSINESS OR FINANCIAL RESULT.

16. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL HARTWELL, ITS MEMBERS, MANAGERS, OFFICERS, DIRECTORS, EMPLOYEES, CONTRACTORS, PARTNERS, AGENTS, OR AFFILIATES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, BUSINESS, GOODWILL, OR DATA, ARISING OUT OF OR RELATED TO THE SERVICES OR YOUR HOME CARE BUSINESS, REGARDLESS OF THE THEORY OF LIABILITY AND EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

HARTWELL'S TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE LESSER OF (A) THE TOTAL FEES YOU PAID TO HARTWELL IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED UNITED STATES DOLLARS (US$100.00).

This limitation applies in the aggregate to all causes of action, including breach of contract, tort (including negligence), strict liability, and any other legal or equitable theory. Some jurisdictions do not allow certain limitations, so portions may not apply to you.

17. Assumption of Risk

By using the Services, you expressly acknowledge and accept that:

  1. Starting and operating a home care business involves substantial financial, operational, legal, and regulatory risk, and is not suitable for everyone;
  2. You may lose some or all of the capital you invest;
  3. Government licensing, accreditation, and payer-enrollment outcomes are outside Hartwell's control and are not guaranteed;
  4. Educational and AI-assisted materials are inherently imperfect and may be inaccurate or incomplete;
  5. You have, or will obtain, the financial resources to bear potential losses, and you were not induced to purchase by any guarantee or projection of profit;
  6. You will not hold Hartwell responsible for losses resulting from your business, your filings, your operations, or your use of the Services.

18. Binding Arbitration & Class-Action Waiver

PLEASE READ THIS SECTION CAREFULLY, IT AFFECTS YOUR LEGAL RIGHTS.

  • Agreement to arbitrate. Except as stated below, any dispute, claim, or controversy arising out of or relating to these Terms or the Services shall be resolved by final and binding individual arbitration administered by the American Arbitration Association (AAA) under its Consumer Arbitration Rules, rather than in court. The arbitration shall take place in Cuyahoga County or Franklin County, Ohio, or, at your election, by videoconference or telephone. Judgment on the award may be entered in any court of competent jurisdiction. The Federal Arbitration Act governs the interpretation and enforcement of this Section.
  • Class-action waiver. ALL CLAIMS MUST BE BROUGHT IN YOUR INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE PROCEEDING. The arbitrator may not consolidate more than one person's claims and may not preside over any form of class or representative proceeding.
  • Exceptions. Either party may (a) bring an individual claim in small-claims court if it qualifies, and (b) seek injunctive or equitable relief in court to protect intellectual property or confidential information.
  • 30-day opt-out. You may opt out of this arbitration agreement by sending written notice to support@myhartwell.com within thirty (30) days of your first acceptance of these Terms, stating your name and intent to opt out. Opting out does not affect any other provision.
  • Survival. This Section survives termination of your relationship with Hartwell.

19. Indemnification

You agree to defend, indemnify, and hold harmless Hartwell and its members, managers, officers, directors, employees, contractors, partners, licensors, and affiliates from and against all claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising from or related to: (a) your home care business and its operations; (b) the care provided to your clients; (c) your engagement of caregivers or staff; (d) any application, claim, certification, or filing you submit to any government program or payer, including Medicaid; (e) your violation of these Terms or of any applicable law, rule, license condition, or regulation; (f) your use of any template, document, software, or AI-generated output; or (g) any third-party claim arising from your business or accounts.

20. Term & Termination

These Terms apply while you access the Services and survive afterward as to any provision that by its nature should survive (including Sections 4, 5, 9–11, 14–19, and 21). Hartwell may suspend or terminate your access for breach, non-payment, or unlawful conduct. Termination does not relieve you of amounts owed and does not entitle you to a refund except as stated in Section 7.

21. Governing Law, Venue & Dispute Details

These Terms are governed by the laws of the State of Ohio, without regard to conflict-of-law principles. Subject to the arbitration agreement in Section 18, the exclusive venue for any permitted court action shall be the state or federal courts located in Ohio, and you consent to personal jurisdiction there.

22. General Provisions

  • Entire agreement. These Terms, your specific purchase or program agreement, and the Privacy Policy constitute the entire agreement between you and Hartwell and supersede all prior understandings. If a signed program agreement conflicts with these Terms, the signed program agreement controls for the subject it addresses.
  • Severability. If any provision is found unenforceable, the remaining provisions remain in full force, and the unenforceable provision shall be modified to the minimum extent necessary to be enforceable.
  • No waiver. Hartwell's failure to enforce any provision is not a waiver of that or any other provision.
  • Assignment. You may not assign these Terms without Hartwell's written consent. Hartwell may assign them in connection with a merger, acquisition, or sale of assets.
  • Force majeure. Hartwell is not liable for any failure or delay caused by events beyond its reasonable control, including acts of God, outages, third-party or government action, or labor disruptions.
  • Headings. Headings are for convenience only and do not affect interpretation.
  • Non-discrimination. Hartwell maintains a non-discrimination policy and reserves all rights permitted under applicable law.
  • Updates. Hartwell may update these Terms; material changes will be posted with a revised "Last updated" date and, where appropriate, notified by email or in-app notice. Continued use after changes take effect constitutes acceptance.
  • Controlling language. These Terms may be provided in English and Spanish. In the event of any conflict or inconsistency between the English and Spanish versions, the English version controls, except where applicable law requires otherwise.

23. Contact

[LEGAL ENTITY NAME], LLC d/b/a Hartwell, an Ohio limited liability company

Email: support@myhartwell.com

Read the Privacy Policy →