Cancellation & Refund Policy

Article I

Rescheduling Sessions

We know that running a business means the unexpected happens. You may reschedule a consulting session without charge when you give us reasonable advance notice.

If we ever need to reschedule a session on our side, we will give you as much notice as possible and offer a prompt alternative time at no cost to you.

Article II

Cancelling a Single Session or Package

For engagements sold as individual sessions or packages, you may cancel an upcoming, unused session with at least 48 hours notice and receive a credit toward a future session or a refund of the amount paid for that specific unused session. Sessions cancelled with less than 48 hours notice, or sessions already delivered, are not refundable because the reserved time cannot be reallocated on short notice.

Article III

Cancelling a Project Engagement

Either party may cancel a fixed-fee project engagement with written notice. When a project is cancelled partway through, we calculate what is owed and what may be refunded as follows:

• Work completed up to the cancellation date, including analysis, sessions held, and deliverables prepared or in progress, is billable and non-refundable.
• Unstarted work that has been prepaid may be refunded, less any non-recoverable costs already incurred on your behalf.
• Deposits are applied first against completed work; any remainder is handled under the rules above.

We will provide a clear summary of work performed so you can see how any refund or final balance was calculated.

Article IV

Cancelling a Monthly Retainer

Retainer relationships are ongoing and billed in advance. You may cancel a retainer with written notice before the start of the next billing cycle, and you will not be charged for the following month. The current month's retainer, once it has begun, is generally non-refundable because the time and availability have already been reserved for you. Any unused retainer time in the final month does not carry over unless your Engagement Document says otherwise. If we choose to end a retainer, we will give you reasonable notice and complete any work already paid for in that cycle.

Article V

Refund Eligibility

Because consulting is a professional service delivered through our time and expertise, refunds apply to reserved but undelivered services rather than to advice you have already received. In summary:

• Eligible for refund or credit: prepaid sessions or project phases that have not yet been delivered and that are cancelled within the applicable notice window.
• Not eligible for refund: sessions already held, deliverables already provided, work already performed, no-shows, and late cancellations.

Dissatisfaction with the outcome of your business decisions is not, by itself, a basis for a refund, because results depend on many factors outside our control, as explained in our Professional Disclaimer at /pages/professional-disclaimer. That said, if you feel the service itself fell short of a reasonable professional standard, we want to hear about it, and we will work with you in good faith to make it right.

Article VI

How to Request a Cancellation or Refund

To reschedule, cancel, or request a refund, contact us in writing using the details at the end of this page, and include your name, business name, the engagement or session concerned, and the reason for your request. We will acknowledge your request promptly, confirm what applies under this policy, and let you know the next steps.

Article VII

Processing Approved Refunds

Approved refunds are issued to the original payment method wherever possible. Once approved, we aim to process refunds within a reasonable period, typically within ten (10) business days. The time it takes for the funds to appear depends on your bank or card issuer and is outside our control. Any third-party processing fees that are non-recoverable may be deducted where permitted.

Article VIII

Exceptional Circumstances

We recognize that serious and unexpected events, such as illness, emergencies, or significant disruptions, can affect either party's ability to proceed. In genuine exceptional circumstances, we will consider reasonable accommodations, including rescheduling without penalty or a fair credit, on a case-by-case basis. We ask the same understanding of our clients if circumstances beyond our control ever affect our availability, in which case we will offer a credit or an alternative time.

Article IX

Changes to This Policy

We may update this Cancellation & Refund Policy from time to time. The version in effect is shown by the "Last updated" date above, and the terms that apply to your engagement are those in place when the engagement begins. For ongoing relationships, material changes will be communicated to you in advance. This policy should be read together with our Payment & Billing Policy at /pages/payment-billing-policy and our Business Consulting Services Terms at /pages/terms-of-service.