Services

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Our Financial Check-Up Service provides a powerful opportunity to assess your client’s financial health, identify improvement areas, and align their strategies with long-term financial goals. It's a valuable tool for driving clarity, confidence, and measurable progress.

By booking our services, clients agree to the following payment structure and cancellation terms. If you have questions about any part of this policy, please contact us before confirming your project.

To maintain transparency and ensure uninterrupted progress, payments are structured in three equal installments:

• At Booking:
  One-third (1/3) of the total project cost is due to reserve your spot and initiate the project.
   
• Midway Through Project:
  A second one-third (1/3) is due at the project’s halfway milestone. Clients will be notified in advance before this payment is invoiced.
   
• Upon Completion:
  The final one-third (1/3) is due upon successful project delivery and final review.
   

Payment reminders will be sent prior to each due date. All invoices must be paid within 7 business days to avoid delays in project progression.

Clients may cancel their project at any time. Refunds are calculated based on the phase of work completed at the time of cancellation.

• Before Project Start:
  A 50% refund of the initial payment will be issued. The remaining 50% is non-refundable, covering admin time and preparation.
   
• After Work Has Started:
  Refunds will reflect the percentage of work completed. Clients will receive a progress summary and any eligible remaining balance for incomplete work.
   
• After Midpoint Completion:
  No refunds will be issued after the halfway milestone payment is received, due to the significant work and resources already expended.
   

No refunds are provided once the final deliverables have been submitted to the client.

If you request changes after work has started, the project scope may be revised. Additional fees may apply depending on the complexity or scale of those changes.

Our management services offer strategic oversight and operational efficiency tailored to elevate your business performance. Our experienced team provides actionable insights to help you navigate challenges and identify sustainable growth opportunities.

By booking services with us, clients agree to the following payment terms and cancellation policy. For any questions or clarifications, please contact us prior to booking.

To ensure transparency and a smooth workflow, project payments are divided into three equal installments:

• At Time of Booking:
  One-third (1/3) of the total project cost is due at booking to secure your spot and initiate the project.
   
• Midway Through the Project:
  A second one-third (1/3) payment is due once the project reaches its halfway point. Clients will receive advance notice before this milestone payment is requested.
   
• At Project Completion:
  The final one-third (1/3) payment is due upon successful project delivery and final client review.
   

Note: Payment reminders will be sent before each due date. All payments must be completed within 7 business days of the due date to avoid delays.
 

Clients may cancel a project at any time. However, refund eligibility depends on the stage of the project and the amount of work already completed.

If cancellation occurs before any work has started, clients will receive a 50% refund of the initial booking payment. The remaining 50% will be retained as a non-refundable deposit to cover administrative preparation.

If work is already in progress, refunds will be prorated based on the percentage of work completed at the time of cancellation. Clients will receive a summary report detailing completed work, and any remaining balance for undelivered portions will be refunded.

Once the project has passed the halfway milestone and the second payment has been made, no refunds will be issued. This is due to the significant amount of labor and resources already committed to the project.

No refunds will be provided after the final project has been delivered and approved.

If the client requests changes after work has started, the scope of work may be modified. Additional charges may apply depending on the nature and extent of the changes.

Explore strategic business acquisitions with our specialized team. We guide you through identifying, negotiating, and closing deals to expand your portfolio or business scope while ensuring alignment with your legacy goals.

By booking our services, clients acknowledge and agree to these payment and cancellation terms. If you have any questions or concerns about these policies, feel free to contact us before booking.

To ensure a smooth and transparent process, payment for services will be divided into three installments:

• At Time of Booking:
  Clients are required to pay one-third (1/3) of the total project cost at the time of booking to secure their spot and initiate the project.
   
• Midway Through the Project:
  An additional one-third (1/3) of the total project cost will be due when the project reaches its halfway milestone. Clients will be notified in advance when this payment is approaching.
   
• At Project Completion:
  The final one-third (1/3) payment will be due upon the successful conclusion of the project and delivery of the final client update.
   

Payment reminders will be sent prior to each due date, and all payments must be made within 7 business days of the due date to avoid delays in project completion.

Clients may cancel their project at any time. However, refunds will be processed based on the stage of the project and the amount of work already completed.

If the project is canceled before work begins, clients will receive a refund of 50% of their initial booking payment. The remaining 50% will be retained as a non-refundable deposit to cover administrative costs and time spent preparing for the project.

If the project is canceled after work has commenced, refunds will be calculated based on the percentage of work completed at the time of cancellation.
Clients will receive a detailed report of the work completed, and the refundable amount will reflect the remaining portion of the project that has not yet been delivered.

For cancellations occurring after the halfway milestone payment has been made, no refunds will be provided. This is due to the significant amount of work already completed and resources allocated to the project.

No refunds will be provided once the project is completed and delivered to the client.

If a client wishes to make adjustments to the project after it has commenced, the scope of work may be modified, but additional fees may apply.