Refund & Cancellation Policy
Last Updated: July 1, 2026
1. Service Payment Structure
At Sweetspot Business Advisors, our engagement model is transparent. Payments for our consulting services are structured as follows:
- Upfront Payments: Services are typically paid for upfront in clearly defined sections or milestones agreed upon in the initial proposal.
- Milestone-Based Billing: For longer engagements, payments are tied to specific deliverables or time periods to ensure alignment with project progress.
2. No Refund for Delivered Services
Due to the nature of advisory services, we do not offer refunds for services that have already been delivered. Our services are measured in hours of expertise and intellectual property transfer. Once time has been invested by our advisors or deliverables have been provided, that value cannot be returned.
Field Guide Refund Exception
Field Guide purchases are subject to the specific Field Guide refund promise stated at purchase: read your guide, and if it does not hand you at least one change worth making this quarter, email us within 30 days for a full refund. No implementation logs, no six-month waiting period, and no proof burden. We ask for one sentence on where it missed so the next owner's guide is better. This exception applies to Field Guide purchases only and does not change the refund treatment for custom advisory services, Inspections, Field Visits, Buildouts, or other delivered services unless a separate written agreement says otherwise.
3. Cancellation Policy
We understand that business needs change. Our cancellation policy is designed to be fair to both parties:
Standard Cancellation Notice
Clients may cancel ongoing service agreements with 30 days written notice. This allows us to wind down current workstreams properly.
Refunds for Unused Hours
If you have prepaid for a block of hours or a future milestone and choose to cancel with proper notice, we will refund the portion of the payment corresponding to unused hours that have not yet been scheduled or commenced.
4. Mid-Milestone Cancellation
If a cancellation occurs in the middle of a milestone or project phase, you will only be responsible for paying for the hours actually completed up to the point of cancellation notification. Any prepaid balance exceeding the value of work performed will be refunded to you within 30 days.
5. Rescheduling Policy
We offer flexibility for rescheduling specific sessions or workshops:
- No Penalty Rescheduling: You may reschedule sessions without penalty provided that no non-recoverable preparatory costs (such as travel bookings, venue rentals, or third-party vendor fees) have been incurred by Sweetspot Business Advisors.
- Incurred Costs: If rescheduling requires the cancellation of non-refundable travel or venue arrangements, these costs will be billed to the client.
6. SMS/MMS Notices Related to Purchases and Scheduling
If you provide your mobile phone number and opt in to SMS/MMS messages, SweetSpot Business Advisors may send text or multimedia messages related to purchases, scheduling, reminders, requested materials, billing follow-up, service delivery, or cancellation and rescheduling coordination.
Consent to receive SMS/MMS messages is not a condition of purchasing any goods or services. Message frequency varies based on your interaction with us. Message and data rates may apply. You may opt out at any time by replying STOP, or request help by replying HELP or contacting us at [email protected] or (832) 583-1658.
Contact for Billing Inquiries
For any questions regarding your invoice, refunds, or cancellations, please contact our billing department at: