Refund Policy

This Refund Policy describes how Fortune Equipment Group (“FEG,” “we,” “us,” or “our”) handles refunds, credits, and cancellations for advisory and consulting services. Because our work is professional, time-based, and often involves customized analysis and deliverables, refunds are evaluated according to the rules below and any written proposal, statement of work, or invoice issued for a particular engagement.

1. General Policy

Fees for consulting services are typically non-refundable once work has begun, because we reserve time, allocate resources, and often commence discovery, research, and analysis immediately after confirmation. However, we aim to be fair and transparent. When refunds are available, they are generally limited to the portion of fees that corresponds to work not yet performed.

2. Discovery Calls and Initial Consultations

If a paid discovery session or paid initial consultation is scheduled and you cancel at least 24 hours in advance, we will either (a) reschedule at no additional charge, or (b) issue a credit for the fee to be applied toward a future session, at our discretion. Cancellations with less than 24 hours’ notice may be treated as a missed appointment and may not be eligible for refund or credit.

3. Project Deposits and Retainers

Some engagements require a deposit or retainer to reserve time and begin preparation. Unless otherwise stated in writing, deposits and retainers are generally non-refundable once (a) scheduling is confirmed and/or (b) preparatory work begins, including project setup, stakeholder planning, document review, and initial data requests.

If an engagement is canceled before any preparatory work begins, we may refund the deposit minus reasonable administrative costs and payment processing fees (if applicable).

4. Refunds for Unused Services

For packages or multi-phase engagements, if you terminate the engagement early, you may request a pro-rated refund for the portion of the scope that has not been performed. Pro-rating will be based on (a) documented hours spent, (b) milestones completed, and (c) any committed third-party costs or non-cancelable expenses.

5. Deliverables and Custom Work

Once a deliverable has been produced or substantially completed, the related portion of fees is non-refundable, because the work is customized for your operation. If a deliverable contains a material error that is directly attributable to FEG, we will make commercially reasonable efforts to correct it at no additional charge.

If deliverable limitations result from incomplete, inaccurate, or delayed client-provided information, refunds are not available; however, we may propose an add-on scope to validate or improve conclusions if needed.

6. Client Delays and Lack of Access

Many engagements depend on timely access to data, systems, or personnel. If you are unable to provide access within a reasonable timeframe, we may pause the project and reschedule. Extended pauses may cause re-planning and may require additional fees. Refunds are not provided for time reserved but unused due to client delays.

7. Chargebacks and Disputed Payments

If you initiate a chargeback or payment dispute without first contacting us to attempt resolution, we reserve the right to pause work and to provide documentation of services performed. In many cases, disputes can be resolved more quickly by contacting us directly with the relevant details.

8. How to Request a Refund

To request a refund or credit, send a written request that includes (a) your name and company, (b) the engagement or invoice reference, (c) a brief explanation, and (d) the preferred resolution (refund, credit, or reschedule). We may request additional information to evaluate your request.

9. Processing Time and Method

Approved refunds are typically issued back to the original payment method when possible. Processing times may vary depending on payment provider and financial institution. We do not control external processing delays.

10. Changes to This Policy

We may update this Refund Policy to reflect changes in our services or operating practices. The “Last Updated” date indicates the most recent revision. The policy applicable to a given engagement is generally the one in effect at the time you purchase or confirm services, unless a later version is required by law.