Refund & Cancellation Policy
Effective date: October 17, 2025

Applies to: Waypoint Fractional Partners, LLC (“Waypoint,” “we,” “us”) — website at https://www.waypointpartners.co and all engagements unless your signed MSA/SOW says otherwise (your contract controls in a conflict).

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1) Scope & Definitions

• Retainer: Monthly, pre-paid access to fractional services.

• Fixed-Fee Project/Sprint: A defined deliverable at a set price.

• Time & Materials (T&M): Billed by actual time/expenses.

• Workkick/Kickoff: The earlier of (i) the agreed start date or (ii) when we begin work (planning, discovery, or delivery).

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2) General Principles

• We bill transparently and aim to resolve issues with rework, adjustments, or service credits before refunds.

• Third-party and pass-through costs (e.g., software, ads, domains, contractors, travel) are non-refundable once incurred or committed.

• Refunds, when approved, are issued to the original payment method within 10 business days of approval.

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3) Monthly Retainers (Billed in Advance)

• Cancellation/Non-renewal: Provide 30 days’ written notice. Your retainer remains active through the end of the current billing period; we stop future renewals.

• Refunds for the current month: Retainer fees for the current billing period are non-refundable once work begins or after 5 business days, whichever comes first.

• Prepaid future periods: Any fully prepaid months beyond the current month are refundable.

• Unused capacity: We’ll make commercially reasonable efforts to reallocate hours within the same billing period. Unused hours do not roll over unless your SOW says otherwise.

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4) Fixed-Fee Projects / Sprints

• Deposits: Unless your SOW states otherwise, a 50% deposit is due at signing to reserve capacity.

• Cancel before kickoff: Refund of the deposit minus (i) time actually worked at our standard rates, and (ii) any non-recoverable costs/commitments.

• Cancel after kickoff: We’ll refund any unused portion of the fixed fee calculated by (i) percent of deliverables completed or (ii) hours worked at standard rates against the project budget—whichever is more favorable to accurately reflect work performed—less non-recoverable costs.

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5) Time & Materials (T&M) / Prepaid Hour Blocks

• Invoiced T&M: No refunds for time already performed or expenses incurred.

• Prepaid hour blocks (if offered): Unused hours are refundable on 30 days’ notice. If the block included a volume discount, used hours will be repriced at our standard rate before calculating the refundable balance.

• Expiration: Unless your SOW says otherwise, prepaid hours expire 6 months from purchase; expired hours are not refundable.

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6) Strategy Workshops / Training / Events

• Reschedule ≥ 10 business days: No fee; we’ll offer new dates.

• Reschedule < 10 business days: 50% of the fee is charged; we’ll apply the remainder to a future session within 60 days.

• Cancel < 3 business days or no-show: 100% fee due.

• Travel & venue costs: Non-refundable once committed; any supplier credits will be passed through if available.

• Virtual sessions: We’ll honor a one-time, no-fee reschedule with ≥ 2 business days notice.

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7) Quality Concerns: Rework & Service Credits First

If deliverables don’t meet the mutually agreed scope/specs, notify us in writing within 10 business days of delivery. We will:

1. Clarify gaps;

2. Provide targeted rework; and/or

3. Offer a reasonable service credit (typically up to 10% of the monthly retainer or a proportion of the fixed fee tied to the affected deliverable).
   Cash refunds are a last resort after rework/credit options are exhausted.

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8) Third-Party & Pass-Through Costs (Non-Refundable)

Payments to third parties (e.g., ads, software, data tools, freelancers, printing, travel/lodging) are non-refundable once incurred/committed. We’ll share supplier policies and facilitate credits where available.

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9) Billing Disputes & Chargebacks

• Dispute window: Please raise invoice disputes within 15 days of invoice date. Silence after 15 days is deemed acceptance.

• Chargebacks: Filing a chargeback before giving us a reasonable opportunity to resolve the issue may be treated as a breach. We’ll provide documentation to the processor and continue working toward an amicable solution.

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10) How to Request a Refund or Credit

Email millmanscottr@gmail.com (cc: bemisshaun@gmail.com) with:

• Company name and SOW/Invoice number(s)

• Reason for the request and relevant dates

• The outcome you’re seeking (rework, credit, or refund)
  We aim to respond within 10 business days.

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11) Force Majeure & Scheduling Delays

Neither party is liable for delays beyond reasonable control (e.g., extreme weather, outages, illness, strikes). We’ll reschedule or adjust timelines in good faith. Non-recoverable third-party costs remain non-refundable.

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12) Changes to This Policy

We may update this policy from time to time. The updated version will be posted on our site with a new effective date. Your contract (MSA/SOW) always governs your specific engagement.

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13) Governing Law

This policy is governed by Florida law. Any dispute relating to refunds or this policy will be resolved in courts located in Broward County, Florida, consistent with our Terms & Conditions.