Refund & Cancellation Policy

Last updated: 7 August 2026

This policy applies to consulting engagements with Enterprise Evolve for merger integration advisory work. It does not cover products, software subscriptions, or physical goods — we do not sell those.

Eligibility overview

Fees relate to professional time and preparation. Refunds depend on whether work has started, whether a deposit was taken, and the notice given for cancellation or rescheduling.

Cooling-off and deposits

For fixed-fee projects (for example Pre-Deal Integration Diligence or Cultural & Leadership Alignment packages):

  • If you cancel in writing before kickoff and before we have begun diagnostic interviews or workshop preparation, we refund any deposit in full within fourteen business days.
  • If you cancel after kickoff but before the midpoint of a fixed project, we may refund up to fifty percent of fees paid, less documented third-party costs (for example non-refundable venue hire for a workshop), at our discretion based on work already performed.
  • After the midpoint, or after delivery of the agreed brief / final workshop, fees are non-refundable.

For monthly retainers (Post-Merger Integration Programme, Synergy Tracking):

  • Retainers are billed monthly in advance.
  • Cancel with at least fifteen calendar days’ written notice before the next billing date to avoid the following month’s retainer.
  • The current month’s retainer is non-refundable once the billing period has begun, except where required by New Zealand law.

Work already started

Time spent on interviews, document review, facilitation, board packs, and travel booked at your request is chargeable. We will provide a summary of work completed if a partial refund is under consideration.

Rescheduling

Workshops and on-site days may be rescheduled once without penalty if you give at least ten business days’ notice. Shorter notice may incur a rescheduling fee of up to twenty-five percent of the affected workshop fee or day rate to cover preparation and travel changes.

No-shows

If client participants do not attend a booked workshop without notice, the session is treated as delivered for billing purposes. We will offer one makeup session at a mutually agreed date, charged only for incremental travel if applicable.

Non-refundable items

  • Third-party costs already incurred with your approval (travel booked, venues, printing of board packs)
  • Completed diagnostic briefs and delivered workshop facilitation
  • Monthly retainer periods already commenced

Refund process and timing

Email refund or cancellation requests to info@enterpriseevolve.digital with your engagement reference and reason. We confirm receipt within three business days and aim to resolve within fourteen business days. Approved refunds are returned by the original payment method where possible, or by bank transfer to a New Zealand account you nominate.

Processing time

Bank processing may take an additional three to seven business days after we initiate a refund.

Exceptions

Nothing in this policy limits rights you may have under the Consumer Guarantees Act 1993 or Fair Trading Act 1986 where those Acts apply. Engagement-specific statements of work may set additional commercial terms; where they conflict on fees, the signed statement of work prevails.

Contact for refund requests

Enterprise Evolve
Level 8, 151 Victoria Street, Christchurch 8013
info@enterpriseevolve.digital
+64 3 555 5830