How We Work

Booking & Refund Policy

Everything you need to know about starting an engagement with GTF — from your first inquiry to your final deliverable.

The Process

From First Contact to First Deliverable.

Submit Your Inquiry

Complete the contact form or email us directly describing your situation and the type of advisory you’re exploring. No commitment required.

Introductory Call

A founding partner contacts you within 48 hours to schedule a 30-minute call. We discuss your challenge, share our approach, and assess mutual fit.

Engagement Letter & NDA

We issue a tailored engagement letter and mutual NDA. Upon co-signature and receipt of the 50% commencement invoice, work begins.

Delivery & Follow-up

We deliver your agreed deliverables, walk you through findings in a dedicated presentation session, and remain available for follow-up questions.

Engagement Models

Choose the Model That Fits Your Needs.

For Defined Challenges

Project-Based

From $3,800 per project

A scoped engagement with defined deliverables, fixed timeline, and fixed fee. Ideal for one-time advisory needs with clear outputs.

Fixed scope, fixed price
Partner-led delivery
Defined timeline (typically 4–12 weeks)
50% upfront / 50% on delivery

Browse Projects

Transparent, Predictable Billing.

Project Engagements

All project-based engagements require a 50% commencement payment before work begins. This invoice is issued upon co-signature of the engagement letter and is due within 14 calendar days. The remaining 50% completion payment is invoiced upon delivery of the final agreed deliverable and is due within 14 calendar days.

Retainer Engagements

Monthly retainers are invoiced on the first business day of each month and due within 7 calendar days. Quarterly retainers are invoiced at the start of the quarter and due within 14 days. Annual retainers are invoiced at engagement commencement and due within 14 days (or as agreed in the engagement letter).

Payment Methods

GTF accepts payment via wire transfer (USD), ACH, and major credit cards. International wire details are provided with each invoice. All fees are denominated in USD unless otherwise agreed.

Late Payment

Invoices unpaid after 14 days (7 days for monthly retainers) may result in work suspension. GTF reserves the right to charge interest on overdue amounts at a rate of 1.5% per month from the due date.

Note: GTF does not collect payment through WooCommerce / checkout for retainer programs exceeding $10,000 quarterly. These are invoiced directly following the engagement letter process described above.

Cancellation & Refunds

Cancellation Policy & Refund Eligibility.

GTF’s policy is designed to be fair to both parties. Because advisory work requires significant partner time investment — including research, partner briefings, and initial analysis — before any deliverable is shared, partial refunds apply in some circumstances.

Scenario	Timing	Refund Eligibility	Notes
Project cancellation by client	Before commencement (within 48h of signing)	Full refund	Full commencement payment refunded within 10 business days.
Project cancellation by client	After work has begun, before first milestone	50% of commencement	50% retained to cover research and preparation work incurred.
Project cancellation by client	After first milestone or draft delivery	No refund	Commencement payment fully earned. Completion invoice not due.
Monthly retainer cancellation	Before start of next billing month (14+ days notice)	Prorated refund	Unused portion of current month refunded if cancelled with 14 days notice.
Monthly retainer cancellation	Less than 14 days notice	No refund	Current month’s fee fully earned.
Annual retainer cancellation	Within first 30 days, before first advisory session	Full refund	Less any transaction fees incurred.
Annual retainer cancellation	After 30 days or after first session	Pro-rata less 20% admin	Remaining unused months refunded at 80% of monthly equivalent.
Engagement cancelled by GTF	Any time	Full refund	All payments refunded within 10 business days.

Satisfaction Commitment: If you are not satisfied with a final deliverable for reasons we consider valid (material deviation from agreed scope), we will revise the deliverable at no additional charge or issue a partial refund — at GTF’s sole discretion. Please raise concerns within 14 days of delivery.

FAQ

Frequently Asked Questions.

Project timelines vary by engagement type. Feasibility studies and audits typically take 4–6 weeks. Strategy design engagements run 6–10 weeks. M&A and complex multi-jurisdictional projects range from 10–20 weeks. Execution support engagements are structured as 90-day programs. Exact timelines are agreed in the engagement letter.

For engagements under $10,000, you may initiate an engagement directly via our online checkout. A partner will follow up within 48 hours to confirm scope and issue the engagement letter before work begins. For engagements over $10,000 or any retainer program, all bookings are handled through a direct partner conversation and formal engagement letter process.

Yes. GTF executes a mutual NDA with every prospective client before substantive discussions begin. If you have your own preferred NDA format, we are generally willing to review it. Our standard NDA is a mutual instrument — not one-sided. We take confidentiality extremely seriously and it is fundamental to our practice.

For project engagements, we can accommodate a pause of up to 30 days on request, subject to partner availability upon resumption. Pauses beyond 30 days may require a revised engagement letter due to potential changes in the external environment affecting the analysis. For retainer engagements, a pause of up to 60 days can be arranged with 2 weeks’ notice.

Our engagement fees cover all partner time, analysis, and deliverable preparation. If an engagement requires out-of-pocket costs beyond standard scope — such as third-party data subscriptions, travel, or translation services — these are itemized transparently in the engagement letter and invoiced at cost, with no markup, following prior written approval.