Engagement Terms — ValueSmith

These terms cover engagements purchased through our booking and payment pages. If we’ve signed a separate agreement for the work, that agreement governs instead. They’re written in plain English on purpose. If something here doesn’t make sense, ask.

1. What you’re buying. Each engagement is defined on its offering page and in the booking description — what it includes, how many sessions, and what you walk away with. That description is part of these terms. What’s not described isn’t included, which protects your budget and my focus equally.

2. Scheduling. We set your session dates together when you book. Need to move one? Reschedule up to 24 hours beforehand at no cost — the spacing between sessions is deliberate, so we’ll find dates that hold the shape. Inside 24 hours, the session counts as delivered; I’ve held the time and can’t fill it.

3. Payment. Payment is collected in full at booking, by card, through Stripe. Your receipt arrives by email. Need a W-9 for your records? Just ask.

4. Refunds. Payment reserves time on my calendar, and engagement fees are non-refundable — if something comes up, we reschedule rather than refund. If you believe something’s gone wrong, tell me directly and we’ll resolve it like professionals.

5. Confidentiality. What you share with me stays between us — never attributed, and never shared in a form that identifies you or your organization. What I share with you about my methods stays between us too — mutually, automatically, no signature required. That doesn’t cover what’s already public, what either of us already knew, or what either of us works out independently — and if a court ever requires disclosure, I’ll tell you first if I’m allowed to. If we’ve executed a separate non-disclosure agreement, that agreement governs confidentiality instead. (Happy to sign yours — just send it.)

6. Recording. Our working sessions are recorded and transcribed — for notes and follow-up. Want it paused at any point? Just say so. What’s collected and how it’s handled is at valuesmith.com/privacy.

7. What you own, what I own. What we produce about your situation is yours — use it, adapt it, and share it however your work requires. My methods, frameworks, and templates stay mine. This isn’t work for hire, so where something I give you is built on my materials, you have a paid-up license to use it — not to sell it or pass my materials along as your own. And I keep using the general knowledge and experience I gain from the work.

8. How we work. I’m an independent advisor, not your employee, agency, or law/accounting firm. My counsel is direct and candid; decisions and their outcomes remain yours. That’s the deal — I bring the outside perspective, you keep the authority.

9. The boring-but-necessary part. ValueSmith’s total liability for any engagement is limited to the fees you paid for that engagement. Neither of us is liable to the other for indirect or consequential damages. These terms are governed by Florida law.

10. Changes. These terms may change over time. The version attached to your purchase confirmation is the one that governs your engagement.

ValueSmith LLC · 7901 4th St N # 27738, St. Petersburg, FL 33702 · questions@valuesmith.com