Terms · Effective September 26, 2026
Terms
These are the working terms of The Revenue Review, in plain English: what you are buying, what it costs, what we need from you, and what we will not promise. Every engagement is confirmed in a short engagement letter; where that letter and this page differ, the letter prevails.
Scope and fee
A fixed scope at a fixed price. Both in writing first.
The scope
The Revenue Review is a diagnostic engagement: two weeks of work ending in nine named deliverables, delivered as written findings. The deliverables are listed before you pay anything, the scope does not grow mid-engagement, and nothing outside it is billed. It is analysis and a plan — not an implementation, and not an obligation on either side to do one afterwards.
$4,500
Fixed fee, not hourly. Paid in two parts:$2,250 to begin, the balance on delivery of the report.
The split is a payment structure, not a discount. The price is the same for everyone — we do not negotiate it and we do not run promotions.
Data access
Read-only, under NDA, and the clock stops if access does.
Read access only
We take read access to the systems that touch an inquiry — phone system, shared inbox, CRM or booking tool — and we confirm the exact list on the first call. Read access only: we change nothing in your systems, and we sign a non-disclosure agreement before you send anything.
The pause rule
Without your data this would be an opinion, not an analysis, and we do not sell opinions. So if access cannot happen — a credential is stuck, a provider is slow, you need to check with someone first — the Review pauses until it can. The clock stops rather than running out: two weeks means two weeksof work, not two weeks from the invoice.
What we need from you
One point of contact who can answer questions; your approval of anything that would ever be sent in your name; a few hours of your side’s time in week one; and replies within 48 hours. That is what keepstwo weeks at two weeks.
Ownership and results
You own the report. We do not invent the outcome.
The report is yours outright
Everything the engagement produces — the report, the figure, the fix list — is yours on delivery, whatever you decide next. Take it to your own team, another firm, or back to us. The fee buys the finding, not an obligation to buy the fix.
No guarantee of results
The deliverable is the finding: the figure, the evidence behind it, and the ordered plan. We stand behind the arithmetic — every number in the report is traced to your records or labeled as an assumption — but we do not guarantee what your revenue does after you act on it, because nobody honestly can. A firm that promises you an outcome before reading your records is quoting a number it invented.
The engagement letter and governing law
Each engagement is confirmed in a short engagement letter naming the parties, the scope, the fee and the start condition. Governing law is specified in each engagement letter.
Questions
Lumina Business Advisory · United States · Working with owner-led businesses in all 50 states. Ask before you sign, not after:hello@lumina-business-advisory.com or+1 (202) 600-6027— a person answers.