(For Done-For-You Surplus Funds Business Operation)

Effective Immediately Upon Enrollment

This Refund & Partnership Policy (“Policy”) governs the terms under which you (“Client”) engage our company (“Company”) to build, manage, and support your revenue-ready surplus-funds business operation.

By enrolling, submitting payment, signing the agreement, or accessing any portion of the program, you agree to the terms outlined below.

1. Term of Engagement

This is a 6-month minimum partnership.

During this period, the Company provides operational support, coaching, lead sourcing, VA labor, and business infrastructure as outlined in the Offer.

After the initial 6-month term, you may:

Option A — Extend Partnership

Continue for $1,000/month with the same profit-share structure, OR

Option B — Take Over the Business

Transition into full control of the operation and retain 100% of future profit share, using the knowledge, skills, and assets provided during the initial 6 months. After this period- the owner must cover Attorney Fees and VA salary if they want the same VA to continue working for them. Or can choose to find another VA elsewhere.

2. What You Are Purchasing

You are purchasing access to your own revenue-ready business operation, and you are hiring us as your operational partner to build, manage, and run the core systems during the initial term.

This includes:

Operational Deliverables

Dedicated VA sourcing and management

Lead sourcing and outreach

Calling, follow-up, and deal-generation support

Monthly updates via email or video call on the status of leads, signed agreements and deals closed

Instructional Deliverables

Training program with step-by-step videos

Access to the private community

Weekly coaching calls

Dashboard access to view leads, signed agreements, and closed deals

3. Client Requirements

To begin and maintain the partnership, Client agrees to:

Submit initial payment

Sign the partnership agreement

Register an LLC under their name

Sign for deals and provide required documentation timely

Remain responsive and engaged in the process (e.g., weekly calls, responding to VAs, etc.)

Failure to complete required steps may delay deal generation or result in termination without refund.

4. Refund Policy

This is a performance-based refund policy — not a results-based policy.

Revenue and profit are never guaranteed. Results vary based on effort, skill, responsiveness, market conditions, and the inherent unpredictability of working with courts, counties, and claimants.

You Qualify for a Refund Only If:

You can demonstrate that the Company failed to deliver the specific contractual deliverables, defined as:

Failure to provide VA(s) to source leads

Failure to conduct outbound lead-sourcing and outreach

Failure to provide weekly coaching calls

Failure to provide access to training, community, and dashboard

Failure to provide reasonable support related to closing deals

You Do NOT Qualify for a Refund If:

You fail to complete required steps (LLC, agreements, signatures, calls)

During the extension period you do not attend coaching calls, engage with VAs, respond to leads, or complete your part of the sales process

You experience delays caused by county/court timelines

You change your mind, experience financial hardship, or “no longer want the program”

You expect guaranteed deals or guaranteed income

You are dissatisfied with subjective elements (teaching style, pace, personal preferences, etc.)

5. Onboarding & Capital Allocation

Once onboarding is completed (document signing, LLC registration, and dashboard access), we begin allocating operational resources including VAs, lead lists, systems, and spend to build your team and pipeline.

Because this capital is deployed into labor, data, systems, and operational overhead, refunds after onboarding completion are only provided if the Company fails to deliver the specific items listed in Section 4.

6. Earnings Disclaimer (Required)

The average deal size in this industry, based on our 5 years of experience, ranges from $8,000–$10,000, with higher deals occasionally reaching $30,000–$50,000.

These figures are provided for educational purposes only and do not represent a guarantee of income, results, or performance.

Revenue is not guaranteed. Results vary based on effort, skill, and market conditions.

Client understands that all business ventures carry inherent risk and agree not to hold the Company liable for financial outcomes.

7. Agreement

By enrolling, you acknowledge that you:

Have read this Policy in full

Understand the difference between deliverables and results

Agree to the performance-based refund criteria

Accept that no income, outcome, or earnings are guaranteed

Enter into this partnership voluntarily

8. Earnings Disclaimer

Every effort has been made to accurately represent this product and its potential.

There is no guarantee that you will earn any money using the techniques and ideas in these materials. Examples in these materials are not to be interpreted as a promise or guarantee of earnings. Earning potential is entirely dependent on the person using our product, ideas and techniques. We do not position this product as a “get rich scheme.”

Any claims made about the work put into the business such as lead sourcing, calling leads, or efforts to close surplus deals can be verified upon request. If you require further clarification, please contact admin@surpluspartners.com.