CentsableCEO Terms of Membership

Last Update: 01/15/2026

These Terms of Membership (“Membership Terms”) govern participation in CentsableCEO™, a live, facilitated decision forum operated by Taxley (“Taxley,” “we,” “us,” or “our”).

By registering for or participating in CentsableCEO™, you agree to these Membership Terms, as well as Taxley’s Terms of Use and Privacy Policy, which are incorporated by reference and form part of this agreement:

  • Terms of Use: https://taxley.com/terms-policies/use
  • Privacy Policy: https://taxley.com/terms-policies/privacy

If there is any conflict between these Membership Terms and the Terms of Use, these Membership Terms control solely with respect to CentsableCEO™ participation.

1. Nature of the Membership

CentsableCEO™ is a live, facilitated decision forum designed to strengthen how entrepreneurs and business owners frame decisions related to money, structure, compliance, and growth.

CentsableCEO™:

  • Is not a course, coaching program, consulting service, or mastermind
  • Does not provide one-on-one services, individualized advice, or implementation support
  • Does not guarantee outcomes of any kind

Participation is educational in nature and does not create a professional-client, advisory, fiduciary, or employment relationship.

2. Membership Terms, Payment, and renewal

  • Membership is sold as an annual subscription, payable in full at the time of registration
  • Membership renews annually unless cancelled by the member prior to the renewal date through the member portal or other method designated by Taxley.
  • Membership may be cancelled at any time; however, no prorated refunds are provided
  • Cancelled memberships retain access through the end of the active term

3. Refund Policy

Refunds are limited and subject to the following conditions:

  • Refund requests must be submitted within seven (7) days of registration
  • Refunds are not available after (whichever occurs first):
  • Seven (7) days from registration, or
  • Attendance at orientation
  • If a refund is approved, a 20% administrative fee will be deducted from the total registration amount
  • Refund approval is at Taxley’s discretion

Taxley retains full discretion over program design, delivery, staffing, and evolution. Submission of a refund request does not guarantee approval.

4. Team Block Memberships

Leadership Team Block memberships are subject to additional rules:

  • All seats must be assigned to named individuals
  • Seats are non-transferable by default
  • One seat transfer may be approved during a membership term for legitimate role changes (e.g., promotion, termination, leave), subject to Taxley approval
  • Seat rotation, pooling, or shared use is prohibited

5. Orientation, Start Date, and Access

  • Membership officially begins on the date of the first available orientation following registration
  • To attend an orientation, members must register at least one (1) hour before the orientation start time
  • Orientations are typically held on the 4th Wednesday of the month
  • New members may attend roundtables beginning on the first Wednesday of the month following completion of orientation.
  • Members will receive access to the member portal by their first available orientation date. If registration occurs within five (5) business days of a scheduled orientation, portal access will be granted within five (5) business days following the orientation date.

6. Roundtable Participation Rules

To protect the integrity, discretion, and effectiveness of the forum:

Recording, Capture, and AI Tools

  • Members may not record, photograph, screenshot, transcribe, or otherwise reproduce or capture any portion of a session, including through the use of AI note-taking tools, transcription software, or similar technologies
  • Personal note-taking for individual use is permitted, provided such notes do not include verbatim quotations, recordings, or identifiable participant contributions
  • Any unauthorized recording or capture may result in immediate removal from the forum without refund or membership extension

Cameras Required

  • All participants must have cameras on during roundtables
  • Failure to comply may result in removal from the session at the facilitator’s discretion, without refund or membership extension.

Access Restrictions

  • Login credentials and session access are for the registered member only
  • Sharing access or allowing non-members to attend is prohibited

Attendance

  • Attendance is optional; however, members are strongly encouraged to attend at least 85% of sessions to receive compounding value

Schedule Changes

  • Taxley reserves the right to adjust the days, times, or cadence of roundtable sessions as necessary
  • Reasonable notice will be provided when practicable
  • Schedule changes do not entitle members to refunds, credits, or extensions

7. Session Debriefs

Following each roundtable, members will receive a written debrief summarizing the session focus, key themes, and decision questions for reflection.

  • Debriefs are not transcripts or recordings
  • Debriefs will be available in the member portal for a limited period, generally three (3) to six (6) months, at Taxley’s discretion

8. Community Safety & Conduct Guidelines

CentsableCEO™ is a professional, discreet environment. Members agree to:

  • Maintain confidentiality of all discussions and participants
  • Refrain from solicitation, promotion, or recruitment
  • Engage respectfully and professionally
  • Avoid disruptive behavior or misuse of the forum
  • Respect facilitation, time boundaries, and session structure

Taxley reserves the right to remove any member whose conduct compromises the safety, integrity, or purpose of the forum. Removal may occur with or without warning and does not entitle the member to a refund.

9. Optional Business Diagnostic

Taxley may offer an optional, standalone Business Diagnostic to certain members or prospective members of CentsableCEO™ at its discretion. The Business Diagnostic is a one-time, time-bound engagement intended to provide high-level orientation and decision context across financial, tax, and structural considerations relevant to business ownership.

The Business Diagnostic is offered for a separate fee and is not included in CentsableCEO™ membership.

The Business Diagnostic does not include implementation services, execution support, ongoing advisory services, coaching, or one-on-one consulting. Any findings, observations, or summaries provided are informational in nature and are not directives, guarantees, or professional advice requiring reliance.

Participation in the Business Diagnostic does not create an ongoing advisory, consulting, fiduciary, or professional services relationship beyond the scope of the engagement.

The Business Diagnostic is governed by these Terms of Membership, as well as Taxley’s Terms of Use and Privacy Policy, which are incorporated by reference. No separate agreement is required unless expressly stated by Taxley in writing.

Availability, scope, pricing, and eligibility for the Business Diagnostic are determined solely by Taxley and may vary based on business complexity, regulatory considerations, or capacity. Completion of a Business Diagnostic is not required to participate in CentsableCEO™ programming.

Non-Guarantee: Taxley makes no guarantees regarding outcomes, decisions, or business results arising from participation in the Business Diagnostic.

10. No Guarantees or Reliance

  • Participation does not guarantee business, financial, or personal outcomes
  • Members remain solely responsible for their decisions and actions
  • Content shared is for general educational purposes only and should not be relied upon as legal, tax, or financial advice

11. Account Management

  • Members will access programming information and may update account information through the member portal
  • Requests for changes outside standard portal functions may require manual review
  • Taxley reserves the right to modify platform access, schedules, or delivery methods with reasonable notice

12. Force Majeure

Taxley shall not be liable for any delay, interruption, or failure to perform obligations under these Membership Terms due to events beyond its reasonable control, including but not limited to acts of God, natural disasters, public health emergencies, government orders, labor disputes, power or internet outages, platform failures, or other circumstances beyond Taxley’s reasonable control. In such cases, Taxley may reschedule sessions, modify delivery, or provide reasonable alternatives without refund or extension.

13. Survival

The provisions of these Terms of Membership which by their nature should survive termination or expiration of membership shall survive, including but not limited to provisions related to confidentiality, discretion, intellectual property, recording and capture restrictions, limitation of liability, indemnification, disclaimers, no guarantees, governing law, dispute resolution, and incorporation by reference of Taxley’s Terms of Use and Privacy Policy.

Former members remain bound by confidentiality and discretion obligations with respect to all non-public information learned through CentsableCEO™, including discussions, examples, participant identities, and facilitator materials, regardless of membership status.

14. Dispute Resolution

If a dispute arises, parties agree to:

  • Attempt informal resolution in good faith
  • If unresolved after 30 days, pursue mediation or mutually agreed resolution

Governing Procedures. The dispute resolution, venue, and governing law provisions set forth in Taxley’s Terms of Use are incorporated herein and apply to any dispute arising out of or relating to this Agreement. To the extent of any inconsistency, the dispute resolution provisions in Taxley’s Terms of Use control.

15. Notices

All notices must be sent via:

  • Support ticket submission via the member portal area
  • Email to centsableceo@taxley.com, and
  • Written notice to the address on file

Email notices are deemed received on the next business day; mailed notices are deemed received within five (5) business days.

16. Assignment

Members may not assign or transfer this agreement without written consent. Taxley may assign these Terms in connection with restructuring, reorganization, or scaling.

17. Limitation of Liability

To the fullest extent permitted by law, Taxley’s limitation of liability with respect to CentsableCEO™ is governed by and incorporated from Taxley’s Terms of Use. Nothing in these Membership Terms is intended to expand, modify, or contradict those limitations.

18. Governing Law and Venue

These Membership Terms shall be governed by and construed in accordance with the governing law and venue provisions set forth in Taxley’s Terms of Use, which are incorporated herein by reference.

19. Changes to Membership Terms

Taxley may update these Membership Terms periodically. Continued participation after changes constitutes acceptance of the revised terms.