Privacy Policy

Last updated: June 13, 2026

1. Information We Collect

We collect information you provide directly to us, including:

  • Account Information: Name, email address, and password
  • Business Information: Company name, industry, revenue range, employee count, years in business, and exit timeline
  • Assessment Data: Responses to exit readiness assessment questions, including scores and open-text answers
  • Financial Data: Revenue, EBITDA, and other financial metrics you choose to provide
  • Usage Data: How you interact with the platform, pages visited, and features used

2. How We Use Your Information

We use the information we collect to:

  • Provide exit readiness assessments, action plans, and exit options analysis
  • Generate personalized reports and recommendations
  • Enable your assigned advisor/account manager to review your results and provide guidance
  • Improve and develop our services

We do not sell your personal information to third parties.

3. Data Sharing

Your data is shared only with:

  • Your Assigned Advisor: The advisor or account manager who invited you to the platform can view your assessment results, action plan progress, and business information
  • Service Providers: We use Supabase (data storage and authentication) and Vercel (hosting). These services process your data under their respective privacy policies

We do not share your data with other clients, advisors outside your engagement, or any unrelated third parties.

4. Data Security

We implement appropriate security measures to protect your personal and business information. All data is encrypted in transit (TLS) and at rest. Access to client data is restricted to authorized advisors and administrators through role-based access controls. Your financial information is treated as confidential and is never exposed to other users of the platform.

5. Data Retention

We retain your information for as long as your account is active or as needed to provide you services. You may request deletion of your data at any time by contacting your advisor or emailing us directly. Upon account deletion, your assessment data, business information, and action plan data will be permanently removed within 30 days.

6. Your Rights

You have the right to:

  • Access and download your data
  • Correct inaccurate information
  • Request deletion of your account and data
  • Withdraw consent at any time

7. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the “Last updated” date.

8. Contact Us

If you have questions about this privacy policy or our data practices, please contact us at info@businesssuccessionpros.com