Last updated: June 29, 2026
We collect information you provide directly to us, including your name, email address, firm information, and business financial data entered into the platform. We also collect information about how you use our services.
We use the information we collect to provide, maintain, and improve our services, including generating exit readiness reports, valuations, and gap assessments. We do not sell your personal information to third parties.
We implement appropriate security measures to protect your personal information. All data is encrypted in transit and at rest. Access to client data is restricted to authorized advisors and administrators.
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 our support team.
We use Supabase for data storage and authentication, and Vercel for hosting. These services have their own privacy policies governing the handling of your data.
If you have questions about this privacy policy or our data practices, please contact us at info@businesssuccessionpros.com