Terms of Service

Last updated: June 29, 2026

1. Acceptance of Terms

By accessing and using Your Exit Story (“the Platform”), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use the Platform.

2. Description of Service

Your Exit Story is a business succession planning platform that provides tools for financial analysis, gap assessments, valuations, and exit readiness reports. The Platform is designed for use by financial advisors and their clients.

3. Not Financial Advice

The information, reports, and valuations provided by the Platform are for informational purposes only and do not constitute financial, legal, tax, or investment advice. Users should consult qualified professionals before making business decisions based on Platform outputs.

4. User Accounts

You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You agree to notify us immediately of any unauthorized use of your account.

5. Data Ownership

You retain ownership of all data you enter into the Platform. We do not claim ownership of your business financial data, client information, or generated reports.

6. Limitation of Liability

The Platform is provided “as is” without warranties of any kind. Business Succession Pros, Inc. shall not be liable for any indirect, incidental, special, or consequential damages arising from the use of the Platform.

7. Contact

For questions about these terms, contact us at info@businesssuccessionpros.com