Exit Factor Privacy Policy

This Privacy Policy ("Policy") describes how Exit Factor, LLC ("Exit Factor," "EF," "we," "our," or "us") collects, uses, discloses, and protects information collected from or about you through our website https://www.exitfactor.com and any related services, assessments, consultations, or other interactions you may have with us (collectively, the "Services").

PLEASE READ THIS POLICY CAREFULLY TO UNDERSTAND HOW WE HANDLE YOUR INFORMATION. IF YOU DO NOT AGREE TO THIS POLICY, PLEASE DO NOT USE THE SERVICES.

1. INFORMATION WE COLLECT

Information You Provide Directly to Us

We collect information about you that you directly provide to us when you use the Services, including when you:

• Visit our website or fill out forms
• Schedule consultations or assessments
• Register for our programs (EF1, EF2, or EF3)
• Subscribe to our newsletters or marketing communications
• Participate in surveys, webinars, or events
• Correspond with us via phone, email, or chat
• Download materials or use our business valuation tools

The types of information we may collect include:

• Contact Information: Name, email address, postal address, and telephone number
• Business Information: Company name, job title, industry, business revenue, number of employees
• Financial Information: Business financial data for assessments and valuations (processed securely)
• Communication Records: Records of our conversations, consultations, and correspondence
• Payment Information: Billing details and payment history (processed by secure third-party processors)

Information We Collect Automatically

When you use our Services, we automatically collect certain information about your device and how you use the Services, including:

• IP address, browser type, operating system
• Pages visited, time spent on pages, referring websites
• Device information and unique identifiers
• Location information (general geographic area based on IP address)

We use cookies and similar technologies to collect this information. You can manage your cookie preferences through your browser settings, though some functionality may be limited if you disable cookies.

Information from Other Sources

We may collect information about you from other sources, including:

• Public databases and business directories
• Marketing partners and referral sources
• Social media platforms when you interact with our content
• Industry events and conferences

2. HOW WE USE YOUR INFORMATION

We use your information for the following purposes:

Service Delivery

• Provide exit planning consultations and assessments
• Conduct business valuations and create customized plans
• Deliver our EF1, EF2, and EF3 programs
• Process payments and manage your account
• Provide customer support and respond to inquiries

Communications

• Send transactional communications about our Services
• Provide marketing communications about our services, industry insights, and events
• Send newsletters and educational content
• Respond to your requests and inquiries

Business Operations

• Analyze and improve our Services
• Conduct research and develop new offerings
• Ensure security and prevent fraud
• Comply with legal obligations
• Protect our rights and the rights of others

Marketing and Advertising

• Personalize content and recommendations
• Measure the effectiveness of our marketing campaigns
• Provide targeted advertising (with your consent where required)

3. DISCLOSURE OF YOUR INFORMATION

We may share your information in the following circumstances:

Third-Party Accounts

You may be able to connect your Exit Factor account to third-party accounts. By connecting your Exit Factor account to your third-party account, you acknowledge and agree that you are consenting to the continuous release of information about you to others (in accordance with your privacy settings on those third-party sites). If you do not want information about you to be shared in this manner, do not use this feature.

Service Providers

We work with trusted third-party service providers who assist us in operating our business, including:

• Payment processors
• Email marketing platforms
• Website hosting and analytics providers
• Customer relationship management systems
• Professional advisors (attorneys, accountants)

Business Partners

We may share information with business partners who provide complementary services, such as:

• Legal and financial professionals in our network
• Industry experts and consultants
• Event co-sponsors (with your consent)

Legal Requirements

We may disclose your information when required by law or in response to:

• Valid legal process or government requests
• Protection of our rights, property, or safety
• Prevention of fraud or other illegal activities
• Enforcement of our terms and agreements

Business Transfers

In the event of a merger, acquisition, or sale of our business, your information may be transferred to the new owner, subject to this Privacy Policy.

With Your Consent

We may share your information for any other purpose with your explicit consent.

4. SECURITY AND RETENTION

Security Measures

We implement appropriate technical and organizational measures to protect your information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your information only as long as necessary to fulfill the purposes outlined in this Policy, comply with legal obligations, resolve disputes, and enforce our agreements. Generally, this includes:

• Active client information: Duration of our relationship plus 7 years
• Marketing communications: Until you unsubscribe
• Financial records: As required by applicable law

5. YOUR RIGHTS AND CHOICES

Electronic Communications

By visiting exitfactor.com or sending emails to Exit Factor, you consent to receive electronic communications. You agree that all agreements, notices, disclosures and other communications that we provide to you electronically, via email and on the Services, satisfy any legal requirement that such communications be in writing.

Marketing Communications

You may opt out of marketing communications by:

• Clicking the unsubscribe link in our emails
• Contacting us directly at the information below
• Updating your preferences in your account settings

You will continue to receive transactional communications related to our Services.

Access and Control

Depending on your location, you may have rights regarding your personal information, including:

• Access: Request copies of your personal information
• Correction: Update or correct inaccurate information
• Deletion: Request deletion of your information (subject to legal requirements)
• Portability: Receive your information in a portable format
• Objection: Object to certain uses of your information

To exercise these rights, please contact us using the information below. We will respond to your request within a reasonable timeframe and as required by applicable law.

6. CALIFORNIA PRIVACY RIGHTS

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

Categories of Information We Collect

• Contact and identification information
• Commercial information (business details, transaction history)
• Internet activity (website usage, interactions)
• Professional information (job title, company details)
• Financial information (for business assessments)

Your California Rights

• Right to Know: What personal information we collect and how we use it
• Right to Delete: Request deletion of your personal information
• Right to Opt-Out: Opt out of the sale of personal information (we do not sell personal information)
• Right to Non-Discrimination: Not be discriminated against for exercising your rights

To exercise these rights, contact us at privacy@exitfactor.com or use our contact information below.

7. CHILDREN'S PRIVACY

Our Services are not directed to individuals under 16 years of age. We do not knowingly collect personal information from children under 16. If you believe we have collected information from a child under 16, please contact us immediately.

8. LINKS TO THIRD-PARTY SITES

Our Services may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any information.

9. INTERNATIONAL TRANSFERS

Your information may be processed and stored in the United States or other countries where we or our service providers operate. These countries may have different data protection laws than your country of residence.

International Users: The Services are controlled, operated and administered by Exit Factor from our offices within the USA. If you access the Services from a location outside the USA, you are responsible for compliance with all local laws. You agree that you will not use our content accessed through exitfactor.com in any country or in any manner prohibited by any applicable laws, restrictions or regulations.

10. CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time. We will notify you of material changes by:

• Posting the updated Policy on our website
• Sending you an email notification (if you have provided your email address)
• Providing notice through our Services

The "Last Updated" date at the top of this Policy indicates when it was last revised. Your continued use of our Services after any changes constitutes acceptance of the updated Policy.

11. CONTACT US

If you have any questions about this Privacy Policy or our privacy practices, please contact us:

Exit Factor of Des Moines
Jeremy Vos
Email: jeremy.vos@exitfactor.com
Phone: (515) 355-4360
Website: https://www.exitfactor.com

For privacy-specific inquiries, you may also contact us at: privacy@exitfactor.com

This Privacy Policy is designed to comply with applicable privacy laws and regulations. If you have concerns about our privacy practices, we encourage you to contact us first so we can address your concerns directly.

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