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Privacy Policy

Effective Date: 6/1/2025

Information We Collect

Personal Information You Provide:

• Name, email address, phone number, and business information when you contact us or schedule consultations

• Information submitted through our assessment tools, calculators, and forms

• Communication preferences and feedback

• Business and financial information shared during consultations

Automatically Collected Information:

• IP address, browser type, and device information

• Website usage data, pages visited, and time spent on site

• Cookies and similar tracking technologies for website functionality and analytics

How We Use Your Information

We use collected information to:

• Provide business advisory services and consultations

• Respond to inquiries and schedule appointments

• Send requested resources, newsletters, and educational content

• Improve our website and services

• Analyze website usage and performance

• Comply with legal obligations

Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share information with:

• Service providers who assist with website operations, email marketing, or business functions

• Legal authorities when required by law or to protect our rights

• Business partners only with your explicit consent

Data Security

We implement appropriate security measures to protect your personal information, including:

• Secure data transmission (SSL encryption)

• Restricted access to personal information

• Regular security assessments

• Secure data storage practices

Your Rights

You have the right to:

• Access, update, or delete your personal information

• Opt-out of marketing communications

• Request information about data we collect and how it's used

• File complaints with relevant data protection authorities

Cookies and Tracking

We use cookies to:

• Remember your preferences and settings

• Analyze website traffic and user behavior

• Provide personalized content and advertisements

• Improve website functionality

You can control cookies through your browser settings.

Contact Information

For privacy-related questions, contact us at:

Terms and Conditions

Acceptance of Terms

By accessing and using the Summits Way Strategies website, you agree to be bound by these Terms and Conditions. If you do not agree, please do not use our website or services.

Services Description

Summits Way Strategies provides business advisory services including:

• Business valuation and assessment

• Strategic planning and value creation guidance

• Exit planning and transaction preparation

• Risk management consulting

• Educational resources and tools

Website Use

Permitted Use:

• Access and use website content for personal and business purposes

• Download resources for your own use

• Submit inquiries and schedule consultations

Prohibited Use:

• Reproducing, distributing, or republishing content without permission

• Using automated systems to access or collect website data

• Attempting to gain unauthorized access to our systems

• Violating any applicable laws or regulations

Intellectual Property

All website content, including text, graphics, logos, and software, is owned by Summits Way Strategies and protected by copyright and trademark laws. T.

User-Generated Content

By submitting content to our website, you grant us a non-exclusive, royalty-free license to use, modify, and display such content for business purposes.

Limitation of Liability

Summits Way Strategies shall not be liable for:

• Indirect, incidental, or consequential damages

• Loss of profits, data, or business opportunities

• Damages exceeding the amount paid for our services

• Issues arising from third-party websites or services

Indemnification

You agree to indemnify and hold harmless Summits Way Strategies from claims arising from your use of our website or violation of these terms.

Modifications

We reserve the right to modify these terms at any time. Changes will be effective upon posting to our website.

Governing Law

These terms are governed by the laws of [Your State/Jurisdiction] without regard to conflict of law principles.

Disclaimer

General Disclaimer

The information provided on the Summits Way Strategies website is for general informational and educational purposes only. This information is not intended as professional advice and should not be relied upon as such.

No Professional Relationship

Viewing our website content, using our tools, or downloading resources does not create a professional advisory relationship between you and Summits Way Strategies. A formal engagement requires a written agreement.

Not Financial, Legal, or Tax Advice

Our content and services are not intended to provide:

• Financial planning or investment advice

• Legal counsel or opinion

• Tax preparation or planning advice

• Accounting or audit services

Always consult with qualified professionals for specific advice related to your situation.

Business Valuation Disclaimer

Any business valuations, assessments, or estimates provided are:

• Based on information provided by you

• Estimates for planning purposes only

• Not appraisals for legal or tax purposes

• Subject to change based on market conditions and business performance

No Guarantee of Results

We cannot guarantee specific outcomes from our services. Results depend on various factors including:

• Market conditions

• Business performance

• Implementation of recommendations

• External economic factors

Website Accuracy

While we strive for accuracy, we make no warranties about:

• Completeness or accuracy of website content

• Functionality of interactive tools and calculators

• Availability of website services

• Links to third-party websites

Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the content, privacy practices, or terms of use of external websites.

Risk Acknowledgment

Business planning and exit strategies involve risk. Past performance does not guarantee future results. You acknowledge that:

• All business decisions carry inherent risk

• Market conditions can change rapidly

• Professional advice should be sought for major decisions

Limitation of Warranties

Our website and services are provided "as is" without warranties of any kind, either express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement.

Updates and Changes

We reserve the right to update or modify this disclaimer at any time without prior notice. Your continued use of our website constitutes acceptance of any changes.

Contact Information

For questions about this disclaimer, contact us at: