Privacy policy

1. The short version

We collect as little as possible, we never sell data, and the most sensitive thing we could hold — your financials — only ever reaches us after a signed NDA, and is seen only by the people working on your valuation.

2. What we collect

• Free tools (calculator, readiness score): nothing is stored. Your answers are processed in your browser; they reach us only if you explicitly ask us to email you a copy, in which case we receive what your email contains.
• When you contact us: your name, email, and what you tell us — used to respond and, if you become a client, to serve you.
• Valuation and program clients: the business and financial information you provide under NDA, used solely to prepare your deliverables and run your program.
• Partner attribution: if you arrive through an accountant partner's link, we record which partner referred you so they are credited correctly.
• Site basics: standard server logs. We use no advertising trackers and no retargeting pixels.

3. How we use it — and how we never use it

We use your data to provide the services, and for nothing else without asking. Client data may contribute to anonymized industry benchmarks only under a strict rule: no statistic is ever computed from fewer than ten businesses, and no output can identify you. You may opt out of aggregation entirely, in writing, without affecting your service. We never sell or rent personal or business data. We never use your data to train third-party AI models; where AI assists our analysts, provider agreements exclude your data from training and retention beyond processing.

4. Who can see it

The analyst and expert working on your valuation; the service providers we need to operate (hosting, e-signature, and — once subscriptions launch — payment processing, where card data goes directly to the processor and never touches our servers); a licensed broker partner, only if you pursue a sale and only data you have explicitly consented to share; and authorities where the law genuinely requires it, with notice to you where legally permitted.

5. Security

Data is encrypted in transit and at rest; client financials sit in a segregated store with restricted access. The full posture is described on the security page.

6. Retention and your rights

We keep client data while we serve you and as the law requires afterwards. At any time you may request a complete export of your data or its deletion (legal-hold exceptions will be stated explicitly if they apply). Depending on your state, you may have additional statutory rights {COUNSEL: enumerate per launch state — e.g. TX TDPSA / FL FDBR / CA CCPA}; we honor the substance of these for everyone regardless of residence.

7. The boring rest

We do not knowingly collect data from anyone under 18 — this is a service for business owners. Material changes to this policy are announced on this page with a new date. Controller: {VALUWISE LEGAL ENTITY, ADDRESS}. Questions or requests: see the contact section on the homepage.