Privacy Policy

1. Information We Collect

We collect information you provide directly to us through forms, questionnaires, emails, and phone consultations. This includes:

• Contact Details: Name, email address, phone number, and mailing address.
• Business Information: Company name, industry classification, years of operation, employee counts, and qualitative transition objectives.
• Financial Parameters: Rough financial data (revenue ranges, indicative profitability/EBITDA, etc.) provided during the benchmark assessment process.

2. Confidentiality & Data Security

All data submitted via the Business Value & Transition Score™ intake process is treated with strict corporate discretion. We implement standard physical, technical, and administrative controls (including data encryption in transit and at rest) to safeguard your files and metrics. We do not sell or rent your corporate data to business brokers, competitors, or third-party marketing networks.

3. How We Use Your Data

We utilize your information solely to:

• Generate and deliver your requested benchmark reports (such as the Transition Readiness Score™).
• Provide customized advisory consultations and respond to inbound inquiries.
• Improve our operational frameworks, resources, and diagnostic systems.
• Send critical updates, guides, or scheduling notifications relating to your requested services.

4. Referral Network & Trusted Partners

We do not disclose proprietary client metrics. However, if you are referred to us by a trusted partner (such as your CPA, estate planning attorney, wealth advisor, or banker), we may communicate high-level process checkpoints (e.g., confirmation that a score diagnostic has occurred) to coordinate advisory services, unless you request otherwise.

5. Contact Information

If you have any questions regarding our Privacy Policy or wish to request the deletion of your historical questionnaire details, please email us directly at hello@blueprinttransition.com.