1. Information We Collect

When you submit the consultation form on this website, we collect your name, email address, years in the business, the exit track you are interested in, and your current brokerage if you choose to provide it. When you request the Agent Retirement Checklist, we collect your name and email address.

If you book a call, the scheduling provider collects the details you enter into its booking form, including your name, email address, and any answers you give there.

We also receive standard technical information that your browser sends to our hosting and analytics providers, such as IP address, device and browser type, pages viewed, and referring page.

2. How We Use Your Information

We use what you submit to respond to your inquiry, to evaluate whether a succession arrangement may be a fit, to send you the material you requested, and to keep an internal record of the conversation. We use technical and analytics information to understand how the site is used and to measure our advertising.

3. Service Providers We Use

We do not run this website entirely ourselves. The following providers process information on our behalf or in connection with your use of the site:

Lovable — website hosting and application platform.
Supabase — database and backend services where form submissions are stored.
Our email delivery provider — used to send the internal notification when a form is submitted and any email we send you.
Calendly — consultation scheduling. When you use the booking calendar, your information is handled under Calendly's own privacy policy.
LinkedIn — the LinkedIn Insight Tag runs on this site for advertising measurement and audience building. LinkedIn may set cookies and collect information about your visit under its own privacy policy.

4. When Information Is Shared

We do not sell your personal information to unrelated marketers, and we do not add you to third-party mailing lists.

Information may be shared in these situations:

with the service providers listed above, so the website and our email can work;
with a partner agent, successor agent, or the brokerages involved — but only with your authorization, as part of a succession arrangement you have chosen to pursue;
with our own professional advisors where needed to evaluate or document an arrangement;
where disclosure is required by law, legal process, or a regulator;
if our business is transferred to a successor owner, in which case your information may transfer with it. That is different from selling your details to unrelated marketers, which we do not do.

5. Confidentiality

We treat consultations and submitted information as private. We do not contact your brokerage, clients, team, or professional relationships without your authorization, except where disclosure is legally required. No method of electronic transmission or storage is completely secure, so we cannot guarantee absolute security.

6. Data Security and Retention

We use reasonable technical and organizational measures to protect the information we hold, and we keep inquiry records for as long as needed to follow up and to maintain our business records.

7. Cookies & Tracking

This site and the providers listed above may use cookies and similar technologies, including the LinkedIn Insight Tag. You can block or delete cookies through your browser settings, and LinkedIn members can manage advertising preferences in their LinkedIn account settings.

8. Your Choices

You can ask us to access, correct, or delete the information you submitted, and you can ask us to stop contacting you. Any marketing-style email we send includes an unsubscribe link.

9. How to Reach Us

To make a request about your information, book a private conversation through our consultation calendar, or use the inquiry form on our homepage and tell us what you would like us to do. You can also reply to any email you have received from us. We intentionally do not publish a direct email address or phone number; the calendar and inquiry form are the way to reach us.

10. Changes to This Policy

We may update this Privacy Policy. Changes are posted on this page with a new revision date.