1. Introduction

Summit Succession ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at summitsuccession.com (the "Site"). Please read this policy carefully. By using the Site, you consent to the practices described herein.

2. Information We Collect

Personal Information

We may collect personally identifiable information that you voluntarily provide when you:

Fill out a contact or consultation request form
Use our business valuation calculator
Subscribe to our newsletter or resources
Communicate with us via email or phone

This information may include your name, email address, phone number, business details, and any other information you choose to provide.

Automatically Collected Information

When you visit our Site, we may automatically collect certain information, including:

IP address and approximate geographic location
Browser type, version, and operating system
Pages visited, time spent on pages, and referring URLs
Device type and screen resolution

3. Cookies & Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience. Cookies are small data files placed on your device. We categorize them as follows:

Strictly Necessary Cookies

Essential for the Site to function properly. These cannot be disabled. They include cookies for session management and security.

Analytics Cookies

Help us understand how visitors interact with the Site by collecting anonymous usage data. We use this information to improve the Site's performance and content. These are only activated with your consent.

Marketing Cookies

Used to deliver relevant advertisements and track campaign performance across platforms. These are only activated with your consent.

Google Consent Mode

We use Google Analytics and Google Ads, and we apply Google Consent Mode v2. When you first arrive, analytics and advertising storage are enabled. If you choose Decline All, or turn off a category in the banner, we immediately tell Google to stop using cookies and advertising identifiers for you. Google's tags remain loaded and send only cookieless measurement signals that contain no identifiers. Your choice is stored on your device and applied automatically on every later visit, before any tag runs.

You can change your cookie preferences at any time: . You can also adjust your browser settings. Note that disabling certain cookies may limit Site functionality.

4. How We Use Your Information

We may use the information we collect to:

Respond to your inquiries and provide requested services
Send you relevant communications about our services
Improve and optimize our Site and services
Analyze usage trends and user behavior
Comply with legal obligations and protect our rights
Prevent fraud and ensure the security of our Site

5. How We Share Your Information

We do not sell your personal information. We may share your information with:

Service providers who assist us in operating our Site and delivering services (e.g., hosting, analytics, CRM)
Professional advisors such as attorneys and accountants as necessary for our business operations
Legal authorities when required by law or to protect our rights

All third parties are contractually obligated to protect your information and use it only for the purposes we specify.

6. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law. When your information is no longer needed, we will securely delete or anonymize it.

7. Your Rights Under GDPR

If you are located in the European Economic Area (EEA) or the United Kingdom, you have the following rights under the General Data Protection Regulation (GDPR):

Right of access — request a copy of your personal data
Right to rectification — request correction of inaccurate data
Right to erasure — request deletion of your personal data
Right to restrict processing — request limitation of data processing
Right to data portability — receive your data in a structured, machine-readable format
Right to object — object to processing based on legitimate interests or direct marketing
Right to withdraw consent — withdraw consent at any time without affecting prior processing

8. Your Rights Under CCPA

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

Right to know — request disclosure of the categories and specific pieces of personal information we have collected
Right to delete — request deletion of your personal information
Right to opt-out — opt out of the sale of your personal information (we do not sell personal information)
Right to non-discrimination — receive equal service and pricing regardless of exercising your privacy rights

9. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

10. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

11. Children's Privacy

Our Site is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date. Your continued use of the Site after changes are posted constitutes your acceptance of the revised policy.

13. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:

Summit Succession

Central Ohio

Email: info@summitsuccession.com