Privacy matters because trust matters.

Information We Collect

We may collect information that you voluntarily provide to us, including:

• Name
• Email address
• Telephone number
• Mailing address
• Employment and professional information
• Business ownership interests and objectives
• Financial or investment information you choose to provide as part of an ownership assessment
• Survey, questionnaire, assessment, or form responses
• Information submitted when scheduling an appointment
• Communications you send to us
• Other information you voluntarily provide during an advisory relationship

We may also automatically collect certain technical and usage information when you visit our website, including browser and device information, approximate geographic location, pages viewed, referring sources, session information, and interactions with the website.

How We Use Information

We may use information we collect to:

• Respond to inquiries and requests
• Provide business ownership, franchise, strategic advisory, or related services
• Evaluate potential business ownership paths and opportunities
• Schedule and manage consultations and meetings
• Maintain business and client records
• Communicate with prospective and current clients
• Provide requested information, resources, or follow-up communications
• Improve our website, services, processes, and user experience
• Analyze website traffic and usage
• Maintain the security and integrity of our systems
• Comply with legal and regulatory requirements
• Protect our rights and the rights of others

We may also use contact information for marketing or informational communications where permitted by law. You may unsubscribe from marketing communications at any time.

Business Ownership and Advisory Information

The nature of our work may involve information about your professional background, business objectives, financial capacity, investment preferences, operating preferences, risk tolerance, lifestyle considerations, and other factors relevant to evaluating business ownership.

We use this information to provide advisory services and evaluate potential ownership paths, which may include independent businesses, acquisitions, franchises, licensing arrangements, distributorships, consulting, or other business opportunities.

Where appropriate to the advisory process, information may be shared with third parties at your direction or as reasonably necessary to facilitate an introduction, evaluation, financing inquiry, professional consultation, or potential transaction.

Service Providers and Third Parties

We use third-party service providers to operate our business and website. These providers may process information on our behalf in connection with services such as:

• Website hosting and administration
• Customer relationship management
• Forms, surveys, and assessments
• Appointment scheduling
• Email and communications
• Website analytics
• Business automation
• Document management
• Professional and business services

We may also disclose information when required by law, legal process, regulation, or governmental request, or when reasonably necessary to protect Plan B and C, our clients, or others.

Third-party services maintain their own privacy and security practices, and their handling of information may also be governed by their respective privacy policies.

Google Analytics

We use Google Analytics 4 (“GA4”) to understand how visitors use our website and to improve its performance, usability, and content.

Google Analytics may collect information such as website interactions, session information, approximate geographic location, and browser and device information.

Google Analytics may use first-party cookies, including cookies commonly identified as _ga and related identifiers, to distinguish users and sessions and provide website usage statistics.

Google Analytics is not intended to receive information that directly identifies you through our analytics implementation.

You may control or delete cookies through your browser settings. Additional privacy or consent controls may apply depending on your location.

Cookies and Similar Technologies

Our website and third-party services may use cookies and similar technologies to operate the website, maintain functionality, understand website usage, and improve the visitor experience.

Cookies are small data files stored on your device or within your browser. Some cookies may be necessary for website functionality, while others may be used for analytics or other purposes.

Most browsers allow you to delete, restrict, or block cookies. Restricting certain cookies may affect website functionality.

Where applicable law requires consent for particular cookies or technologies, we will use appropriate mechanisms to obtain or honor that consent.

Forms, Surveys and Scheduling

Information submitted through forms, surveys, questionnaires, assessments, or scheduling tools may be transmitted to and processed by service providers we use to operate our business.

Please do not submit highly sensitive information through a general website contact form unless specifically requested through an appropriate process.

Email Communications

If you provide us with your email address, we may use it to respond to your inquiry, provide requested information, communicate regarding our services, or send other business communications.

Marketing emails will include a method for unsubscribing where required. We will honor valid opt-out requests in accordance with applicable law.

Transactional or relationship communications may continue when reasonably necessary to provide requested services or administer an existing relationship.

SMS and Telephone Communications

If you specifically provide consent to receive text messages from Plan B and C, Inc., we may send messages to the telephone number you provide.

Consent to receive marketing text messages is not a condition of purchasing goods or services. Message and data rates may apply. Message frequency may vary.

You may reply STOP to opt out of text messages or HELP for assistance.

We do not sell or share mobile telephone numbers or SMS consent information with third parties for their independent marketing purposes.

Links to Other Websites

Our website contains links to third-party websites and services.

Once you leave our website, the privacy practices of the destination website apply. Plan B and C does not control and is not responsible for the privacy practices, security, content, or operation of unaffiliated third-party websites.

We encourage you to review the privacy policies of websites and services with which you interact.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, alteration, disclosure, loss, or misuse.

No method of electronic transmission or storage can be guaranteed to be completely secure.

Where applicable, Plan B and C maintains information-security practices appropriate to the nature of the personal information it maintains and applicable legal requirements.

Data Retention

We retain personal information for as long as reasonably necessary for the purposes for which it was collected, including providing services, maintaining business records, satisfying legal or contractual obligations, resolving disputes, and protecting legitimate business interests.

Retention periods may vary depending on the type of information and the reason it was collected.

Your Privacy Choices

Depending on your location and applicable law, you may have rights regarding personal information we maintain about you.

These may include rights to:

• Request access to certain personal information
• Request correction of inaccurate information
• Request deletion of certain information
• Object to or restrict certain processing
• Withdraw consent where processing is based on consent

You may also:

• Unsubscribe from marketing emails using the unsubscribe mechanism provided in the message
• Opt out of SMS communications by replying STOP
• Adjust your browser settings concerning cookies
• Contact us regarding information you previously provided

We may need to verify your identity before processing certain privacy requests.

European Economic Area, United Kingdom and Other Jurisdictions

Visitors located outside the United States may have additional rights under applicable privacy laws, including, where applicable, rights relating to access, correction, deletion, restriction, objection, portability, and withdrawal of consent.

Where the General Data Protection Regulation (“GDPR”) or similar laws apply, our processing of personal information will depend on an appropriate legal basis, which may include consent, performance of a contract or requested services, compliance with legal obligations, or legitimate interests.

To make a privacy request, contact us using the information below.

Children’s Privacy

Our website and services are intended for adults and are not directed to children under 18.

We do not knowingly solicit personal information from children through this website. If we learn that information has been submitted by a child in circumstances where it should not have been collected, we will take reasonable steps to address it.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business, website, technology, services, or legal requirements.

When we make changes, we will update the Last Updated date at the top of this page. Material changes may be communicated through additional means when appropriate.

Contact Us

Questions, concerns, or requests regarding this Privacy Policy or our handling of personal information may be directed to: