This Privacy Policy explains what information Third Period Exits ("we," "our," "us") collects when you visit thirdperiodexits.com, submit a form, or call our tracking phone number, how we use that information, and the choices you have about it. If anything is unclear, email us at privacy@thirdperiodexits.com.
Who We Are
Third Period Exits is a business valuation education and lead generation service for United States business owners considering an exit. We are not a licensed brokerage. Brokerage services are provided by a licensed independent business broker to whom we refer qualified leads. We do not provide brokerage, legal, tax, or financial advice.
Information We Collect
Information You Provide
- Contact details when you submit our scorecard or contact form: your name, business name, email address, and phone number.
- Business information you volunteer through the scorecard, estimator, or in follow-up conversations: industry, annual profit, exit timeline, financial management practices, customer concentration, and similar business context.
- Call information when you call our tracking phone number: your phone number, the time and duration of the call, and an audio recording of the call. Under CCPA, call recordings are considered a distinct category of personal information ("audio, electronic, or similar information"). Recording is announced at the start of every call. If you prefer not to be recorded, you can end the call and reach us by email instead.
Information Collected Automatically
- Technical data: IP address, browser type, device type, operating system, referring page, pages you visit on our site, and time spent on each.
- Marketing attribution data: URL parameters (like utm_source, utm_campaign, utm_medium) that identify which ad, keyword, or channel brought you to the site.
- Cookies and similar technologies used by our advertising and analytics providers to measure ad performance.
Categories of Personal Information (CCPA)
Under the California Consumer Privacy Act, the categories of personal information we collect are:
- Identifiers: name, email address, phone number, IP address.
- Commercial information: business name, industry, annual profit range, exit timeline, and other business context you volunteer through our scorecard, estimator, or in conversations with us.
- Internet or similar network activity: pages you visit on our site, referring URLs, marketing campaign parameters (UTMs), and cookies from our advertising and analytics providers.
- Approximate geolocation: general location derived from your IP address. We do not collect precise geolocation.
- Audio information: recordings of phone calls to our tracking numbers, with your consent announced at the start of every call.
We do not knowingly collect Social Security numbers, financial account numbers, government ID numbers, precise geolocation, protected classification characteristics, biometric information, health information, or other "sensitive personal information" as defined by the CCPA and CPRA.
How We Use Your Information
- To review your scorecard and estimator submissions, respond to your requests, and follow up with you.
- To connect you with a licensed independent business broker if you request or accept an introduction.
- To measure the effectiveness of our advertising and improve our website.
- To comply with legal obligations, respond to lawful requests, and protect our rights.
Who We Share Your Information With
We share information only as needed to operate the service:
- The licensed independent broker we refer you to, when you submit a valuation request or request a broker introduction.
- Formspree, which processes our form submissions.
- CallRail, which provides our tracking phone numbers, call recording, and call attribution.
- Netlify, which hosts our website.
- Google, which provides the web fonts displayed on our site (your IP address is sent to Google when fonts load) and, when our advertising campaigns are running, advertising measurement and attribution.
- Legal authorities when required by law, subpoena, or to protect against fraud or harm.
We do not sell your personal information in exchange for money. Some advertising activities involving cookies may qualify as "sharing" for cross-context behavioral advertising under California's CPRA; you have the right to opt out of this, as described below.
Your California Privacy Rights
If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), gives you the following rights:
- Right to know what personal information we have collected about you, the sources, purposes, and third parties we share it with.
- Right to delete your personal information, subject to certain exceptions (like tax records we are required to keep).
- Right to correct inaccurate personal information we hold about you.
- Right to opt out of the "sale" or "sharing" of your personal information for cross-context behavioral advertising.
- Right to limit the use of sensitive personal information (though we generally do not collect any).
- Right to non-discrimination for exercising any of these rights.
To exercise any of these rights, email privacy@thirdperiodexits.com with the request and enough information for us to identify you. We will respond within 45 days.
Opt Out of Sharing for Behavioral Advertising
Some advertising cookies on our site (such as those from Google) may share your online activity for cross-context behavioral advertising, which counts as "sharing" under the CPRA. To opt out, you can either:
- Send a Global Privacy Control (GPC) signal from your browser. If your browser sends a GPC signal, we will treat it as an opt-out request for cross-context behavioral advertising sharing.
- Email us at privacy@thirdperiodexits.com with "Do Not Sell or Share" in the subject line.
Cookies and Do Not Track
Our site uses cookies and similar technologies for basic functionality, analytics, and advertising measurement. You can control cookies through your browser settings, though blocking them may limit some features (for example, we may not be able to properly attribute your visit to the ad that brought you here). Our site does not currently respond to Do Not Track browser signals. It does honor Global Privacy Control (GPC) signals as an opt-out of behavioral advertising sharing, as described above.
How Long We Keep Your Information
We retain your information as long as needed to provide the service you requested and to comply with legal, tax, and accounting obligations. Call recordings are retained per CallRail's default retention. Form submissions are retained per Formspree's default retention. If you request deletion, we will process your request within 45 days unless we have a legal basis to retain something (like a completed transaction record).
Children
Our services are intended for adult business owners and are not directed at anyone under 18. We do not knowingly collect information from minors. If you believe a minor has provided us with information, please contact us and we will delete it.
Security
We use commercially reasonable measures to protect your information, but no method of transmission or storage over the Internet is 100% secure. You submit information at your own risk. If we become aware of a data incident that affects you, we will notify you in accordance with applicable law.
Changes to This Policy
We may update this policy from time to time. The "Effective" date at the top will reflect the last update. Material changes will be communicated by updating this page and, where appropriate, by other means such as email.
Contact Us
Questions about this policy or requests to exercise your privacy rights:
Third Period Exits
San Diego, California
Email: privacy@thirdperiodexits.com
Phone: (619) 952-6996