This Privacy Policy applies solely to the information collected by Wright Business Advisors through the Lead Generation Form associated with our advertisement for the “Free 5-Minute Exit Readiness Assessment.”
1. Information We Collect
When you submit the Lead Generation Form on LinkedIn, we collect the following Personal Data, which is pre-filled by LinkedIn based on your profile information:
Contact Information: Full Name, Email Address, Phone Number.
Professional Information: Company Name, Job Title.
Information you provide in the Assessment: Your voluntary responses to the “5-Minute Exit Readiness Assessment” questions (e.g., revenue, industry, stage of exit planning, etc.).
2. Purpose of Data Collection and Use
We collect and use your data strictly for the following purposes:
To Deliver the Service: To process your Assessment submission and immediately send you your personalized Exit Readiness Score and related analysis/report.
Business Communication: To contact you via email or phone to follow up on your Assessment results, offer a free consultation, and discuss our business valuation and exit strategy services, as directly requested by you through the submission.
Marketing: To send you relevant, high-value content, updates, and information regarding business valuation, M&A, and exit planning.
Analytics: To analyze the performance of our advertising campaigns and improve the relevance of our offers.
3. Data Sharing
We do not sell or rent your Personal Data to third-party marketers.
We may share your data only with the following types of service providers who assist us in operating our business and providing services to you:
CRM/Email Providers: Tools used to store your data and send the Assessment report/follow-up communications.
Analytics Providers: Services that help us track ad performance (e.g., LinkedIn, Google Analytics).
These third parties are contractually prohibited from using your Personal Data for any purpose other than to provide their services to us.
4. Your Rights & How to Opt-Out
You have the right to access, update, or delete the Personal Data we hold about you. You can also object to our use of your data for marketing purposes.
Opt-Out: You can unsubscribe from our marketing emails at any time using the “unsubscribe” link provided in every email.
Data Request: To exercise your rights regarding your data (access, correction, or deletion), please contact us directly at: wa***@********************rs.com
5. Data Security and Retention
We employ industry-standard security measures to protect your information. We will keep your Personal Data only for as long as we can to fulfill the purposes outlined in this policy or to comply with our legal obligations.