Privacy Policy

Introduction

Owner Equity Partners ("OEP," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, store, and protect information when you visit our website (ownerequitypartners.com) or engage with our services. By using our website, you consent to the practices described in this policy.

Information We Collect

We collect information in the following ways:

Information You Provide Directly

• Owner Equity Score quiz responses (company name, revenue range, industry, contact information, and engine-level self-assessments)
• Contact form submissions (name, email, phone number, company details)
• Scheduling information submitted through our Calendly integration
• Information shared during Discovery Valuation sessions or advisory engagements
• Email correspondence and communications with our team

Information Collected Automatically

• Browser type, operating system, and device information
• IP address and approximate geographic location
• Pages visited, time spent on pages, and navigation patterns
• Referring website or source that directed you to our site
• Cookies and similar tracking technologies (see Cookies section below)

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide requested services
• Deliver Owner Equity Score results and follow-up communications
• Schedule and conduct Discovery Valuation sessions
• Provide consulting and advisory services under active engagements
• Improve our website, methodology, and service offerings
• Send relevant communications about our services (you may opt out at any time)
• Comply with legal obligations and protect our rights

Data Sharing & Third Parties

We do not sell, rent, or trade your personal information to third parties. We may share your information in the following limited circumstances:

• Service providers: We use third-party tools for scheduling (Calendly), website hosting, analytics, and email communications. These providers access your data only to perform services on our behalf and are bound by their own privacy policies.
• Legal requirements: We may disclose information if required by law, court order, or governmental regulation, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
• Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.

Cookies & Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience and collect usage data. Cookies are small text files stored on your device that help us understand how you interact with our site.

We use the following types of cookies:

• Essential cookies: Required for the website to function properly (session management, security)
• Analytics cookies: Help us understand site usage patterns and improve our content
• Functional cookies: Remember your preferences and settings

You can control cookie settings through your browser preferences. Disabling certain cookies may affect website functionality.

Data Security

We implement reasonable administrative, technical, and physical security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. Quiz responses and contact information are retained for the duration of any active engagement and for a reasonable period thereafter for follow-up and service improvement purposes. You may request deletion of your data at any time (see Your Rights below).

Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information, subject to legal retention requirements
• Opt-out: Unsubscribe from marketing communications at any time
• Portability: Request your data in a structured, commonly used format

To exercise any of these rights, contact us at [email protected]. We will respond to your request within 30 days.

Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete that information promptly.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make material changes, we will update the "Last updated" date at the top of this page. We encourage you to review this policy periodically.