Privacy policy.

Effective Date:    March 25, 2024

At Succession Strength, we are committed to safeguarding the privacy of our clients, website visitors, and service users. This Privacy Policy outlines how we collect, use, protect, and share information gathered through our websites, including Succession Strength, Continuity Strength, and FamilyBusinessAdvisor.ai, as well as during our in-person advisory services and through our digital products.

1. Information We Collect

We may collect personal information that identifies you as an individual or relates to an identifiable individual, including but not limited to:

  • Name, email address, phone number, and other contact details

  • Professional information, such as job title and company name

  • Transactional details related to our digital products and services

  • Information provided during advisory sessions

  • Technical data (e.g., IP address, browser type, and usage data) when you visit our websites.

2. How We Use Your Information

Your information is used to:

  • Provide and improve our advisory services and digital products

  • Process transactions and send related information, including confirmations and invoices

  • Respond to your inquiries and provide customer support

  • Send marketing communications, in compliance with your preferences and applicable laws

  • Analyze website usage to improve user experience

3. Data Protection and Security

We take the security of your information seriously. We use a variety of security measures to protect your information, including encryption, access controls, and regular security audits. 

We implement appropriate technical and organizational measures to protect your personal information against unauthorized or unlawful processing, accidental loss, destruction, or damage. However, no method of transmission over the Internet or method of electronic storage is entirely secure. We cannot guarantee the security of your information.

4. Sharing Your Information

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

  • Service providers who perform services on our behalf, under strict confidentiality agreements

  • Legal authorities when required by law or to protect our rights

  • Business partners, with your consent, for services that may interest you

5. International Transfers

Succession Strength is a global company. Your information may be transferred to, stored, and processed in countries other than your own, where data protection laws may differ from those in your jurisdiction. We will take steps to ensure that your information is treated in accordance with this Privacy Policy and applicable laws.

6. Your Rights

You have certain rights regarding your personal information, including the right to access, correct, delete, or restrict the use of your personal information. You can also object to processing and, where we have asked for your consent to process your data, withdraw this consent at any time.

7. Your Choices and Opt-Out

You have the following choices regarding your information:

  • You can access and update your personal information by contacting us at info@SuccessionStrength.com

  • You can opt-out of receiving marketing communications from us by following the unsubscribe instructions in any marketing email we send you.

  • You can request that we delete your personal information by contacting us at info@SuccessionStrength.com. However, please note that we may need to retain some of your information for legal or record keeping purposes.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies on our websites to enhance your experience and gather usage data. You can control the use of cookies at the individual browser level.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The "Effective Date" at the top of this policy will indicate when it was last revised. We encourage you to review this policy periodically.

10. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at info@SuccessionStrength.com