Privacy Policy

Innovative Business Advisors (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information related to our website, online forms, SMS messaging, email communications, digital advertising, and other interactions with Innovative Business Advisors.

Information We Collect

Information You Provide

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

• Your name
• Your mobile phone number
• Your email address
• Your business or company name
• Information you provide when requesting a consultation, valuation, service, or other information
• Information submitted through website forms
• Responses you send via text message, email, or other communications
• Other information you voluntarily provide when communicating with Innovative Business Advisors

Information Collected Automatically

When you visit our website, we may automatically collect certain information about your device and website activity, including your IP address, browser type, device type, pages visited, referring website, and interactions with our website or digital advertisements.

How We Use Your Information

Business and Communication Purposes

We may use your information to:

• Respond to questions, consultation requests, and other inquiries
• Communicate with you regarding business valuation, business advisory, coaching, fractional CFO, exit planning, succession planning, or other services
• Schedule consultations, meetings, workshops, or other appointments
• Send up to 10 SMS messages per month to individuals who have opted in
• Send email newsletters, business insights, educational information, event announcements, and other communications
• Provide customer and client support
• Improve our website, services, communications, and user experience
• Measure and improve the effectiveness of our marketing and advertising efforts

SMS and Mobile Information

Mobile Data Privacy

Mobile information collected for SMS communications will not be sold, rented, or shared with third parties or affiliates for their own marketing or promotional purposes.

We may share mobile information with service providers that assist us in delivering SMS communications and providing related business services, but only as necessary for those providers to perform services on our behalf.

SMS opt-in consent and mobile phone numbers collected for SMS purposes will not be shared with third parties or affiliates for their marketing purposes.

SMS Message Frequency

If you opt in to receive SMS communications from Innovative Business Advisors, you may receive up to 10 messages per month. Message frequency may vary depending on your interactions with us and the services you request.

Message and data rates may apply. You may stop receiving SMS messages at any time by replying STOP. For assistance, reply HELP or contact Innovative Business Advisors directly.

Email Communications

Email Preferences

If you subscribe to email communications from Innovative Business Advisors, we may send newsletters, business insights, educational resources, workshop information, company updates, and other relevant communications.

You may unsubscribe from marketing emails at any time by clicking the Unsubscribe link included in the email.

Digital Advertising and Retargeting

Cookies and Advertising Technologies

We may use cookies, tracking pixels, analytics technologies, and third-party advertising platforms to understand how visitors interact with our website and to deliver relevant advertising.

These technologies may be used to:

• Measure website traffic and user interactions
• Understand how visitors use our website
• Measure the effectiveness of advertising and marketing campaigns
• Display Innovative Business Advisors advertisements to previous website visitors on other websites or digital platforms
• Provide advertising that may be more relevant to your interests

You may be able to manage cookies and similar technologies through your browser or device settings.

How We Share Information

Service Providers

We may share personal information with trusted service providers that perform services on our behalf, including website hosting, customer relationship management, SMS delivery, email delivery, analytics, advertising, scheduling, and other technology or business services.

These providers may access information only as reasonably necessary to perform services on our behalf.

Legal and Business Requirements

We may disclose information when required by law, court order, legal process, or governmental request, or when reasonably necessary to protect the rights, property, security, or safety of Innovative Business Advisors, our clients, or others.

We do not sell or rent your personal information.

Data Protection

Safeguarding Your Information

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

However, no method of electronic transmission or storage can be guaranteed to be completely secure.

Your Privacy Choices

SMS Opt-Out

You may stop receiving SMS messages at any time by replying STOP to an Innovative Business Advisors text message.

Email Opt-Out

You may unsubscribe from promotional email communications by clicking the Unsubscribe link included in the email.

Additional Privacy Requests

For questions about this Privacy Policy or requests regarding your personal information, contact Innovative Business Advisors at (800) 767-2465.

Third-Party Websites and Services

External Services

Our website may contain links to third-party websites, platforms, or services that Innovative Business Advisors does not own or control. The privacy practices of those third parties are governed by their respective privacy policies.

Updates to This Privacy Policy

Policy Changes

We may update this Privacy Policy periodically to reflect changes in our practices, services, technologies, or legal requirements. The most current version will be available on our website.

Contact Information

Innovative Business Advisors