Privacy Policy

This Privacy Policy explains how HVAC Exit Advisors ("we," "us," or "our") collects, uses, discloses, and protects information when you visit www.hvacexitadvisors.com (the "Site") or interact with our forms, tools, or communications. By using the Site, you agree to the practices described below.

1. Information We Collect

Information you provide directly, such as when you submit a contact form, request a valuation, use our valuation calculator, or call/text us:

• Name, email address, phone number, and company name
• Business details you choose to share (e.g., revenue range, service area, reason for selling or buying)
• Any message content you submit

Information collected automatically, such as:

• IP address, browser type, device type, and general location (city/region level)
• Pages visited, time on site, and referral source, via analytics tools (see Section 4)

Valuation calculator inputs: Figures you enter into our free valuation calculator are processed in your browser to generate an estimate. We do not transmit or store these figures on our servers unless you affirmatively choose to save, email, or submit your results to us.

We do not knowingly collect information from children under 13, and the Site is intended for business use by adults.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide the valuation, brokerage, or buyer-matching services you requested
• Send you information you've asked for (e.g., a saved valuation report, listing details, follow-up on a submitted inquiry)
• Improve our Site, content, and services based on aggregate usage patterns
• Send occasional updates about our services, market insights, or new listings - you can opt out at any time (see Section 6)
• Comply with legal obligations and protect against fraud or misuse of the Site

We do not sell or rent your personal information to third parties.

3. When We Share Information

We share information only in these limited circumstances:

• Service providers who help us operate the Site or our business (e.g., email/CRM platforms, hosting providers, analytics tools), bound by confidentiality obligations
• Business transaction parties, where sharing is necessary to facilitate a transaction you've specifically engaged us for (e.g., sharing your qualification details with a listing seller under NDA, if you're a prospective buyer)
• Legal or safety reasons, if required by law, subpoena, or to protect the rights, property, or safety of our company, our clients, or others
• With your consent, in any other circumstance we haven't already described

4. Cookies & Analytics

We use cookies and similar technologies to:

• Understand how visitors use the Site (via tools such as Google Analytics)
• Remember basic preferences and improve Site performance
• Measure the effectiveness of our marketing

You can disable cookies through your browser settings; some Site features may not function properly if you do. If we use third-party advertising or remarketing tools now or in the future, this section will be updated to reflect that, along with instructions for opting out.

Embedded content: If we embed content from other sites (such as YouTube videos), that content behaves as if you visited the third-party site directly, and is subject to that site's own privacy policy - we don't control what those third parties collect.

5. Text Messages & Calls

If you provide your phone number and opt in to receive text messages from us (e.g., appointment reminders, valuation updates), message and data rates may apply and message frequency may vary. You can opt out at any time by replying STOP, or by contacting us using the information in Section 9. This consent is not a condition of purchasing any service.

6. Your Choices & Rights

You can, at any time, by contacting us using the information in Section 9:

• Ask what personal information we hold about you
• Ask us to correct inaccurate information
• Ask us to delete your information (subject to any legal/administrative retention obligations)
• Opt out of future marketing emails or texts
• Raise any concern about how we're handling your information

We will respond to reasonable requests within a reasonable timeframe.

7. Security

We take reasonable precautions to protect the information you share with us, including transmitting data over encrypted (HTTPS) connections and limiting internal access to personal information to those who need it to do their jobs. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

8. Data Retention

We retain information for as long as reasonably necessary to fulfill the purposes described in this policy, or as required by law. Inquiry and form-submission records are generally retained for our business records unless you request deletion.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page will reflect the most recent revision. Continued use of the Site after changes are posted constitutes acceptance of the updated policy.