Privacy Policy

Keystone Business Transitions, LLC Is Committed to Your Privacy

Your privacy is important to us. This notice explains what information we collect through this website, how we use it, and the choices you have.

Information We Collect

We collect personal information only when you choose to provide it to us, through:

  • Our Contact Us form — name, email address, phone number, and any message you send us.
  • Our 5-Minute Exit Planning Assessment — your responses to the assessment questions, along with your name, company name, and email address, so we can send you your results.
  • Our email newsletter signup — name and email address.

We do not collect personal information automatically through cookies, analytics, or advertising tools. If that changes in the future, we will update this policy to reflect it.

How We Use Your Information

We use the information you provide to:

  • Respond to your questions or requests submitted through our Contact Us form
  • Generate and email you the results of the Exit Planning Assessment
  • Send you our email newsletter, if you’ve signed up to receive it

We do not sell your personal information, and we do not share it with outside parties except as described below.

Third-Party Service Providers

We use Constant Contact to manage our email newsletter list. If you sign up to receive our newsletter, your name and email address are stored with Constant Contact so we can send you communications. Constant Contact’s use of your information is governed by their own privacy policy, available at constantcontact.com/legal/privacy-statement.

Our website is hosted and our forms (Contact Us and the Exit Planning Assessment) are processed through our website platform. This information is not sold or shared with any other third party.

How Long We Keep Your Information

We retain the information you submit for as long as needed to respond to your inquiry, provide the services you’ve requested, or as required by applicable law. You can ask us to delete your information at any time (see “Your Choices” below).

Your Choices

  • Newsletter: Every email from us includes an unsubscribe link, or you can contact us directly to be removed from the list.
  • Contact form or assessment submissions: Contact us at the information below to request a copy of the information we have about you, ask us to correct it, or ask us to delete it.
  • California residents: If you are a California resident, you may have additional rights under California law regarding your personal information. Contact us using the information below to make a request.

Children’s Privacy

Our website and services are intended for business owners and professionals. We do not knowingly collect personal information from children under 13.

Changes to This Policy

We may update this Privacy Policy from time to time. The date below reflects the most recent revision.

Last updated: 8/28/26

Questions or Concerns About Your Privacy?

If you have questions about this policy or how we handle your information, please contact us.