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Legal

Privacy Notice

Last updated November 3, 2026

In short: your financial files stay in your browser. We receive the contact details you type in and a summary of your calculator results, and we use them to follow up with you. We do not sell your information.

1. Information we collect

  • Contact details you provide: name, email, phone, company, role, revenue range, state, and any message you send.
  • Calculator summary results: the figures the calculator computes or that you confirm, such as revenue, EBITDA and adjustments, valuation range, operating and free cash flow, working-capital days, cash, debt and return metrics, plus the qualitative answers you select.
  • Job Pricing Calculator summaries, only if you press "Send estimate to EquiScape": the job name, price, cost, margin, labor hours, wage, burden, markups, cost lines and a link that reopens the estimate.
  • Complete Guide Collection download requests, only if you ask for the full library PDF: your name, email, company (optional) and how many guides you have completed.
  • Your consent choices, including whether you opted in to marketing emails, with a timestamp.
  • Technical data: our host may log IP address, browser type and pages requested for security and operations. We also use Google Analytics to collect usage data, such as pages viewed, the general area (city or region) you visit from, your device and browser type, how you reached the Site, and actions such as starting the course or sending a form. We do not send your name, email, phone or financial numbers to Google Analytics.

2. Your financial files

Files you select in the calculator (P&L, balance sheet, cash-flow statement, aging and payroll reports) are opened and read locally in your web browser. They are not uploaded to EquiScape or any third party, and they are discarded when you close or reload the page. Only the summary results described above are transmitted. If you choose to email files to us, they are handled as client correspondence.

3. How we use information

  • To respond to you and schedule consultations.
  • To review your calculator results and discuss your business with you.
  • To provide and improve our services and tools, including refining valuation assumptions in aggregate.
  • To send newsletters or offers, only if you opted in. You can unsubscribe at any time.
  • To protect the Site, prevent fraud and comply with law.

4. Who we share information with

We do not sell or rent personal information, and we do not share it for cross-context behavioral advertising. We share it only with:

  • Service providers that process it on our behalf: our email and spreadsheet tools, which also receive and store website form submissions (Google Workspace), website hosting (GitHub Pages) and website analytics (Google Analytics, operated by Google LLC). Google processes analytics data under its own terms and privacy policy at policies.google.com/privacy.
  • Professional advisors and authorities when required by law or to protect our rights.
  • A successor in a merger, acquisition or sale of our business, subject to this notice.

We will not share your financial results with prospective buyers, lenders or other third parties without your written permission.

5. Retention and security

We keep lead and calculator records for up to three years after our last contact with you, or longer if you become a client and records are needed for our engagement. We use reasonable administrative and technical safeguards, including encrypted (HTTPS) transmission and access-controlled accounts. No method of transmission or storage is completely secure.

6. Your choices and rights

You may ask to access, correct or delete your information, or withdraw marketing consent, by emailing dwhittaker@equiscape.co. Depending on where you live, state privacy laws may give you additional rights. We will respond within the time the law requires and will not discriminate against you for exercising your rights.

7. Cookies

The Site works without cookies. The EBITDA Valuation Calculator does not use cookies or store your financial data in your browser. The Job Pricing Calculator keeps your current estimate, and any you choose to save, in your own browser's local storage so they are there when you come back. That data stays on your device and is not sent to us unless you send an estimate; clearing your browser's site data removes it. The Margin Drivers Resource Center keeps your course progress, checklist ticks and scorecard targets in your browser's local storage so they are there when you come back; that data stays on your device and is not sent to us. The Margin Drivers Resource Center tools save the numbers you type in your browser's local storage the same way; that data stays on your device and is not sent to us.

Analytics cookies. On equiscape.ai we use Google Analytics, which sets first-party cookies (named _ga and _ga_*) to count visits and tell new visitors from returning ones. We have turned off Google's advertising features (Google Signals and ad personalization), so this data is used only to understand and improve the Site, not to show you ads. You can opt out in any of these ways: turn on Global Privacy Control in your browser (we then do not load Google Analytics at all), block or clear cookies in your browser settings, or install Google's Google Analytics opt-out browser add-on.

8. Children

The Site is intended for business owners and professionals. We do not knowingly collect information from anyone under 18.

9. Changes and contact

We may update this notice and will change the "last updated" date when we do. Questions: EquiScape Business Advisors, 770-685-4700, dwhittaker@equiscape.co.