This explains what information XpoNential Management collects, why we collect it, who we share it with, and what you can do about it. Written to be read, not to be survived.
We collect what you give us and what your browser reports. We use it to answer you, do the work, and run the business. We do not sell your information.
XpoNential Management LLC operates xponentialmanagement.com and provides executive management and transaction advisory services to independent practice owners. This policy covers information we collect through this website, through our forms and scheduling tools, and through the ordinary course of talking with you.
It does not cover information governed by a signed engagement agreement. Where an engagement agreement or our Standard Terms address confidentiality of client materials, those documents control and this policy fills the gaps.
Two things worth saying plainly at the top.
We do not sell personal information, and we have never sold personal information. We also do not share it for cross-context behavioral advertising.
1.1 The entity. XpoNential Management LLC is a Wyoming limited liability company with its principal place of business in Parker, Colorado. Eric Nuss is the Managing Partner. Throughout this policy, XpoNential, we, us, and our mean XpoNential Management LLC.
1.2 Who this applies to. Anyone who visits this website, submits a form, books a call, downloads a document, subscribes to anything we send, or communicates with us about our services.
1.3 Controller. For the information described here, XpoNential is the controller. We decide what is collected and why.
2.1 Information you give us. Name, email address, phone number, practice name, practice location, role, and anything else you type into a form or tell us in a message. If you use a valuation or estimating tool on this site, that includes the practice figures you enter, such as collections, overhead, provider count, locations, and owner hours.
2.2 Documents you send us. Listings, financial statements, tax returns, production reports, leases, and similar materials you forward for review. These often contain business and financial information, and occasionally personal information about you or your team.
2.3 Information collected automatically. IP address, browser type, device type, operating system, referring page, pages viewed, time on page, and similar technical data reported by your browser.
2.4 What we do not ask for. We do not request Social Security numbers, government identification numbers, financial account credentials, or health information through this website. Please do not send those through a web form. If a transaction requires that kind of material, we will arrange a secure method.
3.1 Directly from you. Forms on this site, scheduling links, email, phone calls, text messages, and documents you send.
3.2 Automatically. Cookies and similar technologies used by this site and the platform that hosts it. Section 06 covers this.
3.3 From third parties. Referral sources, brokers, lenders, and business contacts who introduce you, and public or licensed business sources such as company websites, professional directories, and public records.
4.1 The purposes. We use the information described above to do the following.
4.2 Aggregated information. We may combine deal and practice data into anonymized, aggregated benchmarks. Aggregated information never identifies you, your practice, or any transaction, and we use it to improve valuation ranges and industry analysis.
4.3 No automated decisions. We do not make decisions that produce legal or similarly significant effects about you using automated processing alone. A person reviews the work.
5.1 Why we contact you. If you give us your phone number or email address, we may contact you about your inquiry, your engagement, scheduling, and services that relate to what you asked about.
5.2 Text messages. Where you have provided a mobile number and agreed to receive them, we may send text messages about scheduling and your inquiry. Message and data rates may apply. Message frequency varies. Reply STOP to any message to stop receiving them, and reply HELP for assistance.
5.3 Consent is never a condition. Agreeing to receive marketing calls, emails, or texts is not a condition of purchasing anything from us.
5.4 Unsubscribing. Every marketing email carries an unsubscribe link. Unsubscribing stops marketing messages. We will still send messages necessary to an active engagement, such as scheduling and deliverables.
5.5 Mobile data is not shared for marketing. We do not sell or share mobile phone numbers or text message consent with third parties for their own marketing purposes.
6.1 What we use. This site uses cookies and similar technologies that are necessary for the site to function, that remember your preferences, and that help us understand how the site is used.
6.2 Turning them off. Most browsers let you refuse or delete cookies. Doing so may break forms, scheduling, and other parts of the site.
6.3 Do Not Track. Browsers send Do Not Track signals inconsistently and there is no agreed standard for responding to them, so this site does not respond to them. We do honor recognized opt-out preference signals such as Global Privacy Control where applicable law requires it.
7.1 Service providers. We use vendors to run the business, and they receive only what they need to perform their function. These include our website and customer relationship platform, scheduling software, email and messaging services, electronic signature services, secure file sharing, accounting and payment processors, and cloud storage.
7.2 With your direction. During an engagement we routinely exchange information with parties you point us to, such as lenders, brokers, attorneys, accountants, landlords, and payers. We do that at your direction and in service of the work.
7.3 Professional advisors. Our own attorneys, accountants, and insurers, where necessary and under obligations of confidentiality.
7.4 Legal requirements. Where we are required by law, subpoena, court order, or regulatory authority, or where disclosure is necessary to protect rights, safety, or property.
7.5 Business transfers. If XpoNential is involved in a merger, acquisition, financing, or sale of assets, information may transfer as part of that transaction, subject to this policy.
7.6 What we never do. We do not sell personal information. We do not share it for cross-context behavioral advertising. We do not rent or trade contact lists.
8.1 Confidentiality. Practice financials, transaction terms, and similar materials you provide during an engagement are treated as confidential under our Standard Terms and any signed engagement agreement.
8.2 Anonymity in anything published. Where we describe past work publicly, including on this website, the practice, the parties, and the location are anonymized and the figures are generalized so no transaction is identifiable.
8.3 Team member information. Documents you send may contain information about your employees, such as compensation and roles. We use that only for the engagement, and we ask that you send only what the work requires.
9.1 General rule. We keep information for as long as needed for the purpose it was collected, and afterward for as long as required to meet legal, tax, professional, insurance, and recordkeeping obligations, or to resolve disputes.
9.2 In practice. Inquiry and marketing records are kept while the relationship is active and for a reasonable period afterward. Engagement records, including deliverables and transaction files, are kept for the period stated in the applicable engagement agreement or Standard Terms, and where none is stated, for seven years after the engagement ends.
9.3 Anonymized data. Aggregated and anonymized benchmark data may be retained indefinitely, because it no longer identifies anyone.
10.1 Safeguards. We use administrative, technical, and physical safeguards appropriate to the sensitivity of the information, including access controls, encrypted transmission, reputable hosted platforms, and limiting access to people who need it.
10.2 The honest caveat. No method of transmission or storage is completely secure. We cannot guarantee absolute security, and email in particular is not a secure channel. For sensitive documents, ask us for a secure file link.
11.1 What you can ask for. Regardless of where you live, you may ask us to do any of the following, and we will respond.
11.2 How to ask. Email [email protected] with the request. We may need to verify your identity before acting, and we will not discriminate against you for making a request.
11.3 Timing. We respond within forty-five days. If we need more time, we will tell you why and how much longer we need.
12.1 Colorado. Under the Colorado Privacy Act, Colorado residents have the rights described in Section 11, plus the right to opt out of the sale of personal data, targeted advertising, and certain profiling. We do not engage in any of those, so there is nothing to opt out of. Colorado residents may also appeal a decision we make on a request by replying to our response, and if we deny the appeal we will tell you how to contact the Colorado Attorney General.
12.2 California. California residents have rights under the California Consumer Privacy Act, as amended, including the right to know, delete, correct, and opt out of sale or sharing. We do not sell or share personal information as those terms are defined there. You may use an authorized agent to make a request on your behalf.
12.3 Other states. Residents of other states with comprehensive privacy laws have similar rights. Rather than track each statute separately, we extend the rights in Section 11 to everyone who asks.
12.4 Where information is processed. We operate in the United States and our service providers process information in the United States. If you contact us from outside the United States, understand that your information will be handled here.
13.1 Not for children. This website and our services are for business owners and are not directed to anyone under sixteen. We do not knowingly collect personal information from children. If you believe a child has given us information, email us and we will delete it.
14.1 We are not responsible for them. This site links to third-party sites and tools, including scheduling software and vendor pages. Their privacy practices are their own. Read their policies before giving them information.
15.1 Versioning. This policy is versioned and dated at the top of the page. When we change it, the version number and effective date change with it.
15.2 Material changes. If we make a change that materially affects how we use information you already gave us, we will post it here before it takes effect and, where we have your email address and the change warrants it, tell you directly.
16.1 Contact. Questions, requests, and complaints about privacy go to the address below and we will answer them.
16.2 If we cannot resolve it. You may contact your state attorney general. Colorado residents may contact the Colorado Attorney General, and California residents may contact the California Privacy Protection Agency.
Exponential Outcomes by Design
XpoNential Management LLC.
21802 Unbridled Avenue, Parker, Colorado 80138
xponentialmanagement.com Standard Terms Accessibility