PRIVACY POLICY
BUSINESS LEGACY SCORECARD
Operated by Atarax Media LLC
https://businesslegacyscorecard.com
Effective Date: February 26, 2026
Last Updated: February 26, 2026
YOUR PRIVACY MATTERS
This Privacy Policy describes how Business Legacy Scorecard, operated by Atarax Media LLC ("we," "us," or "our"), collects, uses, discloses, and protects information when you access our website and educational resources at https://businesslegacyscorecard.com.
By using our website, completing our scorecard assessment, or enrolling in our educational content, you acknowledge that you have read and understood this Privacy Policy.
1. SCOPE OF THIS POLICY
This Privacy Policy applies to all information collected through businesslegacyscorecard.com, including the Business Legacy Scorecard assessment, free course enrollment, and related email communications. It covers how we handle information about business owners and other individuals who interact with our educational resources.
2. INFORMATION WE COLLECT
2.1 Information You Provide Directly
Depending on how you interact with our platform, you may provide some or all of the following:
- First and last name
- Email address
- Phone number (if you request attorney contact or opt into SMS communications)
- Business name (if you request attorney contact)
- ZIP code
- Responses to scorecard assessment questions
- Any information you provide by replying to our communications
2.2 Automatically Collected Information
When you visit our website, we automatically collect:
- Device information (IP address, browser type, operating system)
- Usage data (pages visited, time on page, referral source)
- Geographic location derived from IP address
- Date and time of visits
2.3 Information from Third-Party Services
We use third-party services to deliver our website and manage communications. These services may collect and share information with us as described in Section 7 below.
3. HOW WE USE YOUR INFORMATION
3.1 To Deliver Our Educational Services
- Calculate and deliver your scorecard results
- Provide access to the free Business Transition Roadmap course
- Send educational email content related to business transition planning
3.2 To Communicate With You
- Send your scorecard results and course access instructions
- Deliver follow-up educational content via email
- Respond to questions or replies you send us
- Notify you of important changes to our services or policies
3.3 To Connect You With Professional Resources
With your consent, we may share your contact information with a licensed business succession planning attorney in your area who may be able to assist with your planning needs. This will be communicated clearly before any such referral occurs. We do not sell your personal information.
3.4 To Improve Our Services
- Analyze how visitors use our website and assessment tool
- Improve our educational content and user experience
- Measure the effectiveness of our communications
3.5 For Legal and Security Purposes
- Comply with legal obligations and respond to lawful requests
- Protect against fraud, unauthorized access, and security threats
- Enforce our terms of service and protect our legal rights
4. HOW WE SHARE YOUR INFORMATION
We do not sell your personal information. We may share your information in the following limited circumstances:
4.1 With Service Providers
We share information with trusted third-party service providers who help us operate our website and deliver communications. These providers are contractually obligated to protect your information and use it only for the purposes we specify. See Section 7 for details about specific providers.
4.2 With Attorney Referral Partners
If you request a consultation with an attorney through our platform, we will share your name, email address, ZIP code, and scorecard results with a licensed attorney in your area. We will notify you before this occurs, and it will only happen with your consent.
4.3 For Legal Reasons
We may disclose your information if required by law, legal process, or government request, or if we believe disclosure is necessary to protect our rights, the rights of others, or to investigate fraud or security issues.
4.4 Business Transfers
If our business is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.
5. COOKIES AND TRACKING TECHNOLOGIES
We use cookies and similar tracking technologies to operate our website and measure performance. For detailed information about the specific cookies we use, please see our Cookie Policy at https://businesslegacyscorecard.com/cookie-policy.
5.1 Types of Cookies We Use
- Essential Cookies: Required for website functionality
- Analytics Cookies: Help us understand how visitors use our site
- Advertising Cookies: Used by Meta/Facebook to measure ad performance and deliver relevant ads
5.2 Managing Cookies
You can control cookies through your browser settings. Note that blocking certain cookies may affect website functionality.
6. EMAIL COMMUNICATIONS AND OPT-OUT
By completing the scorecard assessment, you consent to receive educational email communications from Business Legacy Scorecard. These communications include your scorecard results, course access instructions, and follow-up educational content about business transition planning.
You may unsubscribe at any time by clicking the unsubscribe link in any email we send. Unsubscribing will stop all marketing and educational communications. You may still receive transactional messages related to your account.
7. THIRD-PARTY SERVICES AND DATA COLLECTION
We use the following third-party services to deliver our website and manage communications:
7.1 GoHighLevel — CRM and Marketing Platform
Purpose: We use GoHighLevel to manage lead data, send email communications, and automate course delivery.
Data Collected by GHL:
- Contact information (name, email, ZIP code)
- Scorecard responses and results
- Email engagement data (opens, clicks)
- Device and browser information
Data Location: GoHighLevel stores and processes data in the United States.
For more information: Review GoHighLevel's Privacy Policy at https://www.gohighlevel.com/privacy-policy
7.2 Google Sheets — Data Storage
Purpose: We use Google Sheets to store and organize lead data collected through the scorecard assessment.
Data Stored:
- Name, email address, and ZIP code
- Scorecard responses and scores
- Submission date and time
Data Location: Google processes and stores data in the United States and other countries in accordance with its privacy policies.
For more information: Review Google's Privacy Policy at https://policies.google.com/privacy
7.3 Facebook/Meta — Advertising and Analytics
Purpose: We use Facebook advertising tools to reach business owners who may benefit from our educational resources, and to measure the effectiveness of our advertising campaigns.
Data Collected by Facebook:
- Website activity via Facebook Pixel (pages visited, assessment completed)
- Device information (IP address, browser type, operating system)
- Ad interaction data (ads viewed, clicked, or engaged with)
How Facebook Uses This Data: Facebook uses this data to display our ads to relevant audiences, measure campaign performance, and build advertising profiles across Meta platforms.
For more information: Review Meta's Privacy Policy at https://www.facebook.com/privacy/policy
8. DATA RETENTION
We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy or as required by law.
- Scorecard and course enrollment data: 3 years after last contact
- Email communication data: Until you unsubscribe or 2 years of inactivity
- Analytics and usage data: 18 months in aggregated form
You may request deletion of your personal information at any time by contacting us (see Section 12).
9. DATA SECURITY
We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
10. YOUR PRIVACY RIGHTS AND CHOICES
10.1 Access and Correction
You may request a copy of the personal information we hold about you, or request that we correct inaccurate information, by contacting us at the information in Section 12.
10.2 Deletion
You may request that we delete your personal information at any time, subject to legal exceptions.
10.3 Opt-Out of Communications
- Unsubscribe from emails by clicking the unsubscribe link in any email
- Opt out of SMS messages at any time by replying STOP. For full SMS terms, see our SMS Terms & Conditions
- Contact us directly to opt out of all communications
10.4 Non-Discrimination
We will not discriminate against you for exercising any of these privacy rights.
11. CHILDREN'S PRIVACY
Our services are intended for adults and are not directed to individuals under 18 years of age. We do not knowingly collect personal information from anyone under 18. If you believe we have collected information from a minor, please contact us immediately.
12. CHANGES TO THIS PRIVACY POLICY
We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website and updating the "Last Updated" date above. Your continued use of our services after such updates constitutes acceptance of the revised policy.
13. CONTACT US
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:
Business Legacy Scorecard (Atarax Media LLC)
Email: [email protected]
Website: https://businesslegacyscorecard.com
Mailing Address:
Atarax Media LLC
330 S Second Ave #200-1584
Minneapolis, MN 55401
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End of Privacy Policy