We may collect the following types of information.

Contact information
This may include your name, email address, phone number, company name, role, location, and any other information you provide when you complete a form, download a resource, book a call, or contact us.

Business and buyer-readiness information
If you download the Buyer-Ready Starter Kit, book a Buyer-Ready Diagnostic, apply for PeerExit Private, or work with us, you may choose to provide business information such as industry, revenue range, profit range, exit timeline, owner-dependence concerns, buyer concerns, customer concentration estimates, financial summaries, product or service mix, org charts, employee or contractor role lists, process or SOP lists, prior valuation materials, broker materials, buyer offers, CIMs, teasers, leases, contracts, permits, legal or ownership issues, transition goals, and related business information.

Payment and booking information
When you book a paid Diagnostic or other paid service, we may collect booking details, payment status, event information, and related transaction records. Payment card and billing information may be collected and processed by third-party payment or booking providers. We do not intentionally store full credit card numbers on our own website.

Communication information
We may collect information you send by email, form submission, survey, call notes, intake responses, or other written or recorded communication.

Website and analytics information
When you visit the Website, we and our service providers may collect technical and usage information such as IP address, browser type, device type, pages visited, referring pages, time on site, approximate location, cookie identifiers, and interaction data.

Marketing preferences
If you subscribe, download a resource, or request information, we may collect your communication preferences and record whether you open or interact with emails.

We use collected information to:

Provide the Buyer-Ready Starter Kit and related resources.

Schedule and deliver the PeerExit Buyer-Ready Diagnostic.

Prepare for calls, reviews, and recommendations.

Deliver PeerExit Private or other advisory work when applicable.

Respond to inquiries and communicate with you.

Process payments, bookings, confirmations, reminders, and follow-ups.

Send educational, marketing, or relationship-based emails related to Empowered Firm, PeerExit, buyer-readiness, transferability, and related services.

Improve our Website, offers, forms, fulfillment process, messaging, and client experience.

Maintain business records, security, fraud prevention, and legal compliance.

Create internal notes, summaries, templates, checklists, and analysis needed to support the work.

We may use de-identified, anonymized, or aggregated information to improve our messaging, curriculum, tools, and internal processes. We do not publish identifiable client stories, financial information, or sensitive business details without permission.

We do not sell or rent your personal information.

We may share information only in the following situations:

Service providers

We may share information with providers that help us operate the Website, manage forms, send emails, host content, process payments, schedule calls, store files, analyze traffic, or deliver services. These providers may include website, email, CRM, calendar, payment, analytics, document storage, and automation platforms.

Professional advisors and contractors

When needed to deliver services, we may share relevant information with professional advisors, analysts, contractors, or support providers working under Empowered Firm’s direction. For example, selected analyst-heavy work inside PeerExit Private may involve external execution support. We limit shared information to what is reasonably necessary for the work.

With your consent

We may share information when you ask us to do so or when you give permission, such as when coordinating with your CPA, attorney, wealth advisor, internal team, partner, or other advisor.

Legal and safety reasons

We may disclose information if required by law, subpoena, court order, government request, or if we believe disclosure is necessary to protect rights, safety, property, security, or the integrity of our services.

Business transfer

If Empowered Firm or substantially all of its assets are sold, transferred, merged, reorganized, or assigned, information may be transferred as part of that transaction, subject to reasonable confidentiality expectations.

We do not share confidential client business information for third-party advertising.

Our Website and booking process may use third-party tools and platforms, including but not limited to:

Systeme.io or similar website, funnel, form, email, and automation tools.

Calendly or similar scheduling tools.

Stripe or similar payment processors.

Google Analytics or similar analytics tools.

Google Drive, Dropbox, or similar document storage tools.

Email, CRM, video meeting, or workflow tools.

These third parties may collect or process information according to their own privacy policies and terms. We do not control those third-party policies.

We may use cookies, pixels, tags, web beacons, and similar technologies to operate the Website, understand traffic, improve user experience, measure marketing performance, and protect against fraud or misuse.

You can usually control cookies through your browser settings. Blocking cookies may affect how some forms, booking pages, or site features work.

We may use Google Analytics or similar tools to understand how visitors interact with the Website. Analytics tools may collect usage information such as pages visited, device/browser information, approximate location, and interaction data.

If you submit your email address, download a resource, book a Diagnostic, or otherwise request information, we may send you transactional, educational, and marketing emails related to Empowered Firm, PeerExit, buyer-readiness, transferability, exit preparation, and related services.

You may unsubscribe from marketing emails by using the unsubscribe link in the email or by contacting us. Even if you unsubscribe from marketing emails, we may still send transactional or service-related messages when appropriate.

Some services may involve sensitive business information, including financial summaries, revenue and profit ranges, customer concentration, operational gaps, owner-dependence concerns, employee or contractor information, legal or ownership issues, prior valuation materials, and related buyer-readiness information.

We use this information to deliver the requested advisory service, prepare internal analysis, identify buyer-readiness gaps, and make recommendations. We do not treat this work as legal, tax, accounting, valuation, investment, financial planning, or formal M&A representation.

Providing business information to Empowered Firm or PeerExit does not create an attorney-client, CPA-client, fiduciary, broker-client, investment advisory, or formal M&A representation relationship.

We use reasonable administrative, technical, and organizational safeguards to protect information. However, no website, platform, email system, or online transmission is 100% secure. You should avoid sending highly sensitive information unless it is necessary for the work and you are comfortable using the selected communication or file-sharing method.

We keep information for as long as reasonably necessary to provide services, maintain business records, improve operations, comply with legal obligations, resolve disputes, enforce agreements, and protect legitimate business interests.

We may delete or anonymize information when it is no longer needed, unless we are required or permitted to keep it.

Depending on where you live, you may have rights to request access, correction, deletion, restriction, or a copy of certain personal information. You may also have the right to opt out of certain communications or certain data sharing practices.

To make a request, contact us at privacy@empoweredfirm.com.

We may need to verify your identity before processing certain requests. We will respond in a reasonable timeframe and in accordance with applicable law.

Our Website and services are intended for business owners and adults. They are not intended for children under 18. We do not knowingly collect personal information from children under 18.

Our Website may link to third-party websites, booking pages, payment pages, social media platforms, or other services. We are not responsible for the privacy practices, content, or security of third-party sites. Review the privacy policies of any third-party sites you use.

Empowered Firm and PeerExit are not formal M&A representation, legal advice, tax advice, accounting advice, valuation advice, financial advice, investment advice, or real estate advice. Formal sell-side representation, when appropriate, is separate and requires a separate engagement agreement.

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date. Continued use of the Website after updates are posted means you accept the updated policy.

For questions about this Privacy Policy or to make a privacy request, contact:

Michael Roura LLC d/b/a Empowered Firm

Email: privacy@empoweredfirm.com

Mailing Address:

Michael Roura LLC d/b/a Empowered Firm

98-871 Iho Pl, Suite B

Aiea, HI 96701

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