Privacy Policy

Effective date: August 14, 2026 | Last updated: August 14, 2026

At a glance. This policy explains what information we collect, how we use and disclose it, how we protect confidential transaction materials, and the choices available to you.

Smart Move Michigan LLC, doing business as Clean Exit Advisors ("Clean Exit Advisors," "Clean Exit," "we," "us," or "our"), respects the privacy of business owners, prospective buyers, clients, referral partners, and website visitors. This Privacy Policy describes how we collect, use, disclose, retain, and protect personal information in connection with our website, forms, consultations, valuation and exit-planning services, confidential marketing, buyer qualification, transaction coordination, data rooms, and related communications.

1. Scope of This Policy

This policy applies to information collected through https://cleanexitadvisors.com and related webpages, forms, portals, scheduling tools, payment pages, email, telephone, text message, video meetings, document exchanges, and other interactions connected with Clean Exit Advisors' services. It covers both online and offline information that we maintain.

This policy does not apply to websites, platforms, payment processors, data-room providers, franchisors, lenders, attorneys, accountants, listing marketplaces, or other third parties that operate under their own privacy policies. A signed engagement agreement, nondisclosure agreement, or data-room agreement may provide additional protections for particular information. If a signed agreement provides greater protection for information covered by that agreement, the signed agreement controls.

2. Information We Collect

Contact and identifying information. We may collect your name, business name, job title, mailing address, email address, phone number, preferred contact method, and information about your relationship to a business.

Business and transaction information. We may collect ownership and entity information; franchise or independent-business status; service area; operating history; customers, contracts, employees, vendors, assets, leases, licenses, and liabilities; asking price; exit goals; desired timing; deal status; and other information needed to evaluate, market, finance, or transfer a business.

Financial and tax information. For valuations and transactions, we may collect financial statements, tax returns, revenue and expense details, payroll or owner-benefit information, add-backs, debt, accounts receivable, bank or lender information, and supporting records. These materials may contain personal information about owners or other individuals.

Buyer and qualification information. We may collect acquisition criteria, geographic preferences, industry experience, resume or background information, investment range, financing plans, proof-of-funds information, lender or franchisor requirements, and records relating to nondisclosure agreements and due diligence.

Payment and billing information. When you purchase a valuation or another service, a payment processor may collect card, bank, billing, and authentication information. We may receive transaction details such as the payer name, billing contact, amount, date, payment status, transaction identifier, and a limited account reference, but we generally do not receive or store complete payment-card numbers when payment is handled directly by the processor.

Communications and appointments. We may retain emails, form submissions, notes from calls or meetings, text messages, appointment information, Zoom or other video-meeting details, support requests, feedback, and your communication preferences. Calls or meetings will not be recorded unless we give notice or obtain consent when required.

Documents and data-room activity. We may collect documents you upload, download, review, or exchange; access permissions; acknowledgments; electronic signatures; and logs showing access to confidential materials.

Device, usage, and online activity. When you use the website or a related portal, we or our providers may automatically collect IP address, device and browser type, operating system, approximate location derived from IP, referring pages, pages viewed, links selected, dates and times, session information, and similar technical data.

Please do not use a general website form or ordinary email to send Social Security numbers, government identification numbers, passwords, full bank-account numbers, payment-card numbers, or other highly sensitive information. Before submitting financial or tax records, redact information that is not needed for the requested service unless we specifically ask for it through an approved secure method.

3. Sources of Information

We collect information directly from you when you visit the site, submit a form, request a valuation, pay a fee, schedule a consultation, sign an agreement, upload documents, inquire about a business, or communicate with us.

We may also receive information from business co-owners or representatives, referral partners, franchisors, lenders, landlords, attorneys, accountants, prospective buyers or sellers, listing marketplaces, payment and technology providers, public records, business directories, professional networking sites, lead or data providers, and other sources that are permitted to provide the information.

4. How We Use Information

Provide requested services. We use information to respond to inquiries, schedule consultations, prepare valuations and exit plans, evaluate possible engagements, create confidential marketing materials, qualify buyers, manage data-room access, facilitate introductions, support negotiations and due diligence, coordinate with transaction parties, and assist through closing.

Operate our business. We use information to process payments, maintain client and prospect records, administer agreements, provide support, manage relationships, prepare reports, improve our services, train personnel, and conduct internal analytics and quality review.

Communicate and market. We may respond to requests, send service and transaction updates, follow up with business owners or buyers, provide educational material, and send marketing communications as permitted by law. We may tailor outreach based on industry, business type, location, expressed interest, or prior interactions.

Protect people, information, and services. We use information to authenticate users, control access, detect fraud or misuse, protect confidential information, troubleshoot, maintain security, enforce agreements, preserve evidence, and respond to incidents.

Comply with law. We may use information to meet tax, accounting, recordkeeping, licensing, regulatory, legal, and dispute-resolution obligations; respond to lawful requests; and establish, exercise, or defend legal claims.

We may create aggregated or deidentified information that does not reasonably identify an individual or business. We may use and disclose that information for lawful business purposes, including market analysis, benchmarking, service improvement, and reporting, and we will not attempt to reidentify it except as permitted by law.

5. Cookies and Similar Technologies

Our website and service providers may use cookies, pixels, tags, local storage, log files, and similar technologies to keep the website functioning, remember settings, measure traffic and performance, understand how visitors use the site, prevent abuse, and support advertising or marketing. These technologies may collect device and online-activity information over time.

You can adjust browser settings to block or delete cookies. If the website provides a cookie or privacy-preference control, you may also use that control. Blocking some technologies may affect website features. Browser-based Do Not Track signals are not interpreted consistently across the industry; where applicable law requires us to recognize a particular opt-out preference signal, we will process it as required.

6. How We Disclose Information

Service providers. We may provide information to companies that support hosting, website forms, customer relationship management, cloud storage, data rooms, document delivery, analytics, scheduling, email, telephone and text communications, electronic signatures, payments, cybersecurity, accounting, and other business functions. They are authorized to process information for the services they provide to us, subject to their contracts and applicable law.

Transaction participants. At a seller's direction or as reasonably necessary for an engagement, we may share appropriate information with prospective buyers, sellers, co-owners, franchisors, lenders, landlords, attorneys, accountants, consultants, insurers, escrow or closing providers, and other parties involved in evaluating or completing a transaction.

Referrals and professional coordination. We may share contact and relevant request information with a professional or service provider when you ask us to make a referral, authorize the disclosure, or when coordination is part of the service you requested.

Legal and protective purposes. We may disclose information when reasonably necessary to comply with law, legal process, or a lawful government request; investigate fraud or misuse; protect rights, safety, property, or confidential information; enforce agreements; or establish, exercise, or defend a legal claim.

Business transfers. Information may be disclosed or transferred as part of a merger, financing, acquisition, reorganization, sale of assets, bankruptcy, or similar business transaction, subject to appropriate confidentiality measures and applicable law.

With permission. We may disclose information for another purpose that we explain when collecting it or with your direction or consent.

7. Confidential Business and Transaction Information

We recognize that valuation and business-sale matters can involve highly confidential business information. We seek to limit access to transaction materials to people who need the information for a legitimate purpose and may use nondisclosure agreements, staged disclosure, access controls, and secure data-room tools as appropriate.

A confidential or blind business profile may be marketed without identifying the business or owner. More detailed or identifying information may be provided to prospective buyers and other transaction participants according to the seller's instructions, the applicable service agreement, any nondisclosure agreement, and the needs of the transaction. No security method or confidentiality process can eliminate all risk, and authorized recipients may retain copies as permitted by their agreements or law.

If you provide information about employees, customers, co-owners, family members, or other people, you represent that you are authorized to provide it and will limit the information to what is reasonably necessary.

8. Payment Processing

Payments may be processed through a third-party payment provider. The provider's privacy policy and terms govern its collection and handling of payment credentials. Clean Exit Advisors may use payment and billing records to confirm payment, provide services, issue receipts or refunds when applicable, prevent fraud, maintain accounting records, and resolve payment disputes.

9. Sale, Sharing, and Targeted Advertising

We do not sell personal information for monetary consideration. We may use analytics, social media, or advertising technologies that allow their providers to collect online-activity or device information. Some state laws may define certain uses of those technologies as a "sale," "sharing," or processing for targeted advertising even when no money is exchanged.

If an applicable state law gives you the right to opt out, you may use any privacy-choice or cookie control made available on the website or submit a request using the contact information below. We do not knowingly sell or share the personal information of people under 16 for cross-context behavioral advertising.

10. Email, Telephone, and Text Communications

If you contact us, request information, schedule a consultation, or provide contact information, we may respond through the channels you provide. We may also conduct lawful business-to-business outreach using professional contact information obtained from public sources, referral sources, business directories, or data providers.

You may opt out of marketing emails by using the unsubscribe link, when provided, or by contacting us. You may ask us not to make marketing calls. If you separately consent to marketing texts, you may revoke consent by replying STOP or following the instructions in the message; reply HELP for assistance. Message frequency may vary, and message and data rates may apply. Consent to marketing texts is not a condition of purchasing services. We may still send non-marketing communications reasonably necessary to respond to a request, administer an engagement, or complete a transaction, subject to applicable law.

11. Data Retention

We retain information for as long as reasonably necessary for the purposes described in this policy, including to respond to inquiries, provide services, manage relationships and transactions, preserve confidentiality and security records, comply with legal and professional obligations, enforce agreements, resolve disputes, and maintain appropriate business records.

Retention periods vary based on the type and sensitivity of the information, the status of an inquiry or engagement, the transaction lifecycle, contractual requirements, applicable limitation periods, and legal obligations. When information is no longer reasonably needed, we may delete, destroy, deidentify, or securely archive it. Backup copies may remain for a limited period until they are overwritten or deleted in the ordinary course.

12. Information Security

We use reasonable administrative, technical, and physical safeguards designed for the nature of the information we maintain. Measures may include access restrictions, authentication, secure service providers, encryption where appropriate, confidentiality obligations, data minimization, and incident-response procedures.

No website, email system, data room, transmission method, or storage system is completely secure. We cannot guarantee that unauthorized access, loss, misuse, or disclosure will never occur. You are responsible for protecting passwords and access links, using secure devices and networks, and promptly notifying us if you suspect unauthorized access to transaction materials. We will provide legally required notices of a qualifying data breach.

13. Your Choices and Privacy Rights

You may update your contact information, change communication preferences, request that we stop marketing outreach, or ask a question about our privacy practices by contacting us. You may also manage browser cookies and use available website privacy controls.

Depending on where you live and whether a privacy law applies to Clean Exit Advisors, you may have rights to request access to or confirmation of personal information; obtain a copy; correct inaccuracies; request deletion; request portability; opt out of sale, sharing, or targeted advertising; limit certain uses of sensitive personal information; withdraw consent; or appeal the denial of a request. These rights are subject to definitions, thresholds, exceptions, and verification requirements under applicable law.

To submit a request, email [email protected], call (616) 299-0222, or write to the address in Section 17. Please describe the request and the information or relationship involved. We may ask for information reasonably necessary to verify your identity and authority. An authorized agent may submit a request where permitted by law, but we may require proof of authorization and direct verification with you. We will not unlawfully discriminate against you for exercising an applicable privacy right.

We may deny or limit a request where the law permits, including when we cannot verify it, when an exception applies, or when information must be retained for an engagement, legal obligation, security, fraud prevention, recordkeeping, or the establishment or defense of legal claims.

14. Children's Privacy

Our website and services are intended for adults and business professionals. They are not directed to children under 13, and we do not knowingly collect personal information online from children under 13. If you believe a child has provided personal information to us, contact us so we can review and delete it when appropriate.

15. Third-Party Websites and Services

The website may link to or integrate with services operated by other organizations, including scheduling tools, payment providers, video platforms, listing marketplaces, data rooms, social networks, lenders, franchisors, and professional advisors. Their privacy practices are governed by their own policies. We encourage you to review those policies before providing information.

16. United States Processing

Clean Exit Advisors is based in Michigan, United States, and the website and services are directed primarily to people and businesses in the United States. Information may be processed and stored in the United States and other locations where our service providers operate. If you access the services from outside the United States, privacy laws and protections may differ from those in your location.

17. Changes to This Policy and Contact Information

We may update this Privacy Policy to reflect changes in our services, technology, legal requirements, or information practices. The updated version will be posted with a revised effective or last-updated date. If a change is material, we may provide additional notice when appropriate.

Questions, requests, or concerns may be directed to:

This Privacy Policy is intended to describe our information practices and does not create rights or obligations beyond those provided by applicable law or a signed agreement.

18. SMS / Text Messaging Program

Smart Move Michigan LLC, doing business as Clean Exit Advisors, operates an SMS/text messaging program to send appointment reminders, consultation confirmations, and related service notifications to individuals who opt in through our website forms (such as the Request a Consultation form). This section describes what SMS/text messaging information we collect, how it is used, and your choices.

What information is collected. When you opt in to SMS messaging, we collect your mobile phone number and the fact that you consented to receive messages, along with the date and method of consent.

How SMS opt-in data is used. We use your mobile number solely to send you the appointment reminders, confirmations, and service-related messages you requested. Message frequency varies depending on your scheduled appointments and requests.

No sharing of SMS opt-in data. We do not sell, share, rent, or otherwise disclose your mobile phone number or SMS consent status to any third party or affiliate for their own marketing purposes. Your SMS opt-in information is used only by Clean Exit Advisors and our SMS platform provider to deliver the messages you requested.

Message and data rates. Message and data rates may apply based on your mobile carrier and plan.

How to opt out. You may opt out of SMS messages at any time by replying STOP to any message. Reply HELP for assistance. After you reply STOP, we will send one final confirmation message and then stop sending SMS messages, except as needed to service an active request already in progress.

Your choices. Consent to receive SMS messages is not a condition of purchasing any service. You may also contact us using the information in Section 17 to ask questions about our SMS program.