Privacy Policy

NorthStar Value Group, LLC is a business education and advisory ecosystem headquartered in Sunset, South Carolina. We operate the Business Owner Platform (businessownerplatform.com) and the Trusted Advisor Collaborative (trustedadvisorcollaborative.com), along with a suite of AI-powered planning and assessment tools designed to help business owners build more valuable, transferable companies.

For questions about this Privacy Policy, you may contact us at:

NorthStar Value Group, LLC
Sunset, South Carolina
Email: info@northstarvaluegroup.com
Website: northstarvaluegroup.com

We collect information you provide directly to us, including:

Account Information: When you create an account, we collect your name, email address, and password. We do not store your password in plain text — it is encrypted using industry-standard methods.

Assessment and Planning Data: When you use our planning tools and interactive workbooks, we collect the answers, ratings, notes, and reflections you enter. This information is stored securely and associated with your account so you can return to your work at any time.

Communications: If you contact us by email or through a contact form, we collect the content of your message and any information you choose to provide.

Usage Data: We automatically collect certain technical information when you use our applications, including your IP address, browser type, device type, pages visited, and time spent on pages. This information is used to improve our applications and is not used to identify you personally.

We use the information we collect to:

Provide and improve our services — to operate our applications, save your progress, generate your reports, and deliver the features you use.

Communicate with you — to send you information about your account, respond to your inquiries, and, with your permission, send you program updates and educational content.

Connect you with your advisory team — if you are participating in the Growth and Exit Roundtable or a related program, we may share your assessment outputs with the advisory team assigned to your cohort, as described in your program enrollment.

Comply with legal obligations — to meet our legal and regulatory requirements.

We do not sell your personal information to third parties. We do not use your assessment data for advertising purposes.

We may share your information in the following limited circumstances:

Service Providers: We work with trusted third-party service providers who help us operate our applications, including cloud hosting providers (Supabase), AI processing services (OpenAI), and CRM platforms (GoHighLevel). These providers are contractually required to protect your information and may only use it to provide services on our behalf.

Advisory Team Members: If you are enrolled in the Growth and Exit Roundtable or a related advisory program, your assessment reports and planning outputs may be shared with the licensed advisors assigned to your program cohort for the purpose of providing you with personalized guidance. You will be informed of this sharing at the time of enrollment.

Legal Requirements: We may disclose your information if required to do so by law, court order, or governmental authority, or if we believe disclosure is necessary to protect the rights, property, or safety of NorthStar Value Group, our users, or others.

Business Transfers: In the event of a merger, acquisition, or sale of all or substantially all of our assets, your information may be transferred as part of that transaction. We will notify you of any such change.

We retain your account information and assessment data for as long as your account is active or as needed to provide you with our services. If you request deletion of your account, we will delete your personal information within 30 days, except where we are required to retain it for legal or compliance purposes.

You have the right to:

Access your data — you may request a copy of the personal information we hold about you at any time.

Correct your data — you may update your account information at any time through your account settings.

Delete your data — you may request deletion of your account and associated data by contacting us at info@northstarvaluegroup.com.

Opt out of communications — you may unsubscribe from marketing emails at any time by clicking the unsubscribe link in any email we send.

To exercise any of these rights, please contact us at info@northstarvaluegroup.com.

We implement industry-standard security measures to protect your information, including encrypted data storage, secure HTTPS connections, and access controls that limit who within our organization can access your data. However, no method of transmission over the internet or method of electronic storage is 100% secure. We cannot guarantee absolute security.

Our applications are designed for business owners and professional advisors. We do not knowingly collect personal information from anyone under the age of 18. If you believe we have inadvertently collected information from a minor, please contact us immediately at info@northstarvaluegroup.com.

Our applications may contain links to third-party websites or services. We are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policies of any third-party sites you visit.

We may update this Privacy Policy from time to time. When we do, we will update the "Last Updated" date at the top of this page and, where appropriate, notify you by email. Your continued use of our applications after any changes constitutes your acceptance of the updated policy.

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

NorthStar Value Group, LLC
Sunset, South Carolina
Email: info@northstarvaluegroup.com
Website: northstarvaluegroup.com