The Exit Planning ForumTM
The Resource for Exit Planning & Capital Raising Information
Protecting the confidentiality of your business information is important to us.
We value the trust you have placed in us, and your continued confidence is
important to us. This Policy explains our privacy commitment to attendees of
Forum events.
Because the pursuit of a capital raise or exit can be highly confidential, we go
to great lengths to insure that disclosure of such activity does not result in
a potential threat to your business. As such we adhere to the following
guidelines for seminar/forum attendees:
1. Name badges will display first names only.
2. Pictures or videos which expose the identity of the attendee will not be
taken without permission of the attendee.
3. We educate our employees to treat your information with utmost care.
4. We maintain physical, electronic and procedural safeguards to insure the
privacy of your information.
5. We work to restrict access to your information to those employees & partners
who require it.
Source of Information
We may gather information from various sources. Information may be received
from you through applications, telephone conversations, in meetings, on our web
site and during a Forum event.
How we use your information
We use the information that we gather to better serve you and to help us to
operate our business. The ways that we use the information will vary depending
upon our relationship with you, they may include: (i) evaluating your financial,
legal and operational needs (ii) assessing performance and opportunities (iii)
providing business consulting (iv) designing and improving the services that we
offer; (v) processing, servicing and maintaining accounts and transactions; (vi)
preventing fraud; (vii) verifying your identity; and (viii) complying with legal
and regulatory requirements.
Disclaimer: The above does not indicate a guarantee of performance, implied or
explicit. Although we believe that we employ superior systems in our effort
to maintain confidentiality it is possible that a breach may occur due to
circumstances beyond our control.
