1. Introduction
Equilance LLC ("Equilance," "we," "us," or "our") is a management consulting company registered in the State of Michigan. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at equilance.co, use our services, or otherwise interact with us.
By accessing or using our website and services, you agree to this Privacy Policy. If you do not agree, please do not use our website or services.
2. Information We Collect
Personal Information You Provide:
- Name, email address, phone number, and mailing address
- Business name, entity type, and EIN
- Credit monitoring account credentials (provided voluntarily for audit services)
- Financial information relevant to funding readiness assessments
- Information submitted through contact forms, consultation bookings, and intake forms
- Payment information processed through our third-party payment processor (Stripe)
Information Collected Automatically:
- IP address, browser type, operating system, and device information
- Pages visited, time spent on pages, and referring URLs
- Cookies and similar tracking technologies
3. How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our consulting services
- Process transactions and send related information (receipts, confirmations)
- Schedule and conduct consultations and discovery calls
- Send administrative messages, updates, and service-related communications
- Send marketing and promotional communications (with your consent)
- Send SMS messages regarding your consultation, funding readiness updates, and account progress (with your express consent)
- Respond to your comments, questions, and requests
- Analyze usage patterns to improve our website and services
- Comply with legal obligations
4. SMS Communications & Mobile Information
If you opt in to receive SMS communications from Equilance LLC, you consent to receiving text messages regarding your consultation, funding readiness updates, and account progress. Message frequency varies. Message and data rates may apply.
Opt-in is collected exclusively through the chat widget on our website. You may opt out at any time by replying STOP to any message. For help, reply HELP or contact us at [email protected].
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service or messaging platform providers, is permitted. All other use case categories exclude text messaging originator opt-in data from sharing.
SMS consent is not a condition of purchase. For full SMS terms, see our SMS Terms & Conditions.
5. How We Share Your Information
We do not sell your personal information. We may share information with:
- Service Providers: Third-party vendors who assist us in operating our business (payment processing, email services, CRM, scheduling platforms)
- Professional Advisors: Attorneys, accountants, or other professionals as necessary
- Legal Compliance: When required by law, regulation, legal process, or governmental request
- Business Transfers: In connection with a merger, acquisition, or sale of assets
6. Data Security
We implement administrative, technical, and physical security measures to protect your personal information. However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee its absolute security.
7. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. When your information is no longer needed, we will securely delete or anonymize it.
8. Your Rights
Depending on your jurisdiction, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your personal information
- Opt out of marketing communications
- Opt out of SMS communications by replying STOP
To exercise any of these rights, contact us at [email protected].
9. Cookies
We use cookies and similar tracking technologies to collect and use personal information about you. Cookies help us understand how you interact with our website and improve your experience. You may disable cookies through your browser settings, but doing so may affect the functionality of our website.
10. Third-Party Links
Our website may contain links to third-party websites and services. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party sites you visit.
11. Children's Privacy
Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children under 18. If we learn that we have collected personal information from a child under 18, we will take steps to delete such information.
12. Changes to This Policy
We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Last Updated" date. We encourage you to review this Privacy Policy periodically.
13. Contact Us
If you have questions about this Privacy Policy or our privacy practices, contact us at:
Equilance LLC
Michigan, United States
Email: [email protected]