PRIVACY POLICY

Last Updated: September 9, 2026

Foundation Building Advisors LLC (“Foundation,” “Foundation Building Advisors,” “we,” “us,” or “our”) respects the privacy of visitors to foundationbuildingadvisors.com and users of Foundation-operated online resources.

This Privacy Policy explains the types of information that may be collected through our website, forms, preliminary assessment tools, and related online resources; why that information is collected; how it may be used; and the choices available to visitors regarding their information.

1. INFORMATION WE COLLECT

Information You Provide

Foundation may collect information that you voluntarily provide through the website or through Foundation-operated forms and interactive resources.

For example, when you submit a general inquiry or request a Free Preliminary Analysis, you may provide information including:

Your name
Your email address
Your company or organization
Your phone number, if you choose to provide it
Your city and state
Your industry
Approximate employee count
Your preferred contact method
The general nature of your inquiry or reason for contacting Foundation
Information contained in your message
Any other information you voluntarily provide

Foundation may also offer educational or preliminary assessment tools, including the Foundation Business Growth Checkup. Where indicated, visitors may complete an assessment and view their results without providing personally identifying contact information.

If a visitor separately chooses to request contact from Foundation after completing an assessment, the information submitted with that request may be associated with general referral or campaign information, such as UTM source, medium, or campaign values, so Foundation can understand how visitors discovered the resource.

Foundation does not intend the Business Growth Checkup or general website inquiry forms to collect confidential financial records, passwords, payment information, medical information, employee personal information, or other highly sensitive information.

Please do not submit confidential, proprietary, financial, medical, or other highly sensitive information through a general website inquiry, preliminary assessment, or contact request unless Foundation has specifically requested it through an appropriate method.

Technical Information

Like most websites and online applications, certain technical information may be processed automatically by the website, hosting provider, security systems, assessment platform, or other website infrastructure.

Depending on the services in use, this information may include general device, browser, server, security, traffic, referral, performance, or diagnostic information necessary to operate, secure, maintain, understand, and improve Foundation’s online resources.

2. HOW WE USE INFORMATION

Information submitted through Foundation’s website, forms, or related online resources may be used to:

Respond to inquiries
Evaluate requests for Foundation services or resources
Communicate regarding a potential or existing professional relationship
Determine an appropriate next step for an inquiry
Provide requested preliminary assessments, resources, or information
Understand how visitors discover and interact with Foundation resources
Evaluate the effectiveness of Foundation’s outreach and educational materials
Operate, maintain, protect, and improve the website and related resources
Prevent spam, abuse, fraud, or security threats
Maintain appropriate business and administrative records
Comply with applicable legal or regulatory requirements

Submitting an inquiry, completing an assessment, or receiving preliminary information does not create a professional, contractual, advisory, inspection, consulting, or other client relationship with Foundation Building Advisors.

A professional relationship is established only when Foundation and the applicable client expressly agree to the terms of an engagement.

3. CONTACT FORMS AND PRELIMINARY ASSESSMENTS

Foundation uses website forms to receive inquiries and requests for services.

Information submitted through a Foundation form may be stored within Foundation’s website form-management system and transmitted to Foundation by email or through other website infrastructure necessary to receive and respond to the submission.

Access to stored inquiry information is limited to authorized persons who require access to respond to inquiries or administer the applicable system.

Foundation seeks to collect only information reasonably useful for understanding and responding to an inquiry.

Foundation may also provide preliminary educational or assessment tools, including the Foundation Business Growth Checkup.

These tools are intended to help users identify areas that may deserve further examination. They are not audits, valuations, legal opinions, accounting opinions, tax advice, cybersecurity assessments, or comprehensive business diagnostics, and their results do not establish root cause.

The Business Growth Checkup is based on information provided by the person completing it. Assessment results should therefore be understood as preliminary educational information rather than verified findings about a business.

Completing the Business Growth Checkup does not require a visitor to request contact from Foundation. Where the tool permits results to be viewed before submitting contact information, submitting a subsequent request for a Free Preliminary Analysis is voluntary.

Information submitted through a general inquiry or preliminary-analysis request should not be considered confidential merely because it was submitted to Foundation.

4. EMAIL COMMUNICATIONS

If you contact Foundation or submit an inquiry, we may use the contact information you provide to respond to your request and communicate with you regarding that inquiry.

Submitting a general inquiry, completing an assessment, or requesting a Free Preliminary Analysis does not automatically enroll you in promotional or marketing email communications.

If Foundation later offers optional newsletters, Journal notifications, publications, educational updates, or other marketing communications, those communications may be subject to separate subscription, consent, and unsubscribe choices.

5. COOKIES, ATTRIBUTION, ANALYTICS, AND WEBSITE TECHNOLOGIES

Foundation’s website and related online resources may use cookies or similar technologies that are necessary for website administration, security, performance, functionality, or other legitimate website operations.

Administrative cookies may also be used for authorized users who log into the WordPress administration system or other Foundation-operated systems.

Foundation may use referral parameters or similar attribution information, including UTM source, medium, and campaign values, to understand how visitors reach Foundation resources and which outreach channels generate inquiries. Such attribution information may be associated with an inquiry when a visitor voluntarily submits a contact request.

Foundation may also measure general website or assessment activity, such as page visits, assessment starts, completions, or interactions, where supported by the technologies in use.

Foundation does not intend to use analytics systems to store individual assessment answers or unnecessary personal information.

Additional cookies, analytics technologies, advertising technologies, or third-party services may be added in the future. If Foundation introduces technologies that materially change how visitor information is collected or used, this Privacy Policy may be updated accordingly.

6. EMBEDDED AND THIRD-PARTY CONTENT

Foundation may occasionally include links to or embedded content from third-party websites, platforms, applications, or services.

Third-party content may behave as though the visitor interacted directly with the third-party service. Those services may collect information or use cookies according to their own privacy practices.

Foundation does not control the privacy practices of independent third parties. Visitors should review the applicable privacy policies of those services when appropriate.

7. HOW INFORMATION MAY BE SHARED

Foundation does not sell personal information submitted through its website, forms, or preliminary assessment resources.

Information may be disclosed when reasonably necessary to:

Operate or maintain the website and related online resources
Receive, store, transmit, or respond to an inquiry
Use service providers that support Foundation’s website, hosting, communications, security, analytics, forms, or business operations
Protect Foundation, its users, clients, property, or legal rights
Investigate suspected fraud, abuse, or security incidents
Comply with applicable laws, regulations, legal processes, court orders, or lawful governmental requests
Complete a business reorganization, merger, acquisition, transfer, or similar transaction where applicable

Service providers may process information in connection with providing their respective services, subject to applicable agreements, terms, privacy practices, and legal obligations.

Foundation does not authorize service providers to use information submitted through Foundation’s inquiry forms for Foundation-unrelated marketing on Foundation’s behalf.

8. DATA RETENTION

Foundation retains personal information only for as long as reasonably necessary for the purpose for which it was collected and for legitimate business, operational, security, contractual, regulatory, or legal purposes.

Preliminary Analysis requests and similar prospective-client inquiries that do not result in an active prospective-client relationship are generally reviewed for deletion from Foundation’s active form-entry system within 90 days after the last meaningful contact.

Information relating to an active prospective-client inquiry may be retained while the business discussion remains active. If an inquiry results in a client relationship, relevant information may be transferred to Foundation’s applicable client-record system and retained according to the record-retention practices applicable to that engagement.

Foundation currently performs review and deletion of inactive preliminary-analysis form entries manually.

Deletion from Foundation’s active systems may not result in immediate deletion from routine infrastructure backups, security logs, or service-provider backup systems. Residual copies may remain temporarily according to applicable backup, security, or service-provider retention practices and are not intended to be used for ordinary business purposes.

Foundation may retain information longer when reasonably necessary to protect legal rights, resolve disputes, maintain security, comply with contractual obligations, or satisfy applicable legal or regulatory requirements.

9. DATA SECURITY

Foundation takes reasonable administrative and technical measures intended to protect information under its control.

Access to stored website inquiries is restricted to authorized users who require access for legitimate Foundation business or system-administration purposes.

Foundation seeks to limit the collection of personal information through public-facing forms to information reasonably necessary for the applicable inquiry or requested service.

However, no website, online application, email system, transmission method, hosting environment, or electronic storage system can be guaranteed to be completely secure.

Visitors should therefore avoid transmitting highly sensitive information through general website forms, preliminary assessments, or ordinary email unless an appropriate secure method has been established.

10. YOUR PRIVACY CHOICES

Depending on your location and applicable law, you may have rights regarding personal information held about you, which may include requesting access, correction, deletion, restriction, or other available privacy rights.

Requests regarding information submitted through Foundation’s website, contact forms, or preliminary assessment resources may be directed to:

info@foundationbuildingadvisors.com

Foundation may need to verify the identity of the person making a request before providing, changing, or deleting information.

Certain information may be retained when reasonably necessary for legitimate business, security, contractual, regulatory, or legal purposes.

A request to delete information from Foundation’s active systems may not result in immediate deletion from routine infrastructure backups or service-provider systems where information is retained temporarily according to applicable backup, security, or provider practices.

11. CHILDREN’S PRIVACY

Foundation’s website, business services, and Business Growth Checkup are not directed toward children for the purpose of collecting personal information.

Foundation does not knowingly seek personal information from children through its general website inquiry or preliminary-analysis process.

12. CHANGES TO THIS PRIVACY POLICY

Foundation may update this Privacy Policy as its website, services, assessment tools, technology, business practices, or legal obligations change.

The current version will be posted on this page with an updated “Last Updated” date.

13. CONTACT

Questions about this Privacy Policy, Foundation’s website privacy practices, or information submitted through Foundation’s online resources may be directed to:

Foundation Building Advisors LLC

Email: info@foundationbuildingadvisors.com

Website: foundationbuildingadvisors.com