Privacy Policy

Last updated: March 4, 2026

1. Who we are

PlanEx Business Partners, LLC (“we,” “us,” “our”) operates this website.

2. Scope of this policy

This Privacy Policy explains how we collect, use, share, and protect information when you visit our website or contact us.

This is a US-first privacy policy written for a small business website. If you are located in the EU/UK (or EU/UK privacy law applies to your use), see Section 11 (Additional information for EU/UK visitors).

3. Information we collect

We collect information in the following ways:

A) Information you provide to us

Contact form submissions: When you submit our contact form, we collect the information you enter, such as your name, email address, and the content of your message.
Sensitive information: Please do not submit sensitive personal information (for example, health information, financial account numbers, or government ID numbers) through our contact form.

B) Information collected automatically

Basic technical data (server logs): Like most websites, our hosting/publishing providers may log basic technical information (for example, IP address, device and browser type, and general request information) for security and performance.
Google Analytics (when enabled): We use (or plan to use) Google Analytics to understand how people use our website and to improve the site. Google Analytics may collect information such as the pages you visit, the time you spend on pages, the website you came from, your general location (approximate), and device and browser information.

4. How we use information

We use the information we collect to:

Respond to inquiries and communicate with you.
Maintain, operate, and improve our website.
Understand website usage trends (via Google Analytics, when enabled).
Protect our website from spam, abuse, and security threats.

5. Cookies and similar technologies

Our website may use cookies or similar technologies that are necessary for basic website functionality and security.

If Google Analytics is enabled, Google Analytics may also use cookies or similar technologies to help measure and analyze website usage.

You can control cookies through your browser settings. Note that disabling certain cookies may affect how some websites function.

6. How we store information

Contact form submissions may be stored in our WordPress administrative database and may also be delivered to us by email.
Google Analytics data (when enabled) is processed by Google on our behalf.

7. Sharing of information

We do not sell your personal information.

We may share information with service providers that help us operate our website and communications (for example, web hosting, email delivery, security services, and analytics providers), as needed to provide the services.

8. Data retention

Contact form submissions: We generally retain inquiries for up to 12 months and then delete them, unless we need to keep them longer for an ongoing business relationship or to comply with legal obligations.
Analytics data: If Google Analytics is enabled, retention is controlled through our Google Analytics settings.

9. Your choices

You can contact us to request access, correction, or deletion of the information you submitted through our contact form.
You can use browser settings or browser add-ons to limit or block cookies and certain analytics collection.

10. Security

We take reasonable steps to protect the information we collect, including limiting access to administrative systems and keeping website software updated. No method of transmission or storage is completely secure.

11. Additional information for EU/UK visitors (optional GDPR language)

If you are located in the European Union, the United Kingdom, or another region with similar data protection laws, you may have additional rights and information available to you.

Controller

For information you submit through our contact form, we act as the data controller.

Legal bases (GDPR) for processing

We process personal data when we have a lawful basis to do so, including:

Legitimate interests: Responding to inquiries, operating the site, and protecting the site from spam and abuse.
Taking steps at your request: When you contact us asking for information or services.

International transfers

Our service providers may process and store information in the United States or other countries. Those countries may have different data protection laws than your country. We use reputable service providers and take reasonable steps to protect information shared with them.

Your rights (GDPR)

Depending on your location and the circumstances, you may have the right to:

Access your personal data.
Correct inaccurate personal data.
Request deletion of your personal data.
Object to certain processing.
Request restriction of processing.
Request data portability (where applicable).
Lodge a complaint with a supervisory authority.

To exercise these rights, contact us using the contact method above.

12. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. We will post the updated version on this page and update the “Last updated” date.