Privacy Policy

We may collect information that you voluntarily provide to us, including:

• Name
• Business name
• Email address
• Telephone number
• Mailing or business address
• Appointment and scheduling information
• Information submitted through website forms, surveys, questionnaires or assessments
• Communications you send to us by telephone, email, text message, website chat or other methods
• Information you provide during a Hidden Asset Discovery or other business consultation

We may also collect certain technical information automatically when you visit our website, such as browser type, device information, pages visited and general website usage information.

We may use information we collect to:

• Respond to inquiries
• Schedule and manage appointments
• Provide requested information and services
• Conduct Hidden Asset Discoveries and business consultations
• Communicate with prospective and existing customers
• Send appointment confirmations and reminders
• Provide customer service and follow-up
• Improve our website, services and business processes
• Maintain business and customer records
• Send marketing communications when appropriate consent has been provided
• Comply with legal and regulatory requirements

If you voluntarily consent to receive text messages from Wagner Business Performance LLC, we may use your mobile number to send messages related to inquiries, appointments, reminders, customer service, follow-up, service information and, where separately authorized, marketing or promotional communications.

Message frequency may vary. Message and data rates may apply.

You may reply STOP to opt out of text messages and HELP for assistance.

Consent to receive marketing text messages is not a condition of purchasing goods or services.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers involved in delivering the text messaging services.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

All categories of information sharing exclude text messaging originator opt-in data and consent. Text messaging originator opt-in data and consent will not be shared with any third parties, except aggregators and providers involved in delivering the text messaging services.

Wagner Business Performance LLC does not sell, rent, or share SMS opt-in information or SMS consent for third-party marketing or promotional purposes.

We do not sell your personal information.

We may share information with service providers that help us operate our business, website and communications systems. These may include technology providers, website hosting providers, customer relationship management systems, communications providers, scheduling systems, payment processors and professional advisers. SMS opt-in information and SMS consent are not shared with these providers for their own marketing or promotional purposes.

These providers may receive information only as reasonably necessary to perform services on our behalf.

We may also disclose information when required by law, legal process or governmental request, or when reasonably necessary to protect our rights, property, customers or others.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers involved in delivering the Text Message services.

Our website may use cookies and similar technologies to operate the website, understand how visitors use it, improve website performance and support certain marketing or analytics functions.

Your browser may allow you to limit or disable cookies. Some website features may not function properly if cookies are disabled.

Our website and business may use third-party services for functions such as website hosting, customer relationship management, scheduling, communications, analytics and payment processing.

Those third parties may process information according to their own privacy policies and applicable agreements.

Links to third-party websites are provided for convenience. Wagner Business Performance LLC is not responsible for the privacy practices or content of websites operated by third parties.

We use reasonable administrative, technical and organizational measures intended to protect personal information.

However, no internet transmission, electronic communication or information-storage system can be guaranteed to be completely secure.

We may retain personal information for as long as reasonably necessary to provide services, maintain business records, fulfill the purposes described in this Privacy Policy, resolve disputes and comply with legal, accounting or regulatory obligations.

You may contact us to request that we update or correct personal information you have provided.

You may unsubscribe from marketing emails by using the unsubscribe link included in those communications.

You may opt out of text messages by replying STOP.

Certain information may need to be retained when required for legitimate business, contractual, legal or regulatory purposes.

Our website and services are intended for businesses and adults. We do not knowingly seek to collect personal information from children through this website.

Wagner Business Performance LLC may update this Privacy Policy from time to time.

Changes will be posted on this page with an updated effective date.