Privacy Policy

1. Introduction

Tim McNeely ("we," "our," or "us"), operating through The Dental Exit Institute, provides strategic exit planning and wealth management services for dental entrepreneurs. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services. By accessing or using our website, you agree to this Privacy Policy and consent to our data practices as described herein.

2. Information We Collect

2.1 Personal Information You Provide

We collect personal information that you voluntarily provide to us when you:

• Complete assessment questionnaires (Exit Readiness Assessment, Virtual Family Office Assessment)
• Use our Exit Planning Calculator
• Submit contact forms, request consultations, or schedule appointments
• Create an account, register, or sign in to our services
• Upload files, documents, or other content
• Subscribe to our newsletter, blog, or communications
• Participate in surveys, contests, or promotions
• Communicate with us via email, phone, or chat

This information may include: full name, email address, phone number, mailing address, practice name, practice location, practice revenue, EBITDA, financial information, business details, professional credentials, demographic information, and any other information you choose to provide.

2.2 Automatically Collected Information

When you visit our website, we automatically collect certain information about your device, browsing behavior, and interactions, including:

• IP address, geolocation data (city, state, country), and ISP information
• Browser type, version, language, and settings
• Device information (type, model, operating system, unique identifiers, mobile network)
• Pages visited, time spent on pages, scroll depth, and navigation paths
• Referring website, search terms, and traffic source
• Date, time, and frequency of access
• Clickstream data, mouse movements, keystrokes, and user interactions
• Screen resolution, viewport size, and device orientation

2.3 Cookies and Tracking Technologies

We use cookies, web beacons, pixels, local storage, session storage, and similar tracking technologies to collect information about your browsing activities. This includes both first-party and third-party cookies for analytics, advertising, retargeting, personalization, and functionality purposes. We also use tracking technologies to create unique identifiers and build profiles of your interests and behavior.

2.4 Information from Third Parties

We may receive information about you from third-party sources, including social media platforms, data brokers, marketing partners, public databases, business partners, and other users who refer you to our services. We may combine this information with data we collect directly from you.

3. How We Use Your Information

We use the information we collect for any lawful business purpose, including:

• Service Delivery: Provide exit planning services, generate assessment results, calculate exit scenarios, deliver personalized recommendations, and fulfill service requests
• Communication: Respond to inquiries, schedule consultations, send service updates, provide customer support, and maintain ongoing client relationships
• Marketing and Advertising: Send promotional materials, newsletters, case studies, educational content, and marketing communications about our services and related offerings
• Retargeting and Remarketing: Display targeted advertisements to you on third-party websites, social media platforms, search engines, and mobile applications based on your interactions with our website and services
• Analytics and Research: Analyze website usage, understand user behavior, conduct market research, identify trends, and measure the effectiveness of our marketing campaigns
• Personalization: Customize your experience, tailor content and recommendations, and remember your preferences
• Lead Generation and Sales: Identify potential clients, qualify leads, pursue business opportunities, and develop sales strategies
• Business Intelligence: Build customer profiles, segment audiences, predict behavior, and inform business decisions
• Product Development: Improve our services, develop new features, test functionality, and enhance user experience
• Legal Compliance: Comply with legal obligations, enforce our terms and conditions, protect our rights and property, and respond to legal requests
• Security and Fraud Prevention: Detect and prevent fraud, unauthorized access, security threats, and illegal activities
• Business Operations: Manage accounts, process transactions, maintain records, conduct audits, and perform internal business operations
• Third-Party Services: Enable integrations with third-party services and platforms
• Any Other Purpose: Any other purpose disclosed to you at the time of collection or with your consent

4. Information Sharing and Disclosure

We may share, sell, rent, or otherwise disclose your information to third parties for any lawful business purpose, including:

4.1 Service Providers and Vendors

• Technology Providers: Cloud hosting services (AWS, Manus), database providers, email service providers, SMS providers, and website infrastructure
• Analytics Platforms: Google Analytics, Umami Analytics, Mixpanel, Amplitude, and other analytics tools to track website performance, user behavior, and conversion metrics
• Marketing and Advertising Partners: Facebook/Meta, LinkedIn, Google Ads, Microsoft Advertising, Twitter/X, TikTok, and other advertising platforms for retargeting, remarketing, and marketing campaigns
• Customer Relationship Management (CRM): Salesforce, HubSpot, or other CRM platforms to manage client relationships, track leads, and automate communications
• Email Marketing Services: Mailchimp, ConvertKit, ActiveCampaign, or similar services for email campaigns and automation
• Payment Processors: Stripe, PayPal, or other payment processing services for financial transactions
• Communication Tools: Calendly, Zoom, Microsoft Teams, or other scheduling and video conferencing platforms
• Data Enrichment Services: Data brokers and enrichment services that append additional information to your profile

4.2 Professional Advisors and Partners

We may share your information with:

• CPAs, tax advisors, and accounting firms
• Attorneys and legal advisors
• M&A advisors and business brokers
• Practice valuation specialists
• Insurance professionals
• Estate planning specialists
• Other professional service providers in our network

4.3 Advertising Networks and Data Brokers

We share your information with advertising networks, data brokers, and marketing partners to:

• Display targeted advertisements based on your website visits, interests, and behavior
• Create custom audiences and lookalike audiences for advertising campaigns
• Build detailed user profiles for marketing purposes
• Measure advertising effectiveness and optimize campaign performance
• Retarget and remarket to you across multiple platforms and devices
• Sell or license your information to third parties for their own marketing purposes

4.4 Business Transfers and Corporate Transactions

In the event of a merger, acquisition, reorganization, sale of assets, bankruptcy, or other business transaction, your information may be transferred to the acquiring entity, successor, or third party as part of the transaction. We may also share your information during negotiations or due diligence processes.

4.5 Legal Requirements and Protection of Rights

We may disclose your information if required by law, court order, subpoena, government request, or legal process, or to protect our rights, property, safety, or the rights, property, and safety of others. This includes exchanging information with other companies and organizations for fraud protection and credit risk reduction.

4.6 Affiliates and Subsidiaries

We may share your information with our parent company, subsidiaries, affiliates, and related entities for any purpose described in this Privacy Policy.

4.7 With Your Consent or Direction

We may share your information with other third parties when you provide explicit consent, direct us to do so, or when disclosure is necessary to fulfill your requests.

4.8 Aggregated and De-Identified Data

We may share aggregated, anonymized, or de-identified data that cannot reasonably be used to identify you with any third party for any purpose, including research, analytics, marketing, and business intelligence.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, enforce our agreements, and pursue legitimate business interests. Assessment results, calculator data, uploaded files, and other user-generated content may be retained indefinitely unless you request deletion. Even after deletion, some information may remain in backup systems, archives, or as required by law.

5.1 SMS Communications

If you provide your phone number through our website forms, you may receive SMS messages from Tim McNeely related to appointments, service updates, or responses to inquiries. Message frequency varies. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP.

We collect SMS consent information, including the type of consent given (transactional and/or marketing), the date and time consent was provided, and the phone number associated with the consent. This information is retained for as long as you remain opted in, plus a reasonable period thereafter for compliance and record-keeping purposes.

Your SMS consent information will not be shared with or sold to third parties for their own marketing purposes. We may share your consent information only with our SMS service providers (e.g., GoHighLevel, Twilio) solely for the purpose of delivering the messages you have consented to receive.

• Transactional Messages: Appointment reminders, responses to inquiries, and service updates. Consent for these messages is collected separately via checkbox on our forms.
• Marketing Messages: Promotional content, event invitations, and educational resources. Consent for marketing messages is optional and collected via a separate, unchecked-by-default checkbox.
• Opt-Out: Reply STOP to any SMS message to unsubscribe. Reply HELP for assistance.
• Contact: For questions about our SMS practices, email [email protected] or call (818) 730-2000.

6. Your Rights and Choices

Depending on your location and applicable law, you may have certain rights regarding your personal information:

• Access: Request access to the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal retention requirements and legitimate business interests)
• Opt-Out of Marketing: Unsubscribe from marketing emails using the link in our emails
• Opt-Out of Sale/Sharing: Opt out of the sale or sharing of your personal information for targeted advertising
• Data Portability: Request a copy of your data in a structured, machine-readable format
• Restriction: Request restriction of processing in certain circumstances
• Object: Object to processing based on legitimate interests
• Withdraw Consent: Withdraw consent where processing is based on consent

To exercise these rights, please contact us using the information provided below. We may need to verify your identity before processing your request. We reserve the right to deny requests that are unreasonable, excessive, or prohibited by law. Note that exercising these rights may limit your ability to use certain features of our services.

Cookie Controls

You can control cookies through your browser settings, but disabling certain cookies may limit website functionality. You can also opt out of interest-based advertising through industry opt-out tools such as the Digital Advertising Alliance (DAA) or Network Advertising Initiative (NAI).

7. Cookies and Tracking Technologies

We use the following types of cookies and tracking technologies:

• Essential Cookies: Required for website functionality, authentication, and security
• Analytics Cookies: Track website usage, performance metrics, and user behavior
• Marketing Cookies: Enable targeted advertising, retargeting campaigns, and conversion tracking
• Preference Cookies: Remember your settings, preferences, and choices
• Social Media Cookies: Enable social media features and track social media interactions
• Third-Party Cookies: Placed by third-party services for their own purposes

We also use web beacons, pixels, tags, and similar technologies to track email opens, measure campaign effectiveness, and collect usage data. These technologies may be used by us and our third-party partners.

8. Third-Party Links and Services

Our website may contain links to third-party websites, services, applications, or social media platforms. We are not responsible for the privacy practices, content, or security of these third parties. We encourage you to review their privacy policies before providing any information. Your interactions with third-party services are governed by their own terms and policies.

9. Data Security

We implement reasonable technical, administrative, and physical security measures to protect your information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security. You acknowledge and accept the inherent security risks of providing information online.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you believe we have collected information from a child, please contact us immediately, and we will take steps to delete such information.

11. International Data Transfers

Your information may be transferred to, stored in, and processed in countries other than your country of residence, including the United States and other jurisdictions where data protection laws may differ. By using our services, you consent to such transfers and acknowledge that your information may be subject to access by law enforcement and government authorities in those jurisdictions.

12. State-Specific Privacy Rights

California Residents (CCPA/CPRA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

• Right to know what personal information is collected, used, shared, or sold
• Right to delete personal information
• Right to opt-out of the sale or sharing of personal information
• Right to limit use of sensitive personal information
• Right to correct inaccurate information
• Right to non-discrimination for exercising your privacy rights

Notice of Sale/Sharing: We may sell or share your personal information with third parties for marketing, advertising, and other business purposes, which may constitute a "sale" or "sharing" under California law. You have the right to opt out of such sale or sharing.

Categories of Information: We collect and may sell or share the following categories of personal information: identifiers, commercial information, internet activity, geolocation data, professional information, and inferences drawn from this information.

Other State Privacy Laws

Residents of Virginia, Colorado, Connecticut, Utah, and other states with comprehensive privacy laws may have similar rights. Please contact us to exercise your rights under applicable state law.

13. Changes to This Privacy Policy

We reserve the right to update, modify, or replace this Privacy Policy at any time and for any reason at our sole discretion. We will notify you of material changes by posting the updated policy on this page with a new "Last Updated" date. We may also provide notice through email or other means. Your continued use of our services after changes constitutes acceptance of the updated policy. We encourage you to review this Privacy Policy periodically.

14. Contact Us

If you have questions, concerns, requests, or complaints regarding this Privacy Policy or our data practices, please contact us: