Legal
Privacy Policy
Last updated: January 2026
What we collect
When you create an account we collect your name and email address. As you work through the workbook we store the answers you enter so your progress is saved and you can return to it later.
How we use it
Your information is used to operate the application, save your progress, generate your summary report, and — where you have engaged with NorthStar Value Group — to support your participation in the Growth & Exit Roundtable™ program. Your name and email may be recorded in our client relationship system so our team knows where you are in the program.
Who can see your answers
Your workbook answers are private to your account. NorthStar Value Group does not sell your information or share it with third parties for advertising.
Optional AI clean-up
If you choose to use the "Clean up with AI" button, the text in that field is sent to a language model to correct grammar and remove filler words. It is not used to train models and is not retained beyond processing your request.
Your choices
You may request a copy or deletion of your data at any time by contacting NorthStar Value Group. See also our Terms of Use.