Rainier Business Intelligence, LLC d/b/a BizProValue
Privacy Policy
This Privacy Policy (“Policy”) describes how Rainier Business Intelligence, LLC, an Ohio limited liability company doing business as BizProValue (“BizProValue,” the “Company,” “we,” “us,” or “our”), collects, uses, discloses, retains, and protects information in connection with the BizProValue website, the subscription portal at https://app.bizprovalue.com (the “Portal”), and the valuation reporting services made available through it (collectively, the “Service”).
This Policy is incorporated into the BizProValue Subscription Terms and Conditions, Version 2026.1 (the “Agreement”), and forms part of the entire agreement between the parties under Section 18(a) of the Agreement. Capitalized terms used but not defined here have the meanings given in the Agreement. Where this Policy and the Agreement address the same subject, the Agreement controls except as to the Company’s own handling of Personal Information, where this Policy controls.
BizProValue is a business-to-business service. The Service generates valuation reports from financial and operating data that the Subscriber enters for a subject company, drawing on industry performance data and market transaction data licensed from third-party providers. It is sold to business brokers, M&A advisors, appraisers, accountants, and similar professionals acting in a commercial capacity. It is not directed to consumers and is not intended for personal, family, or household use.
Section 1. Scope
a. This Policy applies to information we collect from and about Subscribers, Administrators, Designated Users, visitors to our public website, prospective customers, and individuals who contact us for sales, support, or other purposes.
b. This Policy does not apply to: (i) how a Subscriber handles information within its own firm or Office, or how a Subscriber uses a Client Deliverable after it is generated; (ii) the privacy practices of third-party sites linked from the Service; or (iii) the practices of the third-party data providers from whom we license industry and transaction data, which are governed by their own policies.
c. By accepting the Agreement, purchasing a subscription, or accessing the Portal, you acknowledge that you have read and understood this Policy. This Policy is published at https://www.bizprovalue.com/privacy and is also available within the Portal.
Section 2. Terminology
a. “Personal Information” means information that identifies, relates to, describes, or is reasonably capable of being associated with an identified or identifiable natural person. It does not include aggregated, de-identified, or anonymized information that cannot reasonably be linked to a particular individual.
b. “Account Data” means registration, contact, billing, role, Office, and entitlement information associated with a subscription and its Authorized Users.
c. “Usage Data” means information generated by operation of the Service, including log and session records, Project creation and access records, report generation and export records, device and browser characteristics, and Internet Protocol addresses.
d. “Subscriber Data,” “Materials,” “Client Deliverable,” “Project,” “Office,” “Subscriber,” “Administrator,” “Designated User,” and “Authorized User” have the meanings given in the Agreement.
Section 3. Information We Collect
a. Account and Identity Information. Name, business title, firm name, Office affiliation, business address, business email address (which must be unique to each Authorized User), business telephone number, professional credentials where supplied, role assignment as Administrator or Designated User, and the login credentials associated with the account.
b. Authentication Information. Passwords stored in salted, hashed form and not accessible to us in plaintext; multi-factor settings and tokens; password reset records; session identifiers; and records of acceptance of the Agreement, including timestamp and IP address.
c. Billing and Transaction Information. Subscription tier, term, Project allotments consumed and remaining, renewal and cancellation status, invoices, payment history, billing contact, and the card brand, expiration date, and last four digits. Subscription billing is administered through Zoho, and card payments are processed by Stripe. Full payment card numbers are collected and processed by Stripe and are not transmitted to or stored on our systems.
d. Subscriber Data. The financial statements, operating information, and subject-company details entered or uploaded to generate a Project. This may include information identifying a business you represent, its owners, and the existence of a contemplated transaction.
e. Usage Data. As described in Section 2(c), including the searches and parameters used, Projects created, reports generated, and data exported or downloaded.
f. Support and Communications. Correspondence by email, telephone, web form, or chat; support tickets; onboarding and training records; survey responses; and feedback.
g. Marketing and Prospect Information. Business contact details obtained when you request information, attend a webinar, download a white paper, or are referred to us, together with records of your interactions with our communications.
h. Cookies and Similar Technologies. As described in Section 11.
We do not seek Social Security numbers, government identification numbers, precise geolocation, biometric data, health information, or information revealing racial or ethnic origin, religious beliefs, sexual orientation, or union membership, and such information should not be entered into the Portal.
Section 4. How We Collect Information
a. Directly from you, when you request information, purchase a subscription, accept the Agreement, create or update an account, enter Subscriber Data, or contact us.
b. From the Subscriber or its Administrator, when a Designated User is invited, assigned to a Project, reassigned, or removed. The Subscriber is responsible under Section 2 of the Agreement for having authority to provide that information and for causing each Designated User to accept the Agreement before credentials are issued.
c. Automatically, through operation of the Portal and the technologies described in Section 11.
d. From third parties, including our billing and payment providers, hosting and infrastructure providers, analytics providers, and commercially or publicly available business contact sources.
Section 5. How We Use Information
a. Providing the Service. Authenticating Authorized Users, provisioning accounts and Offices, administering Project allotments, generating reports and Client Deliverables at the tier purchased, and providing support, onboarding, and training.
b. Billing and Administration. Processing payments, issuing invoices, administering renewals and cancellations, applying tier upgrades, collecting amounts owed, and maintaining tax and accounting records.
c. Enforcing the Agreement. Verifying that credentials are used only by the Authorized User to whom they were issued; detecting credential sharing, concurrent or geographically implausible sessions, and access by persons who are not Authorized Users; detecting automated access, bulk extraction, and other conduct prohibited by Section 6 of the Agreement; and conducting the audit and enforcement activities permitted by Section 12 of the Agreement.
d. Security and Integrity. Protecting the Service, the Materials, and the BizProValue Technology against unauthorized access, misuse, and security incidents; investigating suspected violations; and maintaining backup and recovery capability.
e. Improving the Service. Analyzing Usage Data to diagnose problems, improve performance and report quality, prioritize development, and develop new features.
f. Communications. Sending transactional and administrative messages, including renewal and expiration notices, billing notices, security alerts, service interruptions, and notices of amendment under Section 16 of the Agreement. These are necessary to the Service and cannot be opted out of while a subscription is active.
g. Marketing. Sending newsletters, webinar invitations, publications, and product information, subject to Section 15.
h. Legal and Compliance. Complying with law and lawful process, establishing or defending legal claims, meeting export-control and recordkeeping obligations referenced in the Agreement, and enforcing our rights.
Section 6. Subscriber Data and Confidentiality
a. We recognize that Subscriber Data and the pattern of Projects created may reveal the identity of your client, the existence of a contemplated transaction, or other confidential aspects of an engagement.
b. We treat Subscriber Data as confidential under Section 7 of the Agreement. We do not disclose it to other Subscribers and do not publish, market, or otherwise make it available in a form identifying you, your firm, your client, or a subject company, except: (i) with your consent; (ii) to service providers under written confidentiality obligations, to the extent necessary to operate the Service; (iii) as necessary to enforce the Agreement or investigate a suspected violation; or (iv) as required by law or legal process.
c. Our personnel access Subscriber Data only as necessary to deliver support you have requested, to operate and maintain the Service, to investigate a suspected violation, or as required by law.
d. Within a subscription, Subscriber Data is visible to the Subscriber and its Administrator, and to Designated Users to the extent of the Projects they create or are assigned. Access follows the role structure set out in the Agreement.
Section 7. Aggregated and De-Identified Information
a. We may create aggregated, statistical, and de-identified information from Usage Data — for example, how frequently features are used, how Project allotments are consumed, and how the Service performs in the aggregate — and may use and disclose that information for any lawful business purpose, as reserved in Section 11(d) of the Agreement.
b. We do not use Subscriber Data to build, populate, augment, or benchmark any data set, index, or compilation offered to others. Section 11(d) of the Agreement records this commitment contractually and requires an amendment under Section 16 of the Agreement, together with prior notice to the Subscriber, before any change. If we later offer a subscriber data contribution feature, the license will be added to the Agreement and notice given before any Subscriber Data is used for that purpose.
c. Before use, aggregated information is stripped of direct identifiers and of details that would reasonably permit identification of you, your firm, your client, or a subject business. We maintain it in de-identified form, do not attempt to re-identify it, and contractually prohibit recipients from attempting to re-identify it. Section 6(l) of the Agreement imposes a parallel prohibition on Authorized Users with respect to the Materials.
Section 8. Artificial Intelligence and Machine Learning
a. Section 6(e) of the Agreement prohibits Authorized Users from using the Materials to develop, train, fine-tune, or evaluate any artificial intelligence, machine learning, or large language model, and Section 6(m) prohibits submitting the Materials to any third-party artificial intelligence or analytics service that does not contractually disclaim retention and training rights. Section 11(d) of the Agreement binds the Company correspondingly, and we accept the same obligation here: we do not sell, license, or otherwise make available Personal Information or Subscriber Data to any third party for the purpose of training or developing such models, and we do not use Subscriber Data to train models offered to others.
b. Where we use artificial intelligence or machine learning within the Service — for example, in data quality checks, classification, anomaly detection, or fraud and abuse detection — we do so under our own control or under written agreements that prohibit the provider from retaining or using your information for its own model training.
c. We will not make a decision producing legal or similarly significant effects concerning you based solely on automated processing without notice and, where required by law, an opportunity for human review.
Section 9. How We Disclose Information
We disclose information only as follows:
a. Service Providers. To vendors performing services on our behalf, including hosting and infrastructure, subscription billing and payment processing, email delivery, support tooling, analytics, security monitoring, and professional advisors, each bound by written agreements limiting use to the services performed for us.
b. Within the Subscription. To the Subscriber and its Administrator, as described in Sections 6(d) and 14.
c. Third-Party Data Providers. Aggregate usage reporting required under our licenses with industry and transaction data providers. Such reporting does not identify individual Authorized Users, clients, or subject companies.
d. Corporate Transactions. To an acquirer, successor, or assignee in connection with a merger, acquisition, financing, reorganization, or sale of assets, subject to the assignment provision of the Agreement and to the recipient honoring this Policy as to information transferred.
e. Legal and Protective Disclosures. To comply with law, regulation, subpoena, court order, or other lawful request; to enforce the Agreement; to investigate suspected fraud, security incidents, or violations; and to protect the rights, property, or safety of the Company, its Subscribers, or others.
f. With Your Direction. To any other party at your direction or with your consent.
Section 10. Third-Party Data and Report Content
a. Portions of the Materials are licensed from third-party providers. As stated in the Agreement, that content is provided on an as-is basis and we make no representation as to its accuracy, completeness, reliability, or timeliness, and the Service does not constitute professional advice.
b. Industry and transaction data incorporated into reports is furnished to us at an aggregate or de-identified level and is not intended to identify any individual business or transaction party. If you believe the Materials contain Personal Information about you that is inaccurate or was included in error, contact us under Section 21 and we will investigate and, where appropriate, correct the record or refer the matter to the originating provider.
Section 11. Cookies and Similar Technologies
a. We use cookies, local storage, and similar technologies to keep you signed in, maintain session state and security, remember preferences, enforce session and access limits, and measure how the Service is used.
b. We use: (i) strictly necessary cookies, required for authentication, security, and core functionality; (ii) preference cookies, storing settings such as defaults within the Portal; and (iii) analytics cookies, which help us understand aggregate usage.
c. On our public website we use Google Analytics, deployed through Google Tag Manager, to measure aggregate traffic and page usage, and the HubSpot tracking code, which records page visits and form submissions and associates them with a contact record used for sales and support follow-up. We do not deploy advertising or retargeting pixels, we do not use cookies to build advertising profiles, and we do not serve interest-based advertising on the website or within the Portal.
d. Our public website embeds content and services operated by third parties, including video hosted by YouTube, webinar registration through Zoom, demonstration scheduling through HubSpot, and subscription checkout through Zoho. Those providers may set their own cookies when you interact with that content, and their handling of information is governed by their own privacy policies.
e. Most browsers allow you to refuse or delete cookies. Disabling strictly necessary cookies will prevent you from logging in. Because there is no common industry standard for browser “Do Not Track” signals, we do not respond to them; we honor Global Privacy Control signals where required by applicable law.
Section 12. Retention
a. Company retention. We retain Account Data for the duration of the subscription and for seven (7) years following expiration, cancellation, or termination, to administer renewals, resolve billing matters, maintain tax and accounting records, and establish or defend legal claims.
b. We retain Usage Data in identifiable form for twenty-four (24) months for security, audit, and enforcement purposes, after which it is deleted or de-identified. Usage Data relevant to an open investigation, dispute, audit under Section 12 of the Agreement, or legal hold is retained until the matter is resolved.
c. We retain Subscriber Data and generated Projects for the duration of the subscription. Following expiration, cancellation, or termination, access to Projects within the Portal ends in accordance with Section 13 of the Agreement, and we retain the underlying Subscriber Data for sixty (60) days before deletion from active systems. Deleted content may persist in routine database backups until those backups age out of our provider’s snapshot rotation, which may take up to twelve (12) months. We do not remove individual records from historical backups, because doing so would compromise the integrity of our disaster recovery capability; backups containing deleted content are not returned to active use and expire on their normal schedule.
d. Your retention is your decision. The Agreement does not require you to delete Materials, reports, or Client Deliverables after your subscription ends. You may retain them, including within workfiles and engagement files, for as long as you wish — which supports compliance with professional record-retention obligations such as those under the Uniform Standards of Professional Appraisal Practice.
e. Retention is not a license. As provided in Section 8 of the Agreement, Materials you retain remain subject to Sections 5, 6, 7, and 9 of the Agreement for as long as you hold them, and may be used only for reference, compliance, audit, litigation-support, and client-inquiry purposes relating to engagements conducted during the Subscription Term. The prohibitions in Section 6, including the artificial intelligence and machine learning restriction in Section 6(e), continue to apply.
f. We retain aggregated and de-identified information indefinitely.
Section 13. Security
a. We maintain administrative, technical, and physical safeguards designed to protect information against unauthorized access, disclosure, alteration, and destruction. Our database platform encrypts data in transit and at rest. Access to the Service is controlled through the role structure described in Section 14, under which each Authorized User is issued individual credentials tied to a unique personal email address and Designated Users are limited to the Projects they create or are assigned.
b. You are responsible for safeguarding credentials issued to you and to your Authorized Users, and for activity occurring under your subscription. Notify us promptly at service@bizprovalue.com if you know or suspect that credentials have been compromised or that an unauthorized person has accessed the Service.
c. No method of transmission or storage is completely secure. As stated in the Agreement, we do not warrant that the Service will be uninterrupted, error-free, or free of harmful components, and our liability is limited as set forth in the Agreement.
d. In the event of a breach of the security of the system involving unencrypted personal information, we will provide notice to affected Ohio residents and, where applicable, to residents of other states, in accordance with Ohio Revised Code § 1349.19 and other applicable breach notification statutes.
Section 14. Administrator and Designated User Visibility
a. A subscription is held by the Subscriber. The Subscriber appoints one Administrator, who may invite and remove Designated Users, manage Office affiliation, assign Projects, and receive reporting on account activity, including sessions, Projects created, and exports attributable to individual Authorized Users.
b. If you access the Service as a Designated User, your use is not private as to the Subscriber and its Administrator, and your firm may have independent rights to review your activity. Questions about the Subscriber’s own handling of that information should be directed to the Subscriber.
c. We may act on instructions from the Subscriber or Administrator concerning accounts, credentials, Projects, and Subscriber Data associated with the subscription, including instructions to disable an account or delete content.
Section 15. Marketing Communications
a. We may send commercial email about our products, services, webinars, and publications. Every such message includes an unsubscribe mechanism, and we honor opt-out requests promptly and in any event within ten (10) business days, consistent with the CAN-SPAM Act.
b. Opting out of marketing does not stop the transactional and administrative messages described in Section 5(f).
c. We do not rent, sell, or trade contact information to third parties for their own marketing purposes.
Section 16. Your Privacy Rights
a. Ohio has not enacted a comprehensive consumer privacy statute. Residents of states that have — including California, Virginia, Colorado, Connecticut, Utah, Texas, Oregon, Montana, and others — may have the right to: (i) confirm processing and obtain access; (ii) obtain a portable copy; (iii) correct inaccuracies; (iv) request deletion; (v) opt out of sale, targeted advertising, or certain profiling; and (vi) not be discriminated against for exercising these rights.
b. Most of these statutes apply to individuals acting in a personal or household capacity and exempt information processed in a business-to-business or employment context. Because BizProValue is a business-to-business service, many of these rights may not apply to information we hold about you in your professional capacity. We will nonetheless consider and respond to requests as described below.
c. To submit a request, contact us at service@bizprovalue.com or at the address in Section 21. We verify identity by matching the request against our records and may request additional information. We respond within forty-five (45) days and may extend once by a further forty-five (45) days with notice.
d. An authorized agent may submit a request with written authorization signed by you, and we may require you to verify your identity directly.
e. If we deny a request, we will explain why. You may appeal by replying to our response with the word “Appeal,” and we will respond within forty-five (45) days. If an appeal is denied, you may submit a complaint to the attorney general of your state of residence.
f. Where we hold Subscriber Data on behalf of a Subscriber, we will refer your request to that Subscriber and assist in responding.
g. California residents may also request the categories of Personal Information collected, the sources, the business purposes for collection, and the categories of third parties to whom it was disclosed; that information appears in Sections 3, 4, 5, and 9. We offer no financial incentives in exchange for the collection, sale, or retention of Personal Information.
Section 17. Individuals Located Outside the United States
a. The Service is operated in and directed to the United States, and information is stored and processed in the United States, which may not provide the same level of data protection as your jurisdiction.
b. The Agreement requires compliance with United States export control laws. Access from outside the United States is at your own initiative, and you are responsible for compliance with local law.
Section 18. Children’s Privacy
a. The Service is intended solely for professionals eighteen (18) years of age or older. We do not knowingly collect Personal Information from anyone under eighteen (18), and the Service is not directed to children.
b. If we learn we have collected Personal Information from a person under eighteen (18), we will delete it. Contact us at service@bizprovalue.com if you believe a minor has provided us information.
Section 19. Third-Party Sites
The Service may link to websites and resources we do not control. We are not responsible for their content, security, or privacy practices. Review the privacy policy of any third-party site before providing information to it.
Section 20. Changes to This Policy
a. We may update this Policy from time to time. The version number and Effective Date above indicate the current revision, and prior versions are archived and available on request.
b. If we make a material change to how we handle Personal Information, we will give notice by email to the address associated with the subscription, by notice within the Portal, or by other reasonable means at least thirty (30) days before it takes effect, except where a shorter period is required by law or necessary to address a security risk. Notice follows the amendment procedure in Section 16 of the Agreement.
c. Continued use of the Service after the effective date of a revised Policy constitutes acceptance. If you do not agree, you must stop using the Service and may cancel in accordance with the Agreement.
Section 21. Contact
Questions, requests, and complaints regarding this Policy may be directed to:
Rainier Business Intelligence, LLC d/b/a BizProValue
Attn: Privacy
821 W. Broadway, Suite 206
Moses Lake, WA 98837
service@bizprovalue.com
614-270-0609
Ohio residents may also contact the Consumer Protection Section of the Ohio Attorney General’s Office.