Legal & Policies

Privacy Policy

Last updated June 17, 2026

OUTRIGGER ADVISORY GROUP LLC (“OUTRIGGER,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect when you visit outriggeradvisorygroup.com, how we use it, and the choices you have.

Information we collect

We collect information in two ways. First, information you provide directly, such as your name, email address, business information, and any details you submit through our assessments, forms, or when you contact us. Second, information collected automatically when you visit the site, including your IP address, browser type, device information, pages viewed, time spent on pages, and how you arrived at the site.

How we use your information

We use the information we collect to provide and improve our services, respond to your inquiries, deliver assessment results, communicate with you about our products, measure and improve our marketing, and comply with legal obligations. We do not sell your personal information.

Analytics and advertising

We use third-party tools to understand how visitors use our site and to measure advertising performance. These include Google Analytics (provided by Google LLC) and the LinkedIn Insight Tag (provided by LinkedIn Corporation). These tools collect information such as your IP address, device and browser data, and your activity on our site through cookies and similar technologies. This information helps us understand site usage and reach relevant audiences. For more detail, see the Cookie Policy below.

How we share information

We share information only as needed to operate our business: with service providers who help us run the site and deliver our services, with analytics and advertising partners as described above, and when required by law or to protect our rights. We do not sell your personal information to third parties.

Your choices and rights

You may opt out of analytics tracking using browser settings or tools such as the Google Analytics opt-out browser add-on. You can control cookies through your browser settings, as described in the Cookie Policy. Depending on where you live, you may have rights to access, correct, or delete the personal information we hold about you, or to opt out of certain data uses. To make a request, contact us at [email protected].

California residents

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to request deletion, and the right to opt out of the sale of personal information. We do not sell personal information. To exercise your rights, contact us at the email above.

Data retention and security

We retain personal information only as long as necessary for the purposes described in this policy or as required by law. We use reasonable administrative and technical measures to protect your information, though no method of transmission or storage is completely secure.

Children’s privacy

Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children under 13.

Changes to this policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

Contact

Questions about this Privacy Policy or your information can be sent to [email protected].

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Terms of Use

Last updated July 2, 2026

These Terms of Use govern your access to and use of the OUTRIGGER ADVISORY GROUP™ website and services. By using this site, you agree to these terms. If you do not agree, please do not use the site.

Use of the site

You may use this site for lawful purposes only. You agree not to use the site in any way that could damage, disable, or impair it, or interfere with anyone else’s use of it. You agree not to attempt to gain unauthorized access to any part of the site, its systems, or its data.

Our services and assessments

OUTRIGGER provides advisory services and software products, including operational systems and diagnostic assessments such as the Exit Readiness Score™ and Revenue Readiness Score™. These assessments and any valuation ranges or estimates are diagnostic and educational tools. They are not certified appraisals, audits, or guarantees of any specific outcome. See the Disclaimer below for important limitations.

Software subscriptions, billing, and refunds

Some OUTRIGGER products, including OUTRIGGER OPS™, OUTRIGGER BALANCE™, and OUTRIGGER HORIZON™, are offered as paid software subscriptions. Subscriptions are billed in advance on a recurring monthly or annual basis through our payment processor and renew automatically until canceled. Prices and billing terms are stated at checkout. You are responsible for any applicable taxes. We may change subscription pricing with notice; changes apply beginning with your next renewal.

All subscription payments are final and non-refundable. Our software products deliver their value immediately upon access, including forecasts, scenario analyses, assessments, scores, reports, and other outputs. For this reason we do not provide refunds or credits for any billing period, including partial periods, unused time, or unused features. You may cancel your subscription at any time from your account; cancellation stops future billing, and your access continues through the end of the current paid billing period.

Payment disputes and chargebacks

If you believe a charge is in error, contact us first at [email protected] so we can review and resolve it directly. If a payment dispute or chargeback is initiated on your account, your account and access to the affected products will be suspended immediately pending resolution, and any exports or integrations associated with the account may be disabled. If a chargeback is upheld, your license to use the product and its outputs terminates as of the date of the disputed charge. You agree that we may provide our payment processor and the card networks with records relevant to any dispute, including account creation details, terms acceptance records, login and usage history, and records of reports or data generated or exported. We reserve the right to decline future service to accounts associated with abusive payment disputes.

Software license and acceptable use

Your subscription grants you a limited, non-exclusive, non-transferable license to use the applicable OUTRIGGER product for your own business purposes, or for the businesses included in your account on multi-business tiers, during your paid subscription period. You may not: share, resell, or transfer access or account credentials; copy, scrape, or systematically extract the product’s methodologies, scoring logic, models, prompts, or outputs; use the product or its outputs to build, train, or improve a competing product or service; reverse engineer, decompile, or otherwise attempt to derive the product’s source code or underlying methods; or circumvent usage limits, access controls, or security measures. Reports and exports, including co-branded exports, remain subject to these terms. We may suspend or terminate accounts that violate these restrictions, without refund, in addition to any other remedies available to us.

Intellectual property

All content on this site, including text, graphics, logos, assessment questions, scoring methodologies, frameworks, systems, and configurations, is the property of OUTRIGGER ADVISORY GROUP LLC and is protected by intellectual property laws. OUTRIGGER ADVISORY GROUP™, OUTRIGGER OPS™, OUTRIGGER NAVIGATOR™, OUTRIGGER BALANCE™, OUTRIGGER HORIZON™, Exit Readiness Score™, Revenue Readiness Score™, and Operational Intelligence Report™ are trademarks of OUTRIGGER ADVISORY GROUP LLC. You may not reproduce, copy, distribute, or use any of this content without our prior written permission.

Third-party links

Our site may link to third-party websites or services. We are not responsible for the content, policies, or practices of any third-party sites. Accessing them is at your own risk.

Limitation of liability

To the fullest extent permitted by law, OUTRIGGER ADVISORY GROUP LLC is not liable for any indirect, incidental, consequential, or punitive damages arising from your use of this site or our services. Our total liability for any claim is limited to the amount you paid us, if any, for the service giving rise to the claim.

Indemnification

You agree to indemnify and hold harmless OUTRIGGER ADVISORY GROUP LLC and its members, officers, and agents from any claims or expenses arising from your use of the site or your violation of these terms.

Governing law and venue

These terms are governed by the laws of the State of Texas, without regard to its conflict of law provisions. Any dispute arising from these terms or your use of the site will be resolved exclusively in the state or federal courts located in Travis County, Texas, and you consent to the jurisdiction of those courts.

Changes to these terms

We may update these Terms of Use from time to time. Continued use of the site after changes are posted constitutes acceptance of the updated terms.

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Disclaimer

Last updated June 17, 2026

No professional advice

The information provided by OUTRIGGER ADVISORY GROUP LLC on this website and in its content, tools, and assessments is for general informational purposes only. It does not constitute legal, financial, tax, accounting, investment, or other professional advice, and should not be relied upon as a substitute for advice from a licensed professional familiar with your specific circumstances. You should consult a qualified professional before making business, financial, or legal decisions.

Diagnostic tools, not appraisals

The OUTRIGGER Exit Readiness Score™, Revenue Readiness Score™, and any valuation ranges or estimates we provide are diagnostic and educational tools intended for planning purposes. They are not certified business appraisals, audits, or guarantees of any specific valuation, sale price, or business outcome. Any actual business sale or transaction is a separate process typically handled by a licensed business broker or M&A advisor.

No guarantee of results

OUTRIGGER ADVISORY GROUP LLC makes no representation or warranty that any particular result, revenue, growth, valuation, or sale will be achieved. Our products and services are designed to support business operations, but results vary by business, industry, and implementation, and depend on many factors outside our control. Any examples or statistics presented are illustrative and do not guarantee comparable outcomes.

Platform affiliation

OUTRIGGER ADVISORY GROUP LLC is not affiliated with, endorsed by, sponsored by, or in any way officially connected with Meta Platforms, Inc. (Facebook, Instagram), Google LLC, or LinkedIn Corporation. All product and company names, logos, and brands are the property of their respective owners and are used for identification purposes only.

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Cookie Policy

Last updated June 17, 2026

This Cookie Policy explains how OUTRIGGER ADVISORY GROUP™ uses cookies and similar technologies on our website.

What cookies are

Cookies are small text files stored on your device when you visit a website. They help the site function, remember your preferences, and understand how the site is used. Similar technologies, such as tracking pixels and tags, work in a comparable way.

How we use cookies

We use cookies and similar technologies for the following purposes:

• Essential: to make the site function properly and securely.
• Analytics: through Google Analytics, to understand how visitors use the site so we can improve it.
• Advertising and measurement: through the LinkedIn Insight Tag, to measure the performance of our marketing and reach relevant audiences.

Third-party cookies

Some cookies are set by third parties we work with, including Google LLC (Google Analytics) and LinkedIn Corporation (LinkedIn Insight Tag). These parties may collect information about your activity across websites over time. Their use of your information is governed by their own privacy policies.

Managing cookies

Most browsers let you control cookies through their settings, including blocking or deleting them. You can also opt out of Google Analytics using the Google Analytics opt-out browser add-on. Note that disabling cookies may affect how the site functions for you.

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Accessibility Statement

Last updated June 17, 2026

OUTRIGGER ADVISORY GROUP™ is committed to making our website accessible to as many people as possible, including people with disabilities. We aim to follow the Web Content Accessibility Guidelines (WCAG) 2.1 at the AA level as a practical standard for our site.

We work to provide sufficient color contrast, legible text, keyboard-navigable elements, descriptive link text, and alternative text for meaningful images. Accessibility is an ongoing effort, and we continue to review and improve the site over time.

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