Legal & Policies

Privacy Policy

Last updated September 4, 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, businessbrokerops.com, brokeropsai.com, or e2dealmatch.com, or use our software products, 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, phone number, business and brokerage information, license status, and any details you submit through our assessments, forms, networking cards, buyer or seller profiles, partner applications, or when you contact us. Second, information collected automatically when you visit a site or use a product, including your IP address, browser type, device information, pages viewed, time spent on pages, how you arrived at the site, and activity within the product.

Information you upload to our products

Contacts, lists, and content you upload to a product account are yours. We process them only to provide the product to you, such as scoring, matching, and sending on your behalf, and we do not use them for our own marketing or share them with other customers.

How we use your information

We use the information we collect to provide and improve our services, respond to your inquiries, deliver assessment results, operate matching and directory features, communicate with you about our products, measure and improve our marketing, process payments, 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 sites and to measure advertising performance. These include Google Analytics (provided by Google LLC), the LinkedIn Insight Tag (provided by LinkedIn Corporation), and the Meta Pixel (provided by Meta Platforms, Inc., covering Facebook and Instagram). These tools collect information such as your IP address, device and browser data, and your activity on our sites through cookies and similar technologies. 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 our sites and products, including payment processing, hosting, customer relationship management, email and SMS delivery, and data enrichment; with analytics and advertising partners as described above; with partners you choose to connect to a deal within a product; within the E² Deal Match™ platform as described in its Platform Terms below; 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. After a product subscription ends, you have a 30-day window to export your data; after that it is removed from active systems. 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 websites 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 September 4, 2026

These Terms of Use govern your access to and use of the OUTRIGGER ADVISORY GROUP™ websites, software, and services, including Business Broker OPS™. By using our sites or products, you agree to these terms. If you do not agree, please do not use them.

Use of the sites

You may use our sites for lawful purposes only. You agree not to use them in any way that could damage, disable, or impair them, or interfere with anyone else’s use. You agree not to attempt to gain unauthorized access to any part of our sites, systems, or 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™, OUTRIGGER HORIZON™, and Business Broker OPS™, are offered as paid software subscriptions, in some cases with a setup fee or deposit. Subscriptions are billed in advance on a recurring monthly or annual basis through our payment processor and renew automatically until cancelled. 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 after any minimum term.

All subscription payments, setup fees, deposits, consulting engagements, and business services are final and non-refundable. Our software products deliver their value immediately upon access, including forecasts, scenario analyses, assessments, scores, reports, builds, and other outputs. Setup fees and deposits are final at the time of payment. We do not provide refunds or credits for any billing period, including partial periods, unused time, or unused features.

Consulting engagements and business services

Advisory, consulting, and done-for-you services, including OUTRIGGER NAVIGATOR™ engagements, custom builds, list builds, listing packages, concierge hours, and any scoped statement of work, are billed as stated in the engagement or at checkout. Fees for these services are earned when work begins and are non-refundable, including any deposit, retainer, or milestone payment, regardless of whether the engagement is completed, paused, or cancelled by you. Unused prepaid hours expire at the end of the period stated in the engagement. Deliverables and their outputs remain subject to the Software License and Acceptable Use section.

Subscription terms and cancellation

All paid subscriptions, including OUTRIGGER OPS™, OUTRIGGER BALANCE™, OUTRIGGER HORIZON™, and Business Broker OPS™ plans, carry a six-month minimum term beginning with the first monthly charge. Free tiers carry no minimum and may be discontinued at any time. After the minimum term, you may cancel with 30 days’ written notice to [email protected]. Cancellation before the minimum term is billed for the remaining months of that term. Cancellation stops future renewals; access continues through the end of the paid 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.

Dispute costs and reinstatement. Disputes require us to compile records and respond to the card networks. If you initiate a chargeback and the charge is upheld, or you withdraw the dispute, you agree to pay a dispute administration fee of $250 per disputed charge, which reflects our reasonable cost of responding, plus any bank or processor fees assessed to us for the dispute. These amounts are due within 15 days of invoice and are collectible separately from the disputed charge. Accounts suspended for a dispute are reinstated only after the disputed amount, the dispute fee, and any processor fees are paid, and a reinstatement fee of $150 may apply. Unpaid amounts, including the balance of any minimum term, may be referred to collections, and you are responsible for reasonable collection costs and attorney’s fees where permitted by law.

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, templates, workflows, 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 our sites and in our products, including text, graphics, logos, assessment questions, scoring methodologies, frameworks, systems, templates, 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™, Business Broker OPS™, BrokerOps AI™, The Mark™, Edge Card™, 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 sites 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 our sites or 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 our sites or products 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 our sites or products 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 our sites or products after changes are posted constitutes acceptance of the updated terms; for subscriptions with a minimum term, changes apply from your next renewal.

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Business Broker OPS™ Terms

Product addendum · Last updated September 4, 2026

Business Broker OPS™ is a product of OUTRIGGER ADVISORY GROUP, LLC, offered at businessbrokerops.com and brokeropsai.com. The Terms of Use above apply in full. This addendum adds terms specific to Business Broker OPS™; where it is more specific, it controls for that product.

What you are buying

A hosted brokerage platform (website, dashboard, console, listing workbench, partner directory, and related tools) built and configured for you, plus the class, lists, and services named in your plan. The deposit covers build and configuration. The monthly fee covers hosting, console access, updates, and support.

Licensing, publishing, and compliance

Your public site publishes only after your real estate or business broker license and brokerage affiliation are verified. You are solely responsible for compliance with your state’s licensing, disclosure, advertising, and representation-agreement requirements, and for confirming them with your managing broker before any brokerage activity. The platform, its coach, and its course provide no legal advice and direct you to your state regulator and managing broker.

Fees and commissions

The platform does not set, suggest, display, benchmark, or share broker commission or fee information between members. Any fee figures in your dashboard are entered by you for your own use. Questions about fees go to your managing broker.

Your data, our platform

You own the contacts and content you add. On cancellation you have 30 days to export them; after that your site is unpublished and your data is removed from active systems. The platform, its site templates, workflows, scoring, matching logic, templates, prompts, and code remain OUTRIGGER’s and are licensed to you under the Software License and Acceptable Use section above while your subscription is active.

Intellectual property and copyright

All websites, page designs, layouts, copy, images, audio, video, courses, playbooks, templates, assessments (including The Buyer’s Audit™ and The Buyer’s Number™), the Edge Card, the dashboard and tour, software, and the marks OUTRIGGER ADVISORY GROUP™, OUTRIGGER BALANCE™, OUTRIGGER HORIZON™, OUTRIGGER OPS™, Broker OPS™, Business Broker OPS™, E² Exits™, and E² Deal Match™ are owned by OUTRIGGER ADVISORY GROUP, LLC and protected by United States and international copyright and trademark law. Copying, reproducing, adapting, imitating the look and feel, or creating derivative works from any of them, in whole or in part, without written permission is prohibited. Membership grants a limited, non-transferable license to use the platform; it grants no ownership.

Copyright complaints and DMCA notices. Send notices under the Digital Millennium Copyright Act to [email protected] with the work claimed to be infringed, the infringing URL, your contact information, a good-faith statement, a statement of accuracy under penalty of perjury, and a physical or electronic signature. We investigate promptly and pursue infringement of our own works to the full extent of the law.

Access, lists, and export

Platform staff and automated systems access member accounts to install lists, run automations, provide support, and maintain data. Lists built by the platform are licensed for your use during membership; the records, scores, and enrichment remain the platform’s. On cancellation you may export the contacts you brought and every contact you engaged, together with your deals, notes, documents, and site content, within 30 days. Lists the platform built that you did not engage, scores, templates, and network data are not exported.

Outreach you send

Messages, mail, and calls you run through the platform must comply with CAN-SPAM, TCPA, state do-not-call rules, and your brokerage’s policies. The platform suppresses records it can identify as restricted; you remain responsible for your campaigns.

Partners, vendors, and compensation

The partner directory lists third parties. Featured listings are paid placements and labeled as such. OUTRIGGER may receive placement fees or referral compensation from listed partners for introductions; this does not affect your fees or a partner’s pricing to your client. Your own referral arrangements with partners are yours to make and disclose.

Classes, coaching, and tools

Check-ins, the AI coach, scenario and negotiation tools, valuation tools, and course material are educational. They are not legal, tax, valuation, appraisal, or financial advice. Class seats are limited and non-transferable.

Third parties

Business Broker OPS™ is not affiliated with, endorsed by, or sponsored by eXp Realty, eXp Commercial, the International Business Brokers Association, or any listing marketplace or regulator named in the platform or course. Brokerage services by Amber Pember are offered through eXp Commercial and are separate from this product. E² Exits™ and related E² marks belong to E² Exits.

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E² Deal Match™ Platform Terms

Platform addendum · Last updated September 8, 2026

E² Deal Match™ is a private matching and directory platform operated by OUTRIGGER ADVISORY GROUP, LLC and offered under the E² Exits™ brand at e2dealmatch.com. It connects business sellers, verified buyers, member brokers, and professional partners. The Terms of Use and Privacy Policy above apply in full. This addendum adds terms specific to the platform; where it is more specific, it controls for the platform.

No brokerage relationship through the platform

The platform itself does not provide brokerage services, does not list businesses for sale, and does not create a client or representation relationship. Brokerage services arise only under a separate written representation agreement with a licensed broker. Brokerage services involving Amber Pember are offered through eXp Commercial.

Matching and introductions

The platform scores confidential seller profiles against verified buyer criteria and routes introductions through the applicable brokers. Identities are masked until a match is reviewed, approved, and covered by a nondisclosure agreement. The platform does not guarantee matches, introductions, offers, or closed transactions.

Partner directory

The platform includes a directory of professional partners such as lenders, CPAs, attorneys, insurance providers, quality of earnings firms, escrow and title companies, and appraisers.

• Listed placement is free and subject to approval. We verify that partner firms are real and, where applicable, licensed. Approval may be declined or revoked at our discretion.
• Featured placement is paid. Featured Partners receive priority placement within their category and territory and a Featured badge. Featured placements are limited in number per category per territory. Featured fees are flat placement fees, billed as stated at purchase, and may be canceled at any time, with placement ending at the close of the paid period.
• Placement is visibility, not endorsement. Directory placement, including Featured placement, is paid advertising and does not constitute a recommendation, endorsement, or guarantee of any partner’s services. Partners are independent firms solely responsible for their own services, licensing, and compliance.
• Placement is never sold as leads. Partners pay for placement and visibility only. The platform does not sell leads and does not charge partners per introduction, per client, or per closed transaction.

Compensation disclosure

OUTRIGGER ADVISORY GROUP, LLC may receive compensation from partners for directory placement, including Featured placement fees. This compensation does not affect brokerage fees, does not affect whether or how a partner is presented for a specific transaction beyond stated placement priority, and does not change the price a client pays a partner. Where a transaction involves SBA financing, any compensation connected to that transaction is disclosed as required, including on SBA Form 159 where applicable. Introductions on specific transactions are made based on fit: category, territory, deal size, and the needs of the parties.

Verification and accuracy

Partners, buyers, and members are responsible for the accuracy of the information they provide. Buyer verification includes identity, financial capability, and a written representation agreement, performed by a member broker. We may verify information with third parties and may remove profiles that are inaccurate, misleading, or inactive.

Fees and refunds

Featured placement fees are stated at purchase and billed in advance. Canceling stops future billing; fees for the current period are not refunded unless required by law. If a Featured category cap is reached, applicants may be offered a waitlist. Sellers and buyers are not charged by the platform; brokers participate through Business Broker OPS™ membership under its terms above.

Data on the platform

Information submitted to the platform is handled under the Privacy Policy above. Seller identities are not entered into the shared network; they remain with the listing broker. Buyer identities are masked until a match is approved. Partner directory profiles are visible to platform participants by design, and member broker directory profiles are public.

Changes

We may update these platform terms; material changes are posted on this page with a new effective date.

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Disclaimer

Last updated September 4, 2026

No professional advice

The information provided by OUTRIGGER ADVISORY GROUP, LLC on our websites and in our content, tools, courses, and assessments is for general informational purposes only. It does not constitute legal, financial, tax, accounting, investment, valuation, 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, sale, listing, or closing will be achieved. Our products and services are designed to support business operations, but results vary by business, industry, market, 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, LinkedIn Corporation, eXp World Holdings, Inc. or its subsidiaries, or the International Business Brokers Association. 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 September 8, 2026

This Cookie Policy explains how OUTRIGGER ADVISORY GROUP™ uses cookies and similar technologies on outriggeradvisorygroup.com, businessbrokerops.com, brokeropsai.com, and e2dealmatch.com.

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 sites function properly and securely, including remembering a referral source during your visit.
• Analytics: through Google Analytics, to understand how visitors use the sites so we can improve them.
• Advertising and measurement: through the LinkedIn Insight Tag and the Meta Pixel (Facebook and Instagram), 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), LinkedIn Corporation (LinkedIn Insight Tag), and Meta Platforms, Inc. (Meta Pixel for Facebook and Instagram), and by our payment processor during checkout. 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, and manage Meta advertising preferences in your Facebook or Instagram ad settings. Note that disabling cookies may affect how the sites function for you.

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Accessibility Statement

Last updated June 17, 2026

OUTRIGGER ADVISORY GROUP™ is committed to making our websites 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 sites.

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 our sites over time.

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