Privacy Policy

1. Information We Collect

We collect information that you provide directly to us through various interaction points on our website. This includes:

• Contact Information: When you sign up for our newsletter or schedule a consultation, we may collect your name, email address, phone number, and professional details.
• Scheduling Details:Information regarding your specific needs, business context, and preferred meeting times provided during the booking process.
• Automated Data: We automatically collect certain information about your device and interaction with our site, including IP addresses, browser types, and navigation patterns via cookies and similar technologies.

2. How We Use Your Information

We use the information we collect for the following purposes:

• To provide and manage our services, including call scheduling and consultations.
• To communicate with you regarding your appointments or inquiries.
• To send marketing communications, newsletters, and updates related to QSBS and rollover strategies.
• To analyze website performance and improve user experience.
• To comply with legal obligations and protect our rights.

3. Cookies and Data Partners

We utilize cookies to enhance site functionality and for marketing purposes. Please review the following notice regarding our data practices:

When you visit our website, cookies and similar technologies may be used by our online data partners or vendors to associate these activities with other personal information they or others have about you, including by association with your email. We (or service providers on our behalf) may then send communications and marketing to these email addresses. You may opt out of receiving this advertising by visiting app.retention.com/optout.

4. Third-Party Service Providers

We may share your information with third-party service providers who assist us in operating our business, such as:

• Scheduling Tools: To manage and confirm appointments.
• Email Service Providers:To deliver our newsletters and marketing campaigns.
• Analytics Providers: To help us understand how users interact with the website.

These third parties are authorized to use your personal information only as necessary to provide these services to us.

5. Your Choices and Opt-Outs

You have choices regarding the collection and use of your data:

• Email Marketing: You can opt out of marketing emails by clicking the "unsubscribe" link at the bottom of any email we send.
• Cookies: You can manage cookie settings through your browser.
• Retention Opt-Out: To opt out of the data partner activities described in Section 3, visit app.retention.com/optout.

6. Security

We maintain appropriate technical and organizational measures to protect the security of your personal information. However, no method of transmission over the Internet is 100% secure.

7. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

Copyright 2026 Kuba Ventures Inc. (DBA QSBS Rollover). All rights reserved.