Privacy Policy, Terms & Conditions, and Disclaimer

Legacy Vision Consulting ("we," "us," "our") respects your privacy. This Privacy Policy explains what information we collect when you visit our website or use our services, how we use it, and the choices you have.

Information We Collect

We may collect the following types of information:

• Contact information — name, email address, phone number, and business name, when you fill out a form, book a consultation, or purchase a service.
• Business information — details you provide about your business as part of the Fundability Check, Business Blueprint, or Business Credibility Builder, including documentation you choose to upload.
• Payment information — processed securely by our third-party payment processor. We do not store your full card number on our servers.
• Usage data — information collected automatically through cookies and analytics tools, such as pages visited, time on site, and general location.

How We Use Your Information

• To deliver the service you purchased, including your personalized report or implementation work
• To communicate with you about your order, account, or questions
• To send service-related updates and, where you've opted in, marketing communications
• To improve our website, offers, and services
• To comply with legal obligations and protect against fraud

How We Share Information

We do not sell your personal information. We may share information with:

• Service providers who help us operate — such as payment processors, email and scheduling platforms, and hosting providers — under agreements that limit their use of your data
• Legal authorities, if required by law or to protect our rights
• A successor entity, in the event of a merger, acquisition, or sale of assets

Cookies & Analytics

We use cookies and similar technologies to understand how visitors use our site and to improve your experience. You can disable cookies in your browser settings, though some site features may not work as intended.

Data Retention

We retain your information for as long as needed to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

Your Rights

Depending on where you live, you may have the right to access, correct, delete, or restrict the use of your personal information. To make a request, contact us using the details below.

Children's Privacy

Our services are intended for business owners age 18 and older. We do not knowingly collect information from anyone under 18.

Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision.

These Terms and Conditions govern your use of the Legacy Vision Consulting website and services, including the Fundability Check, Business Blueprint, and Business Credibility Builder. By purchasing or using our services, you agree to these terms.

Our Services

Legacy Vision Consulting provides business consulting and implementation services designed to help strengthen business credibility, structure, and funding readiness. Our services do not include lending, brokering funding, or providing legal, tax, or financial advice.

No Guarantee of Funding

We do not guarantee funding approval, financing amounts, business credit scores, or any specific financial outcome. Funding decisions are made solely by lenders and financial institutions, based on their own underwriting criteria.

Payment & Refunds

• All prices are listed in U.S. dollars and are due in full at the time of purchase unless otherwise agreed in writing.
• The Business Blueprint includes a 30-day satisfaction guarantee as described on its sales page. To request it, contact us within 30 days of purchase after completing the material in good faith.
• The Fundability Check and Business Credibility Builder involve personalized work performed on your behalf and are non-refundable once the review or implementation has begun, except where required by law or separately agreed upon in a service agreement.

Your Responsibilities

You agree to provide accurate and complete information about your business when requested. Recommendations and reports are only as accurate as the information you provide. You are responsible for implementing any recommendations and for decisions you make regarding your business.

Intellectual Property

All content, templates, checklists, reports, and materials provided through our services are the property of Legacy Vision Consulting and are licensed to you for your own business use only. You may not resell, redistribute, or repackage our materials without written permission.

Limitation of Liability

To the fullest extent permitted by law, Legacy Vision Consulting is not liable for any indirect, incidental, or consequential damages arising from your use of our services, including but not limited to lost profits, denied funding applications, or business decisions made based on our recommendations.

Indemnification

You agree to indemnify and hold Legacy Vision Consulting harmless from any claims, damages, or expenses arising from your use of our services or violation of these terms.

Governing Law

These terms are governed by the laws of the Commonwealth of Pennsylvania, without regard to its conflict of law principles.

Changes to These Terms

We may update these Terms and Conditions from time to time. Continued use of our services after changes are posted constitutes acceptance of the updated terms.

Not a Lender or Funding Guarantee

Legacy Vision Consulting does not guarantee funding, business credit scores, approvals, financing amounts, or financial outcomes. We are not a lender, bank, or broker. Funding decisions are made solely by lenders, financial institutions, and third-party providers, based on their own criteria at the time of application.

Not Legal, Tax, or Financial Advice

Our content, reports, and recommendations are for general informational and educational purposes only and do not constitute legal, tax, accounting, or financial advice. Consult a qualified attorney, accountant, or financial professional before making decisions about your specific situation.

Individual Results Vary

Any outcomes referenced on our website or in our materials reflect general patterns and are not a promise or projection of your results. Your outcome depends on many factors specific to your business, including your financials, industry, revenue, and the lender or institution you work with.

Testimonials & Examples

Where testimonials or client examples appear, they reflect individual experiences and are not a guarantee of similar results for every business.

Third-Party Links

Our website may link to third-party sites or tools we don't control. We are not responsible for the content, accuracy, or practices of those third parties.