Privacy
Policy

Exit Forward Holdings Pty Ltd is a Perth-based equity growth partnership. We work with founder-led small businesses across Western Australia to support business transitions, succession planning, and long-term growth.

We only collect data that helps us achieve the purposes set out in this Privacy Policy. We will not collect additional data without notifying you first.

Data collected automatically when you visit our site may include:

• IP address and general location
• Hardware and software details
• Pages viewed and links clicked
• Time spent on site

Data collected when you complete a form or make an enquiry may include:

• First and last name
• Email address and phone number
• Business name and address
• Business financial information you share with us
• Information about your business structure, ownership, and transition intentions
• Communications between you and our team

Data collected on our site will only be used for the purposes described in this Privacy Policy. We use your information to:

• Assess your business and determine whether our services are a good fit
• Communicate with you about our services
• Send relevant resources or updates — you can opt out at any time
• Comply with our legal obligations

We do not sell your personal information to third parties.

We may share your information with members of our organisation who reasonably need access to deliver our services. We may also disclose information in the following limited circumstances:

• Where required by law or legal proceeding
• To protect our legal rights
• To professional advisors engaged on your behalf and with your knowledge
• To buyers or potential buyers of this company in the event we seek to sell

If you follow links from our site to third-party websites, we are not responsible for their privacy practices.

We retain your personal information only for as long as necessary to fulfil the purposes described in this Privacy Policy, or as required by law. You will be notified if your data is kept for longer than this period.

We take reasonable steps to protect your personal information from misuse, loss, and unauthorised access. We use strong browser encryption and store data on secure servers. Access is limited to our team, who are bound by confidentiality obligations.

We do not knowingly collect personal information from anyone under 16 years of age. If we become aware that we have done so, that information will be deleted promptly. A parent or guardian may contact us if they believe a child under 16 has provided us with personal data.

A cookie is a small file stored on your device by a website. It collects data about your browsing behaviour. You can disable cookies in your browser settings, although this may affect your experience on our site.

We use the following types of cookies:

You have the right to access and correct personal information we hold about you. You can opt out of marketing emails at any time by clicking "unsubscribe" in any email, or by contacting us directly.

To request access, correction, or deletion of your data, contact our privacy officers:

If you have a concern about how we handle your personal information, please contact us at hello@exitforward.com.au. If we are unable to resolve your concern, you may contact the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

We may update this Privacy Policy from time to time. When we do, we will update the effective date at the top of this document. We recommend reviewing this policy periodically. Where appropriate, we will notify users by email of material changes.