General Disclaimer
Effective Date: May 1, 2026
1. No Legal Advice
Nothing contained on the EXITios platform, the Homera Partners LLC website, or in any communication from our team, agents, or AI-powered tools constitutes legal advice. All content is provided for general informational and educational purposes only. The information provided does not create an attorney-client relationship, and you should not act upon any information provided through our Services without seeking independent legal counsel from a licensed attorney in the relevant jurisdiction.
This disclaimer applies without limitation to: AI-generated non-disclosure agreements, letters of intent, purchase agreements, employment agreements, confidentiality provisions, representations and warranties language, indemnification provisions, and any other contractually relevant output generated by our platform. All such outputs must be reviewed, customized, and verified by qualified legal counsel before being used in any actual transaction.
2. No Financial, Investment, or Securities Advice
Nothing on our platforms or in our communications constitutes investment advice, financial planning advice, securities advice, or regulated financial advisory services of any kind. EXITios and Homera Partners LLC are not registered investment advisers, broker-dealers, or licensed securities professionals under the Investment Advisers Act of 1940, the Securities Exchange Act of 1934, or any applicable state securities law.
Valuation analyses, EBITDA multiples, market comparisons, financial projections, deal structure recommendations, and related content generated by our platform are provided for illustrative and reference purposes only. They do not constitute an appraisal, fairness opinion, or certified business valuation. Actual transaction values are determined by market conditions, negotiation, independent appraisal, and due diligence, and may differ materially from any estimate provided through our Services. You should consult a licensed business appraiser, certified public accountant, and registered financial advisor before making any investment or transaction decision.
3. No Accounting or Tax Advice
Nothing on our platforms or in our communications constitutes tax advice, accounting advice, or the practice of public accountancy. EXITios and Homera Partners LLC are not licensed certified public accountants or tax advisors. Financial analyses, add-back schedules, normalized EBITDA calculations, and related outputs are provided for reference purposes only. You should consult a licensed CPA or tax professional for all accounting, tax planning, and financial reporting matters.
4. AI-Generated Content Disclaimer
Our Services incorporate artificial intelligence and machine learning technologies to generate documents, analyses, valuations, and advisory content. AI-generated outputs are probabilistic by nature and may contain errors, omissions, outdated information, factual inaccuracies, and outputs that are inappropriate for specific facts and circumstances. The Company does not guarantee the accuracy, completeness, reliability, timeliness, or fitness for purpose of any AI-generated output.
You expressly acknowledge that: (a) AI-generated content requires human review and professional verification before use; (b) no AI-generated output has been reviewed by a licensed attorney, CPA, or registered investment advisor; (c) the same AI-generated output may produce different results under different circumstances; and (d) the use of AI-generated outputs in actual transactions without appropriate professional oversight is done at your sole risk. The Company expressly disclaims all liability for damages arising from reliance on unverified AI-generated content.
5. No M&A Brokerage Representation
Unless a separate written engagement agreement has been executed between you and Homera Partners LLC, no advisory, brokerage, or fiduciary relationship exists between you and the Company. Content provided through the EXITios platform does not constitute a solicitation of any specific transaction, an offer to buy or sell any business, or a representation that any business described on the platform is available for sale or acquisition at any particular price. Market data, comparable transactions, and industry benchmarks referenced on the platform are provided for informational purposes only and may not reflect current market conditions.
6. Third-Party Content and Links
Our Services may contain links to third-party websites, publications, data sources, and content. These links are provided for convenience only. The Company does not control and is not responsible for the content, accuracy, or privacy practices of any third-party site. The inclusion of any link does not imply endorsement of the linked site or its content. You access third-party content at your own risk.
7. Forward-Looking Statements
Our platforms and communications may contain forward-looking statements, projections, or expressions of opinion regarding business valuations, market trends, transaction outcomes, and related matters. These statements are inherently subject to significant risks, uncertainties, and assumptions that may cause actual results to differ materially. Forward-looking statements are provided for illustrative purposes only and should not be relied upon as predictions of future events or performance.
8. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE COMPANY SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES ARISING FROM YOUR RELIANCE ON ANY CONTENT, AI-GENERATED OUTPUT, TOOL, OR COMMUNICATION PROVIDED THROUGH OUR SERVICES. THIS LIMITATION APPLIES REGARDLESS OF THE THEORY OF LIABILITY, WHETHER IN CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE, AND EVEN IF THE COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
9. Changes to This Disclaimer
We reserve the right to update this Disclaimer at any time. Updated versions will be posted on our website with a revised effective date. Continued use of our Services constitutes your acceptance of any updated Disclaimer.
Data Policy
Effective Date: May 1, 2026
1. Scope of This Policy
This Data Policy applies to all data submitted to or processed by EXITios and Homera Partners LLC, including but not limited to: financial data, business valuation data, deal documentation, AI-processed outputs, platform usage data, account data, and communications data. It applies to all users, including sellers, buyers, brokers, advisors, and any other participants accessing the Services.
2. Categories of Data Processed
2.1 Financial and Business Data. Users may submit financial statements, tax returns, EBITDA calculations, revenue data, add-back schedules, customer concentration data, and other sensitive business information. Business Data is used solely to provide the Services requested.
2.2 Deal Documentation. Users may upload, generate, or store deal-related documentation including NDAs, LOIs, purchase and sale agreements, due diligence materials, and quality of earnings reports. Deal Data is treated as confidential and is not shared with any third party except as necessary to provide the Services or as authorized by the user.
2.3 AI Interaction Data. When users interact with Atlas, Scout, and Ledger, we collect input prompts, responses, interaction logs, and feedback data. AI Data may be used to improve model performance in aggregated and anonymized form. We do not use identifiable AI Data from one user to train models that serve other users without explicit consent.
2.4 Platform Usage Data. We collect data about how users interact with the platform, including page views, feature usage, session duration, click patterns, and error logs. Used for platform improvement, security monitoring, and service optimization.
3. Lawful Basis for Processing
We process personal data only where we have a lawful basis to do so. Applicable bases include: (a) performance of a contract; (b) legitimate interests not overridden by your rights and freedoms; (c) consent; and (d) compliance with legal obligations.
4. Data Minimization and Purpose Limitation
We collect and process only the data necessary for the specific purposes for which it was collected. Business Data and Deal Data submitted by users are processed exclusively to provide the Services requested.
5. AI Data Processing and Model Training
Our platform utilizes third-party AI infrastructure, including the Anthropic Claude API, to power AI-generated features. Data submitted to AI-powered features is processed in accordance with Anthropic's applicable data processing and privacy terms. We implement contractual and technical controls designed to prevent user data from being used to train third-party AI foundation models without user consent.
We may use aggregated, anonymized, and de-identified usage data to improve our own proprietary models, prompts, and platform features. No personally identifiable information or identifiable business data is used in model training without explicit user consent.
6. Data Storage and Infrastructure
User data is stored on cloud infrastructure provided by Vercel and Supabase, subject to their respective data processing agreements and security certifications. Data is stored in the United States. We implement encryption at rest and in transit for all sensitive data. Database access is controlled through role-based access controls and multi-factor authentication for administrative access.
7. Data Retention Schedule
(a) Account Data — retained for the duration of the account relationship and for three (3) years thereafter, or as required by law; (b) Business Data and Deal Data — retained for the duration of the user's engagement and for five (5) years thereafter; (c) AI Interaction Data — retained in identifiable form for twelve (12) months and thereafter in anonymized form; (d) Usage Data — retained for twenty-four (24) months; and (e) Communications data — retained for five (5) years consistent with CAN-SPAM and TCPA recordkeeping requirements.
8. Data Subject Rights
8.1 Rights Available to All Users. All users have the right to: (a) access the personal data we hold about them; (b) correct inaccurate or incomplete personal data; (c) request deletion of personal data, subject to legal retention requirements; (d) object to certain processing activities; and (e) withdraw consent where processing is based on consent.
8.2 California Residents (CCPA/CPRA). California residents have additional rights including the right to know, delete, correct, and opt out of the sale or sharing of personal information. We do not sell personal information. We do not share personal information for cross-context behavioral advertising without user consent.
8.3 EEA and UK Residents (GDPR/UK GDPR). You have rights including the right of access, rectification, erasure, restriction of processing, data portability, and the right to object. You also have the right to lodge a complaint with your local supervisory authority. Where we transfer data outside the EEA or UK, we implement appropriate safeguards including Standard Contractual Clauses where required.
9. Data Breach Notification
In the event of a data breach that poses a risk to the rights and freedoms of affected individuals, we will notify affected users and applicable regulatory authorities within the timeframes required by applicable law, including within seventy-two (72) hours of discovery where required under the GDPR.
10. TCPA Data Recordkeeping
Consistent with TCPA compliance requirements and FCC guidance, we maintain records of: (a) the date, time, and method by which telephone consent was obtained; (b) the specific disclosure provided to the user; (c) the telephone number for which consent was provided; and (d) any revocation of consent. These records are maintained for a minimum of five (5) years.
11. CAN-SPAM Recordkeeping
Consistent with CAN-SPAM Act requirements, we maintain records of: (a) all commercial email messages sent; (b) opt-out requests received and the date on which they were processed; (c) the date any opt-out mechanism was provided; and (d) suppression lists. These records are retained for a minimum of five (5) years.
12. Third-Party Data Processors
Key processors include cloud infrastructure providers (Vercel, Supabase), AI infrastructure providers (Anthropic), payment processors, email service providers, and analytics tools. We enter into data processing agreements with each processor requiring appropriate technical and organizational security measures.
13. Security Practices
TLS 1.2+ encryption for all data in transit; AES-256 encryption for data at rest; role-based access controls with principle of least privilege; multi-factor authentication for administrative access; regular vulnerability scanning and security testing; vendor security due diligence; incident response procedures; and employee security awareness training.
14. Contact and Data Rights Requests
To exercise any data rights, report a security concern, or for any other data-related inquiry, contact our Data Privacy Officer at legal@exitios.com. We will acknowledge your request within five (5) business days and respond substantively within the timeframe required by applicable law, generally not to exceed forty-five (45) days.
