Privacy Policy

Effective Date: July 1, 2026

Last Updated: July 1, 2026

Summit Synergies LLC (“Summit Synergies,” “Company,” “we,” “us,” or “our”) respects your privacy and is committed to handling personal information responsibly.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit www.thesummitsynergies.com, contact us by email or telephone, request information, schedule a consultation, communicate with our representatives, receive text messages from us, or otherwise interact with Summit Synergies LLC.

By using our website or voluntarily providing information to us, you acknowledge that you have reviewed this Privacy Policy. If you do not agree with this Privacy Policy, please do not submit personal information to us.

1. SCOPE OF THIS PRIVACY POLICY

This Privacy Policy applies to information collected through:

• Our website at www.thesummitsynergies.com;
• Emails sent to or received from thesummitsynergies@gmail.com;
• Telephone calls and consultations;
• SMS and MMS communications;
• Contact or consultation request forms that we may make available;
• Business inquiries and prospective customer communications;
• Customer support and service communications;
• Contracts, proposals, invoices, and payment-related interactions;
• Social media pages or other online channels operated by Summit Synergies; and
• Other direct interactions with Summit Synergies LLC.

Our website is primarily an informational business website. It does not presently require users to create an account or purchase services directly through the website.

This Privacy Policy does not apply to websites, applications, or services owned or controlled by third parties.

2. INFORMATION WE MAY COLLECT

Depending on how you interact with us, we may collect the following categories of information.

2.1 Contact Information

We may collect:

• Your first and last name;
• Email address;
• Telephone or mobile number;
• Company or organization name;
• Job title;
• Mailing or business address; and
• Other contact information that you voluntarily provide.

2.2 Business Inquiry and Consultation Information

When you contact us or request a consultation, we may collect:

• The nature of your inquiry;
• Information about your business;
• Services in which you may be interested;
• Project objectives and requirements;
• Preferred contact method;
• Preferred date or time for a conversation;
• Communications exchanged with our representatives; and
• Any other information you choose to provide.

2.3 Communications Information

When you communicate with Summit Synergies by email, telephone, SMS, MMS, or another communication channel, we may collect:

• The content of the communication;
• Your telephone number or email address;
• The date and time of the communication;
• Call duration;
• Message delivery and response information;
• Customer support or inquiry history;
• SMS opt-in and opt-out records;
• Records showing when and how consent was provided; and
• Call recordings or transcripts, when permitted by applicable law and after any legally required notice or consent.

2.4 Contract, Billing, and Transaction Information

If you enter into a business relationship with Summit Synergies, we may collect:

• Billing name and address;
• Contract and proposal information;
• Invoice and payment status;
• Transaction amount;
• Payment method type;
• Partial payment information, such as the last four digits of a payment card;
• Tax-related or business-registration information; and
• Records concerning refunds, disputes, or payment issues.

Complete payment-card details may be collected and processed by an independent payment processor. Summit Synergies generally does not store full payment-card numbers or card security codes on its own systems.

2.5 Website and Technical Information

When you visit our website, we or our service providers may automatically collect:

• Internet Protocol address;
• Browser type and version;
• Device type;
• Operating system;
• Pages viewed;
• Referring website;
• Date and time of access;
• Approximate location derived from an IP address;
• Cookie or device identifiers;
• Website interaction information; and
• Performance, error, or diagnostic information.

2.6 Information Obtained From Other Sources

We may receive information from:

• Business partners;
• Referral sources;
• Professional advisers;
• Communications providers;
• Customer relationship management systems;
• Website hosting and analytics providers;
• Social media platforms;
• Payment processors;
• Publicly available business sources; and
• Other service providers operating on our behalf.

We may combine information received from these sources with information you provide directly to us.

3. HOW WE USE PERSONAL INFORMATION

Summit Synergies may use personal information to:

• Respond to inquiries;
• Communicate with prospective and current customers;
• Schedule and conduct calls or consultations;
• Prepare proposals, estimates, contracts, or statements of work;
• Provide agreed services;
• Provide customer support;
• Send appointment confirmations and reminders;
• Send service-related updates;
• Follow up regarding an inquiry or requested service;
• Administer customer and business relationships;
• Process invoices and payments;
• Maintain business, tax, accounting, and transaction records;
• Operate and improve our website;
• Diagnose technical issues;
• Monitor website performance and security;
• Prevent fraud, abuse, and unauthorized activity;
• Enforce our agreements and policies;
• Comply with legal, regulatory, tax, and reporting obligations;
• Establish, exercise, or defend legal claims;
• Send marketing communications when permitted by law and after obtaining any legally required consent; and
• Carry out another purpose disclosed to you when information is collected.

We will not use your information for a materially unrelated purpose without providing appropriate notice or obtaining consent when required by law.

4. SMS AND MOBILE MESSAGING PRIVACY

4.1 How Users May Opt In

Summit Synergies sends SMS or MMS messages only when a recipient has provided appropriate consent or when messages are otherwise permitted by applicable law.

A person may provide consent through one or more of the following methods:

• Providing express verbal consent during a telephone call with an authorized Summit Synergies representative;
• Selecting an optional and unchecked SMS consent checkbox on a Summit Synergies website contact form, if and when such a form is made available;
• Sending a text message to a Summit Synergies telephone number and requesting a response or further communication; or
• Another documented method clearly identifying Summit Synergies as the sender and explaining the types of messages the person agrees to receive.

Consent to receive text messages is voluntary and is not a condition of purchasing goods or services.

If we use a website form, the SMS consent checkbox will be separate from any required acceptance of general terms and will not be selected by default.

4.2 Types of Messages

Depending on the consent provided and the nature of the relationship, messages may include:

• Responses to inquiries;
• Consultation scheduling;
• Appointment confirmations;
• Appointment reminders;
• Service-related follow-up;
• Customer-support communications;
• Project or account updates;
• Requested information;
• Administrative communications; and
• Other communications described when consent is obtained.

Summit Synergies will not use a customer-care messaging program to send unrelated unsolicited advertising.

4.3 Message Frequency and Charges

Message frequency varies depending on the recipient’s inquiry, requests, appointments, account activity, and interactions with Summit Synergies.

Message and data rates may apply according to the recipient’s mobile service plan.

4.4 Opting Out

Recipients may opt out at any time by replying STOP to a Summit Synergies text message.

After receiving a STOP request, Summit Synergies may send one final confirmation message stating that the recipient has been unsubscribed. No further messages will be sent through the applicable messaging program unless the recipient provides new consent.

Recipients may reply HELP for assistance or email thesummitsynergies@gmail.com.

4.5 Mobile Information Non-Sharing Statement

NO MOBILE INFORMATION WILL BE SHARED WITH THIRD PARTIES OR AFFILIATES FOR MARKETING OR PROMOTIONAL PURPOSES.

TEXT MESSAGING ORIGINATOR OPT-IN DATA AND CONSENT WILL NOT BE SHARED, SOLD, RENTED, OR TRANSFERRED TO THIRD PARTIES, AFFILIATES, LEAD GENERATORS, OR DATA BROKERS FOR THEIR OWN MARKETING OR PROMOTIONAL PURPOSES.

Summit Synergies may disclose mobile information to service providers that process messages solely on our behalf, including telecommunications, messaging, hosting, customer relationship management, and technology providers. Such providers may access information only as necessary to perform contracted services and are not authorized to use mobile opt-in information for their own marketing.

Summit Synergies does not sell mobile telephone numbers or SMS consent records.

5. HOW WE MAY DISCLOSE PERSONAL INFORMATION

5.1 Service Providers

We may disclose information to vendors that perform services on behalf of Summit Synergies, including:

• Website hosting;
• Cloud storage;
• Email hosting and delivery;
• Telecommunications and messaging;
• Customer relationship management;
• Scheduling;
• Payment processing;
• Accounting and bookkeeping;
• Cybersecurity;
• Data analytics;
• Technical support; and
• Legal or professional services.

These providers may process information only as reasonably necessary to provide services to Summit Synergies and subject to applicable contractual, confidentiality, or legal obligations.

The use of service providers does not permit mobile opt-in data or SMS consent to be used for independent marketing.

5.2 Legal and Safety Requirements

We may disclose information when we reasonably believe disclosure is necessary to:

• Comply with applicable law;
• Respond to a subpoena, court order, or lawful governmental request;
• Protect the rights, property, or safety of Summit Synergies, its customers, or others;
• Investigate fraud, abuse, security incidents, or unlawful activity;
• Enforce an agreement or policy; or
• Establish, exercise, or defend a legal claim.

5.3 Business Transactions

Information may be reviewed or transferred in connection with a merger, acquisition, reorganization, financing, bankruptcy, sale of assets, or similar transaction.

Mobile opt-in information and SMS consent will not be transferred for the recipient’s independent marketing or promotional use.

5.4 At Your Direction

We may disclose information when you request, authorize, direct, or consent to the disclosure.

6. SALE OR SHARING OF PERSONAL INFORMATION

Summit Synergies does not sell personal information for monetary compensation.

Summit Synergies does not sell or share mobile telephone numbers, mobile information, text-message opt-in records, or SMS consent with third parties or affiliates for marketing or promotional purposes.

Certain privacy laws define “sale” or “sharing” broadly and may include some targeted-advertising or analytics activity even where no money is exchanged. Where such laws apply, eligible individuals may have the right to opt out.

Privacy requests may be submitted to thesummitsynergies@gmail.com.

7. COOKIES AND SIMILAR TECHNOLOGIES

Our website may use cookies, pixels, local storage, scripts, and similar technologies to:

• Enable basic website functions;
• Remember preferences;
• Maintain website security;
• Understand website traffic and usage;
• Identify technical problems;
• Measure performance; and
• Improve the website.

You may adjust your browser settings to block or delete cookies. Blocking certain cookies may affect website functionality.

Where required by applicable law, we will request consent before using non-essential cookies.

8. ANALYTICS AND THIRD-PARTY TECHNOLOGIES

We may use website analytics or similar technologies to understand how visitors use our website.

Such providers may collect device, browser, cookie, and interaction information under their own privacy policies.

We do not authorize analytics or advertising providers to use mobile opt-in data or SMS consent for their own marketing or promotional purposes.

9. DATA RETENTION

We retain information for as long as reasonably necessary to:

• Respond to inquiries;
• Provide services;
• Maintain customer and business records;
• Fulfill the purposes described in this Privacy Policy;
• Comply with tax, accounting, legal, regulatory, and contractual obligations;
• Resolve disputes;
• Enforce agreements; and
• Protect against fraud, abuse, and security incidents.

Retention periods may vary according to the type of information, the nature of the relationship, applicable law, and legitimate business needs.

When information is no longer reasonably required, we may delete, anonymize, aggregate, or securely dispose of it.

10. DATA SECURITY

Summit Synergies uses reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, use, alteration, loss, or disclosure.

Safeguards may include:

• Access controls;
• Password and authentication requirements;
• Encryption where appropriate;
• Restricted access to business systems;
• Secure third-party service providers;
• Monitoring and backups; and
• Procedures for responding to security incidents.

No method of electronic transmission or storage is completely secure. We cannot guarantee absolute security.

11. PRIVACY RIGHTS

Depending on your state or country of residence and subject to applicable law, you may have the right to:

• Request access to personal information;
• Request correction of inaccurate information;
• Request deletion of certain information;
• Request a portable copy of certain information;
• Withdraw consent;
• Object to or restrict certain processing;
• Opt out of certain sales, sharing, or targeted advertising; and
• Appeal the denial of a privacy request.

These rights may be subject to exceptions and verification requirements.

To submit a privacy request, email thesummitsynergies@gmail.com with the subject line “Privacy Request.”

We may request information reasonably necessary to verify your identity and protect personal information from unauthorized disclosure.

We will not unlawfully discriminate against an individual for exercising an applicable privacy right.

12. NEVADA PRIVACY RIGHTS

Summit Synergies LLC is organized and operates in the State of Nevada.

Nevada residents may have rights under applicable Nevada privacy laws regarding certain covered information, including the right to submit a verified request directing an operator not to make a covered sale of covered information.

Summit Synergies does not sell covered information in exchange for monetary consideration as generally defined under applicable Nevada privacy law.

Nevada privacy requests may be submitted to:

thesummitsynergies@gmail.com

Please use the subject line “Nevada Privacy Request.”

13. CALIFORNIA AND OTHER U.S. STATE PRIVACY RIGHTS

Residents of California and certain other U.S. states may have additional rights under applicable privacy laws.

Where such laws apply to Summit Synergies, eligible individuals may have rights concerning access, correction, deletion, portability, or opting out of certain sales, sharing, targeted advertising, or profiling.

Summit Synergies does not sell mobile information or share SMS opt-in consent with third parties or affiliates for marketing or promotional purposes.

Requests may be submitted to thesummitsynergies@gmail.com.

14. CHILDREN’S PRIVACY

Our website and services are intended for adults and authorized business representatives.

We do not knowingly collect personal information directly from children under 13.

If you believe a child has submitted personal information to us, contact thesummitsynergies@gmail.com so that we may review the matter and take appropriate action.

15. THIRD-PARTY LINKS

Our website may contain links to third-party websites or services.

Summit Synergies does not control and is not responsible for the privacy, security, content, or practices of third parties.

You should review the privacy policies of any third-party service before providing information to it.

16. INTERNATIONAL VISITORS

Summit Synergies is based in the United States.

If you access our website or communicate with us from outside the United States, your information may be transferred to, stored in, or processed in the United States or another country where our service providers operate.

The privacy laws of those jurisdictions may differ from the laws in your location.

17. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy periodically to reflect changes in our business, services, technology, legal obligations, or privacy practices.

When we make changes, we will revise the “Last Updated” date.

Material changes may be communicated through our website or by another reasonable method.

18. CONTACT INFORMATION

Summit Synergies LLC

Website:

https://www.thesummitsynergies.com

Email:

thesummitsynergies@gmail.com

Privacy Policy:

https://www.thesummitsynergies.com/privacy-policy

Terms and Conditions:

https://www.thesummitsynergies.com/terms

For SMS assistance, reply HELP or email thesummitsynergies@gmail.com.

To stop receiving SMS messages, reply STOP.