Elevare SolutionsUpdated August 4, 2026

Legal

Privacy Policy

Elevare Solutions (“Elevare,” “we,” “our”) respects your privacy. This Policy explains what information we collect, how we use it, when we share it, and the choices you have.

1. Information We Collect

  • Account & contact: name, business name, email, phone, address, role.
  • Business data: revenue, expenses, vendor list, payroll, BBB rating history, uploaded documents.
  • Payment: processed by Stripe. Elevare never sees your full card number, CVC, bank account, or routing number.
  • Identity verification: processed by Stripe Identity. Elevare receives only a “verified/unverified” result.
  • Banking: connected via Stripe Financial Connections. Elevare stores only bank brand + last 4 digits.
  • Usage: pages visited, features used, and diagnostic activity via standard analytics.

2. How We Use Information

  • Deliver the Services you request (analyses, plans, reports, communications).
  • Process bookings, payments, and refunds (see Terms § 3).
  • Improve our AI models, dashboards, and tooling in aggregate/anonymised form.
  • Send transactional email (Resend, via Emergent-managed integration).
  • Comply with legal, tax, and audit obligations.

3. When We Share Information

We share information only with (a) sub-processors necessary to run the Services (Stripe, Emergent hosting, Apify for public BBB data, Resend for email); (b) our founders and contracted advisors bound by confidentiality; (c) authorities where legally compelled. We do not sell personal information.

4. Data Security

Client vault documents are encrypted at rest using Fernet symmetric encryption. Passwords are hashed with bcrypt. Portal sessions use JWT with HttpOnly cookies over HTTPS. Sensitive financial data (card, ACH, SSN, government ID) is handled entirely by Stripe — never stored on Elevare servers.

5. Retention

We retain business data for the life of the engagement plus 7 years for tax and audit purposes. You may request deletion of non-obligatory data at any time by emailing kalib@elevaresolutions.me; certain records (financial, transactional) must be retained per applicable law.

5A. Recurring Payment Authorization Records

When you sign a Recurring ACH Debit Authorization inside your Customer Portal, we record the name you typed as your electronic signature, the date and time you signed, the terms version you accepted, and the IP address and browser you signed from. We keep this record for as long as the authorization is active plus two (2) years after you revoke it, in order to comply with the E-Sign Act and NACHA operating rules. You may request a copy of your authorization record at any time by emailing kalib@elevaresolutions.me.

6. Your Rights

Depending on your jurisdiction you may have rights to access, correct, export, or delete your personal data. Contact us at kalib@elevaresolutions.me to exercise these rights. If you are in the EU/UK/California you have additional rights under GDPR / CCPA; we will respond within statutory windows.

7. Cookies

We use strictly-necessary cookies for authentication (portal session) and preferences (time-zone). We do not use tracking cookies for third-party advertising.

8. Children

The Services are not directed to individuals under 18. We do not knowingly collect data from children.

9. International Transfers

Data may be processed in the United States or other countries where our sub-processors operate. By using the Services you consent to such transfers.

10. Changes

We may update this Policy by posting a new version on this page. Continued use of the Services after the “Updated” date constitutes acceptance.

11. Contact

Elevare Solutions
Kalib Whaley — Founder & CEO — kalib@elevaresolutions.me
John Caron — Co-Founder & COO — john@elevaresolutions.me

Last updated August 4, 2026. See also the Terms of Service.

Elevare Solutions
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© 2026 Elevare Solutions. Elevare — Latin, “to elevate.”Turnaround & growth for businesses under pressure.

Payment terms

All payments made to Elevare Solutions — including retainers, engagement fees, monthly service fees, diagnostic bookings, digital deliverables, subscriptions, and any à-la-carte add-ons — are final, non-refundable, and non-transferable once processed, regardless of usage, cancellation, non-completion of any milestone, or subsequent change in circumstances. By submitting payment via our checkout, invoicing, ACH, card, or any other accepted method, the payer expressly acknowledges and agrees to this policy and waives any right to chargeback, reversal, or dispute except where required by applicable law. Elevare Solutions does not issue partial or pro-rated refunds. Estimated timelines, projected savings, AI-generated forecasts, and BBB-rating outcomes are illustrative and not guaranteed. All services are provided “as is” without warranty of any kind, and Elevare Solutions’ aggregate liability shall not exceed the fees actually paid for the specific service giving rise to the claim. This provision survives termination of any engagement. Contact kalib@elevaresolutions.me with any billing questions prior to submitting payment.

Recurring ACH Debit Authorization. When a client signs the Recurring ACH Debit Authorization inside their Customer Portal, they authorize Elevare Solutions LLC to initiate recurring electronic (ACH) debits from the bank account they have linked, on the schedule and in the amounts set forth in their service agreement. This authorization remains in full force and effect until the client revokes it in writing — either from their portal or by emailing kalib@elevaresolutions.me — and Elevare requires at least three (3) business days’ notice before the next scheduled debit to process a revocation. Returned items may be re-attempted up to two additional times as permitted by NACHA rules, and the client remains liable for the amount owed plus any bank fees.