Privacy Policy

Last updated: May 20, 2026

Margin Max LLC (“Margin Max,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we collect, use, and protect information when you visit marginmaxllc.com (the “Site”), submit a form, or communicate with us by phone, email, or text message. By using the Site or contacting us, you agree to the practices described here.

1. Information we collect

We collect only the information needed to respond to inquiries and deliver our services:

• Information you provide. Name, company, email address, phone number, company revenue range, and the details you include about your operation when you submit a form or contact us directly.
• Communications. The content of emails, text messages, voicemails, and other correspondence you send us.
• Engagement information. For active clients, the operational data, documents, and records you share with us during an engagement.
• Automatically collected information. Standard technical data such as IP address, browser type, device information, pages visited, and referring source, collected through cookies and similar technologies (see Section 7).

2. How we use information

We use the information we collect to:

• Respond to your inquiry and schedule or conduct an operational review;
• Communicate with you by phone, email, and text message about your inquiry or engagement;
• Deliver, manage, and improve our services;
• Maintain records, comply with legal obligations, and protect our rights;
• Understand how the Site is used and improve its performance.

We do not sell your personal information, and we do not use it for unrelated advertising.

3. Whether we share information

We do not sell, rent, or trade your personal information. We share information only in the following limited circumstances:

• Service providers. With vendors who help us operate the business — for example, email, hosting, form-processing, scheduling, and analytics providers — who are permitted to use the information only to perform services for us.
• Legal and safety. When required by law, subpoena, or legal process, or to protect the rights, property, or safety of Margin Max, our clients, or others.
• Business transfer. In connection with a merger, acquisition, or sale of assets, subject to this policy.

We do not share mobile opt-in data or consent with third parties for their own marketing purposes. Text-messaging originator opt-in data is never shared with third parties except as needed to deliver the messaging service you requested.

4. SMS and phone communications

When you provide your phone number and check the consent box on a form, you agree to receive communications from Margin Max LLC regarding your inquiry, including phone calls, emails, and text messages (SMS). Consent is not a condition of purchasing any product or service. Message frequency varies. Message and data rates may apply.

You can opt out of text messages at any time by replying STOP. For help, reply HELP or contact us at the details below. For full details, see our SMS Communications Policy.

5. How we protect information

We use reasonable administrative, technical, and physical safeguards designed to protect the information we hold. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. Engagement materials are held in confidence.

6. Data retention

We retain information for as long as needed to respond to your inquiry, deliver our services, and meet legal, accounting, or recordkeeping requirements. When information is no longer needed, we take reasonable steps to delete or de-identify it.

7. Cookies and analytics

The Site may use cookies and similar technologies to operate, remember preferences, and understand usage. You can control cookies through your browser settings. For details, see our Cookie Policy.

8. Your choices and privacy requests

You may request to access, correct, or delete the personal information we hold about you, or ask us to stop contacting you. To make a request, email Jeremy@MarginMaxllc.com or call (316) 751-6626. We will respond within a reasonable timeframe consistent with applicable law.

9. Children's privacy

The Site and our services are intended for business use and are not directed to children under 16. We do not knowingly collect personal information from children.

10. Changes to this policy

We may update this Privacy Policy from time to time. The “Last updated” date above reflects the most recent revision. Material changes will be posted on this page.

11. Contact us

For privacy questions or requests, contact: