LEGAL

Terms of Service

Please read these terms carefully. They govern your use of The Otto Firm's website, services, and our text (SMS) messaging program.

Effective Date: October 4, 2026 | Last Updated: October 4, 2026

01 Introduction

This Privacy Policy describes how The Otto Firm ("The Otto Firm," "we," "us," or "our") collects, uses, discloses, and protects personal information when you visit theottofirm.com (the "Website"), use our client portal, complete our forms or assessments, book an appointment, communicate with us by phone, email or text message, or otherwise use our business-building services (collectively, the "Services").The Otto Firm is a DBA / trade name of Nationwide Holdings LLC.

By using our Website or Services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with it, please do not use our Website or Services.

02 Information We Collect

Information you provide to us

Contact details: your name, email address, phone number, and mailing address.
Business details: your business name, industry, business stage, goals, and other information you share in forms, assessments, or consultations.
Appointment and communication data: information you provide when booking a strategy call, contacting us, or replying to our emails and text messages.
Account and portal data: login credentials and information you upload or enter in our client portal or CRM.
Payment information: billing details processed securely by our third-party payment processors. We do not store full card numbers.

Information collected automatically

Device and browser type, IP address, pages viewed, referring URLs, and time spent on the Website.
Information gathered through cookies, pixels, and similar technologies .

03 How We Use Your Information

We use the information we collect to:

Provide, operate, and improve our Services, including our 120-Day Business Build and related offerings.
Respond to inquiries, schedule appointments, and deliver customer support.
Send service-related communications, reminders, updates, and (where you have agreed) marketing messages.
Send text (SMS) messages that you have consented to receive.
Process payments, prevent fraud, and keep our Website and systems secure.
Analyze Website performance and understand how visitors use our Services.
Comply with legal obligations and enforce our agreements.

04 SMS / Text Messaging Privacy

If you provide your mobile phone number and opt in to receive text messages from The Otto Firm : for example, by checking a consent box on a form, booking an appointment, or texting a keyword to us : we may send you text messages related to your inquiry, appointments, account, services, and, where you have agreed, promotions and updates.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

All of the categories described below exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.

No sale of mobile data. We do not sell, rent, or share your mobile phone number or SMS opt-in consent with third parties or affiliates for their own marketing purposes.
Service providers only. We may share your phone number with trusted vendors (such as our messaging platform, CRM, and carriers) solely to deliver the messages you requested and operate our Services. These providers are not permitted to use your information for any other purpose.
Opt out at any time. Reply STOP to any message to stop receiving texts. Reply HELP for assistance. Message and data rates may apply. Message frequency varies.
Consent is not a condition of purchase. You are not required to agree to receive text messages as a condition of purchasing any goods or services.

For full details about our text messaging program, please review our Terms of Service - SMS Program Terms.

05 How We Share Information

We do not sell your personal information. We may share information only in the following limited circumstances:

Service providers: vendors who help us operate our Website, CRM, scheduling, email, SMS, payment processing, hosting, analytics, and customer support : under confidentiality obligations and 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 The Otto Firm, our clients, or others.
Business transfers: in connection with a merger, acquisition, financing, or sale of assets, subject to continued protection of your information.
With your consent: when you direct us to share information or give us permission to do so.

Important: Text messaging opt-in data and consent will never be shared with third parties or affiliates for marketing or promotional purposes.

06 Cookies & Tracking Technologies

We use cookies, pixels, and similar technologies to keep the Website functioning, remember your preferences, measure performance, and understand how our Website is used. You can control cookies through your browser settings; however, disabling them may affect certain features of the Website.

07 Data Retention & Security

We retain personal information only as long as necessary to provide our Services, meet legal, tax, and accounting requirements, resolve disputes, and enforce our agreements. We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

08 Your Choices & Rights

Text messages: reply STOP at any time to opt out.
Emails: use the "unsubscribe" link in any marketing email.
Access, correction & deletion: you may request access to, correction of, or deletion of your personal information by contacting us using the details below.
State privacy rights: depending on where you live (for example, California, Florida, or other U.S. states), you may have additional rights under applicable privacy laws. We will honor valid requests as required by law.

09 Children's Privacy

Our Website and Services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will promptly delete it.

10 Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of this page. Your continued use of the Website or Services after changes are posted means you accept the updated policy.