Privacy Policy

Information We Collect

We collect both information you provide voluntarily and information automatically gathered through your use of the Website.

1. Personal Contact Information

• Full name
• Telephone number
• Email address
• Mailing or billing address

2. Financial Information

(Required for valuations, listing preparation, and business sale processes)

• Tax returns (typically 3 years)
• Profit and loss statements
• Balance sheets
• Asset lists
• Other financial documents needed for evaluation or marketing

3. Business Information

• Business legal name
• Business address
• Ownership details
• Operational details required to evaluate or market a business

4. Transactional Information

• Bank or payment-related information required to complete or process a transaction

5. Communications & Uploaded Materials

Information you choose to provide by:

• Email
• Phone conversations
• Website forms
• Document uploads
• Scheduling tools

How We Use Your Information

We use collected information to:

• Respond to inquiries and schedule appointments
• Provide brokerage, valuation, and consulting services
• Evaluate businesses for sale and connect buyers with sellers
• Prepare, negotiate, and complete business transactions
• Send newsletters, updates, or listing information
• Improve Website performance and user experience
• Comply with legal, regulatory, and tax obligations
• Protect the rights and safety of our clients and business

SMS Communications & Consent (A2P-Compliant)

By submitting your phone number through our Website or communication forms, you consent to receive SMS messages from us regarding:

• Appointment reminders
• Business valuation updates
• Listing inquiries
• Service-related messages

Message and data rates may apply. Message frequency may vary. You may opt out at any time by replying STOP or UNSUBSCRIBE. For help, reply HELP.

Cookies, Tracking Technologies, and Analytics

The Website may use:

• Cookies
• Local storage
• Session tracking
• Google Analytics
• Google Tags
• Facebook Pixel
• Google Maps APIs

These tools help measure Website performance and improve user experience.

You may disable cookies in your browser settings, though some functionality may be limited. Information processed via Google Maps is subject to Google's privacy policies.

Use of Third-Party Services

We use trusted third-party vendors to support operations, including:

• Email and calendar services (e.g., Microsoft Outlook)
• Analytics and marketing tools (e.g., Google Analytics, Facebook Pixel)
• Website hosting, storage, and IT support
• Document management and automation tools

These vendors access information only as needed to provide their services and are contractually obligated to protect your data.

How We Share Information

We may share information under the following circumstances:

Truforte Business Group

To facilitate valuations, listings, marketing, and transaction support.

Prospective Buyers or Sellers

When appropriate and only after proper confidentiality measures are completed, including NDAs.

Professional Advisors

Attorneys, accountants, financial advisors, or other professionals involved in a transaction.

Service Providers

Vendors assisting with hosting, storage, analytics, scheduling, communications, or IT services.

Legal or Regulatory Requirements

When necessary to comply with laws, regulations, subpoenas, or to protect our rights and clients.

Financial Document Handling

Because our services require sensitive business and financial information, we maintain the following standards:

• Financial documents are stored securely within our systems or trusted third-party platforms.
• Documents are used solely for valuation, advisory, and brokerage purposes.
• Financial records are never shared without proper confidentiality controls.
• Access is limited to authorized personnel involved in your transaction.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect stored data. However, no electronic transmission or storage method is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain personal, financial, business, and transactional information only as long as necessary to:

• Provide services and complete transactions
• Comply with legal and tax requirements
• Resolve disputes
• Enforce agreements

When no longer needed, information will be securely deleted or anonymized.

Links to Other Websites

Our Website may contain links to third-party websites, including Truforte Business Group. We are not responsible for external privacy or security practices and encourage you to review those websites' policies.

Your Rights & Choices

Depending on your location and applicable law, you may have rights to:

• Access personal information we hold
• Request corrections
• Request deletion (subject to legal requirements)
• Restrict or object to data processing
• Opt out of marketing communications

You may also manage tracking preferences through your browser settings.

"Do Not Sell My Personal Information" Statement

Age Restrictions

This Website is not intended for individuals under 18 years old. We do not knowingly collect information from children.

Changes to This Privacy Policy

We may update this Policy periodically to reflect changes in our practices, legal requirements, or technology. The Effective Date will indicate the latest revision. Continued use of the Website constitutes acceptance of the updated Policy.