We collect information that identifies, relates to, describes, or could reasonably be linked with you or your business. Over the past 12 months, we have collected the following categories of information:

• Identifiers: Full name, business alias, postal address, unique personal identifier, online identifier, Internet Protocol (IP) address, email address, and phone numbers.
• Commercial & Business Information: Records of businesses bought or sold, company financial histories, tax returns, profit and loss statements, balance sheets, corporate formation documents, lease agreements, and professional backgrounds.
• Financial Account Data: Bank account numbers, financing pre-approval letters, proof of funds, or credit reports required to qualify buyers.
• Internet/Electronic Activity: Browsing history, search history, and information regarding your interaction with our website or digital advertisements.

We collect information through three primary methods:

• Directly From You: When you submit a contact form, request a business valuation, sign a Non-Disclosure Agreement (NDA), complete a buyer profile, or sign a listing agreement.
• Indirectly From You: Through automated tracking technologies, including cookies, web beacons, and embedded tracking pixels utilized within our website and automated email communications to analyze open rates and engagement.
• Third-Party Sources: Credit bureaus, business registration databases, and co-broking professional networks.

We use your personal and business data strictly for business brokerage operations, including:

• Verifying buyer financial qualifications and identity.
• Facilitating confidential business matching and marketing.
• Drafting legal contracts, NDAs, and purchase agreements.
• Communicating updates regarding listings, offers, and due diligence.
• Delivering newsletters, business listing alerts, market reports, and promotional updates via automated email platforms, which you may opt out of at any time.
• Complying with California state regulatory and legal obligations.

We do not sell your personal information. To facilitate business transactions, we share data under strict confidentiality terms with:

• Vetted Transaction Parties: Sharing qualified buyer profiles with sellers, or business financials with prospective buyers only after a signed NDA is executed.
• Service Providers: Secure third-party vendors who assist our operations, including Customer Relationship Management (CRM) systems, automated email marketing platforms, and secure cloud storage networks.
• Professional Advisors: Escrow companies, attorneys, CPAs, or lenders (such as SBA lenders) involved directly in your transaction.
• Legal Requirements: Law enforcement or regulatory bodies when required by California or federal law.