Privacy for Business Value Discussions
Read what the request collects, how information is shared and the choices available to you.
Information collected through a request
The form collects your name, email, business name, industry, annual revenue range and state. A phone number is optional on the standard form. The separate valuation popup also asks for a phone number.
The request includes the website and page where it was submitted. Technical request information may be processed to protect the lead service from spam and abuse.
Why the details are used
Submitted details are processed through the Website Control Center lead service and shared with a business valuation partner for follow up. We may receive referral compensation.
Do not submit passwords, bank account information, customer lists or tax returns through the form. Arrange sensitive document exchange directly with the advisor using an appropriate secure process.
Site features and service providers
The site loads Google Fonts. Cloudflare hosts the website and may provide aggregate web analytics. These providers receive technical information needed to deliver their services.
The valuation popup uses browser session storage to avoid appearing repeatedly within the same browsing session. The website does not require you to create an account.
Questions and choices
Submitting a request invites the partner to contact you about business valuation or a possible sale. You can ask the partner to stop follow up and request correction or deletion of information they hold.
For questions about an existing request, use the contact route provided during follow up. Ask about access, correction and deletion, subject to any applicable record retention obligations.
You can read the referral disclosure before making a valuation request. This notice was updated November 12, 2026.