Effective Date: 5/21/2025
At CP Business Sales, we are committed to protecting the privacy and security of the business owners, buyers, and partners who trust us with their information during the course of mergers, acquisitions, and business brokerage services. This Privacy Policy outlines how we collect, use, and protect your information.
1. Information We Collect
We collect personal and business information you voluntarily provide when:
- You submit an inquiry via our website
- You request a valuation or consultation
- You sign up for updates or communication from our team
- You engage in a brokerage, merger, or acquisition process with us
This information may include:
- Name, email address, and phone number
- Business name, industry, and financial information
- Buyer qualifications and preferences
- Any documents or data relevant to evaluating or marketing a business
2. How We Use Your Information
We use the information we collect to:
- Facilitate confidential consultations, valuations, and communications
- Match buyers and sellers appropriately and effectively
- Prepare necessary documentation for mergers, acquisitions, or business sales
- Improve our services and website experience
- Comply with legal obligations
Your information will only be shared with qualified parties under confidentiality agreements or as required by law.
3. Information Sharing and Confidentiality
We understand the importance of discretion in business sales. Your information will never be sold. We share information only when:
- A buyer or investor has signed a confidentiality agreement (NDA)
- A seller has authorized us to disclose limited information for marketing purposes
- We are legally required to do so
We take every reasonable step to protect sensitive and proprietary data throughout our engagements.
4. Data Security
We use industry-standard security measures to protect your information, both online and offline. This includes secure data storage, encrypted communication channels, and strict internal access controls.
5. Cookies & Website Tracking
Our website may use cookies or similar technologies to enhance your browsing experience, analyze website traffic, and improve our content. You may choose to disable cookies through your browser settings.
6. Your Rights
You have the right to:
- Request access to the personal or business data we hold
- Request corrections or updates to your information
- Request that we delete your data, where legally permitted
- Withdraw consent for marketing communications at any time
7. Contact Us
If you have questions or concerns regarding this policy or your information, please contact:
CP Business Sales
Corey Pottebaum, Licensed in Iowa
Email: corey@pvbcpa.com
Phone: 712-217-7701
Website: www.cpbusinesssales.com
8. Updates to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. Any updates will be posted on this page with a revised effective date.