Privacy Policy

Scope

This policy describes how Acquisition Advisory Services ("the firm," "we," "us") handles information collected through this website. It does not describe the handling of confidential client or transaction information received during an engagement, which is governed by the applicable engagement agreement and firm policy.

Information we collect

We collect information you voluntarily provide through our contact form or by emailing or calling us directly, such as your name, email address, phone number, and details about your acquisition situation. Our website may also collect limited technical information automatically, such as browser type, device type, and pages visited, if and when analytics tools are enabled.

How we use information

We use the information you provide to respond to your inquiry, schedule a consultation, and, if you engage us, to deliver services under a written engagement agreement. We do not sell your personal information.

Data minimization

Our contact form is designed to request only the information reasonably necessary for an initial conversation. Please do not submit Social Security numbers, financial account credentials, protected health information, or highly sensitive transaction documents through the website contact form.

How information is stored

Contact form submissions on this website are sent directly to our email inbox; the form does not store information on a server. As our practice adopts additional systems (such as a client portal, document management platform, or customer relationship management tool), those systems will be named here and evaluated against the firm's Approved Systems standard before confidential information is processed through them.

Cookies and analytics

If and when analytics or advertising technologies are enabled on this site, they will be configured in accordance with applicable law and this policy, and this section will be updated to name the specific tools used and the choices available to you.

Your choices

You may contact us at any time to ask what information we hold about you, request corrections, or request deletion of information you've submitted through this website, subject to any retention obligations under an executed engagement agreement or applicable law.

Security

We use reasonable administrative and technical safeguards appropriate to a small consulting practice, including secure hosting practices, access controls, and limiting data collection to what is reasonably necessary. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Children's privacy

This website is intended for business adults evaluating commercial acquisitions and is not directed to children. We do not knowingly collect information from children.

Changes to this policy

We may update this policy as our practices, tools, or applicable law change. Material changes will be dated at the top of this page.

Contact

Questions about this policy can be directed to info@acquisitionadvisoryservices.com or (858) 393-6663.