Privacy Policy

How KeyPoint Trusted Advisors collects, uses and protects the information you share with us.

Introduction

KeyPoint Trusted Advisors (“KeyPoint,” “we,” “us” or “our”) respects your privacy. This Privacy Policy explains what information we collect when you visit our website or contact us, how we use it, and the choices you have.

By using this website or submitting information to us, you agree to the practices described in this policy.

Information We Collect

Information you give us. When you fill out a form on our website, call or email us, we may collect:

Your name, email address and phone number
Information about your business, such as industry, location, size and financial details
Your buying criteria if you join our buyer list, such as industry preferences, budget and timeline
Your answers to our Business Readiness Quiz
Any other information you choose to share in a message

Information collected automatically. Like most websites, our site and hosting provider may automatically collect basic technical information, such as your IP address, browser type, device type, pages visited and the date and time of your visit.

How We Use Your Information

We use the information we collect to:

Respond to your questions and requests
Schedule consultations and prepare business valuations
Match qualified buyers with suitable business opportunities
Send our newsletter, guides and updates you have asked for
Improve our website and services
Meet legal, regulatory and professional obligations

Confidentiality and Non-Disclosure Agreements

Confidentiality is central to how we work. Sensitive details about a business for sale are shared only with prospective buyers who have signed a Non-Disclosure Agreement and been reviewed by our team. Information you share with us about your own business is treated as confidential and is used only to provide our services to you.

How We Share Information

We may share your information only in the following situations:

Service providers who help us run our website and business, such as website hosting, email and form tools. This includes BizWorth, the third-party tool that powers our online valuation intake form.
Professional advisors involved in a transaction, such as attorneys, accountants and lenders, when needed to complete a deal you are part of.
Other parties to a transaction, such as buyers or sellers, only with your knowledge and, where applicable, under a Non-Disclosure Agreement.
Legal requirements, when required by law or to protect our rights, our clients or others.

We do not sell your personal information.

Cookies and Analytics

Our website may use cookies and similar technologies to keep the site working properly and to understand how visitors use it. You can set your browser to refuse or delete cookies, although some parts of the site may not work as intended.

[To be confirmed by client: list any analytics or advertising tools used on the site, for example Google Analytics or Meta Pixel.]

Third-Party Links and Tools

Our website may include links to, or embedded tools from, other websites and services, such as our online valuation intake form. Those services have their own privacy policies, and we are not responsible for their content or privacy practices. We encourage you to review their policies before sharing information with them.

How We Protect Your Information

We use reasonable administrative, technical and physical measures to protect the information you share with us. However, no website, internet transmission or storage system is completely secure, so we cannot guarantee absolute security.

How Long We Keep Your Information

We keep personal information only as long as needed for the purposes described in this policy, including providing our services, keeping business records and meeting legal or professional requirements.

Your Choices

You can:

Unsubscribe from our emails at any time using the link in any email we send, or by contacting us
Ask us to access, correct or delete the personal information we hold about you
Choose not to submit forms on our website, although this may limit our ability to assist you

To make a request, contact us at briana@keypointtrustedadvisors.com. We may need to verify your identity before responding.

Children's Privacy

Our website and services are intended for business owners and buyers and are not directed to children under 13. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page and change the “Last updated” date below.

Last updated: [Date to be confirmed by client]

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

KeyPoint Trusted Advisors
[Mailing address to be confirmed by client]
Email: briana@keypointtrustedadvisors.com
Phone: (832) 408-1169

QUESTIONS?

Questions About Your Privacy?

Contact our team and we’ll be happy to help.