Privacy Policy

Last updated: May 13, 2026

SeaRidge Advisory (“SeaRidge,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy applies to SeaRidge Advisory and the specialist advisory brands, websites, forms, landing pages, and business operations operated by or under the SeaRidge Advisory platform, including current and future affiliated brands (collectively, the “SeaRidge Brands”).

This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you visit our websites, submit a contact form, request a valuation, request buyer access, inquire about a listing, communicate with us, or otherwise interact with SeaRidge online or through a SeaRidge Brand.

Information We Collect

We may collect information you provide directly, including your name, email address, phone number, company name, website, role, industry, location, business details, transaction goals, valuation request information, buyer criteria, acquisition experience, financing capacity, documents, notes, messages, and any other information you choose to provide.

If you submit business sale, valuation, buyer access, listing, or acquisition information, that information may include sensitive commercial information about a company, including revenue, earnings, customers, employees, operations, financial performance, market position, and ownership objectives.

We may also collect technical and usage information, including IP address, browser type, device information, referring pages, pages viewed, approximate location, timestamps, form interactions, and website activity. This information may be collected through cookies, analytics tools, server logs, security tools, CRM systems, email systems, and similar technologies.

How We Use Information

We use information to respond to inquiries, evaluate valuation requests, assess buyer access requests, qualify buyers, route inquiries to the appropriate SeaRidge Brand, provide advisory information, schedule calls, manage communications, prepare for conversations, improve website performance, maintain security, analyze demand, and support SeaRidge’s business operations.

If you submit business information for a valuation, sale discussion, buyer access request, or listing inquiry, we use that information to understand the company or buyer profile, evaluate fit, determine the correct advisory path, and identify appropriate next steps. Submission of information through a website does not create an advisory, brokerage, fiduciary, confidential, or professional relationship unless and until a separate written agreement is signed by the applicable parties.

How We Share Information

We may share information within SeaRidge Advisory and among SeaRidge Brands when doing so helps route an inquiry, evaluate fit, provide advisory support, coordinate a transaction process, or respond to a seller, buyer, referral partner, or other inquiry.

We may share information with service providers that support hosting, analytics, CRM, email, calendar, document management, marketing operations, security, automation, data storage, and other business functions. These providers are authorized to use information only as needed to provide services to us or comply with legal obligations.

We do not sell personal information. We may disclose information if required by law, subpoena, court order, regulatory request, legal process, professional obligation, to protect rights or safety, to prevent fraud or misuse, to enforce agreements, or in connection with a merger, acquisition, restructuring, sale of assets, financing, or other business transaction involving SeaRidge or a SeaRidge Brand.

Confidential Business Information

We understand that sale, valuation, acquisition, buyer access, and listing inquiries can involve highly sensitive business information. We use reasonable administrative, technical, and organizational safeguards to protect submitted information and restrict access based on business need.

No website, email, form, CRM, cloud storage system, or internet transmission is completely secure. Do not submit trade secrets, regulated data, employee records, customer lists, tax returns, financial statements, or highly sensitive documents unless requested through an appropriate process and with the understanding that electronic communications carry risk.

Buyer Access, Listings, and Seller Information

Buyer access requests may be used to evaluate buyer fit, acquisition intent, financing capacity, confidentiality readiness, and suitability for seller-approved information release. We may share buyer information with sellers, advisors, representatives, or transaction participants when appropriate and consistent with the applicable process.

Seller and listing information may be shared only as appropriate within a controlled process and may be subject to nondisclosure agreements, proof of funds or financing review, seller approval, data room rules, and other transaction-specific requirements.

Cookies and Analytics

We may use cookies, pixels, analytics tools, and similar technologies to understand how visitors use our websites, improve content, measure performance, maintain security, and support marketing and operational decisions. You can control cookies through your browser settings, though some website features may not function properly if cookies are disabled.

Data Retention

We retain information as long as reasonably necessary for the purposes described in this policy, including responding to inquiries, managing business records, operating CRM systems, supporting transaction processes, complying with legal obligations, resolving disputes, enforcing agreements, and maintaining security.

Your Choices

You may request that we update, correct, or delete certain personal information by contacting us. We may retain information when necessary for legal, contractual, security, recordkeeping, transaction, compliance, or legitimate business purposes.

Third-Party Links and Brand Websites

Our websites may link to third-party websites, tools, listing platforms, data rooms, email systems, form providers, analytics providers, or affiliated SeaRidge Brand websites. We are not responsible for the privacy practices, security, content, or availability of third-party sites or tools.

Children’s Privacy

Our websites and services are intended for business and professional audiences 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. Updates will be posted on this page with a revised “Last updated” date. Continued use of a SeaRidge website after an update means the updated policy applies.

Contact Us

If you have questions about this Privacy Policy or how information is handled, contact SeaRidge Advisory through the contact form on this website.