Privacy notice.

What this form collects

When you submit an inquiry, we collect the contact details, role, location if requested, interests, and message you provide. If you choose to include questionnaire answers, we also save the goals, approximate asset range, life or career stage, timing, risk preference, and other context you entered. We record your consent choices, submission time, originating page and CTA, and available campaign or referral information. A temporary hashed network identifier may be used to limit abuse; the application does not save your raw IP address in the lead record.

How the information is used

The site operator uses inquiries to review your request, respond, organize follow-up, and understand which resources bring visitors to the site. Optional educational updates are recorded separately from permission to respond to your inquiry. No inquiry authorizes a transaction or investment.

Practice Inquiries and Notification Preferences

Practice inquiries can include revenue and asset ranges, business model, financing purpose, acquisition geography, sale preferences, timeline, and preferred contact method. These are general ranges and planning preferences, not a request for client records. You can separately request notifications about potential buyers, potential offers, sellers, or partners. These requests do not subscribe you to a newsletter. Relevant updates depend on available information and staff review; no matching opportunity or notification timing is guaranteed. You can withdraw these preferences through the contact form or stop automated emails through the preferences link in an email.

Storage and access

Inquiries are stored in the site’s database and are accessible to authorized administrators and service providers supporting the site. They are not posted publicly. Technical hosting services process requests to operate and protect the website. No system can guarantee absolute security.

Your choices

You may decline optional updates. To request access, correction, deletion, or withdrawal of follow-up permission, use the contact form and select “Privacy or data request.” We may need to verify the request before acting. Retention may depend on operational and applicable recordkeeping requirements.

Saved research

When you choose to save a tool result, a temporary draft is stored for up to 30 minutes for transfer to your central Perimeter account. Confirming the save stores the research under that account. You can edit, export or remove saved research from your workspace. Followed topics and an optional confirmed email subscription shape your personal digest. Saving research does not itself submit a sales inquiry.

Browser storage

The site uses temporary session storage to retain campaign and referral context as you navigate. Checklist and questionnaire answers remain only in the current page state unless you explicitly include the questionnaire answers with a submitted inquiry. Hosting or authentication services may use their own necessary cookies. This build does not add advertising pixels.

Please leave out sensitive details

Do not submit Social Security numbers, account numbers, passwords, identity documents, client lists, or confidential deal or employer records. External websites linked here have their own privacy practices.

Inquiry follow-up and network operations

Authorized staff can review inquiries across the related finance websites in one protected dashboard. The source website, your consent, and follow-up history remain attached to each request. Inquiry confirmation and a single follow-up may be sent when email delivery is active. Newsletter updates require a separate opt-in and email confirmation. You can stop automated emails through your email-preferences link.