Privacy Policy.
Your data is protected like your biggest deal.

We collect information to provide our M&A advisory, buyer representation, valuation, and financing brokerage services effectively and securely.

We use the information we collect for the following purposes:

• Providing and improving our M&A advisory, valuation, buyer/seller matching, and financing introduction services.
• Communicating with you about your engagement, scheduling consultations, and responding to inquiries.
• Coordinating with capital partners (Reil Capital, Advance Funds Network, Radix Financial Group, and others) to help you secure financing.
• Sending educational content, resources, and updates you have requested or that are relevant to your business goals (with your consent where required).
• Complying with legal obligations, preventing fraud, and protecting our rights and the rights of our clients.

We do not sell your personal information. We share information only when necessary and in the following limited circumstances:

• Service Providers: We may share information with trusted vendors who help us operate our business (e.g., CRM, scheduling, secure file sharing, website hosting). These providers are contractually obligated to protect your data.
• Legal & Safety: We may disclose information when required by law, court order, or to protect the rights, property, or safety of Co. Buy Sell, our clients, or others.
• Business Transfers: In the unlikely event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction (we will notify you of material changes).

We use cookies and similar technologies (such as pixels and local storage) to improve your experience on our website, understand how visitors use our content, and measure the effectiveness of our marketing.

You can control cookies through your browser settings. Note that disabling certain cookies may affect the functionality of our site (for example, form submissions or personalized content).

We do not use cookies for cross-site tracking or sell advertising based on your browsing behavior across other websites.

We implement reasonable technical, administrative, and physical safeguards designed to protect your information from unauthorized access, use, or disclosure. This includes:

• Secure, encrypted data rooms for sharing sensitive business documents.
• Access controls so only authorized team members can view client information.
• Regular security reviews and use of reputable service providers with strong security practices.

While we take strong measures, no method of transmission over the internet or electronic storage is 100% secure. You acknowledge the inherent risks involved in transmitting information online.

Depending on your location, you may have certain rights regarding your personal information, including:

• The right to know what personal information we have collected about you.
• The right to request deletion of your personal information (subject to legal and contractual obligations).
• The right to correct inaccurate information.
• The right to opt out of certain uses of your information (such as marketing communications).
• The right to non-discrimination for exercising your privacy rights.

To exercise any of these rights, please contact us using the information in the “Contact Us” section below. We will respond to verifiable requests within the timeframes required by applicable law.

We retain personal and business information only for as long as necessary to fulfill the purposes outlined in this policy, to provide our services, to comply with legal obligations, resolve disputes, and enforce our agreements.

When information is no longer needed, we will securely delete or anonymize it in accordance with our internal data retention schedules and applicable law.

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately so we can take appropriate action.

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. The “Last Updated” date at the top of this page indicates when the policy was last revised.

We will notify you of material changes by posting the updated policy on our website and, where appropriate, by email to clients with active engagements. Your continued use of our website or services after the effective date of any changes constitutes acceptance of the revised policy.

If you have questions about this Privacy Policy, how we handle your information, or wish to exercise your privacy rights, please contact us. We take your privacy seriously and will respond promptly.