Effective Date: 1/25/2025
Last Updated: 1/25/2025

GBM Capital (“we,” “us,” or “our”) is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, store, and share your data when you visit our website, use our services, or interact with us.

By using our website or services, you agree to the terms outlined in this Privacy Policy.

1. Information We Collect

We collect personal and business information in three ways:

A. Information You Provide Directly

When you fill out a form, request a valuation, or inquire about our services, we may collect:

  • Personal Information: Name, email address, phone number.
  • Company Information: Business name, industry, revenue range, location.
  • Financial Information: When required for a valuation or deal structuring.
  • Communication Data: Messages, emails, and other interactions with us.

B. Information Collected Automatically

When you visit our website, we may collect:

  • Device & Usage Data: IP address, browser type, pages visited, and time spent on pages.
  • Cookies & Tracking Technologies: We use cookies, analytics tools, and tracking pixels to enhance user experience and improve our services.

C. Information from Third-Party Sources

We may receive business-related information from:

  • Public Business Databases (e.g., UCC filings, government records).
  • Marketing & Lead Generation Platforms (e.g., LinkedIn Sales Navigator, Apollo.io).
  • Referral Partners (e.g., CPAs, attorneys, financial advisors).

2. How We Use Your Information

We use your data for the following business purposes:

  • Providing Business Brokerage & Valuation Services – Processing inquiries and connecting buyers and sellers.
  • Marketing & Lead Nurturing – Sending relevant emails, SMS, and LinkedIn messages.
  • Improving Our Services – Analyzing website traffic and user interactions.
  • Legal & Compliance Purposes – Ensuring regulatory compliance and preventing fraud.

We do NOT sell your personal information to third parties.

3. How We Share Your Information

We share your data only when necessary under strict security measures:

  • With Service Providers – CRM, email automation, and payment processing providers.
  • With Business Partners & Advisors – If you request introductions to potential buyers, investors, or scaling consultants.
  • For Legal Compliance – If required by law, subpoena, or government request.

We never sell or share your data without your explicit consent.

4. How We Protect Your Data

We use industry-standard security measures to protect your personal and business information:

  • Secure Data Encryption – Protects all stored and transmitted data.
  • Access Control Measures – Only authorized personnel can access client data.
  • Routine Security Audits – We regularly test and update our security infrastructure.

In case of a data breach, we will notify affected users within 72 hours as required by law.

5. Your Rights Over Your Data

Depending on your location, you may have the following legal rights:

A. For U.S. Residents (CCPA – California Consumer Privacy Act)

  • Right to Know – Request details on the data we collect.
  • Right to Delete – Ask us to delete your personal information.
  • Right to Opt-Out – Request that we do not share your data for marketing purposes.

To exercise your rights, email us at [email protected] with the subject “CCPA Data Request.”

B. For EU Residents (GDPR – General Data Protection Regulation)

  • Right to Access – Request a copy of your data.
  • Right to Rectification – Correct inaccuracies in your data.
  • Right to Erasure (“Right to be Forgotten”) – Ask for data deletion.
  • Right to Data Portability – Receive your data in a structured format.

To exercise your rights, email us at [email protected] with the subject “GDPR Data Request.”

6. Data Retention Policy

We retain your data only as long as necessary for business or legal purposes:

  • Business Inquiry Data: Retained for up to 24 months unless requested for deletion.
  • Financial Transaction Data: Retained for 7 years (for tax & legal compliance).
  • Marketing Data: Retained until you unsubscribe or request deletion.

To request data deletion, email us at [email protected]

7. Cookies & Tracking Technologies

We use cookies, tracking pixels, and analytics tools to improve user experience.

🔹 Types of Cookies We Use:

  • Essential Cookies – Required for site functionality.
  • Analytics Cookies – Help us understand website traffic and performance.
  • Marketing Cookies – Used for retargeting ads on Google, LinkedIn, and Facebook.

Opt-Out: You can disable cookies in your browser settings.

8. Third-Party Links & External Websites

Our website may contain links to third-party services (e.g., CPA partners, funding sources). We are not responsible for their privacy policies, and we recommend reviewing their terms before providing data.

9. Updates to This Privacy Policy

We may update this Privacy Policy periodically. Any major changes will be posted on this page with an updated “Effective Date.”

If significant updates are made, we will notify users via email or a website alert.

10. Contact Us

For privacy-related inquiries or data requests, contact us:

Email: [email protected]

Website: gbmcapital.org

 

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