Last updated: November 15, 2026
This policy explains how Exit Advisor ("Exit Advisor", "we", "us") collects, uses and protects personal information when you visit exitadvisor.io, contact us, or work with us to sell or buy a business. See also our Cookie Policy and Terms of Service and Disclaimer.
We do not sell, rent or trade personal information, website visitor data or contact lists.
Who we are
Exit Advisor, 30 N Gould St, Ste 4233, Sheridan, WY 82801, USA. Privacy questions and requests: support@exitadvisor.io.
What we collect
- Contact details you give us through forms, booking pages, email, phone or messaging: name, email, phone, company and location.
- Seller business information: financial statements, tax returns, profit and loss statements, customer, supplier and operating data, and listing details.
- Buyer information: acquisition criteria, background, proof of funds, and signed NDAs and buy-side agreements.
- Verification documents, when needed to confirm who we are dealing with.
- Communications: emails, messages, meeting notes and the content of our conversations with you.
- Email engagement data, such as whether an email was opened or a link was clicked.
- Website data: pages visited, device and browser type and approximate location, collected only with your consent (see the Cookie Policy).
- Information from other sources: public business records and websites, business listing marketplaces, partner brokers and advisors, referral partners and business contact data providers.
We do not knowingly collect sensitive personal information such as health data, and we ask you not to send it.
How we use it
- To provide our sell-side and buy-side services: valuing, marketing and selling businesses, finding acquisition targets, and running transactions.
- To match sellers and qualified buyers, and to verify buyers before sharing confidential information.
- To reply to you, schedule calls and send information you asked for.
- To contact business owners and buyers who may be interested in our services (see "Business outreach" below).
- To improve our website and services, prevent fraud and keep our systems secure.
- To meet legal obligations and to protect our rights.
Where the GDPR or UK GDPR applies, we rely on: performing a contract with you or taking steps you asked for before one; our legitimate interests in running and growing our business; your consent (for example, analytics cookies); and legal obligations.
How we share it
We share personal information only as needed to run our services:
- With the other side of a deal: seller information with buyers who have signed an NDA, and buyer information with sellers and their representatives.
- With deal partners: partner brokers, advisors and business listing marketplaces involved in marketing or completing a transaction.
- With service providers that host, store or process information for us (for example website hosting, CRM, email, scheduling, forms, e-signature, document storage, analytics and AI tools). They may use it only to provide their services to us.
- With professional advisors, such as lawyers and accountants.
- When required by law, or to protect rights, safety and property.
- In a business transfer, such as a merger or sale of our business, under the same protections.
Where a signed NDA or agreement with you exists, its confidentiality terms apply in addition to this policy.
Business outreach
We may contact business owners, buyers and professionals using business contact details from public sources and business data providers, based on our legitimate interest in offering relevant services. Every marketing email includes a way to opt out. You can ask where we got your information, or ask us to delete it and stop contacting you, at support@exitadvisor.io. We keep a suppression list so you stay removed.
Text messages
If you agree to receive text messages from us, message frequency varies and message and data rates may apply. Reply STOP to opt out or HELP for help. Mobile phone numbers and text messaging consent are not shared with third parties or affiliates for their marketing purposes.
AI tools
We use AI tools to help draft documents, summarize information and analyze deal data. A person on our team reviews AI-assisted work before it is sent to clients or used in decisions. We choose AI providers whose terms do not allow them to use our business data to train their models. AI-assisted output is not legal, tax or financial advice.
How long we keep it
We keep information only as long as needed for the purposes above. As a guide: transaction and client files for up to 7 years after the engagement ends, to meet legal, tax and record-keeping duties; leads and outreach contacts for up to 3 years after our last contact; and opt-out and suppression records for as long as needed to honor them.
Security
We use reasonable administrative, technical and physical safeguards, including access controls and NDAs before confidential deal information is shared. No system is perfectly secure. If a breach affects your information, we will notify you as required by law.
International transfers
We and our service providers, team members and contractors may process information in the United States and other countries. Where required, we use appropriate safeguards, such as standard contractual clauses, for transfers.
Your rights
Depending on where you live (including the EU, the UK, California and other US states with privacy laws), you may have the right to:
- know what personal information we hold about you and get a copy;
- correct it;
- delete it;
- opt out of targeted advertising, profiling and any sale or sharing of personal information (we do not sell or share it for cross-context behavioral advertising);
- withdraw consent at any time;
- object to or restrict certain processing, and ask for your data in a portable format (EU and UK).
To make a request, email support@exitadvisor.io. We may need to verify your identity. An authorized agent may make a request for you with proof of authority. We reply within 45 days (one month in the EU and UK). If we decline your request, you can appeal by replying to our decision, and we will respond within the time the law requires. You can also complain to your local data protection or consumer protection authority. We will not treat you differently for using your rights.
Our website honors the Global Privacy Control browser signal as an opt-out of analytics cookies.
California residents: in the last 12 months we collected identifiers, commercial information, professional information, internet activity and approximate location, for the purposes and from the sources described above. We disclosed them to the categories of recipients in "How we share it". We do not sell personal information or share it for cross-context behavioral advertising, and we do not use sensitive personal information to infer characteristics about you.
Children
Our website and services are for adults. We do not knowingly collect information from anyone under 18.
Changes
We may update this policy. The date at the top shows the latest version. Material changes will be posted on this page.
Contact
Exit Advisor, 30 N Gould St, Ste 4233, Sheridan, WY 82801, USA. Email: support@exitadvisor.io.