Privacy Policy

Effective Date: January 1, 2024

Last Updated: February 12, 2026

SeaRidge Advisory Inc. (“SeaRidge Advisory,” “we,” “our,” or “us”) is a licensed California business brokerage (DRE #02382677) and a registered Business Broker in the State of Illinois (Registration # [Insert IL #]).

We respect your privacy and are committed to protecting the personal and proprietary information of our clients, prospective buyers, and website visitors. This Privacy Policy describes how we collect, use, and share information when you visit or interact with any of our websites, specialized brands, or online services (collectively, the “Services”), including:

  • SeaRidge Advisory — Parent M&A and business brokerage firm.

  • The Precision Firm — Manufacturing, engineering, and distribution sector brokerage.

  • The Alignment Firm — Industrial and professional service business brokerage.

  • Home Care Business Broker — Home health and healthcare business brokerage.

  • TAF Advisory — Tax, accounting, and finance advisory.

By using our Services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect both personal information and non-personal information to facilitate business valuations and M&A transactions.

  • a. Information You Provide: When you request a business valuation, register as a buyer, download a Confidential Information Memorandum (CIM), or contact us, we may collect: Name, email, phone number, business name, financial qualifications, and any sensitive documents or files you upload for review.

  • b. Information Collected Automatically: We automatically collect data such as IP address, browser type, pages viewed, and click behavior via Squarespace and Google Analytics. This helps us optimize our listings and ensure site security.

  • c. Cookies and Tracking Technologies: We use cookies and similar technologies (including Adobe and Google Fonts). You can manage your preferences via your browser settings or our on-site cookie banner.

2. How We Use Your Information

We use your information to:

  • Facilitate the sale or purchase of businesses and provide M&A advisory.

  • Verify the financial suitability of prospective buyers.

  • Respond to inquiries and schedule consultations.

  • Send market reports and listing updates (you may opt out at any time).

  • Comply with legal obligations from the California Department of Real Estate and the Illinois Secretary of State Securities Department.

3. Sharing Your Information

We do not sell or rent personal data. We share information only with:

  • M&A Participants: With your consent, we share relevant data between qualified buyers and sellers during the due diligence process.

  • Service Providers: Trusted partners who help operate our services (e.g., Squarespace, HubSpot, Mailchimp, Zapier).

  • Legal Compliance: We may disclose information to comply with laws or protect our rights, specifically regarding state regulatory audits.

4. Data Retention and State Compliance

We retain personal and transaction information as long as needed to fulfill the purposes outlined or as required by law.

  • Note: Per California DRE regulations, certain records related to business brokerage transactions must be retained for a minimum of three (3) years.

5. Your Rights and Choices (CCPA & State Laws)

Depending on your jurisdiction, you may have the right to access, correct, or delete your data.

  • California Residents: Under the CCPA, you have the right to request disclosure of the data we collect and to request deletion (subject to legal record-keeping exceptions).

  • Illinois Residents: We comply with the Illinois Business Brokers Act regarding the handling of client information and mandatory disclosures.

Contact info@searidgeadvisory.com to exercise these rights.

6. Security

We use industry-standard technical and administrative safeguards to protect your sensitive business information. However, no system is 100% secure; we encourage discretion when uploading sensitive financial files.

7. Changes to This Policy

We may update this policy periodically to reflect changes in state licensing laws or our operations. The "Last Updated" date at the top will reflect the most recent version.

8. Contact Us

SeaRidge Advisory Inc.
Attn: Privacy Officer

4231 Balboa Ave #1153

San Diego, CA 92117

Email: info@searidgeadvisory.com