Privacy Policy

1. Information We Collect

Given the nature of our business advisory and brokerage services, we collect both personal and corporate data to facilitate business transactions. We may collect the following types of information:

Personal Identification Information: Name, email address, phone number, physical address, and government-issued identification (when required for verifying buyers or sellers).
Business & Financial Information: Corporate financial statements, tax returns, profit and loss statements, lease agreements, employee records, and bank details provided during the listing or due diligence process.
Transaction Data: Details about businesses you are interested in buying, selling, or investing in, as well as investment budgets and criteria.
Automatically Collected Data: IP addresses, browser types, operating systems, and website browsing behavior collected via cookies and similar tracking technologies.

2. How We Use Your Information

We use the collected information for the following purposes:

To provide, operate, and maintain our business brokerage services.
To match prospective buyers with suitable business listings and investments.
To facilitate communications between buyers, sellers, and their respective legal or financial representatives.
To prepare marketing profiles and confidential information memorandums (CIMs) for listed businesses (with identifiable details redacted until an NDA is signed).
To comply with legal obligations, including anti-money laundering (AML) and "know your client" (KYC) regulations.
To improve our Website, marketing strategies, and user experience.

3. Confidentiality & Non-Disclosure Agreements (NDAs)

Confidentiality is the cornerstone of our industry. We will not publicly disclose sensitive business or financial data. Detailed information regarding a business for sale is only shared with qualified, prospective buyers who have executed a legally binding Non-Disclosure Agreement (NDA). Your proprietary data is treated with the highest level of confidentiality.

5. Cookies and Tracking Technologies

Our Website uses cookies, web beacons, and similar tracking technologies to analyze trends, administer the website, track users' movements around the site, and gather demographic information. You can control the use of cookies at the individual browser level. If you reject cookies, you may still use our Website, but your ability to use some features or areas of our Website may be limited.

6. Data Security

We implement commercially reasonable technical, administrative, and physical security measures designed to protect your personal and corporate information from unauthorized access, loss, misuse, or alteration. However, please understand that no transmission of data over the internet or any other public network can be guaranteed to be 100% secure.

7. International Data Transfers

North American Business Advisors is headquartered in Canada, and our services frequently involve cross-border transactions between Canada and the United States. By using our services, you acknowledge and agree that your information may be transferred to, stored, and processed in Canada, the United States, or other jurisdictions where our secure servers are located, which may have different data protection laws than your country of residence.

8. Your Privacy Rights

Depending on your jurisdiction (such as under Canada’s Personal Information Protection and Electronic Documents Act - PIPEDA), you may have the right to:

Request access to the personal data we hold about you.
Request correction of any inaccurate or incomplete data.
Request the deletion of your personal data, subject to legal and transactional record-keeping requirements.
Withdraw consent for marketing communications at any time.

To exercise these rights, please contact us using the information provided below.

9. Changes to this Privacy Policy

We reserve the right to update this Privacy Policy at any time to reflect changes to our practices or for other operational, legal, or regulatory reasons. The modified policy will be posted on this page with an updated "Last Updated" date. We encourage you to review this Privacy Policy periodically.