Privacy Policy

1. Who We Are

Strategic Business Valuations, Inc. ("we," "us," or "our") is a professional services firm providing business valuation, exit planning, and advisory services. Our principal office is located at 5011 Gate Parkway, Jacksonville, FL 32256. We can be reached at info@strategicbusinessvaluations.com or (904) 759-7902.

2. Information We Collect

We collect information in the following ways:

• Contact forms: When you submit an inquiry through our website, we collect your name, email address, phone number, and the details of your message.
• Event registrations: When you register for a webinar or workshop, we collect your name, email address, and any information you provide in the registration form.
• Consultations: When you schedule or attend a discovery call, we may collect information about your business, including revenue, ownership structure, and transition timeline.
• Website analytics: We use Google Analytics to collect aggregated, anonymized information about how visitors use our site, including pages visited, time on site, and referral sources.
• Advertising: We use Meta (Facebook) advertising tools, which may collect information about your interactions with our ads and website through cookies and tracking pixels.

3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Deliver webinars, workshops, and educational resources you have registered for
• Send follow-up communications related to services you have expressed interest in
• Improve our website, services, and marketing based on aggregate usage data
• Comply with applicable legal and professional obligations

We do not sell your personal information to third parties. We do not use your information for any purpose materially different from those described above without your consent.

4. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies, including:

• Google Analytics: Measures traffic and usage patterns. You can opt out via Google's opt-out tool.
• Meta Pixel: Tracks conversions from Facebook and Instagram ads and enables us to show you relevant advertising on those platforms.
• GoHighLevel CRM: Our customer relationship management system may set session cookies to support form submissions and contact tracking.
• MeclabsAI: An AI-powered assistant embedded on our website may use session data to support visitor interactions.

You can control cookies through your browser settings. Disabling cookies may affect the functionality of certain features on our site.

5. Sharing of Information

We may share your information with the following categories of service providers who assist us in operating our business:

• GoHighLevel — CRM and marketing automation platform used to manage contacts and send communications
• Google — Analytics and advertising services
• Meta (Facebook/Instagram) — Advertising platform
• Calendly — Appointment scheduling
• Value Builder — Business readiness assessment platform used to deliver assessments and manage advisor-client relationships
• MeclabsAI — AI-powered assistant platform embedded on our website to support visitor education and lead qualification
• Netlify — Website hosting provider that processes web traffic and server logs

Each of these providers operates under their own privacy policies and data processing agreements. We require that service providers we work with handle your data in compliance with applicable law and only for the purposes we specify.

We may also disclose your information if required by law, regulation, or legal process, or to protect the rights, property, or safety of our firm or others.

6. Data Retention

We retain contact and inquiry information for as long as necessary to manage the relationship and comply with our professional and legal obligations. If you would like us to delete your information, please contact us at info@strategicbusinessvaluations.com and we will respond within 30 days.

7. Your Rights

Depending on your location, you may have rights regarding your personal information, including the right to access, correct, or request deletion of your data. Florida residents and California residents (under the CCPA) may have additional rights. To exercise any of these rights, please contact us directly.

If you have received marketing communications from us and wish to unsubscribe, you may do so by clicking the unsubscribe link in any email we send or by contacting us directly.

8. Security

We take reasonable technical and organizational measures to protect the information we hold from unauthorized access, loss, or misuse. However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.

9. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted information to us, please contact us so we can remove it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the "Last updated" date at the top of this page. We encourage you to review this page periodically.

11. Contact Us

If you have questions or concerns about this Privacy Policy or how we handle your information, please contact us:

• Email: info@strategicbusinessvaluations.com
• Phone: (904) 759-7902
• Mail: 5011 Gate Parkway, Jacksonville, FL 32256