Privacy Policy

Effective October 8, 2026

This Privacy Policy explains how Caldermont Advisors ("we," "us") collects, uses and shares information when you visit our website or contact us.

1. Information We Collect

• Information you provide: name, email, phone number, and the details you submit about the business you want to buy or sell, such as industries of interest, budget, business name and business address.
• NDA and transaction information: information you provide when signing a Confidentiality and Non-Disclosure Agreement, requesting listing details, or providing proof of funds.
• Communications: emails, text messages and calls with our team. Calls may be recorded and summarized for quality and record-keeping where permitted by law; we will notify you when a call is recorded.
• Automatically collected information: device, browser, IP address, pages viewed and referring site, collected through cookies and similar technologies.

2. How We Use Information

• To respond to your inquiry and provide brokerage and advisory services.
• To match buyers with suitable business opportunities and send listing information you request.
• To send NDAs, confidential materials, follow-ups and updates such as price changes on listings you viewed.
• To operate, secure and improve our website and services.
• To comply with legal obligations.

3. Calls, Emails and Text Messages

If you consent, we may contact you by phone, email and text message about your inquiry and related opportunities. Message and data rates may apply. You can opt out of texts at any time by replying STOP, and out of emails by using the unsubscribe link. Consent is not a condition of any purchase or service.

4. How We Share Information

We do not sell your personal information. We share it only:

• With service providers who help us operate, such as website hosting, CRM, e-signature and phone providers, under obligations to protect it.
• With a seller, buyer or their advisors in connection with a transaction you are pursuing, and only as needed.
• When required by law or to protect our rights.
• In connection with a merger, acquisition or sale of our business.

5. Cookies

We use cookies to keep the site working and to understand how it is used. You can control cookies through your browser settings.

6. Data Retention and Security

We keep information for as long as needed for the purposes above and to meet legal requirements. We use reasonable safeguards to protect it, but no method of transmission or storage is completely secure.

7. Your Choices

You may ask to access, correct or delete your personal information, or to stop receiving marketing communications, by contacting us below.

8. Children

Our website is not directed to anyone under 18, and we do not knowingly collect their information.

9. Changes

We may update this policy. The effective date above shows when it was last changed.

10. Contact

Caldermont Advisors, [EMAIL]@caldermontadvisors.com, [PHONE].