Privacy Policy

This Privacy Policy applies to trustmarkmergers.com, carolinaadvisory.com, and mybusiness-value.com (collectively, "our Sites"), all operated by Trustmark Mergers & Acquisitions / Carolina Business Advisory Services.

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1. Who We Are

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Trustmark Mergers & Acquisitions / Carolina Business Advisory Services ("Trustmark," "we," "us," or "our") is a business brokerage and M&A advisory firm headquartered in Charlotte, North Carolina. We help business owners sell their companies through a confidential, professionally managed process.

Phone: 704-907-9503 Email: markh@trustmarkmergers.com Website: trustmarkmergers.com

 

2. Information We Collect

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Information You Provide Directly

We collect information you voluntarily submit through our websites, including:

• Name, email address, and phone number submitted through contact forms or the business valuation calculator at mybusiness-value.com

• Business details you enter into the valuation tool, including industry, revenue, earnings, and operational information

• Messages or inquiries you send through our contact pages

• Your email address if you subscribe to our newsletter

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Information Collected Automatically

When you visit our Sites, we may automatically collect technical information including your IP address, browser type, pages visited, time spent on each page, referring website, device type, and QR code scan data indicating which campaign directed you to our Sites. This information is collected using cookies and analytics tools including Google Analytics.

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3. How We Use Your Information

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We use the information we collect to respond to your inquiries and consultation requests, deliver your business valuation results, follow up with you regarding our brokerage and advisory services, send our newsletter if you have opted in, improve our websites and marketing effectiveness, and comply with legal obligations applicable to business brokerage.

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We will not use your information for any purpose materially different from those listed above without first obtaining your consent.

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4. How We Share Your Information

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We do not sell your personal information. We do not share your information with third parties for their own marketing purposes. We may share information only in these limited circumstances:

• Service Providers: We use tools including Wix (website hosting) and Google Analytics (traffic analysis) to operate our Sites. These providers process data only as necessary to provide their services to us.

• Legal Requirements: We may disclose information if required by law, court order, or government authority.

• Professional Referrals: With your explicit consent, we may share your information with trusted professionals such as attorneys, CPAs, or lenders as part of facilitating a business transaction you have engaged us to assist with.

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5. Valuation Calculator Data

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Information entered into the free business valuation tool at mybusiness-value.com is used solely to generate your valuation result and to follow up with you about our services. Business-specific financial data you enter is treated with the same strict confidentiality as any information we handle professionally. We do not sell, publish, or share this data.

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6. Cookies

Our Sites use cookies to enhance your experience and collect analytics data. You can control cookies through your browser settings. Disabling cookies may affect the functionality of some areas of our Sites. Our Sites are hosted on Wix, which may set its own functional cookies — see wix.com/about/privacy for details. You can opt out of Google Analytics at tools.google.com/dlpage/gaoptout.

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7. Data Retention

We retain contact and valuation calculator submissions for a minimum of 24 months to allow for appropriate follow-up within the typical business sale timeline. Newsletter subscriber information is retained until you unsubscribe. Information related to completed transactions may be retained for up to 7 years to comply with professional recordkeeping obligations.

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8. Your Rights and Choices

You may request access to, correction of, or deletion of your personal information at any time. You may unsubscribe from our newsletter using the unsubscribe link in any email or by contacting us directly. To exercise any of these rights, contact us at markh@trustmarkmergers.com or 704-907-9503. We will respond within 30 days.

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California Residents: Under the CCPA, you have the right to know what personal information we collect, request its deletion, and opt out of its sale. We do not sell personal information. To submit a CCPA request, email markh@trustmarkmergers.com with the subject line "CCPA Request."

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9. Security

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All data transmitted to and from our Sites uses SSL/TLS encryption (HTTPS). Access to contact and valuation data is limited to authorized personnel. No method of internet transmission is 100% secure, but we implement commercially reasonable safeguards to protect your information.

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10. Children's Privacy

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Our Sites are intended for adults who own or operate businesses. We do not knowingly collect personal information from individuals under the age of 18. If you believe a minor has submitted information to us, please contact us immediately.

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11. Changes to This Policy

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We may update this Privacy Policy periodically. When we make material changes, we will update the Effective Date above and post a notice on our Sites.

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12. Contact Us

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Trustmark Mergers & Acquisitions / Carolina Business Advisory Services Attn: Mark Herrmann Charlotte, North Carolina Phone: 704-907-9503 Email: markh@trustmarkmergers.com

 

This Privacy Policy is intended as a good-faith effort to be transparent about our data practices. It does not constitute legal advice.