Privacy

Last updated: September 23, 2026

What we collect

If you submit a callback request, we collect the phone number you provide so we can return your call. If you email or call us, we collect the contact details and business information you choose to share.

How we use it

• To return your call or reply to your message
• To understand whether advisory work may fit your situation
• To maintain basic records of inquiries

Confidential conversations

Exploratory conversations about buying, selling, or valuing a service contracting business are treated as confidential. We do not sell contact lists or use your inquiry for unrelated marketing.

Sharing

We do not sell personal information. We may share details with professionals you authorize (such as your attorney or tax CPA) when needed for an engagement you request.

Retention

We keep inquiry records only as long as needed for follow-up and ordinary business records, then delete or archive them according to our internal practices.

Contact

Questions about privacy: [email protected] or (214) 207-3109. Mail: 2803 Julian St, Houston, TX 77009.