Privacy Policy

Effective date: January 1, 2025 — Last updated: January 1, 2025

Simply Business Valuation ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at www.simplybusinessvaluation.com and use our business valuation services.

1. Information We Collect

Personal Information

When you create an account, request a valuation, or contact us, we may collect the following personal information:

• Full name
• Email address
• Phone number
• Company or business name
• Account login credentials (email and encrypted password)

Business Documents

When you use our client portal to upload documents for valuation purposes, we collect and securely store the files you submit. These may include financial statements, tax returns, and other business records necessary for preparing your valuation report.

Usage Data

We automatically collect certain information when you visit our website, including:

• IP address
• Browser type and version
• Pages visited and time spent on those pages
• Referring website or source
• Device type and operating system

2. How We Use Your Information

Valuation Services

We use your personal information and uploaded business documents to prepare comprehensive business valuation reports. This is the primary purpose for which we collect your data.

Communication

We use your contact information to:

• Respond to your inquiries and provide customer support
• Send confirmation emails regarding document uploads and submissions
• Deliver your completed valuation report
• Notify you of important updates related to your account or our services

Service Improvement

We use usage data to understand how visitors interact with our website, improve our services, and optimize the user experience. This data is analyzed in aggregate and is not used to personally identify individual users.

3. Document Security

We take the security of your business documents seriously and employ the following measures:

• SSL Encryption: All data transmitted between your browser and our servers is encrypted using 256-bit SSL/TLS encryption.
• Secure Storage: Uploaded documents are stored in a secure directory outside of the publicly accessible web root, preventing unauthorized access.
• 30-Day Auto-Deletion: All uploaded documents are automatically and permanently deleted from our servers 30 days after upload. This minimizes long-term data retention and reduces risk.
• Access Controls: Only authorized personnel involved in preparing your valuation report have access to your uploaded documents.

4. Third-Party Sharing

We do not sell, trade, or rent your personal information to third parties.

We may share limited information with trusted service providers who assist us in operating our website, conducting our business, or serving you, so long as those parties agree to keep your information confidential. These service providers may include:

• Web hosting providers
• Email delivery services
• Payment processors

We may also disclose your information when required by law, to enforce our Terms of Service, or to protect our rights, property, or safety.

5. Cookies and Tracking

Our website may use cookies and similar tracking technologies to enhance your browsing experience. Cookies are small text files stored on your device that help us:

• Remember your preferences and login sessions
• Understand how you use our website
• Improve site performance and functionality

You can control cookie settings through your browser preferences. Disabling cookies may limit certain features of our website.

6. Your Rights

You have the following rights regarding your personal information:

• Access: You may request a copy of the personal information we hold about you.
• Correction: You may request that we correct any inaccurate or incomplete personal information.
• Deletion: You may request that we delete your personal information and account. Please note that uploaded documents are automatically deleted after 30 days regardless of any deletion request.

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

7. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately and we will take steps to delete that information.

8. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. When we make changes, we will update the "Last updated" date at the top of this page. We encourage you to review this page periodically for the latest information on our privacy practices.

9. Contact Information

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Simply Business Valuation
Email: james@simplybusinessvaluation.com