Privacy Policy

Your privacy and confidentiality are central to how we operate. This page explains, in plain terms, how we handle the information you share.

Template for reference only — have your counsel review and finalize before publishing. Last updated: [date].

Information we collect

We collect information you voluntarily provide — such as your name, email, phone number, and details about your practice — when you submit a form, request a valuation, or contact us. We may also collect limited, non-identifying analytics data about how visitors use this website.

How we use it

We use your information solely to respond to your inquiry, provide the services you request, and communicate with you. We do not sell your information, and we treat all practice and transaction details as strictly confidential.

How we share it

We share your information only as needed to serve you — for example, with service providers who help us operate — and never with prospective buyers or third parties without your explicit consent. In a live engagement, your identity is disclosed to potential counterparties only with your authorization.

Data security

We take reasonable measures to protect the information you share. No method of transmission over the internet is completely secure, but we limit access to your information to those who need it to serve you.

Your choices

You may request that we update or delete your information, or opt out of communications, at any time by emailing advisors@grandroundpartners.com.

Contact

Questions about this policy? Reach us at advisors@grandroundpartners.com or (555) 123-4567.