Privacy
Privacy Policy
This draft policy should be reviewed by counsel before publication.
Information We Collect
When you submit a form, valuation tool request, consultation request, or similar inquiry, we may collect your name, email address, phone number, firm website, business information, and any details you choose to provide.
How We Use Information
We use submitted information to respond to inquiries, prepare preliminary valuation or transition analysis, schedule confidential conversations, improve our services, and maintain appropriate business records.
Confidentiality
We understand that accounting firm mergers, acquisitions, and succession conversations are sensitive. We do not intend to sell personal information. Confidential transaction information should be shared only through approved secure channels after direct engagement.
Website Tools
Any valuation range generated through the website is preliminary, educational, and based on user-provided inputs. It is not an appraisal, fairness opinion, offer, or formal valuation.
Analytics and Tracking
The site may use analytics and conversion tracking to understand form submissions, valuation tool usage, and website performance. Final tracking tools should be configured before launch and disclosed here.
Contact
Questions about this policy may be directed to rob@rwmcompany.com.