Privacy Policy

1. Introduction

OwnerWell operates the website ownerwell.com (the “Site”). We are a mergers and acquisitions advisory firm dedicated to helping business owners navigate the sale of their businesses and other strategic transactions.

This Privacy Policy explains how we collect, use, disclose, and protect information about businesses, business owners, and their representatives (“you” or “your”) who visit, submit information through, or otherwise interact with our Site.

By using our Site, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with its terms, please discontinue use of the Site.

2. Information We Collect

2.1 Information You Provide Directly

When you contact us, request a consultation, request a business valuation, download materials, submit a form, or otherwise engage with our Site, we may collect information including:

• Your name
• Business name and type of organization
• Job title or role
• Email address
• Phone number
• Business location
• Information about your business, including revenue, industry, ownership, or other information you voluntarily provide
• Information included in messages, inquiries, forms, or other communications you submit to us

You are not required to provide information to us, but certain information may be necessary for us to respond to your inquiry or provide requested services.

2.2 Information Collected Automatically

When you visit our Site, we may automatically collect certain technical and usage information, including:

• IP address and general geographic location
• Browser type and version
• Pages visited and time spent on the Site
• Referring website, advertisement, or source
• Device type and operating system
• Interactions with forms, advertisements, or other Site features

This information may be collected through web server logs, cookies, pixels, analytics tools, and similar tracking technologies.

3. How We Use Your Information

We may use the information we collect for purposes including:

• Responding to your inquiries and providing requested information about our M&A advisory services
• Evaluating whether OwnerWell’s services may be appropriate for you or your business
• Providing business valuation, transaction, or strategic advisory information
• Scheduling and conducting consultations, calls, or meetings
• Providing requested reports, guides, market information, or other materials
• Following up regarding your inquiry or interest in our services
• Sending relevant updates, newsletters, marketing communications, or information about our services, subject to applicable law
• Improving the functionality, content, marketing, and user experience of our Site
• Measuring the effectiveness of our advertising and marketing efforts
• Complying with applicable legal and regulatory obligations
• Protecting the security and integrity of our Site and business operations

4. How We Share Your Information

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

We may disclose information in limited circumstances, including:

Service Providers: We may share information with trusted third-party vendors that assist us with our business operations, such as website hosting providers, CRM systems, email platforms, analytics providers, advertising platforms, scheduling tools, and other technology providers. These providers may access information only as necessary to perform services on our behalf.

Professional Advisors: We may disclose information to attorneys, accountants, consultants, financial professionals, or other advisors engaged in connection with our business operations, subject to applicable confidentiality obligations.

Transaction-Related Parties: If you engage OwnerWell for advisory services, information may be shared with potential transaction participants or other parties as authorized by you or as reasonably necessary to provide our services. Any such sharing may also be governed by separate engagement agreements, confidentiality agreements, or other contractual arrangements.

Legal Requirements: We may disclose information when required by law, regulation, subpoena, court order, governmental authority, or other legal process, or when reasonably necessary to protect our rights, property, business, users, or others.

Business Transfers: If OwnerWell is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, information may be transferred as part of that transaction.

5. Cookies and Tracking Technologies

Our Site may use cookies, pixels, analytics technologies, and similar tools to enhance your browsing experience, understand how visitors interact with our Site, measure advertising performance, and improve our marketing efforts.

These technologies may collect information about your browser, device, activity on our Site, referring source, and interactions with our advertisements or content.

We may use third-party analytics and advertising services, including services provided by companies such as Google and Meta. These providers may use cookies, pixels, or similar technologies to collect information regarding your interaction with our Site and advertisements.

You may configure your browser to refuse certain cookies or alert you when cookies are being sent. Some Site functionality may be affected if cookies are disabled.

6. Data Retention

We retain information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, communicate with prospective or current clients, maintain appropriate business records, resolve disputes, enforce agreements, and comply with applicable legal and regulatory requirements.

When information is no longer reasonably necessary for these purposes, we may delete, anonymize, or otherwise securely dispose of it.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, alteration, misuse, or destruction.

However, no method of transmitting information over the internet or storing information electronically is completely secure. Accordingly, while we take reasonable steps to protect your information, we cannot guarantee its absolute security.

8. Your Rights and Choices

Depending on your jurisdiction and applicable law, you may have certain rights regarding your personal information, including:

• The right to request access to certain personal information we maintain about you
• The right to request correction of inaccurate information
• The right to request deletion of certain information
• The right to request information regarding how certain personal information is used or disclosed
• The right to opt out of marketing communications

You may unsubscribe from marketing emails by following the unsubscribe instructions contained in those communications or by contacting us directly.

To exercise an applicable privacy right, please contact us using the information provided in the “Contact Us” section below. We may need to verify your identity before processing certain requests.

9. Third-Party Links

Our Site may contain links to websites or services operated by third parties. OwnerWell is not responsible for the privacy practices, security, or content of third-party websites or services.

We encourage you to review the privacy policies of any third-party websites you visit.

10. Children’s Privacy

Our Site and services are intended for business owners, executives, professionals, and other adults. They are not directed toward children.

We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have inadvertently collected such information, we will take reasonable steps to delete it.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to our practices, technologies, services, legal requirements, or other factors.

Any updated Privacy Policy will be posted on this Site with a revised effective date. We encourage you to review this Privacy Policy periodically for updates.

12. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or OwnerWell’s privacy practices, please contact us at:

OwnerWell
Website: ownerwell.com
Email: advisor@ownerwell.com

Address:
30 N Gould St Ste N
Sheridan, WY 82801