Privacy Policy

DealCoach, LLC, doing business as DealCoach (“DealCoach,” “we,” “us,” or “our”), provides business valuation, business-readiness, transaction-planning, broker-referral, buyer, document-management, and related advisory services.

This Privacy Policy explains the types of information we collect, how we use and disclose it, how long we retain it, and the choices available to you. It applies to dealcoach.com, DealCoach accounts, questionnaires, assessments, connected accounting features, document portals, buyer portals, DealCoach Connect, and other services that link to this Policy collectively referred to as the “Services.”

This Policy does not govern the independent privacy practices of buyers, business brokers, lenders, attorneys, accountants, advisers, or other third parties after information has been provided to them as described below.

1. Information We Collect

The information we collect depends on how you interact with DealCoach and which Services you use.

Account and Contact Information

We may collect your name, email address, phone number, business or mailing address, company name, company website, job title, account information, and communication preferences.

Business, Financial, and Transaction Information

We may collect information concerning a business, its owners, and a possible transaction. This may include:

• Company history, ownership, structure, industry, and location
• Products, services, customers, suppliers, employees, and management
• Revenue, expenses, assets, liabilities, cash flow, and profitability
• Financial statements, tax records, payroll information, and supporting schedules
• Customer sales, customer concentration, and accounts receivable or payable information
• Owner compensation, financial adjustments, SDE, EBITDA, and valuation inputs
• Real estate, equipment, inventory, debt, contracts, licenses, and legal matters
• Sale objectives, timing, transition plans, buyer preferences, and financing preferences
• Buyer interest, acquisition criteria, funding information, nondisclosure agreements, offers, and diligence information

Business records submitted to DealCoach may contain information about owners, employees, customers, suppliers, buyers, advisers, and other people associated with the business or transaction.

Documents and Other Content

We may collect documents, files, questionnaire responses, messages, notes, and other content you upload, submit, connect, send, or create through the Services.

These materials may include financial statements, accounting reports, tax returns, payroll records, customer or supplier reports, proof-of-funds documents, contracts, legal documents, spreadsheets, PDFs, images, and other supporting information.

We may also collect information about those materials, such as file names, file types, upload dates, document classifications, extracted information, and access or download records.

Uploaded documents may contain sensitive personal, financial, tax, employment, legal, or other third-party information. Please provide only information reasonably necessary for the Services and only information you are authorized to provide. Where practical, remove or redact unnecessary Social Security numbers, complete bank and routing numbers, account credentials, payment-card information, medical details, and unrelated personal information.

Assessments and Personal-Transition Information

Our questionnaires and assessments may collect information about business readiness, succession and transition objectives, sale timing, owner involvement, management dependence, burnout, stress, health-related events, family or partnership matters, and other business-owner goals or concerns.

These responses may be connected to your name, contact information, company, account, assessment result, engagement, or report.

Buyer and Referral Information

When you participate in a buyer process or request an introduction to a business broker or adviser, we may collect contact information, acquisition criteria, experience, target industries, geographic preferences, available capital, financing information, proof-of-funds documents, DealCoach Connect submissions, data-room activity, questions, messages, and meeting information.

Payment Information

Payments are processed through a third-party payment provider.

DealCoach may receive transaction identifiers, product and price information, payment status, subscription information, refund information, and invoice information. DealCoach does not receive complete payment-card numbers or security codes through its hosted checkout process.

Technical and Usage Information

When you use our website or Services, we and our providers may collect information such as your IP address, browser and device information, operating system, referring website, pages viewed, date and time of access, cookie or local-storage identifiers, website activity, login and security events, and error or performance information.

Information We Create or Infer

DealCoach may create or infer information from the materials provided to us, including normalized financial statements, account mappings, financial classifications, SDE and EBITDA calculations, financial adjustments, valuation indications, readiness scores, reports, workbooks, summaries, narratives, recommendations, and other analytical outputs.

2. Sources of Information

We may collect information:

• Directly from you
• From another person authorized to act for your company or participate in a transaction
• From QuickBooks or another service you authorize
• From buyers, sellers, business brokers, advisers, lenders, and other transaction participants
• From public business websites, government records, and other public sources
• From licensed industry, market, compensation, financial, and transaction-data providers
• Automatically through your use of the Services
• From providers that support our operations

When another person submits information about you or your business, we may rely on that person’s representation that they are authorized to provide it.

3. How We Use Information

We may use information to:

• Create and administer accounts
• Provide valuation, readiness, transaction-planning, referral, and advisory Services
• Import, extract, classify, organize, normalize, and analyze business and financial information
• Calculate SDE, EBITDA, financial adjustments, scores, and valuation indications
• Prepare reports, workbooks, business summaries, marketing materials, and transaction documents
• Operate seller, buyer, document, and data-room portals
• Process payments, subscriptions, and refunds
• Respond to questions, requests, and support matters
• Facilitate requested introductions and transaction activities
• Communicate about an account, engagement, report, referral, or transaction
• Send marketing communications where permitted
• Improve our valuation methods, account-classification rules, internal reference tools, and Services
• Detect errors, fraud, misuse, unauthorized access, and security threats
• Maintain quality-control, audit, tax, accounting, and business records
• Comply with legal and contractual obligations
• Establish, exercise, or defend legal claims
• Enforce our Terms of Use and other agreements

4. Artificial Intelligence and Automated Processing

DealCoach uses software, automated systems, and artificial intelligence tools to assist with certain parts of the Services.

These tools may help us read and extract information from documents; classify financial statements and accounts; map accounts to valuation categories; organize and normalize financial information; identify inconsistencies and follow-up questions; research industry, market, and compensation information; and draft, summarize, proofread, or format reports and other materials.

Depending on the feature, third-party AI providers we use may process uploaded files, extracted document text, financial figures, account descriptions, questionnaire responses, company information, notes, and draft materials. Some artificial-intelligence processing may instead be performed using models operated within DealCoach-controlled infrastructure, in which case the information processed is not disclosed to a third-party AI provider for that feature.

AI-assisted outputs may be incorporated into financial workpapers, account mappings, classifications, reports, narratives, recommendations, and other engagement records.

AI does not independently establish a guaranteed transaction price or outcome. DealCoach combines software, financial analysis, valuation methodologies, professional judgment, and human review when preparing many valuation conclusions and customer deliverables. Human review varies by Service; certain assessment results and other outputs may be generated or delivered automatically.

5. QuickBooks and Connected Services

You may authorize DealCoach to connect to QuickBooks Online. DealCoach does not receive your QuickBooks password.

Depending on the Services you use, DealCoach may import financial and accounting reports, including profit and loss statements, balance sheets, customer sales reports, accounts receivable or payable aging information, and customer, supplier, invoice, or bill details contained in those reports.

We may store connection identifiers and authorization tokens, imported reports, normalized financial information, customer-sales information, aging information, and information derived from those records.

We use connected accounting information to provide financial review, valuation, reporting, transaction-planning, and related Services.

Disconnecting an accounting service and deleting previously imported information are separate actions. Disconnecting does not automatically delete information already imported or reports, workpapers, mappings, or other outputs already created. Processing already underway may be completed.

You may revoke DealCoach’s authorization through the connected service’s account settings. Where a DealCoach disconnect control is available, you may use it, or you may contact DealCoach regarding disconnection and deletion of eligible imported information.

6. How We Disclose Information

DealCoach treats business and financial information as confidential. We do not sell customer lists or personal information for monetary consideration.

We may disclose information in the following circumstances.

Service Providers

We use providers that support hosting, file storage, databases, payments, connected accounting, email, customer relationship management, analytics, security, error monitoring, document processing, artificial intelligence, electronic signature, and other business operations.

These providers may process information as needed to perform services for DealCoach.

Categories of Service Providers and the Information Involved

Depending on the Services you use and the integrations and configuration then in effect, DealCoach uses third-party providers in the following categories:

• Cloud hosting, database, and file-storage providers, which store application data, uploaded documents, accounting-report backups, data-room and nondisclosure-agreement materials, and generated workbooks and reports, and which support time-limited download links.
• Payment processing providers, for hosted checkout, subscriptions, discounts, and refunds. DealCoach may send information such as an email address, selected Service, price, discount, and engagement reference, and may receive transaction identifiers and payment, subscription, and refund status. DealCoach does not receive complete payment-card numbers or security codes through the hosted checkout flow used in the Services.
• Connected accounting services you authorize, for authentication and the import of accounting reports and related information. DealCoach may receive and store connection identifiers and authorization tokens, imported accounting reports, and information derived from those reports. DealCoach does not receive your accounting-service password.
• Email delivery providers, for transactional and administrative email. These providers may process recipient and sender addresses, reply-to addresses, message subjects and contents, and delivery information.
• Customer-relationship-management and website-analytics providers, which may process information such as an email address, user identifier, role, form submission, company information, and website activity. The technologies used for website measurement and the choices available to you are described in the Cookies and Similar Technologies section below.
• Artificial-intelligence providers, for document extraction, account mapping, financial analysis, research assistance, drafting, summarization, classification, or proofreading. Depending on the feature, these providers may process uploaded files, extracted text, financial figures, account descriptions, company or questionnaire information, notes, prompts, and draft materials.
• Security, abuse-prevention, and error-monitoring providers, which may process an IP address, verification tokens submitted through public forms, application error and performance information, and application-supplied identifiers associated with an error.
• Electronic-signature providers, which may process signature status and related transaction information.

The information described above may be disclosed to or processed by providers in each category as relevant to the function they provide. We do not identify individual providers by name in this section, and the categories above are not the only recipients of information. This description does not cover every independent recipient to whom a user may direct DealCoach to disclose information, such as buyers, sellers, brokers, lenders, attorneys, accountants, or other transaction participants.

Buyers, Sellers, Brokers, and Advisers

We may disclose information to buyers, sellers, investors, lenders, attorneys, accountants, business brokers, advisers, and other transaction participants when:

• You direct or authorize the disclosure
• An authorized DealCoach user shares or publishes information through the Services
• The disclosure is part of a data room, buyer process, diligence process, referral, or other requested transaction service
• The disclosure is otherwise explained when the information is collected

Information you choose to publish or share through a buyer portal, data room, discussion area, or transaction process may be available to the authorized participants in that process.

Recipients may download or independently retain information provided through DealCoach. Once information has been downloaded or separately transmitted, it may be outside DealCoach’s technical control.

DealCoach Connect and Partner Services

When you submit a DealCoach Connect request, you authorize DealCoach to use the information provided to evaluate your request and facilitate an introduction to one or more selected business brokers or advisers.

A receiving broker or adviser may operate independently and process your information under its own privacy practices.

When you use an assessment, questionnaire, referral service, or other Service offered with or branded for a DealCoach partner, information may be made available to the partner identified at or before collection.

Legal and Business Disclosures

We may disclose information when reasonably necessary to:

• Comply with law, legal process, or a valid government request
• Protect the rights, property, or security of DealCoach, our customers, or others
• Investigate fraud, misuse, or security incidents
• Enforce our agreements
• Establish, exercise, or defend legal claims

Information may also be disclosed as part of a merger, acquisition, financing, reorganization, sale of assets, bankruptcy, or similar business transaction.

7. Cookies and Similar Technologies

DealCoach uses cookies, local storage, and similar technologies for authentication, security, preferences, connected services, website functionality, analytics, customer communications, and embedded content.

Google Analytics and Google Tag Manager

When a Google Tag Manager container is configured, DealCoach loads Google Tag Manager site-wide. If Google Analytics 4 is enabled in that container, DealCoach uses it to understand website traffic and use of the Services. The container may also support other tags configured outside the application code.

When the Google Tag Manager integration is enabled, DealCoach uses Google Consent Mode for certain Google analytics and advertising-related consent settings. Before Google Tag Manager loads, those storage settings default to denied unless the DealCoach consent cookie records a prior choice to accept. Selecting Accept updates those Google consent settings to granted. Selecting Decline keeps those settings denied. Google Tag Manager itself may still load while those storage settings are denied.

When enabled, HubSpot tracking is loaded separately from Google Tag Manager and is not controlled by the DealCoach Google consent setting. HubSpot may use its own cookies or similar technologies and may associate website activity with an email address, user identifier, role, form submission, or customer-relationship-management record.

Where required by applicable law, we request consent before using certain nonessential technologies. You may manage the available Google choice through our cookie banner and your browser settings. To display the banner again, you may clear the DealCoach consent cookie in your browser.

Essential technologies may continue to operate because they are needed to provide the website and Services. Some features may not work properly if essential technologies are blocked.

8. Data Retention

DealCoach retains information for as long as reasonably necessary to:

• Provide and document the Services
• Maintain valuation, advisory, and transaction records
• Meet legal, tax, accounting, and contractual obligations
• Resolve disputes and enforce agreements
• Prevent fraud and protect security
• Maintain consent, unsubscribe, and suppression records

Retention periods depend on the type and sensitivity of the information, the status of the engagement, whether a transaction occurred, and applicable legal or contractual requirements.

When information is no longer reasonably required, DealCoach may delete it, deidentify it, or restrict its use.

Deleting an account, deleting a document, disconnecting an accounting service, revoking access to a report, and withdrawing a referral are separate actions and may have different effects.

Information may remain in backups, security records, provider systems, email records, or recovery systems for the retention periods that apply to those systems. Information already provided to an independent buyer, broker, adviser, or other recipient may not be removable by DealCoach.

9. Your Privacy Rights and Choices

Depending on applicable law, you may request access to, correction of, or deletion of personal information DealCoach maintains about you. You may also withdraw from marketing communications and exercise other rights available under applicable law.

To submit a privacy request, email info@dealcoach.com with the subject Privacy Request.

We may request information reasonably necessary to verify your identity and authority to make the request.

We may deny or limit a request where permitted by law, including where retention is necessary to complete or document a transaction, maintain legally or contractually required records, protect security, comply with law, or establish or defend legal claims.

California Residents (CCPA/CPRA)

If the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the “CCPA”), applies to DealCoach’s processing of your personal information, you may have the right, subject to applicable exceptions, to request that we:

• Disclose the categories and specific pieces of personal information we collected about you.
• Disclose the categories of sources, purposes for collection or use, and categories of third parties to whom personal information was disclosed.
• Correct inaccurate personal information.
• Delete personal information.
• Opt out of the sale or sharing of personal information.
• Limit certain uses or disclosures of sensitive personal information, where that right applies.

You also have the right not to receive discriminatory treatment for exercising applicable privacy rights.

To submit a request, email info@dealcoach.com with the subject California Privacy Request. You may use an authorized agent. We may take steps permitted by law to verify your identity, the agent’s authority, and the request.

DealCoach does not sell customer lists or personal information for monetary consideration.

European Economic Area and United Kingdom (GDPR / UK GDPR)

Where the GDPR or UK GDPR applies, DealCoach processes personal data when it has an applicable legal basis. Depending on the purpose, the legal basis may include performance of a contract, consent, DealCoach’s legitimate interests, or compliance with a legal obligation.

Subject to applicable conditions and exceptions, you may have the right to request access to, correction of, or erasure of your personal data; restriction of or objection to processing; and portability of personal data you provided.

Where processing relies on consent, you may withdraw consent at any time without affecting processing completed before withdrawal.

You may also lodge a complaint with the supervisory authority in the country where you live or work or where you believe a violation occurred.

DealCoach is based in the United States, and personal data may be transferred to and processed in the United States and other countries. Applicable transfer safeguards depend on the location, recipient, and circumstances of the transfer.

Marketing Communications

You may unsubscribe from marketing emails through the unsubscribe link in the message or by contacting us.

Text Messages

Where you separately consent, DealCoach may send customer-service or marketing text messages. You may withdraw consent by replying STOP or by contacting us. Consent to marketing text messages is not a condition of purchasing a Service.

Connected Services and Referrals

Where a DealCoach disconnect control is available, you may use it, or you may revoke access through the connected provider’s account settings or contact DealCoach.

You may request withdrawal of a DealCoach Connect submission before an introduction is made by contacting DealCoach.

10. Data Security

DealCoach uses reasonable administrative, technical, and physical safeguards designed to protect information against unauthorized access, use, alteration, disclosure, or destruction.

No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

11. Children

DealCoach is a business service and is not directed to children under 13. We do not knowingly collect personal information from children under 13.

12. International Processing

DealCoach is based in the United States. Information may be processed in the United States and in other locations where DealCoach or its providers operate.

If applicable law provides you with additional privacy rights, you may submit a request using the contact information below.

13. Changes to This Policy

We may update this Privacy Policy as our Services, providers, and legal obligations change.

We will post the revised Policy and update the Effective Date. Where required by law, we will provide additional notice or request consent before using previously collected information for a materially different purpose.

14. Contact Us

Questions or requests concerning this Privacy Policy may be directed to:

Email: info@dealcoach.com
Phone: (888) 326-2241