Privacy Policy

DealCoach, LLC, d/b/a DealCoach (“DealCoach,” “we,” “us”) values its customers and the privacy of their personal information. This Privacy Policy governs data collection and usage for dealcoach.com and the services it provides (“Services”). By using the Website and Services you accept the practices described here. Questions may be directed to info@dealcoach.com.

1. Information We Collect

Information you provide. We collect personally identifiable information you provide, including your name, address, phone number, and email address. If you purchase Services, we collect billing information processed by our payment provider. We collect the business and financial information you enter into the valuation questionnaire and any information you provide when you contact us.

Information collected automatically. Information about your device and software may be collected automatically, including IP address, browser type, domain names, access times, referring website addresses, clickstream patterns, and pages viewed. This is used to operate and maintain the Service and to produce general usage statistics.

QuickBooks data. If you connect QuickBooks Online, we access your profit and loss statements, balance sheets, and customer sales reports solely to generate your valuation (see Section 13).

2. How We Use Your Information

We use the information we collect to:

• provide, maintain, and improve the valuation and advisory Services;
• process transactions and deliver the reports you request;
• send technical notices, security alerts, and support messages;
• respond to your comments, questions, and requests;
• send marketing communications where you have opted in or as permitted by law;
• monitor and analyze trends and usage; and
• comply with legal obligations and enforce our Terms.

3. Confidentiality of Business Information

Business and financial data you submit is treated as strictly confidential. We do not sell, rent, or lease customer lists. We do not share, sell, or disclose your business financials to third parties without your consent, except as required by law or as described in Section 4.

4. How We Share Information

We may share information with trusted service providers who help us operate the Service (for example, cloud hosting, payment processing, email delivery, and analytics). These providers are contractually limited to using your information only to provide services to us and must keep it confidential. We may disclose information if required by law or to protect our rights, your safety, or the public. In a merger, acquisition, or sale of substantially all assets, personal information may be part of the transaction, and we will notify you as described in the Terms of Service.

5. Cookies and Tracking Technologies

We use cookies and similar technologies for essential site functionality and, with your consent, for analytics. Non-essential analytics and advertising storage is set to denied by default and is only enabled after you choose “Accept” in the cookie banner (Google Consent Mode v2). You can decline, and you can change your choice later by clearing the dc_consent cookie in your browser. Your browser can also be set to refuse cookies or alert you when one is sent; some features may not function without essential cookies.

6. Analytics

We use Google Analytics through Google Tag Manager to understand site traffic. These tags do not load analytics or advertising cookies until you consent. Google may process this data as described in Google's privacy policy.

7. Data Security

We use appropriate technical and organizational measures to protect personal information, including encryption in transit. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security. We are not responsible for disclosures resulting from transmission errors or unauthorized third-party access beyond our reasonable control.

8. Data Retention

We retain personal information for as long as your account is active or as needed to provide the Services and to meet legal, tax, or accounting requirements. You may request deletion of your account and associated data as described in Section 9.

9. Your Privacy Rights and Choices

Subject to applicable law, you may request to access, correct, update, or delete the personal information we hold about you, and you may opt out of marketing at any time via the unsubscribe link or by contacting us. To make a request, email info@dealcoach.com. We will verify your identity before acting on a request and will respond within the time required by applicable law.

9.1 California Residents (CCPA/CPRA)

California residents have the right to know the categories and specific pieces of personal information we collect, the right to delete personal information, the right to correct inaccurate personal information, and the right to opt out of the “sale” or “sharing” of personal information. We do not sell your personal information for money. We will not discriminate against you for exercising these rights. You may use an authorized agent to submit a request. To exercise these rights, email info@dealcoach.com with the subject “California Privacy Request,” or to opt out of sharing for cross-context behavioral advertising, decline analytics in the cookie banner.

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

If you are in the EEA or UK, our legal bases for processing are: performance of a contract (providing the Services), your consent (for example, marketing and non-essential cookies), our legitimate interests (securing and improving the Services), and compliance with legal obligations. You have the right to access, rectify, erase, restrict, or object to processing, the right to data portability, and the right to withdraw consent at any time. You also have the right to lodge a complaint with your local supervisory authority. Personal information is processed in the United States; we rely on appropriate safeguards for international transfers. To exercise these rights, email info@dealcoach.com.

9.3 Right to Deletion

You may request that we delete the personal information we have collected about you. Email info@dealcoach.com with the subject “Delete My Data.” We will delete the information unless we are required or permitted by law to retain it (for example, to complete a transaction, comply with a legal obligation, or for legitimate internal record-keeping).

10. Do Not Sell or Share My Personal Information

DealCoach does not sell personal information for monetary consideration. To the extent any analytics or advertising activity is considered “sharing” or a “sale” under applicable law, you can opt out by selecting “Decline” in the cookie banner or by emailing info@dealcoach.com.

11. Children Under 13

DealCoach does not knowingly collect personal information from children under 13. If you are under 13, do not use this website. If you believe a child has provided us personal information, contact info@dealcoach.com and we will delete it.

12. Text Messaging

If you provide your phone number and consent to text messages, we may send marketing and customer-service messages. Message and data rates may apply. Reply STOP to opt out at any time, or HELP for help.

13. QuickBooks Integration

If you connect your QuickBooks Online account, we access your financial data (profit and loss statements, balance sheets, and customer sales reports) solely to generate your valuation. We do not store your QuickBooks credentials. OAuth access tokens are stored securely and used only to retrieve the reports needed for your engagement. You may disconnect QuickBooks at any time from the Import page of your engagement, which immediately revokes our access. We do not sell, share, or use your QuickBooks data for any purpose other than providing the Services you requested.

14. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the updated policy on this page and revise the Effective Date above. Your continued use of the Service after changes constitutes acceptance of the revised policy.

15. Contact Us

Questions or requests regarding this Privacy Policy:

Email: info@dealcoach.com (or info@dealcoach.com)
Phone: (888) 326-2241
Mail: DealCoach, LLC, 200 S Washington St., Suite 401, Green Bay, WI 54301