Effective 2026. Apex Associates Business Brokerage respects your privacy and is committed to protecting your personal information. This policy describes what we collect, how we use it, and your rights.
When you submit a form on apexabb.com, contact us by phone or email, or engage Apex for services, we may collect: name, email address, phone number, company name, business industry, financial information (such as revenue ranges), transaction preferences, and communication history. We collect only what is necessary to provide the services you request and to communicate with you appropriately.
Information collected is used to: respond to your inquiries, provide business brokerage and advisory services, coordinate confidential transactions, communicate about the services you have requested, comply with legal obligations, and improve our service delivery. Your information is never sold to third parties.
Confidentiality is a core service of Apex Associates. Client information, transaction details, and business identifying data are subject to strict confidentiality protocols throughout every engagement. Information is shared with third parties (such as potential buyers, lenders, or attorneys) only with your written consent and only as necessary to complete the transaction you have authorized.
Apex uses reputable third-party service providers to operate its website and business systems, including GoHighLevel (CRM and communication platform) and Google Analytics (website analytics). These providers are contractually bound to protect your information in accordance with their own privacy policies. We do not authorize any third party to use your information for their own marketing purposes.
By providing your contact information, you consent to receive communications from Apex related to your inquiry or engagement. Message and data rates may apply for SMS. You may opt out of SMS at any time by replying STOP. You may unsubscribe from email at any time by clicking the unsubscribe link in any Apex email. Apex does not share phone numbers with third parties for marketing purposes.
You have the right to: access the personal information Apex holds about you, request corrections to inaccurate information, request deletion of your information (subject to legal and contractual retention requirements), and opt out of marketing communications. California residents have additional rights under the CCPA. To exercise these rights, contact advisor@apexabb.com.
Apex retains client information for the duration of active engagements plus a reasonable period thereafter for legal, contractual, and business continuity purposes. Information from inquiries that do not result in engagement is retained for a shorter period unless you request earlier deletion.
Apex implements reasonable technical and organizational measures to protect your information from unauthorized access, disclosure, alteration, or destruction. No electronic system is completely secure, but Apex maintains security practices commensurate with the sensitivity of the information handled.
Questions about this privacy policy or how Apex handles your information? Contact advisor@apexabb.com or call 833-XFERBIZ. Written correspondence: Apex Associates Business Brokerage, 30 N Gould St Ste R, Sheridan, WY 82801.