Legal Centre
Confidentiality & Information Handling
Selling a business is sensitive. Our process is built around controlled disclosure — you decide what moves to the next level, and nothing is advertised because you asked us a question.
In short
- Your identity and your numbers are not shared because you contacted us.
- Information moves through defined levels, and each level needs the right approval.
- Confidential does not mean absolute secrecy — staff with a genuine need, advisers, service providers and the law can require access.
- Sending us information never creates an automatic marketplace listing.
- Buyer proof of funds and verification material is confidential too, and is never shown to other buyers.
What we treat as confidential
- The identity of a business submitted to us privately
- The owner's identity
- Financial statements and tax returns
- Sales, margins and fuel information
- Employee information
- Asking price and the owner's reasons for selling
- Property information that is not otherwise public
- Contracts and environmental information
- Uploaded documents and deal communications
- Buyer proof of funds and verification material
What confidential does not mean
We will not promise absolute secrecy, because that would not be true. Information may be disclosed:
- To our own people who have a genuine need to see it
- To professional advisers
- To service providers who support the platform
- Where you have authorised it
- Where the law requires it
- To protect rights or security
- During a transaction, where the disclosure has been approved
Information that is already public does not become confidential simply because a copy of it also sits in a deal file.
Disclosure levels
Level 0 — Internal
Your full submission, visible only to our team.
Level 1 — Anonymous opportunity
General region and category, with operating information redacted. No business name, no address.
Level 2 — Qualified review
Additional approved financial and operating information, released to a buyer who has been approved and has signed the relevant agreement.
Level 3 — Controlled data room
Approved diligence materials in a permissioned data room, with access logged and time-limited links.
Level 4 — Identified opportunity
Business identity and exact location, only once the required approvals are in place.
We control access technically at every level, and the authorisation requirements are built into the workflow rather than left to memory.
No automatic marketplace listing
Submitting information to us does not cause your business to be advertised or listed in our buyer marketplace. We evaluate the opportunity ourselves first, and anything beyond that needs your specific authorisation.
Buyer-side confidentiality
Buyer identity, entity details, financing information and proof-of-funds material are confidential. They are not visible to other marketplace users, and only our people and approved advisers with a legitimate need can access them.
Contact
Questions about how we handle confidential information can be sent to our contact page.
This document is a draft prepared for review by qualified Wisconsin counsel.