Legal Centre
Our terms, privacy and confidentiality
Everything that governs how we handle your information, in language you can actually read. Each document says what it covers, in short, before the full text.
Core policies
Terms of Use
The terms that govern use of our website, valuation tools, portals, marketplace and data rooms.
Privacy Policy
What information we collect, why we collect it, who it is shared with, how long it is kept and how to make a privacy request.
Confidentiality & Information Handling
How we protect an owner's identity and figures, the disclosure levels we work through, and what confidential does and does not mean.
Portals & marketplace
Seller Portal Terms
The rules that apply when an owner uses the seller portal to share information with us.
Buyer Network Terms
The conditions of joining our buyer network and seeing information about opportunities.
Agent & Broker Portal Terms
How agents, brokers and firms submit deals to us and what happens to those submissions.
Marketplace Terms
What the marketplace shows, who can see what, and the limits of the information published there.
Confidentiality Agreement (Buyer NDA)
The standard confidentiality agreement a buyer signs before seeing information about a specific opportunity.
Seller Disclosure Authorization
How an owner authorises us to share information about their business, and at what level.
Tools & communications
Valuation Disclaimer
What our valuation estimate is, what it is not, and the limits you should keep in mind before relying on it.
Electronic Communications & Signatures
Your consent to do business with us electronically, and how to withdraw it.
Text Message Terms
When we text you, what those messages contain and how to stop them.
Marketing & Communication Preferences
The difference between service messages and marketing, and how to control what you receive.
Site & security
Cookie Policy
The cookie categories we use, what each one does and how to change your choices.
Accessibility Statement
Our approach to making the site usable for everyone, and how to tell us when it is not.
Security Practices
How we protect accounts, documents and deal information, and how to report a problem.
These documents are drafts prepared for review by qualified Wisconsin counsel. They are not legal advice, and they will be updated as that review completes.