Privacy Policy

Effective Date: 01/01/2024

Last Updated: 10/15/2025

SeaRidge Advisory Inc. (“SeaRidge Advisory,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy describes how we collect, use, and share information when you visit or interact with any of our websites, brands, or online services (collectively, the “Services”), including:

- SeaRidge Advisory — Business brokerage and M&A for the lower to middle market

- The Precision Firm — Manufacturing, engineering, and distribution brokerage

- The Alignment Firm — Industrial and professional service business brokerage

- Home Care Business Broker — Home health and healthcare business brokerage

- TAF Advisory — Tax, accounting, and finance advisory

By using our Services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect both personal information and non-personal information when you visit or use our Services.

·       a. Information You Provide

When you fill out a form, request information, book a consultation, download content, or contact us directly, we may collect: Name, email address, phone number, business name, title, and message content or files you upload. We may also collect data through partner services such as Mailchimp, HubSpot, or Zapier if you opt in to receive updates or resources.

·       b. Information Collected Automatically

We automatically collect IP address, browser type, operating system, pages viewed, referring/exit pages, timestamps, and click behavior across our sites. This helps improve functionality and ensure security.

·       c. Cookies and Tracking Technologies

We and our service providers (Squarespace, Google Analytics, Adobe Fonts) use cookies and similar technologies. You can adjust cookie preferences via browser settings or our cookie banner.

2. How We Use Your Information

We use information to operate our websites, respond to inquiries, schedule consultations, send marketing communications, improve user experience, detect or prevent fraud, and comply with legal obligations.

3. How We Share Information

We share limited information with trusted third parties who help operate our Services, including Squarespace, Google Analytics, Mailchimp, HubSpot, Zapier, Adobe Fonts, and Google Fonts. We may also share information to comply with laws or protect our rights. We do not sell or rent personal data.

4. Data Retention

We retain personal information as long as needed to fulfill its purpose or as required by law. You may request deletion of your data at any time by contacting info@searidgeadvisory.com.

5. Your Rights and Choices

Depending on your jurisdiction, you may access, correct, or delete your data, withdraw consent, or request a copy. Contact info@searidgeadvisory.com to exercise your rights.

Opt-out resources:

Google Ads: https://www.google.com/settings/ads/anonymous

Facebook Ads: https://www.facebook.com/settings/?tab=ads

Digital Advertising Alliance: http://optout.aboutads.info

6. Security

We use reasonable technical, administrative, and physical safeguards to protect your information, though no system is completely secure.

7. International Data Transfers

Our Services are operated in the United States. By accessing them from outside the U.S., you consent to data transfer and processing in the U.S.

8. Third-Party Links

Our websites may contain links to external sites not operated by us. We are not responsible for their content or privacy practices.

9. Changes to This Policy

We may update this Privacy Policy periodically to reflect operational, legal, or regulatory changes. The revised policy will be posted with an updated date.

10. Contact Us

For questions or concerns regarding this Privacy Policy, contact us at:

SeaRidge Advisory Inc.
Attn: Privacy Officer
4231 Balboa Ave
San Diego, CA 92117
Email: info@searidgeadvisory.com