Privacy Policy

This Privacy Policy explains how Trustmark Mergers & Acquisitions (“Trustmark,” “we,” “us”) handles information collected through the business valuation calculator at app.trustmarkmergers.com (the “Tool”). By using the Tool, you agree to the practices described here.

1. Information We Collect

When you use the Tool, we collect the information you enter, which may include:

• ❖Contact details — your name, email address, phone number, and business name.
• ❖Business profile — industry, state, business age, and owner role.
• ❖Financial information — figures such as revenue, net income, owner compensation, add-backs (depreciation, interest, and similar), assets, and liabilities that you choose to enter.
• ❖Technical data — standard analytics and security information: page views, referring source, and device and browser data via Google Analytics and Google Firebase Analytics, plus bot-protection signals via Google reCAPTCHA. Google Analytics sets its own cookies (for example _ga). We do not use it to identify you personally, and we run no advertising or remarketing tags.

Progressive capture. To avoid losing your progress, the Tool may save the information you have entered — including your email address and partial financial inputs — at the point you enter it, before you finish or submit the form. If you do not wish to have this information saved, please do not enter it.

2. How We Use Your Information

We use the information to:

• ❖Generate your indicative business valuation and sellability estimate.
• ❖Contact you — a Trustmark representative may follow up to provide context on your valuation and discuss your goals.
• ❖Operate, secure, and improve the Tool.

3. How Your Information Is Shared

We do not sell your information. We share it only with service providers that help us operate the Tool and communicate with you, including:

• ❖Google Firebase — hosting, database, authentication, and analytics.
• ❖Google Analytics — site usage measurement across trustmarkmergers.com and this tools subdomain. See Google’s privacy policy, or opt out with their browser add-on.
• ❖Zoho — delivery of valuation and notification emails.
• ❖Slack — internal notification to our team that a valuation was completed.

We may also disclose information if required by law or to protect our legal rights.

4. Data Retention

We retain the information you provide for as long as needed to provide the valuation service and to follow up with you about your business. You may ask us to delete your information at any time (see “Your Choices” below), and we will do so unless we are required to retain it by law.

5. Your Choices & Rights

You may request access to, correction of, or deletion of the personal information we hold about you, and you may opt out of further contact. Depending on where you live, you may have additional rights under laws such as the CCPA or GDPR. To make a request, email markh@trustmarkmergers.com.

6. Security

We use reasonable technical and organizational safeguards — including transport encryption, access controls, and bot-protection — to protect your information. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.

7. Children

The Tool is intended for business owners and is not directed to individuals under 18. We do not knowingly collect information from children.

8. Changes to This Policy

We may update this policy from time to time. Material changes will be reflected by the “Last updated” date above.

9. Contact

Trustmark Mergers & Acquisitions · Charlotte, NC
markh@trustmarkmergers.com · (704) 999-3603