PRIVACY POLICY

Effective Date: April, 2026

Last Updated: August, 2026

Northstar Business Advisory LLC ("Northstar," "we," "us," or "our") respects your privacy and is committed to protecting information you provide to us.

This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you visit our website, submit a form, schedule a consultation, communicate with us, or otherwise interact with our online services.

1. Information We Collect

Depending on how you interact with Northstar, we may collect the following categories of information.

Information You Provide Directly

You may voluntarily provide:

  • name;

  • business name;

  • email address;

  • telephone number;

  • mailing address;

  • job title or role;

  • website or social media information;

  • business information;

  • revenue and financial information;

  • business valuation information;

  • ownership information;

  • business goals;

  • information regarding a potential sale or acquisition;

  • information regarding prospective buyers or sellers;

  • information provided through consultation forms;

  • information contained in messages or communications;

  • scheduling and appointment information; and

  • any other information you voluntarily provide.

You should not submit sensitive personal information through ordinary website forms unless specifically requested by Northstar.

Automatically Collected Information

When you visit our website, we and certain service providers may automatically collect information such as:

  • IP address;

  • browser type;

  • device type;

  • operating system;

  • pages viewed;

  • referring website;

  • approximate geographic information;

  • date and time of visits;

  • website interactions;

  • clicks and navigation activity;

  • device identifiers; and

  • other technical information.

2. Information Collected Through Cookies and Similar Technologies

We may use cookies, pixels, tags, scripts, analytics tools, advertising technologies, and similar technologies to:

  • operate our website;

  • remember preferences;

  • understand website usage;

  • measure marketing performance;

  • improve our website;

  • analyze traffic;

  • personalize certain website experiences;

  • measure advertising campaigns; and

  • support business development and marketing activities.

Some third-party services may independently collect information through these technologies.

Depending on your browser, device, location, or available settings, you may be able to control certain cookies or tracking technologies through your browser or device settings.

3. How We Use Information

We may use information we collect to:

  • respond to inquiries;

  • schedule consultations;

  • provide requested services;

  • evaluate prospective client relationships;

  • communicate with current and prospective clients;

  • provide Scale to Exit services;

  • provide M&A Advisory services;

  • evaluate potential business transactions;

  • communicate with prospective buyers or sellers where appropriate;

  • coordinate with professional advisors and transaction participants;

  • provide educational resources;

  • send requested information;

  • send marketing communications where permitted;

  • improve our website and services;

  • analyze website and marketing performance;

  • maintain records;

  • prevent fraud and unauthorized activity;

  • protect our systems and users;

  • comply with legal obligations;

  • enforce agreements; and

  • operate and grow our business.

4. Business and Transaction Information

Because Northstar works with business owners preparing for potential business exits and transactions, information provided to us may include commercially sensitive business information.

Examples may include financial information, revenue, expenses, profitability, ownership information, operational information, customer information, employee information, business assets, liabilities, strategic plans, and information relating to a potential sale or acquisition.

We use such information for legitimate business purposes, including evaluating or providing requested advisory services.

Information submitted through the public website should not be assumed to be protected by a formal confidentiality agreement unless Northstar has expressly agreed to such obligations in writing.

Formal client engagements may be subject to additional confidentiality obligations contained in the applicable engagement agreement or separate confidentiality agreement.

5. How We Share Information

We may disclose information to third parties when reasonably necessary to operate our business or provide requested services.

These parties may include:

  • technology and software providers;

  • CRM and marketing platforms;

  • scheduling providers;

  • email and communications providers;

  • website hosting providers;

  • analytics providers;

  • advertising platforms;

  • payment processors;

  • professional advisors;

  • attorneys;

  • accountants and tax professionals;

  • financial professionals;

  • lenders and financing sources;

  • valuation professionals;

  • prospective buyers or sellers;

  • transaction counterparties;

  • service providers assisting with a transaction;

  • contractors and consultants; and

  • governmental authorities or other parties when required by law.

We do not sell personal information to third parties for money as a general business practice.

However, certain advertising, analytics, tracking, or technology integrations may constitute "sharing," "selling," or targeted advertising under certain state privacy laws even when no money is directly exchanged.

Where applicable, we will provide legally required choices and rights concerning such activities.

6. M&A Transactions

If you engage Northstar for M&A Advisory services, information may need to be shared with prospective buyers, sellers, investors, lenders, advisors, attorneys, accountants, valuation professionals, or other transaction participants in connection with an authorized transaction.

The scope of such information sharing will depend on the applicable engagement agreement and transaction.

Northstar will not intentionally disclose confidential transaction information beyond the scope authorized by the client or otherwise permitted or required by law, subject to applicable agreements and legal obligations.

7. Service Providers

Northstar may use third-party companies to provide technology, hosting, CRM, communication, scheduling, analytics, payment processing, marketing, automation, security, and other operational services.

These providers may process information on Northstar's behalf and may have access to information reasonably necessary to perform their services.

We seek to use service providers that maintain appropriate safeguards for information entrusted to them.

8. Communications

If you provide your email address or telephone number, we may contact you regarding:

  • requested information;

  • appointments;

  • consultations;

  • services;

  • account or administrative matters;

  • transaction-related communications;

  • educational content; and

  • marketing communications where permitted.

You may unsubscribe from marketing emails by using the unsubscribe mechanism included in the email.

You may opt out of marketing text messages by replying "STOP" where applicable.

Opting out of marketing communications does not necessarily prevent us from sending transactional or service-related communications.

9. Artificial Intelligence

Northstar may use artificial intelligence and automated technologies to assist with business operations, communications, research, organization, analysis, content creation, workflow automation, and other services.

Where third-party AI services are used, information may be processed by those providers subject to their applicable terms and privacy policies.

Northstar does not intentionally submit information to AI systems for purposes inconsistent with the services being provided or the applicable agreements governing that information.

Clients should not submit highly sensitive confidential information to AI-enabled tools unless specifically authorized or instructed to do so.

10. Data Security

We use commercially reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, alteration, or destruction.

However, no website, electronic transmission, database, or storage system can be guaranteed to be completely secure.

Accordingly, we cannot guarantee absolute security of information transmitted to or stored by us.

11. Data Retention

We retain information for as long as reasonably necessary to:

  • provide services;

  • maintain business and transaction records;

  • satisfy contractual obligations;

  • comply with legal, tax, accounting, regulatory, or other requirements;

  • resolve disputes;

  • enforce agreements;

  • prevent fraud; and

  • maintain legitimate business records.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

12. Your Privacy Rights

Depending on where you reside and whether applicable privacy laws apply to Northstar, you may have rights concerning your personal information.

These may include rights to:

  • request access to personal information;

  • request correction of inaccurate information;

  • request deletion of certain information;

  • request information about how personal information is collected or used;

  • opt out of certain targeted advertising or data sharing;

  • opt out of certain sales of personal information where applicable;

  • limit certain uses of sensitive personal information where required by law; and

  • appeal certain privacy decisions where applicable.

These rights are subject to applicable legal exceptions and limitations.

To submit a privacy request, contact us using the information provided below.

We may need to verify your identity before fulfilling certain requests.

13. California and Other State Privacy Laws

Residents of states with applicable comprehensive privacy laws may have additional rights.

Northstar will provide rights and disclosures required by applicable state law based on the nature of the information collected, the services provided, and whether Northstar meets the applicable legal thresholds.

If you believe a state privacy law provides you with rights that are not addressed through our standard privacy request process, you may contact us using the information below.

14. Do Not Track and Global Privacy Control

Certain browsers and devices provide privacy preference signals such as Global Privacy Control ("GPC").

Where required by applicable law, Northstar will process recognized universal opt-out signals in accordance with applicable legal requirements.

The availability and functionality of such signals may depend on the technology used by your browser and the requirements applicable to Northstar.

15. Children's Privacy

Our website and services are intended for adults and business owners.

We do not knowingly collect personal information from children under the age of 13.

If we become aware that we have collected personal information from a child under 13 without appropriate authorization, we will take reasonable steps to delete the information.

16. Third-Party Websites

Our website may contain links to third-party websites, platforms, social media services, scheduling services, payment providers, or other external services.

Northstar is not responsible for the privacy practices, security, content, or policies of third parties.

You should review the privacy policies of those third parties before providing information to them.

17. Business Transfers

If Northstar is involved in a merger, acquisition, financing, restructuring, sale of assets, reorganization, or similar business transaction, information maintained by Northstar may be transferred as part of that transaction, subject to applicable law and contractual obligations.

18. Legal Disclosures

We may disclose information when we reasonably believe disclosure is necessary to:

  • comply with applicable law;

  • respond to lawful requests from governmental authorities;

  • comply with subpoenas, court orders, or legal process;

  • protect the rights, property, or safety of Northstar or others;

  • investigate fraud or security issues; or

  • enforce our agreements.

19. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

When we make changes, we will update the "Last Updated" date at the top of this Privacy Policy.

Your continued use of the website following publication of an updated Privacy Policy constitutes acknowledgment of the updated policy to the extent permitted by applicable law.

20. Contact Us

Questions, privacy requests, or concerns regarding this Privacy Policy may be submitted to:

Northstar Business Advisory LLC

Florida

Email:

Website:

Privacy requests should include sufficient information for us to understand and evaluate your request.

21. Important Notice Regarding Confidential Business Information

Because Northstar works with business owners considering growth, succession, sale, and acquisition transactions, please do not submit highly confidential business information through a general website form unless specifically requested.

If you become a Northstar client, additional confidentiality, information-security, and data-handling obligations may apply under your written engagement agreement or a separate confidentiality agreement.

Strategic Advisors. Trusted Partners. Premium Results.

This is a confidential advisory service. Information submitted will never be shared with third parties.