Privacy Policy

iboadvisors.com

Effective Date: March 19, 2026

1. Introduction

IBO Advisors (“we,” “us,” or “our”) operates the website iboadvisors.com (the “Site”). This Privacy Policy describes how we collect, use, disclose, and protect your personal information when you visit our Site or engage with our services.

IBO Advisors provides advisory services related to Independent Buyout (IBO) transactions for business owners seeking liquidity, tax optimization, and continued operational control. This policy applies to all information collected through the Site, email communications, and scheduling interactions.

By accessing or using the Site, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with the practices described herein, please do not use the Site.

2. Information We Collect

2.1 Information You Provide Directly

When you submit our contact form, book a confidential conversation, or otherwise communicate with us, you may provide:

Full name
Cell phone number
Email address
Message content (including details about your business or liquidity objectives)

2.2 Information Collected Automatically

When you visit the Site, certain information is collected automatically through cookies and similar technologies, including:

IP address and approximate geographic location
Browser type and version, operating system, and device information
Pages visited, time spent on pages, and referring URLs
HubSpot tracking cookies used for analytics, form functionality, and session management

2.3 Information from Third Parties

We may receive information about you from third-party platforms, including HubSpot (our website and CRM platform provider), scheduling tools, and analytics services that help us understand how the Site is used and manage inquiries.

3. How We Use Your Information

We use the information we collect for the following purposes:

To respond to your inquiries and schedule confidential consultations
To evaluate whether our IBO advisory services are a fit for your situation
To communicate with you about our services, including follow-up correspondence
To operate, maintain, and improve the Site and user experience
To analyze Site traffic and usage patterns through aggregated, anonymized data
To comply with legal obligations, enforce our terms, and protect our rights

We do not sell your personal information to third parties. We do not use your information for automated decision-making or profiling that produces legal or similarly significant effects.

4. Cookies and Tracking Technologies

The Site uses cookies and similar tracking technologies to enhance functionality and analyze usage. These include:

Strictly Necessary Cookies: Required for core Site functionality such as form submissions and page navigation. These cannot be disabled.
Analytics Cookies: Help us understand how visitors interact with the Site by collecting aggregated usage data. We use HubSpot analytics for this purpose.
Functional Cookies: Store your preferences (such as form pre-fill data) to improve your experience on return visits.

You can manage cookie preferences through your browser settings. Disabling certain cookies may affect Site functionality. We do not use advertising or retargeting cookies on this Site.

5. How We Share Your Information

We may share your personal information in the following limited circumstances:

Service Providers: We share information with trusted third-party providers who assist in operating our Site and delivering our services, including HubSpot (CRM and website hosting), scheduling platforms, and email service providers. These providers are contractually obligated to use your information only for the purposes we specify.
Professional Advisors: In the course of evaluating or structuring an IBO transaction, we may share relevant information with banks, legal counsel, ESOP administrators, and tax advisors who are part of our advisory network. We will obtain your consent before sharing identifiable business or financial details with these parties.
Legal Requirements: We may disclose your information if required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of IBO Advisors, our users, or others.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.

6. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. Contact form submissions and related correspondence are retained in our CRM system for the duration of our business relationship and a reasonable period thereafter. You may request deletion of your data at any time by contacting us.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encrypted data transmission (SSL/TLS), access controls, and secure hosting through HubSpot’s infrastructure.

No method of transmission over the Internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee its absolute security.

8. Your Rights and Choices

Depending on your jurisdiction, you may have the following rights regarding your personal information:

Access: Request a copy of the personal information we hold about you.
Correction: Request correction of inaccurate or incomplete information.
Deletion: Request deletion of your personal information, subject to legal retention requirements.
Opt-Out: Unsubscribe from marketing communications at any time via the unsubscribe link in our emails or by contacting us directly.
Data Portability: Request your data in a structured, commonly used, machine-readable format where technically feasible.

To exercise any of these rights, please contact us at privacy@iboadvisors.com. We will respond to your request within 30 days or as required by applicable law.

9. California Privacy Rights

If you are a California resident, the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA) provide you with additional rights, including the right to know what personal information we collect and how it is used, the right to request deletion, and the right to opt out of the sale or sharing of personal information. We do not sell personal information. To exercise your California privacy rights, contact us using the information below.

10. Children’s Privacy

The Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected information from a child under 18, we will take steps to delete it promptly.

11. Third-Party Links

The Site may contain links to third-party websites or services, including HubSpot scheduling pages. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review their privacy policies before providing any personal information.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the Effective Date at the top of this page. Your continued use of the Site after any changes constitutes your acceptance of the updated Privacy Policy.

13. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

IBO Advisors
Email: privacy@iboadvisors.com
Website: https://iboadvisors.com