Privacy Policy

Effective Date: December 16, 2025
Website: CPA Deal Desk (the “Site”)
Contact: info@cpadealdesk.com | 713.520.6710

CPA Deal Desk (“CPA Deal Desk,” “we,” “us,” “our”) values privacy and is committed to handling personal information responsibly. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit cpadealdesk.com or submit information through our forms (including “Sell,” “Build,” “Buy,” and “Contact”).

1) What This Policy Covers

This Policy applies to information collected through:

• The Site and its pages, forms, and communications.
• Messages you send to us by email, phone, or through the Site.

It does not apply to third-party websites or services that may be linked from the Site.

2) Information We Collect

Information you provide directly
Depending on how you interact with the Site, we may collect:

• Contact information: name, email address, phone number.
• Professional and firm information: firm name, role/title, location, website (if provided), service lines, employee count, client base description.
• Transaction-related information: details relevant to buying or selling an accounting firm (for example, acquisition preferences, high-level firm profile details, timing considerations).
• Communications: messages you send through forms or email, and any details you choose to include.

When you visit the Site, we (and service providers acting on our behalf) may automatically collect:

• Device and usage information: IP address, browser type, device identifiers, pages viewed, referring/exit pages, and timestamps.
• Cookies and similar technologies: used for site functionality, analytics, and performance (see “Cookies and Analytics” below).

Please do not submit sensitive personal information through Site forms unless we specifically request it for a defined purpose. For example, avoid submitting Social Security numbers, driver’s license numbers, bank account numbers, or account passwords.

3) How We Use Information

We may use collected information to:

• Operate the Site and provide requested information.
• Respond to inquiries and communicate with you.
• Support marketplace activity, including reviewing submissions, understanding buyer/seller criteria, and facilitating introductions.
• Administrative and operational purposes, such as internal recordkeeping and workflow management.
• Improve the Site, including performance, content, and usability.
• Security and fraud prevention, including monitoring for suspicious activity.
• Legal and compliance purposes, including enforcing agreements and responding to lawful requests.

4) How We Share Information

We may disclose information in the following circumstances:

With service providers
We may share information with vendors that help us run the Site and our operations (for example, web hosting, analytics, form processing, customer communications tools). These providers are permitted to process information only for the services they provide to us.

In connection with introductions and deal conversations
If you submit information as a potential seller or buyer, we may use it to facilitate conversations between parties. Information shared in these contexts is typically limited and may be subject to additional confidentiality steps (for example, screening, NDAs, or staged disclosures), depending on how the marketplace process is administered.

Legal, safety, and rights protection
We may disclose information if we believe it is necessary to:

• comply with applicable law or legal process,
• protect rights, safety, and security of CPA Deal Desk, users, or others,
• investigate or prevent suspected fraud, abuse, or security incidents.

Business transfers
If we are involved in a merger, acquisition, financing, reorganization, or sale of assets, information may be disclosed as part of that transaction.

5) Cookies and Analytics

We may use cookies and similar technologies to:

• enable core site functionality,
• understand how visitors use the Site,
• improve performance and user experience.

You can typically control cookies through your browser settings. If you disable cookies, parts of the Site may not function as intended.

6) Marketing Communications

If you provide your contact information, we may send communications related to your inquiry and the marketplace process. Where required, we will provide choices about receiving marketing messages. You may opt out of non-essential communications by following unsubscribe instructions (if provided) or by contacting us at info@cpadealdesk.com.

7) Data Retention

We retain information for as long as reasonably necessary to:

• fulfill the purposes described in this Policy,
• comply with legal obligations,
• resolve disputes, and
• enforce agreements.

Retention periods can vary depending on the nature of the information and the context in which it was collected.

8) Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

9) Children’s Privacy

The Site is intended for a business-to-business audience and is not directed to children. We do not knowingly collect personal information from children under 13.

10) Your Privacy Rights and Choices

Depending on where you live, you may have rights related to your personal information. These can include the right to:

• request access to personal information we maintain about you,
• request deletion of certain personal information,
• request correction of inaccurate personal information,
• opt out of certain processing in some jurisdictions.

How to submit a request

Email info@cpadealdesk.com with the subject line “Privacy Request” and include:

• your name and preferred contact information,
• the state/country where you reside,
• the request you want to make.

We may need to verify your identity before responding. If we cannot fulfill a request, we will explain why to the extent required by law.

California notice (CCPA/CPRA)

If you are a California resident, you may have additional rights, including rights to know, delete, correct, and opt out of certain disclosures as defined by California law. CPA Deal Desk will respond to verifiable consumer requests in accordance with applicable requirements.

11) Changes to This Policy

We may update this Privacy Policy from time to time. The “Effective Date” at the top indicates when it was last revised. Your continued use of the Site after changes means you accept the updated Policy.

12) Contact Us

If you have questions about this Privacy Policy or privacy practices, contact:
CPA Deal Desk
Email: info@cpadealdesk.com
Phone: 713.520.6710