Confidentiality Statement

Confidentiality is paramount at all times

There are many aspects of the sale of your business, but none is more important than conducting every step of the process with total confidentiality. Performance Business Advisory understands that it is crucial that your employees, customers, vendors, and lenders remain unaware of the listing, marketing and sale of your business.

Performance Business Advisory is committed to maintaining the accuracy, confidentiality, and security of your personal and business information. As part of this commitment, we have established Seven Privacy Principles to govern our actions as they relate to the use of client information.

Principle 1 – Accountability

Performance Business Advisory is responsible for maintaining and protecting client information under its control. In fulfilling this mandate, Performance Business Advisory are accountable for compliance with this Privacy Policy.

Principle 2 – Identifying Purposes

The purposes for which client information is collected must be identified before or at the time the information is collected.

Principle 3 – Consent

The knowledge and consent of the client is required for the collection, use or disclosure of client information, except where required or permitted by law.

Principle 4 – Limiting Collection

The client information collected must be limited to those details necessary for the purposes identified by Performance Business Advisory. Information must be collected by fair and lawful means.

Principle 5 – Limiting Use, Disclosure and Retention

Client information may only be used or disclosed for the purpose for which it was collected unless the client has otherwise consented, or when it is required or permitted by law. Client information may only be retained for the period of time required to fulfill the purpose for which it was collected.

Principle 6 – Accuracy

Client information must be maintained in as accurate, complete and up-to-date form as is necessary to fulfill the purposes for which it is to be used.

Principle 7 – Safeguarding Client Information

Client information must be protected by security safeguards that are appropriate to the sensitivity of the information.

Protecting your privacy and maintaining your confidentiality is of utmost importance.