Effective Date: January 2025
Who We Are
Capital Link Business Advisory (“we,” “us,” or “our”) operates the website https://capitallinkadvisory.com. We specialize in business exit advisory services, valuations, and M&A support for small to mid-sized businesses in British Columbia.
Our Commitment: We understand that selling or buying a business involves sharing highly sensitive information. We are committed to protecting your privacy and maintaining the confidentiality of all business information shared with us.
Information We Collect
Business Information
When you engage our services, we may collect:
- Business financial statements and tax returns
- Business operational data and metrics
- Ownership and corporate structure information
- Employee and customer information (in aggregate form)
- Lease agreements and contracts
- Intellectual property documentation
Personal Information
We collect information that you voluntarily provide to us, including:
- Your name and job title
- Company name and business address
- Email address and phone number(s)
- LinkedIn profile or professional background
- Transaction preferences and criteria
- Financial capacity (for buyers)
- Exit timeline and objectives (for sellers)
Automatically Collected Information
When you visit our website, we automatically collect:
- IP address and browser information
- Access times and referring websites
- Pages viewed and links clicked
- Device and operating system information
How We Use Your Information
Primary Business Purposes
- To provide business valuation services
- To prepare Confidential Information Memorandums (CIMs)
- To facilitate buyer-seller introductions
- To manage the M&A process
- To communicate about our services
- To comply with legal and regulatory requirements
Marketing and Communications
- To send our Exit Watch newsletter (with your consent)
- To share relevant business opportunities
- To provide market insights and educational content
- To announce new services or programs
Important: We will never sell, rent, or trade your personal or business information to third parties.
Information Sharing and Disclosure
We may share information only in these circumstances:
With Your Explicit Consent
- Sharing seller information with qualified buyers (under NDA)
- Sharing buyer criteria with relevant sellers
- Providing information to your designated advisors
Service Providers
- Professional service providers (accountants, lawyers) involved in transactions
- Technology service providers who help us operate our business
- Marketing platforms for communication purposes
Legal Requirements
- When required by law or legal process
- To protect our rights or property
- To prevent fraud or illegal activities
Data Security
We implement appropriate technical and organizational measures to protect your information:
- Encryption of sensitive data in transit and at rest
- Secure cloud storage with access controls
- Non-disclosure agreements with all staff and contractors
- Regular security assessments
- Secure disposal of information after retention periods
Confidentiality Commitment
All business information shared with us is treated as strictly confidential. We:
- Execute mutual NDAs before receiving sensitive information
- Limit access to information on a need-to-know basis
- Never discuss client information publicly
- Maintain confidentiality even after engagements end
Your Rights
You have the right to:
- Access the personal information we hold about you
- Correct inaccurate or incomplete information
- Request deletion of your information (subject to legal requirements)
- Opt-out of marketing communications
- Withdraw consent for data processing
- Receive your data in a portable format
Data Retention
- Business transaction data: 7 years (for tax and legal compliance)
- Marketing contacts: Until you unsubscribe or request removal
- Website analytics: 2 years
- Unsuccessful inquiries: 1 year
Cookies and Tracking
We use cookies and similar technologies to:
- Maintain session security
- Remember your preferences
- Analyze website usage
- Improve our services
You can control cookies through your browser settings. Note that disabling cookies may limit website functionality.
International Data Transfers
If we need to transfer data outside of Canada (e.g., for cloud storage), we ensure appropriate safeguards are in place to protect your information in accordance with Canadian privacy laws.
Children’s Privacy
Our services are not directed to individuals under 18. We do not knowingly collect information from children.
Professional Disclaimer
The information on our website is for general informational purposes only and does not constitute professional advice. Always consult qualified legal, tax, and financial advisors before making business decisions.
Changes to This Policy
We may update this privacy policy periodically. We will notify you of material changes via email or website notice. Your continued use of our services constitutes acceptance of the updated policy.
Contact Information
For privacy-related questions or to exercise your rights:
Privacy Officer
Capital Link Business Advisory
Email: david@capitallinkadvisory.com
Phone: (778) 383-2768
Alternative Contact:
David Xie
Email: david@capitallinkadvisory.com
Complaints
If you have concerns about our privacy practices, you may file a complaint with:
Office of the Privacy Commissioner of Canada
30 Victoria Street
Gatineau, Quebec K1A 1H3
Toll-free: 1-800-282-1376
Website: www.priv.gc.ca
Last Updated: January 2025
Version: 2.0