Privacy Policy

Effective Date: January 1, 2025

A legal disclaimer

The information provided on this website is for general informational purposes only and does not constitute legal, financial, or business advice. Proffer ETA does not guarantee the accuracy, completeness, or usefulness of any information provided. Visitors and users should consult with appropriate professionals before making any decisions based on content published by or affiliated with Proffer ETA. Use of this site is at your own risk.

Introduction

Proffer ETA (“Proffer”, “we”, “us”, or “our”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and protect your personal and financial information when you access our website or use our services.

By accessing or using our website, platform, or services, you agree to the terms of this Privacy Policy.

Information We Collect

We collect both personal and financial information in the course of providing our services. This includes:

Personal Information:

Name
Email address
Phone number
Mailing address
Demographic data (e.g., race/ethnicity, immigration status) when voluntarily provided for impact tracking or service targeting
Professional background (e.g., ownership experience, employment status)
Uploaded documents and communications

Financial Information:

Business financial statements
Tax returns
Revenue and expense reports
Bank account and financial transaction details (only if required for services such as valuations or lending referral)
Ownership/asset information of businesses you own or intend to acquire
Credit information, only when voluntarily provided or authorized (e.g., for buyer readiness)

We collect this data when:

You sign up for services as a buyer, seller, or supporter
You submit information via intake or onboarding forms
You upload financial documents
You participate in assessments, coaching, or matchmaking services

How We Use Your Information

We use the information we collect to:

Facilitate business transitions between buyers and sellers
Conduct business valuations and readiness assessments
Match users to listings, resources, service providers, or funders
Provide coaching, technical assistance, and educational content
Comply with legal obligations (e.g., brokerage disclosures)
Improve our platform, services, and outreach
Report anonymized impact metrics to funders or stakeholders