Your Privacy is Important to Us
It is Middle Market Value’s policy to respect your privacy regarding any information we may collect while operating our website. This Privacy Policy applies to www.middlemarketvalue.com (the “Website”) and to the forms, surveys, questionnaires, report downloads, booking pages, emails and text messages that we operate in connection with it, including those hosted for us by third-party service providers. In this Privacy Policy, “Middle Market Value”, “we”, “us” and “our” refer to Middle Market Value.
We have adopted this Privacy Policy to explain what information we collect, how we use it, and under what circumstances we may share it. It applies only to information collected through the Website and the related services described above, and not to information we collect from other sources or under a separate engagement agreement.
This Privacy Policy, together with the Terms and Conditions posted on our Website, sets forth the general rules and policies governing your use of our Website.
Table of Contents
Click below to jump to any section of this Privacy Policy.
- Information We Collect
- How We Use Your Information
- How We Share Your Information
- Email Communications
- Text Messages (SMS)
- Cookies and Analytics
- Security
- Data Retention
- Your Choices and Rights
- Links to External Sites
- Children’s Privacy
- Privacy Policy Changes
- Contact Us
Information We Collect
Information you provide to us. When you fill out a contact form, complete a survey or questionnaire, download a report, or book a meeting, we collect the information you choose to provide. Depending on the form, this may include:
- Your name, email address, phone number (optional on some forms), job title and company name;
- Information about your business, such as industry, location, size, revenue or earnings ranges, ownership plans and other answers to survey or questionnaire questions;
- Meeting details, such as the date and time you select and any notes you provide when booking;
- Comments, feedback and any other information you include in your messages to us.
We treat business and financial information you share with us as confidential and use and share it only as described in this Privacy Policy.
Information collected automatically. Like most website operators, we and our service providers automatically collect information that web browsers and devices make available, such as browser type, device type, language preference, referring site, pages viewed, the date and time of each visit and Internet Protocol (IP) address. We use this information to understand how visitors use the Website and to improve it.
How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and requests;
- Deliver the reports, materials or survey results you request;
- Schedule, confirm, remind you of and prepare for meetings you book;
- Send you information about our services, market updates and related materials, subject to your right to opt out;
- Understand how visitors use the Website and improve its content and performance;
- Protect the security of the Website and comply with legal obligations.
How We Share Your Information
We do not sell or rent your personal information. We share it only as follows:
- Firms we work with. Middle Market Value works together with Cornerstone Valuation, LLC and Windward Advisors, LLC. When you book a meeting or request our services, your booking and contact information, and any information you provide about your business, may be shared with these firms and their personnel so they can schedule, prepare for and participate in your meeting and follow up with you about the services you asked about.
- Staff and assistants. Our principals, employees, assistants and contractors who need the information to provide services on our behalf and who are bound to keep it confidential.
- Service providers. Companies that provide services to us, such as website hosting, customer relationship management, forms and surveys, scheduling, email, text messaging, video conferencing and analytics. They may use your information only to provide those services to us.
- Legal requirements. When required to respond to a subpoena, court order or other governmental request, or when we believe in good faith that disclosure is reasonably necessary to protect the rights, property or safety of Middle Market Value, our clients, third parties or the public.
- Business transfers. In connection with a merger, sale or other transfer of all or part of our business, subject to this Privacy Policy.
We may also share aggregated or de-identified information, such as general statistics about Website usage, that does not identify you.
Email Communications
If you provide your email address, we may send you emails related to your request or booking, as well as occasional emails about our services, market updates, reports and events. Every marketing email includes an unsubscribe link, and you may opt out at any time. Even if you opt out of marketing emails, we may still send you messages related to a meeting you have booked or a request you have made.
Text Messages (SMS)
If you provide a mobile phone number and agree to receive text messages, for example when you book a meeting, we may send you text messages related to your appointment, such as confirmations, reminders and scheduling updates. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time, or reply HELP for help. Consent to receive text messages is not a condition of using our Website or services.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties, except service providers that deliver text messages on our behalf.
Cookies and Analytics
A cookie is a small piece of information that a website stores on your device and that your browser provides to the website each time you return. We and our service providers use cookies and similar technologies to operate the Website and its forms and booking pages, remember your preferences, and understand how visitors use the Website.
We use Google Analytics to collect information about Website usage, such as pages visited and time spent on the Website. Google Analytics uses cookies to collect this information, which is processed by Google under its own privacy policy. You can learn more about how Google uses this information at policies.google.com/technologies/partner-sites, and you can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on.
You can set your browser to refuse cookies or to alert you when cookies are being sent. If you do, some parts of the Website, including forms and booking pages, may not function properly. Our Website does not currently respond to browser “Do Not Track” signals. By continuing to use our Website without changing your cookie settings, you acknowledge and agree to our use of cookies as described here.
Security
The security of your information is important to us. We use commercially reasonable administrative, technical and physical measures to protect it from unauthorized access, use, alteration or destruction. However, no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security. Please do not submit confidential or proprietary business information through Website forms or surveys unless a confidentiality agreement is in place between you and Middle Market Value.
Data Retention
We keep personal information for as long as needed for the purposes described in this Privacy Policy, including to maintain our business relationship with you, and as required to meet our legal, accounting and record-keeping obligations. When information is no longer needed, we delete it or de-identify it.
Your Choices and Rights
You can always choose not to provide personal information, although doing so may prevent you from downloading certain materials, booking a meeting or using other features of the Website. You may also:
- Unsubscribe from marketing emails using the link in any email;
- Stop text messages by replying STOP;
- Ask us to tell you what personal information we hold about you, or to correct or delete it, by contacting us as described below.
Depending on where you live, you may have additional rights under applicable state privacy laws. We will respond to requests as required by the laws that apply to us, and we will not discriminate against you for exercising your rights. We may need to verify your identity before responding to a request.
Links to External Sites
Our Website may contain links to external sites that are not operated by us. If you click on a third-party link, you will be directed to that third party’s site. We strongly advise you to review the privacy policy and terms and conditions of every site you visit. We have no control over, and assume no responsibility for, the content, privacy policies or practices of any third-party sites, products or services.
Children’s Privacy
Our Website and services are intended for business owners and professionals and are not directed to anyone under the age of 18. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will delete it.
Privacy Policy Changes
We may change this Privacy Policy from time to time. When we do, we will post the updated version on this page and change the “Updated” date below. We encourage visitors to check this page periodically. Your continued use of the Website after any change to this Privacy Policy will constitute your acceptance of that change.
Contact Us
If you have questions about this Privacy Policy or would like to make a request regarding your personal information, please email us at support@middlemarketvalue.com.
Updated: October 30, 2026
