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Confidentiality Agreement

Effective date: January 1, 2026

In plain language: Everything you share with Legacy Point stays between us. We will never disclose your identity, financial details, or the fact that you're exploring a sale to anyone without your written permission.

1. What this covers

This agreement applies to all information you provide through our booking form, email correspondence, phone conversations, and any subsequent discussions with Legacy Point Inc. ("we", "us") and its representatives. This includes but is not limited to:

2. How we use your information

Your information is used solely to evaluate whether there may be a fit between your business and buyers in our network. We do not sell, rent, or distribute your data to third parties. If we believe there is a potential match, we will discuss next steps with you directly before sharing any details with a prospective buyer or partner.

3. Who sees your information

Only authorized members of the Legacy Point team who are directly involved in evaluating your inquiry. Your information is never shared with:

4. No disclosure without consent

We will not introduce your business to any buyer, broker, or partner without first presenting the opportunity to you and receiving your written approval. You retain full control over when and how your business is presented to the market.

5. Data security

All information is stored in encrypted systems with access controls. We follow industry-standard security practices to protect your data from unauthorized access, disclosure, or loss.

6. Duration

This confidentiality obligation has no expiration. Whether you proceed with a transaction or not, your information remains confidential indefinitely.

7. Your rights

You may request deletion of your information at any time by emailing privacy@legacypoint.co. We will confirm deletion within 5 business days.

By submitting the booking form, you acknowledge that you have read this agreement and that Legacy Point is bound by the terms above.

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