Legacy Point Inc. ("Company") commits to the following confidentiality obligations with respect to any business owner ("Owner") who engages with Company through its consultation process, forms, correspondence, or related communications. Your information will only be shared with qualified buyers, brokers, and M&A partners in our network — never published, listed, or made publicly available.
"Confidential Information" means any and all information provided by the Owner to Company, whether written, oral, or electronic, including but not limited to: (a) the Owner's identity and contact details; (b) the name, operations, and nature of the Owner's business; (c) financial data, including revenue, profit, EBITDA, and valuation estimates; (d) the Owner's timeline, motivations, and strategic intentions; and (e) the fact that the Owner is exploring, considering, or pursuing a potential sale or transaction.
"Qualified Network Partner" means a prospective acquirer, investment group, licensed business broker, M&A intermediary, or capital partner within Company's network that has been qualified by Company as having demonstrated acquisition intent, relevant industry expertise, and the financial capacity to pursue a transaction.
Company agrees to:
The Owner acknowledges that the core purpose of Company's advisory service is to connect business owners with Qualified Network Partners. In furtherance of this purpose, Company may:
Company will exercise professional judgment in selecting introduction partners and will not broadcast, publicly list, or make the Owner's information available on any open marketplace, directory, or public-facing platform. All introductions are made on a private, one-to-one basis to parties with demonstrated acquisition intent or relevant advisory expertise.
Company's obligations under this Commitment do not apply to information that: (a) is or becomes publicly available through no fault of Company; (b) was already known to Company prior to disclosure by the Owner; (c) is independently developed by Company without reference to Confidential Information; or (d) is required to be disclosed by law, regulation, or court order, provided Company gives the Owner prompt notice where legally permitted.
This Commitment does not obligate the Owner to proceed with any transaction, enter into any agreement, or pay any fee. The Owner may withdraw from the process at any time, for any reason, without penalty or obligation.
Company maintains administrative, technical, and physical safeguards designed to protect Confidential Information from unauthorized access, disclosure, alteration, or destruction. These include encrypted storage, role-based access controls, and secure communications.
This Commitment is effective upon the Owner's first submission of information to Company and shall remain in effect indefinitely, regardless of whether a transaction is pursued, completed, or abandoned.
The Owner may at any time: (a) request a summary of what Confidential Information Company holds; (b) request deletion of all Confidential Information by emailing privacy@legacypoint.co, which Company will confirm within five (5) business days; or (c) revoke consent to any previously approved buyer introduction.
By providing a phone number through Company's consultation forms, the Owner consents to receive a limited number of text messages from Company related to the Owner's consultation request. Messages may include appointment reminders, follow-ups on incomplete requests, and scheduling links. Message frequency will not exceed 3 messages per consultation request. Message and data rates may apply. The Owner may opt out at any time by replying STOP to any message.
This Commitment shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of laws principles.
By engaging with Legacy Point through its consultation forms, correspondence, or advisory process, the Owner acknowledges this Commitment and Legacy Point Inc. is bound by the obligations set forth herein.