Privacy Policy
How Vantage Point Business Advisory Services collects, uses, and protects your information — including our SMS text messaging program.
Last Updated: August 6, 2026
1. Introduction
Vantage Point Business Advisory Services ("Company," "we," "us," or "our") is a Consulting firm providing business brokerage and mergers & acquisitions advisory services. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at vantagepointadvisory.site, submit a contact form, call our office, or otherwise communicate with us, including through SMS text messaging.
By using our website or providing your information to us, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with this policy, please do not use our website or provide us with your information.
2. Information We Collect
- Contact information you provide directly, such as your full name, phone number, email address, and any message details submitted through our contact form.
- Business information you choose to share regarding a potential sale, purchase, or valuation inquiry.
- Communications data, including records of calls, emails, and SMS text messages exchanged with our team.
- Automatically collected data, such as IP address, browser type, device type, referring URLs, and pages visited.
3. How We Use Your Information
- Respond to your inquiries and schedule consultations;
- Provide business brokerage, valuation, and advisory services you request;
- Send appointment reminders, follow-ups, and service-related communications, including by SMS where you have consented;
- Maintain records required for our business operations and legal compliance;
- Improve our website, services, and client experience;
- Comply with applicable law, regulation, or legal process.
4. SMS & Text Messaging Program
If you provide your mobile phone number and opt in through our website contact form, you consent to receive SMS text messages from Vantage Point Business Advisory Services related to your inquiry, appointment scheduling and reminders, and follow-up communications regarding our business brokerage and advisory services.
Opt-In Method
Consent to receive text messages is collected exclusively through the SMS consent checkbox on our Contact page, or when you affirmatively provide verbal consent during a phone conversation with our team. Checking the box is never a condition of receiving service from us.
Message Frequency & Charges
Message frequency varies based on your interactions with us. Message and data rates may apply, as determined by your mobile carrier.
Opt-Out & Help
You may cancel SMS messages at any time by replying STOP to any message you receive from us. After you send STOP, we will send you a one-time confirmation message that you have been unsubscribed. If you need assistance, reply HELP, or contact us directly at (919) 451-8450 or [email protected].
Carriers are not liable for delayed or undelivered messages.
No Third-Party Sharing of SMS Opt-In Data. Vantage Point Business Advisory Services does not share, sell, rent, or otherwise disclose mobile phone numbers or SMS opt-in consent data collected through our text messaging program with any third parties or affiliates for their marketing or promotional purposes. Where we use subcontractors or service providers to help us send and manage text messages, those providers are bound by confidentiality obligations and may use such information solely to deliver text messages on our behalf.
7. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. No method of transmission or storage is completely secure.
8. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy and comply with our legal obligations.
9. Your Privacy Choices & Rights
- You may opt out of SMS messages at any time by replying STOP.
- You may request access to, correction of, or deletion of your personal information by contacting us using the information in Section 14.
10. Children's Privacy
We do not knowingly collect personal information from individuals under the age of 18. If you believe a minor has provided us with personal information, please contact us so we can delete it.
11. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites.
12. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised "Last Updated" date.
13. Governing Law
This Privacy Policy is governed by the laws of the State of Northern California, without regard to its conflict of law principles.
14. Contact Us
- Vantage Point Business Advisory Services
- 108 Evans Estates Dr, Cary, NC 27513
- Phone: (919) 451-8450
- Email: [email protected]