Privacy Policy
Privacy Policy
Last updated: March 2026
Icon Business Advisors (“Icon,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at iconbusinessadvisors.com or engage our advisory services.
Information We Collect
Information You Provide Directly. When you fill out a contact form, intake form, valuation request, referral partner application, or newsletter signup, we collect the information you provide, which may include your name, email address, phone number, company name, business revenue, industry, and the nature of your inquiry.
Information Collected Automatically. When you visit our website, we may automatically collect certain information about your device and browsing activity, including your IP address, browser type, operating system, referring URLs, pages viewed, and the dates and times of your visits. We use cookies and similar tracking technologies to collect this information.
Information from Third Parties. We may receive information about you from third-party sources such as HubSpot (our CRM provider), Google Analytics, and referral partners who introduce you to our services.
How We Use Your Information
We use the information we collect to respond to your inquiries and provide advisory services, send you relevant communications including our newsletter (The Owner’s Table), improve our website and user experience, analyze website traffic and usage patterns, comply with legal obligations, and protect our rights and interests.
How We Share Your Information
We do not sell your personal information. We may share your information with service providers who help us operate our business (such as HubSpot for CRM, Google for analytics, and WP Engine for website hosting), professional advisors such as attorneys and accountants, and law enforcement or government agencies when required by law.
In the context of M&A advisory engagements, we maintain strict confidentiality protocols. Client business information is only shared with prospective buyers or investors after executing appropriate non-disclosure agreements and with explicit client authorization.
Cookies and Tracking Technologies
Our website uses cookies to analyze site traffic, remember your preferences, and improve your experience. You can control cookie settings through your browser preferences. Disabling cookies may limit some website functionality.
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Your Rights and Choices
You may opt out of receiving marketing emails by clicking the unsubscribe link in any email or contacting us directly. You may request access to, correction of, or deletion of your personal information by contacting us at the information below. California residents may have additional rights under the California Consumer Privacy Act (CCPA).
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies.
Children’s Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be indicated by the “Last updated” date at the top of this page. We encourage you to review this Privacy Policy periodically.
Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us:
Icon Business Advisors
Nashville, Tennessee
Email: daniel@iconbusinessadvisors.com
Website: iconbusinessadvisors.com/contact