Privacy Policy

Advisor Standard is operated by 1001635274 ONTARIO INC., incorporated in Ontario. We operate the website at advisorstandard.com (the “Site”), an independent Canadian guide for business owners who are buying, selling or valuing a business.

Questions about this policy or your personal data can be directed to claims@advisorstandard.com.

We collect information in two ways:

Information sourced from public records

Advisor profile data — including names, firm affiliations, professional designations, association memberships, and contact information — is compiled from publicly accessible directories operated by industry associations such as IBBA and M&A Source. This information is gathered and displayed for informational purposes.

Information you provide directly

When you submit a profile claim form, we collect:

• Identity information: full name, job title, firm name, work email, phone number
• Professional information: bio, designations, languages, industries, deal history, geographic coverage
• Optional information: headshot URL, Calendly link, awards, testimonials, scheduling preferences
• Contact preferences: how you prefer prospective clients to reach you

Analytics data

We use two analytics tools on the Site:

• Google Analytics 4 (provided by Google) runs on our public pages. It sets two cookies on your browser, _ga and _ga_ followed by an ID, so that it can tell one visit from another. It records the pages you view, how you arrived (for example, from a search engine), your approximate location and type of device, and a small number of actions on the Site, such as completing one of our tools, opening an advisor profile, or clicking an advisor’s contact details. It is not loaded on our internal admin pages.
• Vercel Web Analytics (provided by our hosting company, Vercel) counts page views without setting cookies.

We use this information to understand which pages and tools are useful. We do not use it to identify you by name. You can block or delete these cookies in your browser settings, and Google offers a browser add-on that stops Google Analytics from collecting data.

Academy search

When you use the search box in the Academy, the words you type are sent to Algolia, our search provider, so it can return matching articles. Algolia may keep these searches in its logs.

Information collected through the claim form is used to:

• Verify your identity and affiliation with the claimed profile
• Update and enrich your public Advisor Standard profile upon approval
• Send you a confirmation email and status updates about your claim
• Maintain an internal review queue for manual verification

We do not sell, rent, or share your personal information with third parties for marketing purposes.

We use the following third-party services:

• Airtable — our internal database, used to store claim submissions for manual review
• Resend — used to send confirmation and notification emails
• Vercel — our hosting provider, which processes web traffic and provides cookie-free page-view counts
• Google — Google Analytics 4, which receives the website usage data described above
• Algolia — our search provider, which receives the words typed into the Academy search box

Each of these providers operates under their own privacy policies and data processing agreements. We have selected providers whose data handling practices meet applicable standards.

Claim submission records are retained for as long as your profile remains active on the Site, or for up to two years after a rejected or withdrawn claim, whichever is shorter. Vercel Web Analytics data is kept according to Vercel's data retention policy, and Google Analytics data according to the retention setting on our Google Analytics account.

Depending on your province of residence, you may have rights under applicable Canadian privacy legislation (PIPEDA or provincial equivalents) including:

• The right to access the personal information we hold about you
• The right to correct inaccurate information
• The right to request removal of your information from our systems
• The right to withdraw consent for processing (where processing is consent-based)

To exercise any of these rights, contact us at claims@advisorstandard.com. We will respond within 30 days.

Information displayed on advisor profiles is sourced from public records and is intended for informational use by businesses seeking M&A advisory services. If you are an advisor listed on the Site and wish to correct, update, or remove your profile, please use the claim flow at advisorstandard.com/claim or contact us directly.

We may update this policy from time to time. When we do, we will revise the effective date at the top of this page. Material changes will be communicated via email to advisors with active claimed profiles.

1001635274 Ontario Inc.
Email: claims@advisorstandard.com