Privacy Policy

Last Updated: June 2026
Trinity Business Advisors (“we,” “us,” or “our”)

Trinity Business Advisors respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, when it may be shared, and the choices available to you.

By using this website, submitting a form, requesting access to a resource, or otherwise providing information to us, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

Information You Provide

We may collect personal information when you contact us, complete an assessment, request a guide, subscribe to updates, schedule a consultation, or otherwise interact with the website.

  • Name
  • Email address
  • Business or company name
  • Message details
  • Assessment responses and scores
  • Information you provide when requesting resources or scheduling a consultation

Please do not submit confidential financial records, sensitive personal information, or other information that is not necessary for your inquiry.

Information Collected Automatically

When you visit the website, certain technical and usage information may be collected automatically, including:

  • IP address
  • Browser and device type
  • Operating system
  • Pages viewed
  • Approximate geographic location
  • Referring website or search source
  • Date, time, and duration of visits
  • Interactions with website features

2. Analytics and Search Performance

Google Analytics

We use Google Analytics to understand how visitors find and use the website. Google Analytics may collect information such as device type, browser type, pages viewed, session duration, referral source, approximate location, and website interactions.

This information is used to evaluate website performance, improve content and usability, and better understand how visitors engage with Trinity Business Advisors.

Google Search Console

We use Google Search Console to monitor website visibility, search performance, indexing, and technical issues in Google Search. Search Console generally provides aggregated information about search queries, impressions, clicks, page performance, and indexing rather than information submitted directly by website visitors.

Information processed through Google services is subject to Google’s applicable privacy policies and terms.

3. Forms, Assessments, and Resources

Information submitted through contact forms, resource-access forms, and the Enterprise Value Diagnostic may be stored in the website database, delivered to our business email account, and entered into our customer relationship management system.

Diagnostic responses and scores are intended to provide general educational insight. They are not a formal business valuation, audit, financial opinion, legal opinion, tax opinion, or guarantee of business value or transaction outcome.

We use submitted information to respond to inquiries, provide requested resources, review assessment results, identify relevant services, and communicate with prospective or current clients.

4. Pipedrive CRM

We use Pipedrive as our customer relationship management platform. Information submitted through the website may be transferred to and stored in Pipedrive, including:

  • Name
  • Email address
  • Business or company name
  • Inquiry details
  • Assessment information
  • Communication history
  • Consultation and relationship-management notes

Pipedrive processes this information on our behalf to help us organize inquiries, communicate with prospective and current clients, manage follow-up activities, and maintain business records. Pipedrive’s handling of information is governed by its own privacy notice, terms, and data-processing commitments.

5. How We Use Your Information

We may use personal information to:

  • Respond to inquiries and messages
  • Provide requested guides, tools, assessments, or resources
  • Review Enterprise Value Diagnostic submissions
  • Schedule and prepare for consultations
  • Communicate about services that may be relevant to your inquiry
  • Manage prospective and current client relationships
  • Improve website content, performance, and usability
  • Analyze website traffic and search visibility
  • Maintain website and business security
  • Comply with applicable legal and recordkeeping obligations

We do not sell personal information.

6. When We Share Information

We may share limited information with trusted service providers that support our website and business operations, including:

  • Website hosting and security providers
  • WordPress and form-processing services
  • Business email providers
  • Pipedrive CRM
  • Google Analytics
  • Google Search Console
  • Scheduling or communication services used to arrange consultations
  • Professional advisors when reasonably necessary

These providers may process information only as needed to perform services for us or as otherwise permitted by their terms and applicable law.

We may also disclose information when required by law, legal process, regulation, or a valid governmental request, or when reasonably necessary to protect our rights, users, systems, or business.

7. Where Information Is Stored

Personal information may be stored in:

  • The WordPress website database
  • Our business email system
  • Pipedrive CRM
  • Website hosting and backup systems
  • Analytics and search-performance platforms
  • Other service platforms used to provide requested resources or communications

Some service providers may process or store information in the United States or other jurisdictions. Their privacy and data-protection practices are governed by their own policies and contractual obligations.

8. Cookies and Similar Technologies

The website may use cookies and similar technologies for essential website operation, security, analytics, and performance measurement.

These may include:

  • WordPress session and security cookies
  • Google Analytics cookies
  • Cookies or local storage used by embedded forms, scheduling tools, or website features

You can control or disable cookies through your browser settings. Disabling some cookies may affect how certain website features function.

Where required by applicable law, we may display a cookie notice or request consent before enabling non-essential cookies.

9. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this policy, including:

  • Responding to inquiries
  • Managing prospective and current client relationships
  • Providing requested resources
  • Maintaining appropriate business records
  • Meeting legal, contractual, tax, accounting, or security obligations

Retention periods may vary depending on the nature of the information, the purpose for which it was collected, and applicable legal requirements.

10. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. These measures may include:

  • SSL encryption
  • Secure website hosting
  • Access controls
  • Strong passwords and authentication
  • Software updates and security monitoring
  • Limited access to business systems

No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

11. Your Privacy Rights

Depending on your location and applicable law, you may have rights regarding your personal information, including the right to:

  • Request access to personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of certain information
  • Object to or restrict certain processing
  • Request a portable copy of certain information
  • Withdraw consent where processing is based on consent
  • Opt out of certain communications
  • Exercise applicable California or European privacy rights

We may need to verify your identity before completing certain requests. Some information may be retained where required or permitted by law.

To submit a privacy request, please use our contact page.

12. Email Communications

If you request a guide, submit an assessment, or contact us, we may send transactional or follow-up communications related to that request.

If you separately opt in to marketing communications, you may unsubscribe at any time by using the unsubscribe link provided in the message or by contacting us.

13. Links to Other Websites

The website may contain links to third-party websites or services. We are not responsible for the privacy, security, availability, or content practices of those third parties. We encourage you to review their privacy policies before providing information.

14. Children’s Privacy

This website is intended for business owners and professionals and is not directed to children under 16. We do not knowingly collect personal information from children.

15. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, legal obligations, or business practices. Updates will be posted on this page with a revised “Last Updated” date.

16. Contact Us

For questions about this Privacy Policy, requests concerning your personal information, or other privacy matters, please contact Trinity Business Advisors through our contact page.

Contact Trinity Business Advisors