LegalWise Brokers, Inc. ("LegalWise Brokers," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at www.legalwisebrokers.com, contact us directly, or engage us for our services. Please read this policy carefully. By using our website or services, you agree to the terms described herein.

 

1. Information We Collect

1.1 Information You Provide Directly

We collect personal information you voluntarily provide to us, including when you:

• Submit a contact form or request a free consultation

• Submit a business or commercial property valuation request

• Sign a Non-Disclosure Agreement (NDA) through our website

• Engage us for brokerage or business services

• Communicate with us by email or telephone

 

The types of personal information you may provide include:

• Name (first and last)

• Email address

• Phone number

• Company or practice name

• Property or business address

• Type of valuation requested

• Any other information you voluntarily include in messages or forms

 

1.2 Information Collected Automatically

When you visit our website, certain information may be collected automatically by our hosting platform (Wix) and third-party analytics tools, including:

• IP address and approximate geographic location

• Browser type and version

• Device type and operating system

• Pages viewed and time spent on the site

• Referring website or search terms

• Cookies and similar tracking technologies

 

Please refer to Wix's Privacy Policy (available at wix.com) for details on how Wix handles data collected through the website platform.

 

1.3 Information From Third Parties

We may receive information about you from referral partners, professional associations, or other third parties in connection with potential business transactions. We handle such information in accordance with this Privacy Policy.

 

2. How We Use Your Information

We use the information we collect for the following purposes:

• To respond to your inquiries and provide requested services

• To conduct business valuations and prepare customized analyses

• To facilitate business sales, acquisitions, and commercial real estate transactions

• To assist with corporate or LLC formations and business succession planning

• To communicate with you about your engagement, including updates and next steps

• To send relevant newsletters, market updates, or promotional content (with your consent)

• To comply with legal obligations and regulatory requirements

• To protect the rights, property, and safety of LegalWise Brokers, our clients, and the public

• To improve our website, services, and client experience

 

3. How We Share Your Information

We do not sell, rent, or trade your personal information. We may share your information only in the following limited circumstances:

 

3.1 Service Providers

We may share information with trusted third-party service providers who assist us in operating our business, such as website hosting (Wix), email service providers, document management platforms, and scheduling tools. These providers are contractually obligated to use your information only as necessary to perform services on our behalf.

 

3.2 Transaction Counterparties

In connection with a business sale, acquisition, or real estate transaction, we may share relevant information with prospective buyers, sellers, or other parties involved in the transaction—subject to appropriate confidentiality agreements, including our standard Non-Disclosure Agreement (NDA).

 

3.3 Professional Referrals

With your permission, we may refer your information to qualified attorneys, accountants, or financial professionals to assist with your transaction. We make no representation regarding the privacy practices of those professionals.

 

3.4 Legal Compliance

We may disclose your information if required to do so by law, court order, subpoena, or other governmental authority, or when we believe disclosure is necessary to protect our legal rights or the safety of others.

 

3.5 Business Transfers

In the event of a merger, acquisition, or sale of all or part of our business, your personal information may be transferred as part of that transaction. We will notify you if such a transfer occurs and this Privacy Policy changes as a result.

 

4. California Privacy Rights (CCPA/CPRA)

As a California-based business serving California residents, we comply with the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA). If you are a California resident, you have the following rights regarding your personal information:

 

• Right to Know: You may request disclosure of the categories and specific pieces of personal information we have collected about you, the sources of that information, and the purposes for which it is used.

• Right to Delete: You may request that we delete your personal information, subject to certain exceptions (e.g., information needed to complete a transaction or comply with legal obligations).

• Right to Correct: You may request that we correct inaccurate personal information we hold about you.

• Right to Opt-Out of Sale/Sharing: We do not sell or share your personal information for cross-context behavioral advertising. If this practice changes, we will update this policy and provide an opt-out mechanism.

• Right to Non-Discrimination: We will not discriminate against you for exercising any of your privacy rights.

 

To exercise your California privacy rights, please contact us using the information in Section 9 below. We will respond to verified requests within 45 days, as required by law.

 

5. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance your browsing experience, analyze website traffic, and understand how visitors interact with our content. You may control cookie settings through your browser preferences. Note that disabling certain cookies may affect the functionality of our website.

 

Our website is built on the Wix platform, which may set its own cookies. Please review Wix's cookie policy for more information.

 

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, to complete business transactions, to comply with applicable legal and regulatory requirements, and to resolve any disputes. When your information is no longer needed, we securely delete or anonymize it in accordance with our internal data retention standards.

 

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is completely secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

 

If you have reason to believe your personal information has been compromised, please contact us immediately at info@legalwisebrokers.com.

 

8. Third-Party Links

Our website may contain links to third-party websites, including professional associations and referral partners. This Privacy Policy applies only to our website and services. We are not responsible for the privacy practices of any third-party websites and encourage you to review the privacy policies of any sites you visit.

 

9. Children's Privacy

Our services are intended for business professionals and are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have inadvertently collected information from a minor, we will promptly delete it.

 

10. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically. Your continued use of our website or services following any changes constitutes your acceptance of the revised policy.

 

11. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

 

LegalWise Brokers, Inc.

340 Pomeroy Avenue

Pismo Beach, CA  93449

 

Email: info@legalwisebrokers.com

Phone: 805-441-0430

DRE Corp #: 02048330