Privacy Policy

SellCPAFirm.com ("we," "our," or "us") is a Texas-based firm that acquires CPA practices, tax firms, and bookkeeping businesses across the United States. We also connect firm owners with qualified buyers within our vetted network. This Privacy Policy explains what personal and business information we collect from visitors and prospective sellers who interact with our website, how we use that information in connection with our acquisition activities, and what rights you have over your data.

By using this Website or submitting an inquiry, you consent to the practices described in this Privacy Policy.

Important: Because we operate as a direct buyer of accounting firms, some of the information you share with us — such as your firm's financials, client base, and operational details — is collected specifically to evaluate a potential acquisition. This policy explains exactly how that sensitive business information is handled and protected.

 

1. Who We Are and What We Do

SellCPAFirm.com acquires CPA, tax, and bookkeeping firms directly or facilitates their sale to pre-qualified buyers in our network. When you submit an inquiry through our Website, you are initiating a confidential conversation with us as a prospective buyer of your firm — not submitting to a public listing platform.

We are not a general business brokerage or a public marketplace. Your information is never broadcast openly. Every interaction is handled on a one-to-one, confidential basis.

 

2. Information We Collect

A. Personal Contact Information

When you fill out our inquiry or contact form, we collect:

• Your first and last name

• Email address

• Phone number

• City and state of your practice

B. Business and Practice Information

Because we are evaluating your firm as a potential acquisition, we may also collect:

• Name and type of your firm (CPA, tax, bookkeeping, or advisory)

• Annual revenue and revenue breakdown by service line

• Number of clients and general client demographics

• Number of staff and their roles

• Years in operation and ownership structure

• Your desired timeline and asking price expectations

• Any other details about your practice that you voluntarily share

This business information is collected solely for the purpose of evaluating whether your firm is a fit for direct acquisition or for introduction to a buyer in our network. It is never used for any other commercial purpose.

C. Automatically Collected Technical Data

When you visit our Website, we may automatically collect:

• IP address and browser type

• Pages visited and time spent on each page

• The Google Ad or search term that brought you to our site

• Device type (desktop, mobile, or tablet)

This data is used solely to improve our website experience and measure the effectiveness of our Google Ads campaigns. It is not linked to your personal identity unless you submit an inquiry form.

 

3. How We Use Your Information

As a firm that acquires accounting practices, we use your information for the following specific purposes:

• To evaluate your firm as a potential direct acquisition target

• To prepare and present a free, confidential practice valuation

• To schedule and conduct initial consultation calls with you

• To match your firm with a pre-qualified buyer in our network if a direct acquisition is not the right fit

• To communicate with you throughout the acquisition or sale process — including due diligence, offer preparation, and closing coordination

• To send you relevant follow-up information about our acquisition process (you may opt out at any time)

• To improve our Website and Google Ads targeting to reach more firm owners who are considering a sale

• To comply with applicable federal and Texas state laws

We do not use your information for any purpose unrelated to the acquisition and sale of accounting firms. We do not use your data for general marketing to third parties, and we do not sell it.

 

4. Confidentiality of Your Practice Information

We recognize that submitting information about your firm is an act of significant trust. You may not have told your staff, your clients, or even your partners that you are considering a sale. We take that seriously.

All business information you share — including your firm's name, revenue, client base, staff details, and any financial data — is treated as strictly confidential under the following protections:

• Your firm will never be publicly listed or advertised without your explicit written consent

• Your firm's identity will not be disclosed to any prospective buyer until that buyer has executed a signed Non-Disclosure Agreement (NDA)

• We will not contact your clients, staff, or business associates in connection with any potential acquisition without your prior written approval

• Internal access to your practice details is restricted to team members directly involved in evaluating or facilitating your transaction

We maintain these confidentiality standards throughout the entire process — from initial inquiry through closing — and they continue to apply even if no transaction is ultimately completed.

 

5. Sharing of Information

Because we are the buyer in most cases, your information stays within our organization for the majority of the process. We only share your information in the following limited and controlled circumstances:

• With pre-qualified third-party buyers in our network — only after they have signed a Non-Disclosure Agreement and only when a direct acquisition by us is not the right fit for your situation

• With our internal advisors, legal counsel, or financial analysts who are directly involved in evaluating or closing the acquisition — all of whom are bound by confidentiality obligations

• With trusted technology service providers who help us operate our Website and manage communications (e.g., CRM platforms, email tools, scheduling software) — these providers are contractually prohibited from using your data for any other purpose

• With legal or regulatory authorities if required by law, subpoena, or court order

• With a successor entity in the event our own firm is acquired or restructured — your information would remain subject to this Privacy Policy

We do not sell, rent, trade, or otherwise share your personal or business information with any party for their own marketing or commercial use.

 

6. Google Ads and Tracking Technologies

Our Website uses Google Ads to reach accounting firm owners who may be considering a sale. We also use Google Analytics to understand how visitors interact with our site. These tools use cookies and tracking technologies that may:

• Record which Google Ad you clicked before visiting our site

• Track how you navigate through our Website

• Enable remarketing — meaning our ads may appear to you on other websites or platforms after you visit ours

• Help us identify which ad campaigns are generating the most qualified seller inquiries

This tracking applies only to your browsing behavior. It does not access or collect any business or financial information about your firm. You can opt out of Google's advertising tracking at adssettings.google.com or by using the Google Analytics Opt-out Browser Add-on.

 

7. Cookies

Our Website uses cookies to function properly and to support our advertising efforts. The types of cookies we use are:

• Essential cookies: Required for basic website functionality such as form submission

• Analytics cookies: Help us understand visitor behavior through Google Analytics

• Advertising cookies: Used by Google Ads to track ad performance and enable remarketing to firm owners who have visited our site

You may disable or delete cookies through your browser settings at any time. Disabling essential cookies may affect your ability to submit forms on our Website.

 

8. Data Retention

We retain different types of information for different periods:

• Contact and inquiry information: Retained for up to 36 months from your last interaction with us, in case you wish to revisit the sale of your firm at a later stage

• Practice and financial information shared during active evaluation: Retained for the duration of our engagement and for up to 24 months after a transaction is completed or discontinued, as required for legal and financial recordkeeping

• Website analytics data: Retained for up to 26 months in accordance with Google Analytics default settings

You may request deletion of your personal information at any time by contacting us (see Section 11). We will honor deletion requests within 30 days, subject to any legal retention obligations.

 

9. Data Security

We implement industry-standard security practices to protect both your personal information and your confidential business data:

• All pages on our Website are secured with HTTPS encryption

• Access to practice and financial information is restricted to authorized team members on a need-to-know basis

• We use reputable, secure third-party platforms for data storage, email communication, and CRM management

• Physical and digital access controls are in place to prevent unauthorized disclosure

No method of data transmission over the internet is completely secure. While we take every reasonable precaution, we cannot guarantee absolute security. In the event of a data breach that affects your information, we will notify you promptly and take immediate corrective action.

 

10. Your Rights

Regardless of your location, you have the following rights with respect to your personal information:

• Access: Request a summary of the personal and business information we hold about you

• Correction: Request that we update or correct any inaccurate information

• Deletion: Request that we delete your information, subject to any legal or contractual retention obligations

• Opt-Out of Marketing: Unsubscribe from any follow-up emails at any time by clicking the unsubscribe link or contacting us directly — this will not affect your active acquisition inquiry

• Data Portability: Request a copy of your data in a structured, readable format

To exercise any of these rights, contact us using the details in Section 11. We will respond within 30 days.

 

11. Children's Privacy

Our Website and services are intended exclusively for business owners and professionals aged 18 and older. We do not knowingly collect information from anyone under 18. If you believe we have inadvertently received information from a minor, please contact us immediately and we will delete it.

 

12. Contact Us

If you have questions about this Privacy Policy, wish to exercise your data rights, or want to confirm how your firm's information is being handled, please contact us:

SellCPAFirm.com

Texas, United States

Email: [your email address]

Phone: [your phone number]

Website: www.sellcpafirm.com

 

13. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our acquisition practices, technology, or applicable laws. When we make changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy before submitting any new inquiry. Continued use of our Website after changes are posted constitutes your acceptance of the revised policy.

 

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