Privacy Policy

Business valuation professionals, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information.  Adams Capital professionals have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law.  Therefore, we have always protected your right to privacy.

Nonpublic Personal Information We Collect

We collect nonpublic personal information that is provided to us by our clients or obtained by us with client authorization. Obtaining this information is important to our ability to deliver the highest level of service to you, but we also recognize that you expect us to treat this information appropriately.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our valuation except as required by law. Permitted disclosures include, for instance, providing information to our employees. In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients’ Information

We retain records to assist clients and to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.