Succession Market ("we", "us") is operated by 2109610 Alberta Ltd., 347 Leon Ave #210, Kelowna, BC V1Y 8C7. This policy explains how we handle personal information collected through successionmarket.ca and our sale processes, under the British Columbia Personal Information Protection Act and other privacy laws that apply. Our Privacy Officer is reachable at hello@successionmarket.ca and at the mailing address above.
What we collect
- Buyer registration: name, contact details, location, buyer type, budget range, funding source, industry preferences, and related information you provide.
- Seller inquiries and valuations: name, contact details, and business and financial information you provide for valuation or listing purposes.
- Documents you upload: where you start a sale process with us, the files you send through our onboarding form. These can include financial statements, tax returns, year to date financials, payroll records, leases, equipment lists, contracts, licences, insurance, photos, marketing material, and digital assets. They are encrypted before they are stored.
- Agreement evidence: when you accept an agreement online, we record your typed legal name, email address, IP address, browser user agent, the times you opened, scrolled and agreed, and the version and content fingerprint of the exact document shown to you. This is how we can prove what you agreed to.
- Activity in buyer materials: where you are given access to a buyer package or a data room, we record which sections and documents you open, when, and approximately how long a document stayed open, and whether you clicked a link in an email we sent you. We use this to gauge genuine interest and to report on it to the business owner whose sale it concerns.
- Website basics: the IP address and country associated with a form you submit, stored with that submission, plus standard technical logs from Cloudflare used for security and performance.
How we use it
- To send members the opportunities we release and contact you about ones you ask about. Your stated criteria help us understand what you are looking for.
- To evaluate, prepare, market, and complete business sale transactions.
- To provide valuations and respond to inquiries.
- To keep the platform secure and prevent fraud, misuse, and circumvention.
We do not sell personal information, we do not use it for unrelated advertising, and we will not use it for a materially different purpose without your consent or another lawful basis.
Sharing
- Seller information is shared with prospective buyers only under signed confidentiality agreements, in stages, as part of a sale process.
- Buyer information is shared with a seller only as needed to advance a transaction the buyer is part of.
- Service providers that process data for us are bound to protect it. We use Cloudflare for website hosting, our database, encrypted file storage and bot protection; Resend to deliver our email; Google Analytics to measure website usage; and Anthropic to help draft listing material from a seller's own answers, with the business name, people's names, exact location and contact details removed before anything is sent. We do not use an electronic signature provider: agreements are accepted directly on our own systems.
- During a transaction, information may be shared under the business transaction provisions of applicable privacy law, with safeguards and destruction obligations if the deal does not complete.
Personal information inside a sale
Due diligence on a business sale can involve limited personal information about employees, customers, or shareholders. Before any of it is disclosed without individual consent, three things must be true: the information is reasonably necessary to evaluate the deal, the prospective buyer is bound by a signed agreement limiting its use to the transaction, and access is staged to what is needed at that time. If the deal does not complete, the buyer must return or destroy it.
Analytics and cookies
We use Google Analytics to understand how people find and move through this website. It sets cookies in your browser and reports general usage to us, such as which pages are visited and roughly where visitors are located. We do not use it to build advertising profiles and we do not sell what it collects. You can block it with your browser settings, a content blocker, or the browser extension Google offers for opting out, and the site will work normally without it. We do not use cookies to advertise to you elsewhere.
Storage, retention, and safeguards
Information is stored in systems we control or contract. Some of those providers store and process data outside Canada, including in the United States, and information held outside Canada may be accessible to the authorities of that country under its laws. We keep information only as long as needed for the purposes above or as law requires, and we use reasonable technical and organizational safeguards. Valuation submissions and seller onboarding answers and files are encrypted before they are stored.
Access, correction, and your choices
You may ask what personal information we hold about you, how it has been used and disclosed, and ask us to correct anything inaccurate or incomplete. Email hello@successionmarket.ca to access or correct your information, withdraw consent, unsubscribe, or ask us to stop using your information. We may verify your identity first, access can be limited where the law requires it (for example where a record would reveal someone else's information), and we respond within the time required by law.
When you ask us to stop, we remove your information from active use: you come out of every send, and your record stops appearing in the lists we work from. We keep the underlying record rather than erasing it, because agreements, consent evidence and transaction records have to stay provable after the fact. If you want something erased entirely, ask, and we will tell you plainly what we can and cannot remove and why.
Complaints
Contact us first. You may also contact the Office of the Information and Privacy Commissioner for British Columbia or the Privacy Commissioner of Canada.
Minors and changes
Our services are for adults and business representatives, and we do not knowingly collect personal information from a minor. We may update this policy as our services or the law change; the current version is posted here with its effective date, and we will say more where a change materially affects information we already hold.