Privacy Policy

Privacy Policy

BlueVal Group is a provider of business valuation services with a specialty in the valuation of privately-held companies and intangible assets in the United States. The company provides valuations for financial reporting, M&A transactions and business sales, partnership buyouts and buy-sell agreements, marital dissolution, IRC 409A, estate and gift taxes.

You can get in touch with us in the following ways:

ABOUT THIS PRIVACY POLICY

This policy sets out how we will use and share the information that you give us. This privacy policy relates to personal data collected by us via:

  • Our website

  • Email correspondence

  • Telephone calls

  • Social media

  • Enquiring about contracting our services

  • Providing products or services to us

You should be aware that if you go to third party websites (including those of our Affiliates), using links provided on our websites, these websites are outside our control and have their own privacy policies. Please take time to read those when you visit a site.  We do not accept any responsibility or liability for these policies.

WHAT INFORMATION WE COLLECT ABOUT YOU

We collect information about you when you register with us or request one of our services. We also collect information about you when you voluntarily provide feedback or mention our name in your own promotions or materials.  

This information may include:

  • Your name, contact details and the organisation/ business you work for

  • Information generated by the work, service or relationship we have with you: your business details, bank and financial details, communication and correspondence.

  • Information generated by visiting our website or engaging with us on social media.

HOW WE COLLECT INFORMATION ABOUT YOU AND HOW WE WILL USE IT

We may collect and process information that you provide during your correspondence with us. This could be, but not limited to, one of the following ways:

  • Giving information directly to us by methods including filling in the contact form on our website or via other media

  • Subscribing to our newsletter

  • Requesting any of our services or information.

  • Communicating with us through e-mail and telephone.

We only use your personal information when the law allows us to. Most commonly, we use your personal information in the following circumstances:

  • Where you have given consent for us to process your information

  • Where we need to perform the contractual obligations we have entered into with you personally or with the business you are working for or with.

And for one or more of the following purposes:

  • To manage our relationship and administer our business as part of our contract with you

  • To carry out a request

  • Sending you marketing and information about our business and services via email if you consented to it.

SHARING YOUR INFORMATION

We will not share your information with anyone who is not contracted to work on your project other than with the relevant authorities if we have reason to believe that you may be involved in activity that may be illegal under English law. The information shared about you with people who work for us will be limited to what they need to know to carry out their duties and responsibilities.

TRANSFER OF DATA outside of the USA

We may send your data outside the USA. We only transfer information where necessary for the performance of a contract between us or for pre-contractual steps to be taken at your request. Where your personal information is transferred or accessed outside of the USA, we require that appropriate safeguards are in place.  Any information is always limited to “need to know”.

YOUR CHOICES IN RELATION TO PERSONAL INFORMATION

It is important that the personal information we hold about you is accurate and current. Please keep us informed if your personal information changes during your relationship with us. You also have the rights and choices which you can exercise on the data we hold on you. You have the right to:

  • Obtain access to your personal information

  • Withdraw consent, including opting out of our email marketing at any time

  • Ask us to correct any errors or delete the information we hold,

  • Object to or restrict our processing of your information.

For more information or to action these rights, please contact us on info@bluevalgroup.com

RETENTION AND DESTRUCTION OF PERSONAL INFORMATION

We will take reasonable steps to ensure the accuracy of the information we hold about you. We will not use your personal information unless it is (to the best of our knowledge) accurate and up to date.

We will only retain your personal information for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying US tax accounting requirements.

We will retain financial records, other client/supplier records and enquiry records for 6 years.

Where we have an ongoing working relationship with you and/or you have consented to receiving information from us, we will retain information beyond these timescales for the effective management of our contract and communication.

OTHER ISSUES WE WANT TO MAKE YOU AWARE OF

We take the security of your information and your privacy seriously.  We use certain programmes and third party apps to help us manage our business effectively and efficiently.  We share details of these below.

WEBSITE

Our website is built on Squarespace.  It is also hosted by them. You can read more about the way they ensure site users’ privacy here: Squarespace Privacy Policy

When someone visits our website we use Google Analytics and Squarespace Analytics to collect standard internet log information and details of visitor behaviour patterns. We do this to find out things such as the number of visitors to the various parts of the site. This information is only processed in a way which does not identify anyone. We do not make, and do not allow Google to make, any attempt to find out the identities of those visiting our website.  You can find out more about all of this here:

COOKIES

We use cookies, small pieces of data that websites store on a device, to help our website run effectively and to provide the best experience for our site visitors. Some of these are functional and required cookies that allow visitors to navigate around the website.  Others are analytical and performance cookies.  More information about the cookies in use on our website can be found in this page: About the cookies Squarespace uses.

NEWSLETTER

We use a third-party provider, MailChimp to deliver our e-newsletters. More information on their privacy policy is available in this page: Privacy Policy

EMAIL SERVICE and CLIENT RELATIONSHIP software

We use a third-party provider, Zoho Corp, to manage our email service and the relationship with our prospects and customers. More information on their privacy policy is available in this page: Privacy Policy.

secure file sharing

We use Citrix ShareFile to share information with and receive information from clients, suppliers and internally. You can find their privacy policy here. We also use Dropbox to share information that is not client related with suppliers and internally. You can find their privacy policy here

CHANGES TO THIS POLICY

We may change the terms of this privacy policy from time to time. We will keep it under annual review to make necessary and reasonable changes. We will make changes outside of this in the event of a significant change in the law.