Privacy Policy

Overview

Stearns & Oak ("we," "us," or "our") respects your privacy. This policy explains what information we collect when you visit our website or submit a form, how we use it, and what rights you have over your data. We keep this simple and straightforward — no legalese.

Information We Collect

When you fill out a form on our website — whether it's the contact form, the seller's guide opt-in, or the investor registration — we collect the information you provide, which may include:

• —Your name (first and/or last)
• —Your email address
• —Your phone number (if provided)
• —Your message or inquiry
• —Information about your acquisition interests or business situation

We do not collect payment information, and we do not require you to create an account to use our website.

How We Use Your Information

We use the information you provide to:

• —Respond to your inquiry or request
• —Send you the Seller's Preparation Guide if you requested it
• —Follow up about your acquisition or exit planning needs
• —Schedule a consultation call if you've requested one

We do not sell, rent, or share your personal information with third parties for marketing purposes. Ever.

Cookies and Analytics

Our website uses analytics tools to understand how visitors use the site. These tools may place cookies on your device. We currently use:

• —Google Analytics 4 — to track page views, session data, and conversion events (such as form submissions and Calendly clicks).
• —Google Tag Manager — to manage analytics and tracking scripts.
• —Microsoft Clarity — to generate heatmaps and session recordings that help us improve the user experience.

These tools collect anonymized data about your browsing behavior. They do not collect your name or contact information unless you submit a form. You can opt out of Google Analytics by using the Google Analytics opt-out browser add-on.

Data Retention

We retain your contact information for as long as necessary to respond to your inquiry and maintain our business relationship. If you'd like us to delete your information, please email us and we'll take care of it promptly.

Your Rights

You have the right to request access to the personal information we hold about you, ask us to correct inaccurate information, or request that we delete your data entirely. To exercise any of these rights, email us at [email protected]. We'll respond within a reasonable timeframe.

Third-Party Services

Our website uses Formspree to process form submissions and Calendly to handle appointment scheduling. These services have their own privacy policies, and by using our site, you may also be subject to their terms. We recommend reviewing their policies if you have concerns.

Contact Us

If you have any questions about this privacy policy or how we handle your data, please reach out: