Our Privacy Policies

Updated: December 22, 2025

This Privacy Policy explains how ProHorizons (“ProHorizons,” “we,” “us,” or “our”) collects, uses, discloses, and safeguards personal information in connection with:

• Our website at www.prohorizons.com, and
• Our professional services relating to the purchase, sale, and valuation of accounting and tax practices, including buyer registration, seller information requests, and related communications.

We are committed to processing personal information responsibly, securely, and in compliance with applicable privacy laws. By using our website or submitting information to us, you acknowledge that you have read and understood this Policy.

1. Information We Collect

We collect information you provide directly, information collected automatically when you interact with our website, and information obtained in the course of providing our brokerage and consulting services.

1.1 Information You Provide to Us

You may provide personal information when you:

• Request a confidential consultation
• Submit a Sales Information Request form
• Register as a Buyer
• Communicate with us via email, phone, or fax

This information may include:

• Name, phone number, mailing address, and email
• Professional credentials (e.g., CPA, EA, attorney, LTC, CFP, or other designations)
• Details about your accounting or tax practice
• Acquisition criteria or seller objectives
• Practice size, location preferences, and relevant background
• Financial capacity stated in ranges (e.g., “less than $50,000” to “more than $1,000,000”)
• How you heard about ProHorizons
• Any information you voluntarily include in free-text fields or communications

All submissions made through our buyer and seller forms are described on the site as confidential, and we treat them accordingly.

1.2 Information Collected Automatically

When you visit our website, we may automatically collect:

• IP address and general location
• Browser and device information
• Pages visited, time spent, navigation patterns
• Referring links

This information helps us operate and improve our website.

1.3 Information from Third Parties

We may receive limited information from:

• Referral partners
• Professional associations
• Public directories or online platforms where ProHorizons is listed

2. How We Use Personal Information

We use personal information for specific business purposes, including:

2.1 Brokerage and Consulting Services

• Evaluating potential practice sales or acquisitions
• Matching qualified buyers and sellers
• Providing information about listings or buyer profiles
• Facilitating discussions, negotiations, and transaction-related processes

This use is necessary to fulfill our professional services and, where applicable, to perform a contract or take requested steps prior to a contract.

2.2 Communications and Relationship Management

• Responding to inquiries and service requests
• Sending relevant information, updates, or follow-up communications
• Maintaining current and prospective client relationships

2.3 Website Function and Improvement

• Operating, maintaining, and securing our website
• Analyzing visitor usage to improve content and performance
• Identifying and addressing technical or security issues

2.4 Legal and Regulatory Compliance

• Complying with legal requirements
• Responding to lawful requests and regulatory authorities
• Protecting our rights, safety, and property

3. Cookies and Similar Technologies

Our website may use cookies or similar technologies to:

• Enable website functionality
• Provide aggregate analytics
• Improve user experience

You may adjust cookie settings through your browser. Disabling cookies may affect certain website functions. ProHorizons does not currently use cookies for targeted advertising.

4. How We Share Personal Information

We do not sell personal information for monetary compensation, and we do not share personal information for cross-context behavioral advertising.

We may share information in the following limited scenarios:

4.1 Service Providers

We may share information with third parties that support our operations, such as:

• Website hosting providers
• Data storage and communications services
• Professional advisers (legal, financial, administrative)

These providers may access information only to perform services for us and are bound by confidentiality obligations.

4.2 Buyers and Sellers in the Brokerage Process

To facilitate potential transactions:

• Seller information may be shared with registered and qualified buyers
• Buyer qualifications and acquisition criteria may be shared with potential sellers

Only information reasonably necessary for evaluating a potential transaction is shared, and confidentiality is maintained to the extent feasible and agreed.

4.3 Legal or Regulatory Compliance

We may disclose information to law enforcement, regulators, or other authorities where legally required or permitted.

4.4 Business Transfers

If ProHorizons undergoes a merger, reorganization, sale, or other business transaction, personal information may be transferred as part of that process, subject to protection consistent with this Policy.

5. International Data Transfers

Information processed by ProHorizons is typically stored and handled in the United States. If you access our website from outside the United States, your data may be transferred to and processed in a jurisdiction with different privacy laws.

Where required, we will implement appropriate safeguards for international transfers.

6. Data Retention

We retain personal information only as long as necessary for:

• The purposes described in this Privacy Policy
• Providing services and maintaining business relationships
• Meeting legal or regulatory obligations
• Enforcing agreements or resolving disputes

Once no longer needed, information is deleted, anonymized, or secured against further use.

7. Your Privacy Rights

Depending on your location, you may have one or more of the following rights:

• Access to the personal information we hold about you
• Correction of inaccurate or incomplete information
• Deletion of certain personal information
• Restriction or objection to certain processing
• Portability of certain information
• Withdrawal of consent (where processing is based on consent)

Some U.S. state laws (such as California, Virginia, Colorado, and others) provide additional rights, including:

• The right to know categories of information collected
• The right to request deletion or correction
• The right to opt out of certain types of data sharing
• Freedom from discrimination for exercising these rights

You may also have the right to lodge a complaint with a supervisory authority in your jurisdiction.

8. Security Measures

We implement appropriate administrative, technical, and physical measures designed to protect personal information from unauthorized access, disclosure, alteration, or misuse. These measures include restricted access, secure systems, and confidentiality obligations.

No system is completely secure, and we cannot guarantee absolute protection.

9. Children’s Privacy

Our website and services are directed toward adult professionals. We do not knowingly collect personal information from individuals under the age of 13 (or any higher age threshold required by applicable law).

If we become aware that we have received information from a child without appropriate consent, we will take steps to delete it.

10. Third-Party Websites

Our website may contain links to external websites or services not operated by ProHorizons. We are not responsible for their privacy, security, or content practices. We recommend reviewing their privacy policies before providing any personal information.

11. Changes to This Privacy Policy

We may revise this Privacy Policy periodically to reflect changes in:

• Applicable law
• Our services or website
• Business or technology practices

When updates occur, the “Last Updated” date will change. Significant updates may also be communicated through the website or by direct notice when required.

12. Contact Us

If you have questions, concerns, or privacy-related requests, you may contact us at:

ProHorizons

1900 S Norfolk Street, Suite 350
San Mateo, California 94403-1171

Phone: 800-729-3242

Fax: 800-874-4532