Privacy Policy
Effective Date: 8/15/2020
Last Updated: 8/15/2025
White Tiger Connections (“we,” “our,” “us”) provides confidential M&A advisory services for accounting firms, CPA practices, bookkeeping businesses, and other professional service providers. We are committed to protecting your privacy and ensuring that the personal and business information you provide to us is handled in accordance with applicable laws, industry standards, and our strict confidentiality protocols.
This Privacy Policy applies to our website www.whitetigerconnections.com, online lead forms, advertising campaigns on platforms such as Facebook, LinkedIn, Instagram, and X/Twitter, and all communication channels we use to collect and process data in connection with selling your accounting firm or engaging in M&A transactions.
How We Use Information
We use your information to:
- Provide confidential M and A advisory, valuation review, and buyer introductions.
- Evaluate fit between sellers and buyers, and manage transaction workflow.
- Send updates about market conditions, events, and services you request.
- Comply with legal, regulatory, and audit requirements.
- Improve our site, content, and advertising performance.
How We Share Information
We do not sell your personal information. We may share information in the following circumstances:
- With your written consent to engage specific buyers or sellers.
- With service providers for secure CRM, storage, analytics, and email operations under contract.
- With professional advisors, such as attorneys and accountants, who support your transaction.
- With authorities when required by law or court order.
All recipients must follow confidentiality and data protection obligations.
Confidentiality in M and A
We recognize that selling your accounting firm involves highly sensitive information. We have implemented strict confidentiality measures including:
- No release of identifying firm details without your written approval.
- Encrypted storage of financial, client, and operational data with role based access.
- Staff and contractors operate under strict non disclosure and confidentiality.
- Separation of marketing data and transaction data to reduce risk of leaks.
When you submit information through Facebook Lead Ads, LinkedIn forms, Instagram, or X, we collect and store your details for the sole purpose of responding to your inquiry about selling an accounting firm, requesting a valuation, or discussing buyer introductions. Lead data is transferred securely to our CRM. We do not share or sell lead form data without your consent, except as required by law or as part of services you request.
You may email info@whitetigerconnections.com to request deletion of any data submitted through social platforms.
Your Privacy Rights
Depending on your jurisdiction, you may have the right to:
- Access and receive a copy of personal information.
- Request correction of inaccurate or incomplete information.
- Request deletion of personal information, subject to legal retention duties.
- Opt out of marketing communications.
- Object to or limit specific processing activities.
To exercise rights, email info@whitetigerconnections.com. We respond within legally required timelines.
Data Retention
We retain data only as long as needed to deliver services, meet legal obligations, and resolve disputes. When data is no longer required, we delete or anonymize it securely.
- Access and receive a copy of personal information.
- Request correction of inaccurate or incomplete information.
- Request deletion of personal information, subject to legal retention duties.
- Opt out of marketing communications.
- Object to or limit specific processing activities.
Security Measures
We use administrative, technical, and physical safeguards to protect your information, including:
- HTTPS and TLS encryption in transit, encryption at rest where appropriate.
- Role based access and least privilege principles.
- Auditing, backups, and monitoring for unusual activity.
- Confidentiality agreements for personnel and vendors.
Although we take reasonable steps to protect data, no system can guarantee 100 percent security.
Cookies and Tracking
We use cookies and pixels to improve site functionality, measure ad performance, and personalize content. You can manage cookies in your browser. Disabling cookies may limit some features.
Compliance and Jurisdiction Specific Notices
🔒 United States and CCPA Notice
We follow applicable U.S. privacy laws. Where the California Consumer Privacy Act applies, California residents may request access, deletion, and disclosure regarding categories of personal information collected and shared for business purposes.
🔒 GDPR for EEA Individuals
If you are in the European Economic Area, you may have rights to data portability, restriction of processing, and lodging a complaint with your supervisory authority. The legal bases we rely on include consent, performance of a contract, legal obligation, and legitimate interests such as secure and efficient delivery of M and A advisory services.
Data Breach Protocol
In the event of a breach, we will investigate promptly, notify affected individuals and authorities as required by law, secure systems, and implement remedial measures to reduce future risk.
Children Privacy
Our services are not directed to children under 18. We do not knowingly collect information from minors. If we learn that information has been collected from a minor, we will delete it promptly.
SMS Consent and Data Sharing
We will not share your opt in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages. All the above categories exclude text messaging originator opt in data and consent; this information will not be shared with any third parties.
Changes to this Policy
We may update this policy periodically. We will post changes with an updated effective date. Continued use of our services after changes are posted means you accept the revised policy.
Social Media and Lead Forms