Privacy Policy
How Kelly Business Advisors collects, uses, and protects your information.
Effective May 5, 2026
Kelly Business Advisors (“KBA,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, share, and protect information when you visit kellybusinessadvisors.com (the “Site”) or otherwise interact with us.
Information We Collect
Information you provide. When you submit a contact form, request an Instant Valuation Estimate, or otherwise reach out, we collect the information you give us — typically your name, business name, email address, phone number, and any details about your business or inquiry.
Information collected automatically. When you visit the Site, we automatically receive standard server data such as your IP address, browser type, device type, referring URLs, pages viewed, and timestamps. This information is collected through cookies and similar technologies.
Cookies and analytics. We use Google Analytics to understand how visitors use the Site. Google Analytics sets cookies that record information about your visit. You can opt out of Google Analytics tracking using the Google Analytics opt-out add-on.
How We Use Your Information
We use the information we collect to:
- Respond to inquiries and deliver the services you request, including business valuations and advisory engagements.
- Send you transactional communications related to your inquiry or engagement.
- Operate, maintain, and improve the Site and our services.
- Comply with legal obligations and protect our rights.
How We Share Your Information
We do not sell your personal information. We share information only as described below:
- Service providers. We use third-party platforms to operate our business, including DealRelations (our customer relationship management platform) and email infrastructure providers. These providers process information on our behalf under appropriate confidentiality obligations.
- Legal and safety. We may disclose information if required by law, court order, or governmental request, or to protect the rights, property, or safety of KBA, our clients, or others.
- Business transfers. If KBA is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
Data Retention
We retain inquiry and client information for as long as needed to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Inactive records are periodically reviewed and deleted in accordance with our internal retention practices.
Your Rights
Depending on where you reside, you may have the right to access, correct, delete, or restrict use of your personal information, or to object to certain processing. To exercise these rights, contact us using the details below. We will respond within the timeframe required by applicable law.
Security
We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. No method of transmission over the internet is fully secure, and we cannot guarantee absolute security.
Children’s Privacy
The Site is not directed to children under 13, and we do not knowingly collect personal information from children. If you believe a child has provided us with information, contact us and we will delete it.
Third-Party Links
The Site may contain links to third-party websites. We are not responsible for the privacy practices of those websites. We encourage you to read their privacy policies before providing any information.
Changes to This Policy
We may update this Privacy Policy from time to time. The “Effective” date at the top reflects the most recent revision. Material changes will be communicated through a prominent notice on the Site.
Contact Us
Questions about this Privacy Policy or our handling of your information can be directed to:
Kelly Business Advisors3071 Voyager Dr., Suite E
Green Bay, WI 54311
Phone: (920) 737-2579
Or use our contact form.