Schedule a Call

Privacy Policy

1. Introduction

Oxford Highland Advisors ("OHA," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website OxfordHighland.biz, use our services, or interact with us through email, phone, or other communication channels.

By accessing our website or using our services, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree with our policies and practices, please do not use our services.

2. Information We Collect

We collect several types of information from and about clients and users of our services:

2.1 Personal Information You Provide

When you engage with OHA for exit advisory and transaction services, we collect personal and business information necessary to represent your interests effectively:

• Contact Information: Name, email address, phone number, business address
• Business Information: Company name, industry, revenue, ownership structure, employee count, operational details
• Financial Information: Financial statements, tax returns, business valuations, transaction history, debt obligations, asset details
• Legal Information: Corporate documents, contracts, compliance records, litigation history
• Transaction Information: Exit goals, timing preferences, buyer criteria, deal structure preferences
• Communications: Information you provide during consultations, negotiations, diligence processes, and ongoing advisory interactions

2.2 Information Automatically Collected

When you access our website, we automatically collect certain information:

• Usage Data: Pages visited, time spent, navigation patterns
• Device Information: IP address, browser type, operating system
• Location Data: General geographic location based on IP address
• Cookies and Tracking Technologies: We use cookies and similar technologies to improve user experience

2.3 Information from Third Parties

We may receive information from third parties including business databases, credit reports, industry sources, buyers, sellers, legal counsel, accountants, and other professional advisors involved in transactions. We may also receive information from our sister company, Exit Ready Solutions, when you engage with both entities.

3. How We Use Your Information

We use the information we collect to provide comprehensive exit advisory and transaction services:

3.1 Advisory and Transaction Services

• Providing exit planning and strategy development
• Conducting business valuations and financial analysis
• Representing you in sell-side transactions
• Identifying and qualifying potential buyers
• Managing negotiations and deal structuring
• Coordinating due diligence processes
• Facilitating transaction closings and post-transaction support

3.2 Communication and Coordination

• Responding to inquiries and providing advisory support
• Coordinating with attorneys, accountants, and other professionals
• Communicating with potential buyers and their representatives
• Providing transaction updates and market insights
• Coordinating with Exit Ready Solutions for integrated service delivery

3.3 Business Operations

• Improving our services and website
• Analyzing market trends and transaction data
• Maintaining security and preventing fraud
• Complying with regulatory and legal obligations

4. How We Share Your Information

Given the nature of M&A advisory and transaction services, information sharing is often necessary and appropriate. We do not sell your personal information. We may share your information as follows:

4.1 With Exit Ready Solutions

When you engage with both OHA and our sister company Exit Ready Solutions (ERS), we share information to provide integrated advisory and operational improvement services. OHA and ERS work as a unified platform for your benefit.

4.2 With Potential Buyers and Transaction Parties

As your representative in a sell-side transaction, we share information about your business with qualified potential buyers, their advisors, and other transaction parties as necessary to market your business, conduct negotiations, and facilitate due diligence. We share information in accordance with confidentiality agreements and your explicit instructions.

4.3 With Professional Advisors

We may share information with attorneys, accountants, business appraisers, financial advisors, and other professionals engaged in connection with your transaction, with your knowledge and consent.

4.4 Service Providers

We engage third-party service providers for CRM systems, document management, email services, data rooms, analytics, and other business operations. These providers are contractually obligated to protect your information.

4.5 Legal Requirements and Business Transfers

We may disclose information if required by law, court order, or governmental request, or to protect our rights or the rights of others. If OHA is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

5. Confidentiality and Non-Disclosure

We understand that business sales and exit planning involve highly confidential information. We maintain strict confidentiality protocols:

• All information about your business, financial performance, and exit plans is treated as confidential
• We require confidentiality agreements from all potential buyers before disclosing sensitive information
• We limit internal access to your information on a need-to-know basis
• We use secure systems and encryption for sensitive data transmission
• We coordinate disclosure carefully to protect your competitive position and employee/customer relationships

However, please note that in M&A transactions, some degree of information sharing with qualified buyers is necessary and expected. We will always consult with you before sharing sensitive information and will follow your guidance regarding disclosure.

6. Data Security

We implement comprehensive security measures to protect your information, including:

• Encrypted data transmission and storage
• Secure data rooms for due diligence materials
• Access controls and authentication requirements
• Regular security assessments and updates
• Secure disposal of documents and data when no longer needed
• Employee training on confidentiality and data protection

While we take reasonable precautions, no method of transmission or storage is completely secure. We cannot guarantee absolute security but are committed to protecting your information to the best of our ability.

7. Data Retention

We retain client information for extended periods to comply with legal, regulatory, and professional obligations:

• Transaction records and engagement files: Typically 7-10 years or longer as required by law
• Financial records and valuations: As required by accounting and tax regulations
• Legal documents and contracts: As required by applicable law and statute of limitations
• Communications and advisory records: Duration necessary for professional liability and compliance purposes

When information is no longer required, we securely delete or destroy it in accordance with our document retention policies.

8. Your Rights and Choices

Depending on your location and applicable law, you may have rights regarding your personal information:

• Access: Request a copy of the information we hold about you
• Correction: Request correction of inaccurate information
• Deletion: Request deletion of your information, subject to legal and regulatory retention requirements
• Opt-Out: Unsubscribe from marketing communications

Please note that we may be legally or professionally required to retain certain information even if you request deletion. For example, transaction records must be maintained for regulatory compliance and potential future reference. To exercise your rights, contact us using the information in Section 11 below.

9. Cookies and Tracking Technologies

We use cookies and similar technologies on our website to enhance user experience, analyze traffic, and improve services. Types of cookies include:

• Essential Cookies: Necessary for website functionality
• Performance Cookies: Help us understand how visitors use our site
• Functional Cookies: Remember your preferences
• Marketing Cookies: Deliver relevant content

You can manage cookie preferences through your browser settings, though disabling certain cookies may affect website functionality.

10. Third-Party Links and Services

Our website may link to third-party websites or integrate with third-party services. We are not responsible for the privacy practices of third parties. We encourage you to review their privacy policies before providing information.

11. Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Oxford Highland Advisors

2684 Derby Walk NE
Atlanta, GA 30319
Email: legal@oxfordhighland.biz
Phone: +1 (404) 240-0235

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. We will post updates on our website with a revised effective date. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

For material changes, we will provide more prominent notice, such as email notification to active clients.

13. State-Specific Rights

California Residents

California residents have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete information, and the right to opt-out of sale (though we do not sell personal information).

Georgia and Other State Residents

As our primary service area is Georgia, we comply with applicable Georgia state privacy laws. Additional state-specific rights may apply depending on your location.

14. Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect information from children. If we learn we have collected information from a child, we will delete it promptly.

Last Updated: February 4, 2026