Route Consultant Privacy Policy – United States

Effective Date: March 26, 2026

Last Updated: March 26, 2026

Route Consultant (“RC,” “we,” “us,” or “our”) provides business brokerage, consulting, and related services to commercial customers. This Privacy Policy describes how we collect, use, disclose, and protect personal information in connection with our websites, brokerage services, events, and related offerings (collectively, the “Services”).

This Privacy Policy applies to individuals who interact with the Services, including business owners who list businesses for sale, prospective buyers and consulting clients, event attendees, job applicants, and individuals who visit or interact with our websites or marketing channels. The Services are intended solely for commercial use, and Route Consultant does not knowingly provide Services to individuals acting in a personal or household context.

1.     Scope and Definitions

Business Customers. Route Consultant’s customers are businesses. We provides Services to business customers and individuals acting on their behalf.

Personal Information. “Personal information” means information that identifies, relates to, describes, or could reasonably be linked to an individual, including individuals acting in a business or commercial capacity.

2.     Information We Collect

We collect personal information in the following categories and through the following sources:

A. Business and Contact Information

  • Name, email address, phone number, business name, role or title

  • Information provided in connection with listing agreements, inquiries, website forms, and communications

B. Brokerage and Transaction Information

  • Business information, revenue reports, financial statements, tax returns, and other deal-related information

  • Transaction records, deal notes, communications, closing documents, and commission-related details

  • Payment information, including ACH or wiring instructions where applicable

  • Information provided by clients and transaction participants in connection with brokerage activities

  • Personal identifiers that may appear incidentally within financial documents (such as tax returns), although Social Security numbers are not requested as a standalone data element

C. Website and Marketing Information

  • Information submitted through contact forms, downloadable content, and other website interactions

  • Marketing engagement data, including responses to campaigns and inquiries

D. Event and Webinar Information

  • Registration details such as name, email address, phone number, location, and areas of interest

  • Attendance records and, where applicable, event recordings

  • Payment or billing information in connection with event registration or attendance policies, where applicable

E. Automatically Collected Information

  • Device and browser information, IP address, usage data, pages visited, and interaction data

  • Approximate location derived from IP address or similar signals

F. Information from Third Parties

  • Information received from marketing partners, analytics providers, service providers, affiliates, business partners, event organizers, and publicly available sources, where applicable

3.     How We Use Personal Information

We use personal information to provide, operate, and administer our Services, including managing listings, facilitating brokerage transactions, supporting buyer and seller engagements, and providing consulting services.

We use information to communicate with clients and prospective clients, respond to inquiries, coordinate transactions, and maintain records related to brokerage activities. We also use information to manage events, track attendance, and deliver educational content.

We use personal information to support business operations, including analyzing performance, improving our Services, and planning and developing new offerings. We also use information to maintain the security and integrity of our systems, detect and prevent fraud or misuse, and comply with legal and contractual obligations.

We may use personal information for marketing and outreach purposes, including sending communications about our services, promoting events, measuring the effectiveness of marketing campaigns, and supporting advertising activities. We may also use information to support cross-selling, referral activities, and coordinated marketing efforts with affiliated entities.

4.     Analytics and Tracking

We use cookies, pixels, and similar technologies to understand how our websites are used, improve performance, and support marketing and advertising activities.

These tools may include analytics platforms, advertising and retargeting technologies such as Meta Pixel and LinkedIn Insight Tag, and conversion tracking and measurement tools. These technologies may collect information about interactions with our websites, including online identifiers, device and browser information, and browsing activity.

In some cases, these tools may enable third parties to collect information across different websites or over time for purposes such as analytics, measurement, and advertising. Such activity may be considered “sharing” under certain U.S. state privacy laws.

Route Consultant does not sell personal information.

You can manage cookies through browser settings or through any available consent tools on our website. Depending on applicable law, you may have the right to opt out of certain uses of cookies or similar technologies. Disabling certain cookies may affect functionality.

5.     How We Disclose Personal Information

We disclose personal information as necessary to provide our Services and operate our business, including in the following categories:

A. Service Providers

We disclose personal information to third-party vendors that perform services on our behalf, including hosting providers, customer relationship management systems, document handling services, payment processors (including Stripe), analytics and advertising providers, communications tools, IT or security vendors, and platforms used to deliver training, events, or educational content. These service providers process personal information only as necessary to provide services to us and are subject to contractual obligations to protect such information.

B. Business and Transaction Participants

We disclose personal information to buyers, sellers, advisors, and other parties involved in brokerage transactions, as necessary to facilitate listings, evaluate opportunities, and complete transactions.

C. Affiliated Entities

We disclose personal information to entities under common ownership or control for purposes including operational support, referral coordination, cross-selling, and marketing and promotional activities.

D. Event Sponsors and Partners

We disclose personal information to sponsors, partners, or collaborators associated with events, webinars, or educational programs, including sharing attendee information in connection with event participation and follow-up communications.

E. Legal and Compliance Disclosures

We may disclose personal information to government authorities, regulators, courts, or other third parties as required by law or legal process, or where necessary to protect rights, safety, or property, or to investigate or prevent misconduct.

F. Business Transfers

We may disclose personal information in connection with a merger, acquisition, financing, reorganization, or sale of assets, in which case personal information may be transferred as part of the transaction, subject to appropriate protections.

6.     Cookies and Similar Technologies

We use cookies and similar technologies such as pixels, tags, SDKs, and session-based tools to support functionality, authentication, security, analytics, performance measurement, and website optimization. These technologies help us understand how our websites are used, maintain reliability, and improve user experience.

We also use tools provided by third-party analytics, advertising, and measurement providers to evaluate website performance and the effectiveness of our marketing efforts. These tools may collect information about interactions with our websites, including online identifiers, device information, browsing activity, and usage data. In some cases, these technologies may enable the collection of information across different websites or over time for purposes such as analytics, measurement, and advertising.

You can manage cookies through browser settings or available consent tools. Depending on applicable law, you may have the right to opt out of certain uses of cookies or similar technologies that involve cross-context data sharing. Disabling certain cookies may affect functionality.

7.      Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information, including access controls, encryption where appropriate, monitoring, and incident response procedures. No system is completely secure, and we cannot guarantee absolute security.

8.      Data Retention

We retain personal information for as long as reasonably necessary to provide the Services, manage brokerage transactions, comply with legal and contractual obligations, and resolve disputes. In general, we retain client, transaction, event, and related records for approximately seven (7) years, unless a longer retention period is required or permitted by law.

9.     Your Choices and Rights

Depending on your relationship with Route Consultant and applicable law, you may have the ability to access, correct, or request deletion of certain personal information. In many cases, where you interact with us on behalf of a business customer, requests may need to be directed through your employer or account administrator.

You may opt out of promotional communications where applicable. You may also manage cookie preferences through browser settings or available tools. Where required by law, we will process verified requests in accordance with applicable privacy laws.

10.  Children’s Privacy

The Services are intended for business use and are not directed to children under 13. We do not knowingly collect personal information from children.

11.  California Privacy Notice (CPRA)

This section applies to California residents only to the extent that the California Consumer Privacy Act, as amended by the California Privacy Rights Act (“CPRA”), applies to Route Consultant’s activities. This notice is provided for transparency.

Route Consultant may collect identifiers, business contact information, financial or transactional information, internet activity data, approximate geolocation data, and professional or employment-related information. In some cases, financial documents provided in connection with brokerage services may contain personal information.

Route Consultant does not sell personal information. We may share personal information, including online identifiers and usage data, with analytics and advertising providers in a manner that may be considered “sharing” under California law, including for cross-context behavioral advertising.

We may also share personal information with affiliated entities for marketing, referral, and business development purposes, as described above.

California residents may have the right to request access, correction, deletion, or to opt out of certain data sharing, subject to applicable exceptions. Requests may be submitted by contacting us as described below. We may verify your identity and authority before responding.

12.   Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be reflected by updating the “Last Updated” date and providing notice where required by law.

13.   Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact us at:

Email: [email protected]

Mailing Address:

Route Consultant
Attn: Privacy
5511 Virginia Way, Suite 400
Brentwood, TN 37027