Privacy Policy

We do not request, and ask that you do not submit, protected health information (PHI) or patient records through our Site or forms. Where patient-level data is needed during a transaction, it will be handled under appropriate confidentiality and, where required, business associate agreements.

• Personal Information: Name, email address, phone number, practice or company name, and any other information you provide when you contact us, request a consultation, or engage our services.
• Business Information: Information about your practice or business that you choose to share with us, such as ownership, financial, and operational details, in connection with evaluating or pursuing a potential transaction.
• Non-Personal Information: IP address, browser type, referring website, pages viewed, and time spent on our Site.
• Cookies and Tracking Technologies: We use cookies to enhance user experience, analyze site traffic, and personalize content.

We do not request, and ask that you do not submit, protected health information (PHI) or patient records through our Site or forms. Where patient-level data is needed during a transaction, it will be handled under appropriate confidentiality and, where required, business associate agreements.

• Provide, evaluate, and improve our M&A advisory services.
• Respond to inquiries and communicate with you about consultations, engagements, and services.
• With your authorization, share information with prospective buyers, investors, or other parties in connection with a potential transaction.
• Analyze website usage and improve our content and offerings.
• Comply with legal obligations and enforce our terms.

We do not sell or rent your personal information. We may share information with:

SMS/Text Messaging Data: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories of information (name, email, etc.) may be shared with the parties above; this exclusion applies solely to SMS opt-in data and mobile phone numbers collected for text messaging purposes.

We do not sell or rent your personal information. We may share information with:

• Service Providers: Third-party vendors who assist with website hosting, analytics, CRM, scheduling, communications, and document management.
• Transaction Parties: Prospective buyers, investors, lenders, and professional advisors, but only with your authorization and, where appropriate, subject to a confidentiality or non-disclosure agreement.
• Legal Compliance: When required by law, legal process, or government request.
• Business Transfers: In the event of a merger, sale, or acquisition of our Company.

SMS/Text Messaging Data: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories of information (name, email, etc.) may be shared with the parties above; this exclusion applies solely to SMS opt-in data and mobile phone numbers collected for text messaging purposes.

We understand that information about a potential sale of your practice is sensitive. We treat business and financial information you provide as confidential and disclose it only as described in this policy or in a written engagement or confidentiality agreement with you.

We understand that information about a potential sale of your practice is sensitive. We treat business and financial information you provide as confidential and disclose it only as described in this policy or in a written engagement or confidentiality agreement with you.

We take reasonable administrative, technical, and physical measures to protect your information from unauthorized access, alteration, or disclosure. However, no data transmission over the internet is 100% secure.

We take reasonable administrative, technical, and physical measures to protect your information from unauthorized access, alteration, or disclosure. However, no data transmission over the internet is 100% secure.

You have the right to:

You have the right to:

• Access, update, or delete your personal information.
• Opt out of receiving marketing communications.
• Disable cookies through your browser settings.
• Opt out of SMS messages at any time by replying STOP to any message you receive from us.

By providing your phone number and affirmatively opting in via the SMS consent checkbox on our contact or consultation forms, you agree to receive text messages from Cultivate Lead Management, LLC d/b/a Cedar Well Advisors, including appointment confirmations, reminders, responses to inquiries, client support communications, and (where separately consented to) promotional messages.

By providing your phone number and affirmatively opting in via the SMS consent checkbox on our contact or consultation forms, you agree to receive text messages from Cultivate Lead Management, LLC d/b/a Cedar Well Advisors, including appointment confirmations, reminders, responses to inquiries, client support communications, and (where separately consented to) promotional messages.

• Message frequency varies, typically 1–4 messages per week.
• Message and data rates may apply.
• Reply STOP to opt out at any time. Reply HELP for assistance, or contact us at matt@cultivateleads.us or 205-907-6826.
• Consent to receive SMS messages is not a condition of any purchase or engagement.
• No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. This includes text messaging originator opt-in data and consent; this information will not be shared with any third party, regardless of purpose, except as necessary to provide the SMS service itself (e.g., our SMS platform provider).

Our Site may contain links to third-party sites. We are not responsible for their privacy practices and encourage you to review their privacy policies.

Our Site may contain links to third-party sites. We are not responsible for their privacy practices and encourage you to review their privacy policies.

Our services are not directed to children under 13. We do not knowingly collect personal information from children.

Our services are not directed to children under 13. We do not knowingly collect personal information from children.

We may update this policy from time to time. Changes will be posted on this page with an updated effective date.

We may update this policy from time to time. Changes will be posted on this page with an updated effective date.

Cultivate Lead Management, LLC d/b/a Cedar Well Advisors

Email: matt@cultivateleads.us

Phone: 205-907-6826

Cultivate Lead Management, LLC d/b/a Cedar Well Advisors

Email: matt@cultivateleads.us

Phone: 205-907-6826