Privacy Policy

Information We Collect

Information you provide. When you submit our contact form, we collect the information you choose to give us — your first and last name, email address, phone number, your area of interest, your practice specialty, the listing you are inquiring about (if any), and any details you include in your message.

Information collected automatically. When you visit the site, we and our analytics provider may collect standard technical and usage data — such as your IP address, browser and device type, pages viewed, the referring website, and the campaign or “UTM” parameters in the link you arrived through. This is collected using cookies and similar technologies (see “Cookies & Analytics” below).

How We Use Your Information

We use the information we collect to:

• respond to your inquiry and provide the valuation, brokerage, or advisory services you request;
• communicate with you about your matter, including follow-up by phone or email;
• understand how visitors use the site so we can improve its content and performance; and
• maintain the security of the site and comply with our legal and professional obligations.

We do not use the personal information you submit to make automated decisions about you, and we do not sell it.

How We Share Your Information

We share information only as needed to operate the site and respond to you, and we never sell it. We may share information with:

• Service providers that operate the site and our systems on our behalf — including our website host and content-delivery network, our customer-relationship-management (CRM) platform, which receives and stores your contact-form submissions, and our website analytics provider. These providers may process your information only to provide services to us.
• Legal and safety recipients — when we believe disclosure is required by law, regulation, or legal process, or is necessary to protect our rights, our clients, or the public.
• A successor in the event of a merger, acquisition, or sale of our business, subject to this Policy.

Cookies & Analytics

We use cookies and similar technologies to operate the site and to measure how it is used. We use Google Analytics to understand visitor activity — such as which pages are viewed and how visitors find us. Google Analytics sets cookies and processes usage data, including a truncated or full IP address, on our behalf.

You can control cookies through your browser settings, and you can opt out of Google Analytics across all sites by installing the Google Analytics Opt-out Browser Add-on. Disabling cookies will not affect your ability to contact us through the form.

Data Retention

We keep the information you submit for as long as needed to respond to your inquiry, to provide and document our services, and to meet our legal, tax, and professional recordkeeping obligations. Analytics data is retained according to our analytics provider’s standard retention settings.

Your California Privacy Rights

If you are a California resident, the California Consumer Privacy Act (as amended by the CPRA) gives you the right to request access to the personal information we have collected about you, to request that we correct or delete it, and to opt out of the “sale” or “sharing” of your personal information. We do not sell or share your personal information as those terms are defined under California law, and we will not discriminate against you for exercising your rights.

To make a request, contact us using the details below. We will verify your request and respond as required by law.

Data Security

We use reasonable administrative and technical safeguards to protect the information you submit, including encrypted transmission of form data. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security. Please do not send sensitive financial documents through the website form; we will arrange a secure channel when an engagement begins.

Third-Party Links

Our site may link to third-party websites, including our social media profiles. We are not responsible for the privacy practices of those sites, and this Policy does not apply to them. We encourage you to review the privacy policy of any site you visit.

Children’s Privacy

Our services are directed to physicians and business owners, not to children. We do not knowingly collect personal information from anyone under 18. If you believe a minor has provided us information, please contact us and we will delete it.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. Your continued use of the site after a change takes effect means you accept the revised Policy.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, contact us:

Nechay Advisors
1400 Newport Center Dr., Suite 100, Newport Beach, CA 92660
Phone: (855) 955-2565
Email: info@nechayadvisors.com