Privacy Policy

Highpoint Advisors

Effective Date: July 20th, 2026

Highpoint Advisors ("Highpoint," "we," "us," or "our") respects your privacy and are committed to protecting it through our compliance with this policy. This policy explains what information we collect, process, retain, and disclose personal data about you when providing services to you when you visit hphadvisors.com (the "Site"), how we use it, and the choices you have.

We work with practice owners on some of the most confidential decisions of their careers. We take that same care with your information here.

This policy does not apply to information collected by any third party, including through any application or content that may link to or be accessible from or through the Site.

Information We Collect

"Personal data" is information that identifies, relates to, or describes, directly or indirectly, you as an individual, such as your name, email address, telephone number, home address, and any other identifier we may use to contact you online or offline. The types and categories of personal data we collect or process include:

Information you provide to us. When you fill out a form on our Site, download a resource, request a practice valuation, schedule a call, or contact us, you may provide personal data such as your name, email address, phone number, practice name, practice location, and any details you choose to share in messages or survey responses.

Information collected automatically. When you visit the Site, we and our service providers may automatically collect certain information, including your IP address, browser type, device type, pages viewed, time spent on pages, referring website, and general location (city/state level). This is collected through cookies, pixels, and similar technologies.

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and requests
• Provide resources you've requested, such as downloadable guides
• Schedule and conduct valuation calls and consultations
• Send follow-up communications and marketing emails you can opt out of at any time
• Understand how visitors use our Site so we can improve it
• Advertise our services, including through platforms like Meta (Facebook and Instagram) and Google
• Comply with legal obligations

We do not sell, trade, or rent your personal information. We do not collect or use personal data for the purpose of training large language models.

Who We Disclose Your Information To

We may disclose personal data that you provide as described in this privacy policy to our subsidiaries and affiliates; to contractors and other third parties we use to support our organization and who are bound by contractual obligations to keep personal data confidential and use it only for the purposes for which we disclose it to them; to fulfill the purpose for which you provide it; for any other purpose disclosed by us when you provide the information; or with your consent.

We may also disclose your personal data to comply with any court order, law, or legal process, including to respond to any government or regulatory request; to enforce or apply our terms of use and service; or if we believe disclosure is necessary or appropriate to protect the rights, property, or safety of our organization, or others.

Cookies and Tracking Technologies

As you navigate through and interact with our Site, we may use automatic data collection technologies to collect information that may include personal data.

Our Site uses cookies and similar technologies, including:

• Google Analytics, which helps us understand Site traffic and usage
• The Meta Pixel, which allows us to show relevant ads on Facebook and Instagram to people who have visited our Site

A cookie is a small file placed on your device when you interact with the Site. Most browsers let you refuse or delete cookies through your settings. Disabling cookies may affect how some parts of the Site work.

To the extent any of these automated technologies are considered a personal data sale, targeted advertising, or profiling, under applicable laws, depending on where you live, you may opt out from use of these automated technologies for such uses by emailing us. Please note that some Site features may be unavailable as a result.

Third-Party Service Providers

We use trusted third-party tools to operate our business. These providers process your information on our behalf and under their own privacy policies:

• Typeform – forms and surveys
• Calendly – call and meeting scheduling
• Salesforce – client relationship management
• Constant Contact – email communications
• WordPress – website hosting
• Google Analytics – website analytics
• Meta (Facebook and Instagram) – advertising

We share information with these providers only as needed to deliver our services. We may also disclose information if required by law or to protect our legal rights.

Email Communications

If you provide your email address, we may send you helpful resources, updates, and information about our services. Every marketing email we send includes an unsubscribe link. You can opt out at any time, and we'll honor that promptly. We may still send you non-marketing messages related to a service you've requested, such as scheduling confirmations.

Your Privacy Choices and Rights

Depending on your state of residency, you may have the right to:

• Confirm whether we process your personal data and access a copy of the personal data we process. To the extent feasible and required by state law, depending on your state, data will be provided in a portable format. Depending on your state, you may have the right to receive additional information and it will be included in the response to your access request;
• Request that we correct inaccuracies in your personal data that we maintain, taking into account the information's nature and processing purpose;
• Opt out of marketing communications and targeted advertising
• Important: The exact scope of these rights vary by state. There are also several exceptions where we may not have an obligation to fulfill your request.

To make a request, contact us at info@hphadvisors.com. We will respond within the timeframe required by applicable law. We will not discriminate against you for exercising your privacy rights.

Confidentiality of Business Information

Information you share with us about your practice, its financials, or your ownership plans in the course of an advisory engagement is governed by the confidentiality terms of our engagement agreements, which provide protections beyond this website policy.

Data Security

We use commercially reasonable administrative, technical, and physical safeguards designed to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. The safety and security of your information also depends on you. You are responsible for taking steps to protect your personal data against unauthorized use, disclosure, and access.

Data Retention

We keep personal information only as long as needed for the purposes described in this policy, to comply with legal obligations, or to resolve disputes.

Children's Privacy

Our Site and services are intended for adults. We do not knowingly collect personal information from anyone under 18. If we learn we have collected or received personal data from a child under 18 years old without verification of parental consent, we will delete that information.

Links to Other Websites

Our Site may link to third-party websites. We are not responsible for the privacy practices of those sites, and we encourage you to review their policies.

Changes to This Policy

We may update this policy from time to time. When we do, we'll revise the "Effective Date" above. Material changes will be noted on this page. Your continued use of the Site after such modifications will constitute your: (a) acknowledgment of the modified Policy; and (b) agreement to abide and be bound by the modified Policy.

Contact Us

Questions about this policy or your information? Reach out anytime.

Highpoint Advisors
1 South Rangeline Rd. Suite, Suite 310
Carmel, IN 46032
Email: info@hphadvisors.com
Phone: 317-509-6674