Privacy Policy

Last updated August 4, 2026

On this page
  1. Valuation Request Form
  2. Business and Financial Information
  3. SMS Communications
  4. Your Privacy
  5. Children’s and Minors’ Data
  6. The Personal Data That We Collect or Process
  7. How We Collect Your Personal and Other Data
  8. How We Use Your Information
  9. Who We Disclose Your Information To
  10. Your Rights and Choices About Your Information
  11. Your State Privacy Rights
  12. How We Protect Your Personal Data
  13. How We Retain Your Personal Data
  14. Reliance on Information Posted
  15. Governing Law and Jurisdiction
  16. Entire Agreement
  17. Contact Information

By accessing https://www.ic-usa.com/ (the “Website”) and consenting to receive SMS communications from Investment Consulting USA LLC (“Company,” “we,” or “us”), you are hereby consenting to our privacy policy, which governs your access to our website and your subscription to receive SMS communications from the Company (the “Services”). Please read the Privacy Policy carefully before you start to use the Website or subscribe to SMS communications. If you do not agree to this privacy policy, you must not access, use, or subscribe to the Services.

Valuation Request Form

When you request a confidential business valuation through our Website, we collect the information you provide, together with the business information you elect to share, such as industry, approximate annual revenue, and your general timeline. This information is used solely to respond to your request. We do not share your information, nor does this form create any obligations on your part.

Business and Financial Information

During the course of your engagement, you may provide us with confidential business and financial information, which may include financial statements, tax returns, an Employer Identification Number, corporate records, customer or vendor information, and comparable materials. This information is treated as confidential and disclosed only (i) with your express authorization in the scope of your engagement with the Company, (ii) to third parties engaged in the transaction and bound by confidentiality obligations; and (iii) when required by law.

SMS Communications

In compliance with the terms set forth herein and this privacy policy, the Company will send you SMS communications, including but not limited to updates on your account, updates on the Company, and marketing and promotional content. The messaging frequency may vary, and message and data rates may apply.

To opt out of your SMS subscription, text STOP. For assistance, text HELP or visit our website at https://www.ic-usa.com/

Your Privacy

Investment Consulting USA LLC respects your privacy and is committed to protecting it through our compliance with this policy. This policy explains how we collect, process, retain, and disclose personal data about you when providing the Services and our practices for using, maintaining, protecting, and disclosing that information.

The following policy applies only to information we collect:

It does not apply to information collected by:

We may provide additional or different privacy policies that are specific to certain features, services, or activities.

Please read this policy carefully to understand our policies and practices regarding your information and how we treat it. By interacting with our Services or providing us with your information, you agree to the collection, use, and sharing of your information as described in this privacy policy. This policy may change from time to time (see Changes to Our Privacy Policy). Your continued use of the Services after we make changes as described here is deemed to be acceptance of those changes, so please check the policy periodically for updates.

Children’s and Minors’ Data

Our Services are not intended for, and we do not knowingly collect any personal data from, children under the age of 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.

The Personal Data That We Collect or Process

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, or payment information (for example, account information such as name, postal address, and email address, credit card number, social security number, or any other identifier we may use to contact you online or offline). Personal information does not include:

The types and categories of personal data we collect or process include:

Some of the information identified above may be considered sensitive data under certain laws. If required under applicable law, we will collect and process sensitive personal data only with your consent. If you choose not to provide or allow us to collect some information, we may not be able to provide you with requested features, services, or information.

We also collect:

If we combine or connect non-personal statistical or technical data with personal data so that it directly or indirectly identifies an individual, we treat the combined information as personal information.

How We Collect Your Personal and Other Data

You Provide Information to Us

We collect information about you when you interact with our Services, such as when you submit information on the online valuation request form, or sign up for messaging and updates.

As you navigate through and interact with our Services, we may use automatic data collection technologies to collect information that may include personal data. Information collected automatically may include usage details, IP addresses, operating system, and browser type, and information collected through cookies, web beacons, and other tracking technologies including details of your interactions with our Services, such as traffic data, location data, logs, and other communication data, and which resources and Services features that you access and use.

Using automatic collection technologies helps us to improve our Services and to deliver a better and more personalized experience.

The technologies we use for this automatic data collection may include:

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 of the use of these automated technologies for such uses by sending a request to info@ic-usa.com. Please note that some Services features may be unavailable as a result.

When you interact with the Services, there are third parties that may use automatic collection technologies to collect information about you or your device. These third parties may include:

These third parties may use tracking technologies to collect information about you when you use the Services. The information they collect may be associated with your personal data or they may collect information, including personal data, about your online activities over time and across different websites, apps, platforms, and other online services.

We do not control these third parties' tracking technologies or how they may be used. If you have any questions about an advertisement or other targeted content, you should contact the responsible provider directly.

From Business Partners and Service Providers

We may receive personal data about you from other sources and combine that with information we collect directly from you. For example, we may obtain information about you from service providers that we engage to perform services on our behalf, such as text message and email platform providers, promotions services, analytics, and security and anti-fraud services. We may also receive personal data from business partners that we engage to share consumer information with us so that we can better provide you with a personalized experience. All such service providers are bound by confidentiality obligations and are permitted to use your information only to perform services for us.

How We Use Your Information

We use information that we collect about you or that you provide to us, including any personal data, to:

The usage information we collect, whether connected to your personal data or not, helps us improve our Services and deliver a better and more personalized experience by enabling us to:

Who We Disclose Your Information To

We may disclose aggregated information about our users, and information that does not identify any individual, without restriction.

We may also disclose personal data that we collect, or you provide as described in this privacy policy:

We may also disclose your personal data:

The categories of personal data we may disclose include:

Your Rights and Choices About Your Information

This section describes third-party consents, mechanisms you can use to control certain uses and disclosures of your information, and rights you may have under state law, depending on where you live.

Consent to SMS and Electronic Communications

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Advertising, marketing, cookies, and other tracking technologies choices

Your State Privacy Rights

Depending on your state of residency, you may have certain rights related to your personal data, including:

Important: The exact scope of these rights varies by state. There are also several exceptions where we may not have an obligation to fulfill your request.

To exercise any of these rights, please send an email to info@ic-usa.com with your request.

Some browsers and browser extensions support the Global Privacy Control (“GPC”) that can send a signal to process your request to opt out from certain types of data processing, including data “sales” as defined under certain laws. When we detect such a signal, we will make reasonable efforts to respect your choices indicated by a GPC setting as required by applicable law.

How We Protect Your Personal Data

We use commercially reasonable administrative, physical, and technical measures designed to protect your personal data from accidental loss or destruction and from unauthorized access, use, alteration, and disclosure. However, no website, mobile application, system, electronic storage, or online service is completely secure, and we cannot guarantee the security of your personal data transmitted to, through, using, or in connection with the Services. In particular, email, texts, and chats sent to or from the Services may not be secure, and you should carefully decide what information you send to us via such communications channels. Any transmission of personal data is at your own risk.

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.

How We Retain Your Personal Data

We keep the categories of personal data described in this policy for as long as reasonably necessary to fulfill the purposes described or as otherwise legally permitted or required, such as maintaining the Services, operating our organization, complying with our legal obligations, resolving disputes, and for safety, security, and fraud prevention. This means that we consider our legal and business obligations, potential risks of harm, and nature of the information when deciding how long to retain personal data. At the end of the retention period, personal data will be deleted, destroyed, or deidentified.

Changes to Our Privacy Policy

We may update this policy from time to time, and we will provide notice of any such changes to the policy as required by law. The date the privacy policy was last updated is identified at the top of the page. We will notify you of changes to this policy by updating the “last updated” date and posting the updated policy on the Services. We may email or otherwise communicate reminders about this policy, but you should check our Services periodically to see the current policy and any changes we have made to it.

Reliance on Information Posted

The information presented through the Services is made available solely for general information purposes. We do not warrant the accuracy, completeness, or usefulness of this information. Any reliance you place on such information is strictly at your own risk. We disclaim all liability and responsibility arising from any reliance placed on such materials by you or any other person accessing the Services, or by anyone who may be informed of any of its contents.

The Services may include content provided by third parties, including materials provided by other users, bloggers, and third-party licensors, syndicators, aggregators, and/or reporting services. All statements and/or opinions expressed in these materials, and all articles and responses to questions and other content, other than the content provided by the Company, are solely the opinions and the responsibility of the person or entity providing those materials. These materials do not necessarily reflect the opinion of the Company. We are not responsible, or liable to you or any third party, for the content or accuracy of any materials provided by any third parties.

Governing Law and Jurisdiction

All matters relating to the Services and this privacy policy, and any dispute or claim arising therefrom or related thereto (in each case, including non-contractual disputes or claims), shall be governed by and construed in accordance with the internal laws of the State of Florida without giving effect to any choice or conflict of law provision or rule.

Any legal suit, action, or proceeding arising out of, or related to, this privacy policy or the Services shall be instituted exclusively in the federal courts of the United States or the courts of the State of Florida, in each case located in the City of Miami and County of Miami-Dade. You waive any and all objections to the exercise of jurisdiction over you by such courts and to venue in such courts.

Entire Agreement

This privacy policy constitutes the sole and entire agreement between you and Investment Consulting USA LLC regarding the Services and supersedes all prior and contemporaneous understandings, agreements, representations, and warranties, both written and oral, regarding the Services.

Contact Information

To exercise your rights or ask questions or comment about this privacy policy, or our privacy practices, contact us at:

Investment Consulting USA LLC
66 W Flagler St, Suite 900
Miami, FL 33130
Email: info@ic-usa.com
Phone: +1 (561) 765-2303