Privacy Policy: businessvaluations.co.nz

Last Updated: 25 February 2026

At businessvaluations.co.nz, we recognize that the financial information you share with us is highly sensitive. This Privacy Policy outlines how we collect, use, store, and protect your personal and business information in accordance with the New Zealand Privacy Act 2020.

1. Information We Collect

To provide an accurate, independent business valuation, we collect the following information:

• Identity Data: Names, email addresses, and phone numbers of business owners and their representatives.

• Financial Data: Profit & Loss statements, balance sheets, tax returns, and asset registers.

• Operational Data: Lease agreements, employee details (anonymized where possible), and customer concentration data.

• Technical Data: IP addresses and website usage statistics via cookies to improve our online experience.

2. How We Use Your Information

We use your information strictly for the following purposes:

• To provide the Valuation Service: Executing our 4-Module Logic Engine to generate your report.

• Communication: To discuss your valuation, respond to inquiries, and manage the onboarding process.

• Legal Compliance: To comply with New Zealand professional standards and anti-money laundering (AML) obligations where applicable.

We do not sell, rent, or trade your data to third parties, including business brokers, marketing agencies, or financial institutions.

3. Data Storage and Security

We take the security of your financial data seriously:

• NZ-Based Logic: We prioritize secure, encrypted cloud storage providers with New Zealand-based data residency options where possible.

• Encryption: All data is encrypted at rest and in transit using industry-standard protocols.

• Access Control: Only the director assigned to your project has access to your raw financial data.

4. Disclosure of Information

As an independent "Pure-Play" valuer, we maintain a strict "No Third-Party Liability" policy. We will only disclose your information:

• If you provide explicit written consent to share the report with your accountant or solicitor.

• If required by New Zealand law or a court order.

• To verify information with external government databases (e.g., NZ Companies Office) as part of our valuation research.

5. Data Retention

We retain your valuation workpapers and final report for a period of 7 years following the completion of the engagement. This is to comply with New Zealand financial record-keeping standards and to protect your interests in the event of future business strategy reviews. After 7 years, all sensitive financial documents are securely deleted.

6. Your Rights

Under the Privacy Act 2020, you have the right to:

• Request access to the personal information we hold about you.

• Request the correction of any inaccurate information.

• Withdraw your consent for us to use your data (noting that this may prevent us from completing the valuation).

7. Cookies and Tracking

Our website, businessvaluations.co.nz, uses cookies to analyze site traffic and improve user experience. You can choose to disable cookies in your browser settings; however, this may affect certain functionalities of our contact forms.

8. Contact Us

If you have any questions about this Privacy Policy or how your data is handled, please contact our Privacy Officer at:

Email: info@businessvaluations.co.nz Address: PO Box 87350 Auckland 1742