DellaRok LLC – Privacy Policy
Last updated: October 2025
1. Overview
DellaRok LLC (“DellaRok,” “we,” “our,” or “us”) is a boutique business brokerage and M&A advisory firm dedicated to helping business owners and investors navigate strategic acquisitions and sales with professionalism, confidentiality, and integrity. By engaging our services or visiting our website (https://dellarok.com), you agree to the policies outlined below.
2. Confidentiality & Data Handling
We treat all client communications and documentation with the highest degree of confidentiality.
Financial records, valuation data, and transaction materials are stored securely and never shared with third parties without your written consent.
Access to client information is restricted to authorized members of the DellaRok advisory team and trusted partners (such as accountants, lenders, or attorneys directly involved in the transaction).
Client data is never sold, rented, or distributed for marketing purposes.
3. Engagement & Representation
Our representation is strategic and process-driven.
We operate as your advisor, not merely a listing agent.
Each engagement begins with a confidential discovery and valuation review.
Engagement terms, including compensation, exclusivity, and deliverables, are outlined in a formal engagement agreement before services commence.
We reserve the right to decline engagements that do not align with our ethical standards, financial criteria, or market positioning.
4. Buyer Representation
For buyers, we:
Conduct a detailed criteria review to identify aligned opportunities.
Perform in-depth financial and operational analysis of potential targets.
Support offer structuring, negotiation, due diligence, and closing coordination.
Our buyer advisory fees or success-based commissions are detailed per engagement.
5. Seller Representation
For sellers, we:
Prepare an accurate, defendable valuation of the business.
Refine financials and develop a confidential information memorandum (CIM).
Market discreetly to prequalified, serious buyers.
Handle negotiations, offers, and deal structuring.
Coordinate due diligence and closing with accountants, attorneys, and lenders.
All engagements are handled confidentially to protect business reputation and operations during the sale process.
6. Guarantees & Performance
We do not guarantee specific deal outcomes or valuations.
We do guarantee:
Professional representation and transparent communication.
Thorough financial and market analysis.
A disciplined, strategic process from valuation to closing.
Your success depends on multiple factors including market conditions, buyer/seller cooperation, and business performance.
7. Communication Policy
We maintain structured communication to ensure transparency and efficiency:
All client updates occur through approved channels such as Slack or email.
Meeting confirmations and call reminders are automated via our CRM system.
All appointment scheduling and follow-ups are handled through our internal GoHighLevel system.
8. Privacy & Data Security
Our digital infrastructure (CRM, hosting, and internal communication tools) is protected by encrypted logins and multi-factor authentication.
We host client websites and data on reputable U.S.-based platforms such as GoDaddy and Google Cloud, following best practices for data security.
9. Intellectual Property
All marketing materials, CIMs, reports, and valuation documents created by DellaRok remain the intellectual property of DellaRok Partners unless otherwise agreed in writing.
Clients may use such materials solely for their intended transaction purposes.
10. Limitation of Liability
While we apply professional diligence in every engagement, DellaRok Partners shall not be liable for any loss, delay, or damages arising from:
Market volatility or deal cancellations,
Third-party actions, or
Information provided by the client or external sources.
Our total liability in any engagement shall not exceed the total fees paid for that engagement.
11. Policy Updates
DellaRok reserves the right to amend this policy periodically to reflect changes in operations, laws, or digital infrastructure. Updates will be posted on this page, and clients will be notified of any material revisions.
13. Contact
DellaRok LLC
📍 Website: https://dellarok.com
📧 Email: [email protected]
📞 Phone: (646) 296-2569
📍 Location: Operating nationwide, headquartered in the United States.
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