Zach Montgomery

Effective Date: July 17, 2026

Zach Montgomery ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices available to you when you use our website and services. Zach Montgomery operates as a sole proprietorship, and its owner is personally responsible for the operation of this business.

Information We Collect

We collect information that you provide directly to us and information that is generated automatically when you use our website.

Information you provide:

• Contact details such as your name, email address, mobile or telephone number, and mailing address.
• Information about your business that you submit when requesting a valuation or consultation, such as company name, location, and financial or operational details.
• Any message content or correspondence you send to us.

Information collected automatically:

• Technical data such as IP address, browser type, device information, and pages viewed.
• Usage information collected through cookies and similar technologies, as described below.

How We Use Your Information

• Respond to your inquiries and valuation requests and provide the brokerage, advisory, and related services you request.
• Communicate with you about your account, appointments, and the status of any engagement.
• Send you service-related messages, including text messages where you have opted in.
• Operate, maintain, secure, and improve our website and services.
• Comply with applicable legal and regulatory obligations.

SMS / Text Messaging

Zach Montgomery offers SMS (text message) communications to individuals who voluntarily opt in to receive them. By providing your mobile number and opting in, you consent to receive text messages from us related to appointment scheduling, valuation and consultation requests, service updates, and account communications. If you separately opt in to marketing communications, you may also receive promotional messages such as new business listings, business-sale insights, market updates, service announcements, and promotional offers.

Message frequency varies. Message and data rates may apply for messages sent to you from us and to us from you. For questions about your text plan or data plan, contact your wireless provider.

You can cancel the SMS service at any time. Simply text "STOP" to the number from which you received messages. Upon sending "STOP," we will confirm your unsubscribe status via SMS, after which you will no longer receive SMS messages from us. To rejoin, sign up again as you did initially, and we will resume sending SMS messages to you.

If you experience any issues with the messaging program, reply with the keyword HELP for assistance, or contact us directly at [email protected] or (336) 671-4194.

Carriers are not liable for delayed or undelivered messages.

How We Disclose Information

We do not sell your personal information, and we do not disclose your personal information for the marketing or promotional purposes of unrelated organizations.

We may disclose information to service providers and subcontractors who perform support functions on our behalf — such as customer service, communications delivery, and technology hosting — and who are obligated to protect your information and use it only to perform those functions for us.

We may also disclose information when required to do so by law, regulation, legal process, or governmental request, or where necessary to protect the rights, property, or safety of Zach Montgomery, our clients, or others.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

Cookies & Tracking Technologies

Our website uses cookies and similar technologies to operate the site, remember your preferences, and understand how the site is used. You can control cookies through your browser settings. Disabling certain cookies may affect how parts of the website function.

How We Protect Your Information

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information we collect against unauthorized access, loss, misuse, or alteration. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. All client inquiries are handled confidentially.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, to provide our services, and to comply with our legal, accounting, and reporting obligations. When information is no longer needed, we take reasonable steps to delete or de-identify it.

Your Privacy Choices

Depending on your jurisdiction, you may have the right to request access to, correction of, or deletion of the personal information we hold about you, and to opt out of certain communications. To exercise any of these choices, contact us using the details below. You may opt out of text messages at any time by replying "STOP," and you may unsubscribe from email communications using the link provided in those emails.

Children's Privacy

Our website and services are intended for individuals who are 18 years of age or older and are not directed to children. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Effective Date" at the top of this page. Your continued use of our website or services after any update constitutes acceptance of the revised policy.

Contact Us

Zach Montgomery
Kannapolis, NC 28083, USA
Email: [email protected]
Phone: (336) 671-4194