Privacy Policy

Last updated: 9/3/2025

Information We Collect

We collect information you provide directly to us, such as when you:

  • Request a business valuation consultation
  • Complete our valuation assessment quiz
  • Contact us via phone, email, or contact forms
  • Subscribe to our newsletter or updates

This information may include your name, email address, phone number, company information, and details about your business valuation needs.

How We Use Your Information

We use the information we collect to:

  • Provide business valuation services and consultations
  • Respond to your inquiries and requests
  • Send you relevant information about our services
  • Improve our website and services
  • Comply with legal obligations

Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties except:

  • With your explicit consent
  • To comply with legal requirements
  • To protect our rights and safety
  • With trusted service providers who assist in our operations (under confidentiality agreements)

Data Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

We retain personal information only as long as necessary for business purposes or as required by law, typically 7 years for valuation-related records.

Your Rights

You have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information
  • Opt out of marketing communications

Professional Confidentiality

As a Certified Valuation Analyst (CVA), Dori Morrison adheres to the National Association of Certified Valuators and Analysts (NACVA) Professional Standards including confidentiality requirements. All business information shared during valuation engagements is kept strictly confidential and used only for the purpose of providing professional valuation services.

Use of the free calculator does not create a professional engagement or client relationship. Professional relationships begin only with signed engagement letters.

Calculator Disclaimer

The business valuation calculator provides preliminary estimates only and does not constitute a professional valuation opinion or establish a professional relationship. Results should not be relied upon for legal, tax, or transaction decisions. Professional valuations conforming to NACVA standards require comprehensive analysis not provided by this tool.

Users agree to indemnify and hold harmless DorisMorris and its owners from any claims arising from misuse of calculator estimates.

Calculator Data

Information entered in the free calculator is processed automatically and may be stored temporarily for quality improvement. This data:

  • Is not reviewed individually unless you request professional services
  • Does not create a confidential client relationship
  • May be aggregated anonymously for research purposes

Data Protection Rights (CCPA/GDPR)

Additional Rights for California and European Residents

If you are a California resident (CCPA) or European resident (GDPR), you may have additional rights including:

  • Right to know what personal information we collect and how we use it
  • Right to request deletion of your personal information
  • Right to opt-out of the sale of personal information (we do not sell personal information)
  • Right to non-discrimination for exercising your privacy rights
  • Right to data portability (GDPR)

To exercise these rights, contact us at help@dorismorris.com. We will respond within the timeframes required by applicable law.

Age Restrictions

Age Requirements

Our services are intended for business owners and individuals 18 years or older. We do not knowingly collect personal information from anyone under 18. If we learn we have collected information from a minor, we will promptly delete it.

Third-Party Links

External Links Disclaimer

This website may contain links to third-party websites. We are not responsible for the privacy practices, content, or accuracy of external sites. We encourage you to review the privacy policies of any third-party sites you visit. The inclusion of any link does not imply our endorsement of the site.

Limitation of Liability

In no event shall DorisMorris or its owners be liable for any indirect, incidental, consequential, or punitive damages arising from use of this website or calculator. Our total liability shall not exceed the amount paid for services, if any.

Governing Law

This Privacy Policy is governed by Delaware law. Any disputes relating to privacy or data handling shall be resolved according to the dispute resolution provisions in our Terms of Service.

Cookies and Tracking

We may use cookies and similar technologies to improve your experience on our website, analyze usage patterns, and provide personalized content. You can manage your cookie preferences through your browser settings.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us:

Dori Morrison, CVA

Email: hello@dorismorris.com