Privacy Policy

Effective Date: January 1, 2026

Rick Fulton LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your information. This Privacy Policy explains how we collect, use, and protect information when you visit rickfulton.com.

In the M&A landscape, timing and discretion are very important. While this digital presence serves as a point of introduction, Rick Fulton, LLC operates under strict confidentiality protocols. We recognize that for many founders, the 'Search' phase must remain entirely off-market. All initial consultations are protected under a standard preliminary confidentiality agreement to ensure your competitive position remains uncompromised.

1. Information We Collect

We may collect:

  • Name

  • Email address

  • Phone number

  • Company information

  • Uploaded documents/files

  • Billing information

  • Appointment scheduling details

  • IP address and browser/device information

2. How We Collect Information

Information may be collected through:

  • Website forms

  • Appointment scheduling tools

  • Payment processing

  • Email communications

  • Analytics tools

  • Cookies and tracking technologies

3. How We Use Information

Data is used exclusively to:

  • Evaluate potential buy-side or sell-side mandates.

  • Facilitate communication between principals.

  • We comply with all relevant data protection authorities. You may request a copy of your data or its deletion at any time by contacting help @ rickfulton.com.

  • Comply with "Know Your Customer" (KYC) and anti-money laundering (AML) protocols common in financial transactions. WE DO NOT SELL DATA. Rick Fulton, LLC has never sold founder or firm data to third-party aggregators and will not do so.

  • Provide advisory services

  • Respond to inquiries

  • Schedule meetings

  • Process payments

  • Send marketing communications

  • Improve website performance

  • Maintain records and security

  • Comply with legal obligations

4. SMS & Email Consent

By submitting your contact information, you consent to receive communications from us via email and SMS/text message.

You may opt out at any time:

  • Email: click unsubscribe

  • SMS: reply STOP

5. Payment Processing

Payments may be processed via wire transfers or through third-party payment providers such as:

  • Stripe

  • PayPal

We do not directly store full payment card information.

6. Scheduling Services

We may use third-party scheduling platforms such as:

  • Calendly

Information submitted through scheduling tools is governed in part by those providers’ policies.

7. CRM & Marketing Tools

We may store customer and prospect information in CRM and marketing systems, including:

  • Pipedrive

  • Salesforce

  • Less Annoying CRM

8. Analytics & Cookies

We use tools such as:

  • Google Analytics

These services may collect information about your browsing behavior, device, and interactions with the website. You can control cookies through your browser settings.

9. Sharing of Information

We do not sell personal information.

We may share information with trusted service providers who assist with:

  • Payment processing

  • Website hosting

  • Analytics

  • CRM systems

  • Scheduling services

  • Email/SMS delivery

We may also disclose information when required by law.

10. Data Security

We implement reasonable administrative, technical, and organizational safeguards designed to protect your information. However, no method of internet transmission or electronic storage is completely secure.

11. Data Retention

Given the sensitive nature of M&A, we employ SSL encryption and restricted-access databases. We retain data only as long as necessary to fulfill advisory mandates or comply with legal obligations including to:

  • Provide services

  • Comply with legal obligations

  • Resolve disputes

  • Enforce agreements

12. Your Rights

Depending on your location, you may have rights to:

  • Access your information

  • Correct inaccurate information

  • Request deletion

  • Opt out of marketing communications

Requests may be sent to help @ rickfulton.com.

13. Third-Party Links

This website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

14. Children’s Privacy

This website is not intended for individuals under 18 years of age.

15. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

16. Contact

Rick Fulton LLC
1323 Bridge Barrier Road, #463
Carolina Beach, NC 28428
help @ rickfulton.com.