1. Purpose of Data Collection
The information and documents you provide will be used solely for the purpose of preparing a preliminary business valuation or valuation overview based on the details you supply.
2. Confidentiality
We treat all submitted information as confidential. Your data will not be sold, shared, or disclosed to third parties except:
where required by law, or
to professional advisors assisting us in completing your valuation (where applicable), under strict confidentiality.
3. Data Security
We take reasonable technical and organisational measures to safeguard the information you upload.
However, no online submission system can guarantee absolute security.
4. Accuracy of Information
You confirm that the information you provide is accurate to the best of your knowledge.
Your valuation results depend on the completeness and accuracy of the data you submit.
5. Nature of Valuation
The valuation provided is informational only and does not constitute:
financial advice
legal advice
tax advice
a formal certified valuation
It is a preliminary estimate based on standard valuation methodologies and the information supplied.
It should not be relied upon for investment, tax, or sale negotiations without seeking independent professional advice.
6. Limitations of Liability
We are not responsible for any decisions, losses, or actions taken based on the valuation results.
You understand that valuation outcomes may vary based on market conditions, assumptions, and the data provided.
7. File Upload Requirements
By uploading files, you confirm that:
you have the legal right and authority to share these documents, and
the files do not infringe on any copyright, privacy, or confidentiality agreements.
Preferred format: a single ZIP file containing up to five years of financial records.
8. Withdrawal & Data Deletion
You may request deletion of your submitted information at any time by contacting us.
Upon verification, we will delete your files and associated data unless legal retention requirements apply.
9. Consent
By checking the consent box on the form, you agree to these Terms & Conditions and give permission for us to review, process, and analyse your data for valuation purposes.
10. Contact Us
For questions about this Privacy Policy or how your data is handled, please contact us:
Legacy Club
Website: https://legacyclub.uk
Email: team@legacyclub.uk
Disclaimers
No Financial Advice
The statements and suggestions contained in this document do not constitute business or personal financial advice of any kind. We suggest that you contact your qualified financial services professional to determine the best approach for you in terms of financial planning and financial management.
No Legal Advice
We are not licensed to practice law in your jurisdiction, and therefore nothing in this document should be construed to be legal advice of any kind. You must seek the advice of a solicitor licensed to practice law in your area and/or in any other relevant area before making any decisions.
No Insurance Advice
We are not licensed to recommend or sell insurance of any kind. Therefore, this document does not specifically or by implication recommend or promote the sale of any particular insurance product. You must work with a licensed insurance professional to determine whether and how insurance may be effectively used to execute your strategies and action items.
Opinion of Value
Any business value discussed in this document is merely an estimate of value and does not indicate or guarantee the price at which your business or any interest in it can be sold. To determine more accurately the value of your business, we recommend that you engage a certified valuation specialist or certified business appraiser.
No Securities or Investment Advice
The statements and ideas contained in this document are neither securities nor investment advice. Statements in this document relate to general business practices and do not directly or indirectly relate to your decision to continue to invest in a privately held business or to a decision to divest your ownership interest in this or any other business.
No Tax Advice
The information and ideas communicated in this document do not constitute tax advice or tax analysis of any kind. The tax consequences of any strategies or techniques discussed here can only be determined by a qualified tax professional specifically engaged by you to assess your unique circumstances.