Privacy Policy

Privacy Policy

Effective Date: March 23, 2026

At Woodstone Associates LLC (“we,” “us,” or “our”), accessible via woodstonebrokerage.com, we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, and safeguard your information when you visit our website and when you opt-in to our communication services, including text messaging (SMS).

1. Information We Collect

We may collect personal information that you voluntarily provide to us when you:

  • Fill out a contact or inquiry form.
  • Inquire about business brokerage, M&A services, or commercial real estate.
  • Sign up for newsletters or market updates.
  • Opt-in to receive SMS notifications or marketing.

This information may include your name, email address, phone number, and business details.

2. How We Use Your Information

We use your information to respond to inquiries, provide brokerage services, manage client accounts, and send administrative or marketing communications (only where explicit consent is provided).

3. SMS/Text Messaging

If you opt-in to receive SMS messages from Woodstone Associates LLC, we will use your mobile number to send updates regarding your inquiries, appointments, and business opportunities.

  • Opt-In: Consent is obtained through our web forms where you manually check a box to agree to SMS communications.
  • Opt-Out: You may unsubscribe at any time by replying STOP to any message.
  • Help: Reply HELP for assistance or contact us via email.
  • Disclosure: Message and data rates may apply. Message frequency varies.

4. Third-Party Sharing & SMS Privacy

We do not sell, rent, or lease our client lists to third parties.

Mobile Information & SMS Consent: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Data Security

We implement industry-standard security measures to protect your data. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Your Rights

Depending on your location, you may have the right to access, correct, or delete your personal data. Please contact us to exercise these rights.

7. Contact Us

If you have any questions regarding this Privacy Policy, please contact us at:

Woodstone Associates LLC
1990 Main Street, Suite 750
Sarasota, Florida 34236

Email: [email protected]
Phone: (386) 405-6275