Practice Transitions Group Privacy Policy

Effective date: November 1, 2026

1. Who We Are and What This Policy Covers

This Privacy Policy explains how PracTran LLC, doing business as Practice Transitions Group ("PTG," "we," "us"), collects, uses, and shares information through practicetransitionsgroup.com and its forms and calculators (the "Site"). It should be read with our Terms of Use.

This policy covers the Site only. Information you share during a signed engagement, or under an NDA, is also governed by that agreement.

2. Information We Collect

Information you give us. When you use a valuation calculator, contact form, or buyer list sign-up, we collect what you enter. That may include:

  • name, email, phone number, and practice or company name;
  • practice details such as specialty, location, revenue, and other financial figures;
  • buyer details such as acquisition interests, target markets, and financial capacity; and
  • anything you write in a message to us.

Please do not submit patient information or other protected health information through the Site. We don't need it, and the Site is not built to receive it.

Information we create. When you use a calculator, we generate an estimated value range and may send you a results document. We keep a record of the estimate with your submission.

Information collected automatically. When you visit, we and our service providers collect:

  • IP address and approximate location derived from it;
  • browser, device, and operating system;
  • pages viewed, time on page, and the page that referred you;
  • campaign details from links you clicked (such as UTM tags and Google Ads click IDs); and
  • cookie and similar identifiers (see Section 5).

3. How We Use Information

We use information to:

  • calculate and send valuation estimates and related materials;
  • respond to inquiries and decide whether we're a good fit to help;
  • match buyers with practices that fit their criteria;
  • send emails about our services and the practice market;
  • measure which pages, ads, and campaigns bring in inquiries;
  • improve the Site and our calculators;
  • protect the Site from spam, fraud, and security threats; and
  • meet legal obligations.

4. How We Share Information

We share information only as follows:

  • Service providers that help us run the Site and our business, such as hosting, CRM, email, form processing, document generation, analytics, and advertising tools. They may use it only to provide services to us.
  • Buyers, when you are selling. Identifying details about your practice go to a buyer only after that buyer signs an NDA, and only as part of an engagement with you.
  • Sellers and their advisors, when you are buying, to the extent needed to evaluate a practice you're interested in.
  • Advertising partners, as described in Section 5.
  • Legal and safety reasons, such as responding to a subpoena or protecting our rights.
  • Business transfers, if PTG is involved in a merger, acquisition, or sale of assets.
  • With your permission or at your direction.

We do not sell your form or calculator submissions, or your practice's financial information, to anyone.

5. Cookies, Analytics, and Advertising

We use cookies, pixels, and similar tools to understand how the Site is used, measure and target advertising, and prevent ad fraud. These include Google Analytics, Google Ads, Google Tag Manager, the Meta (Facebook) Pixel, OptinMonster, and ClickCease. Advertising partners may use information about your visit to show you ads on their platforms and elsewhere. When an inquiry becomes a client engagement, we may report that conversion back to Google Ads.

Session recording. We use Lucky Orange to record how visitors move through some pages, such as clicks, scrolling, and mouse movement, so we can improve the Site. We configure it to hide what you type into form fields.

Your choices:

Apart from Lucky Orange, the Site does not currently respond to browser "Do Not Track" signals.

6. Emails and Calls

If you submit a form or calculator, we may email you about your inquiry and related services. Every marketing email includes an unsubscribe link. Unsubscribing won't stop emails about an active engagement.

We call you only if you ask us to on a form, using the number you provide. We do not text or auto-dial leads.

7. Retention and Security

We keep information as long as we need it to respond to you, follow up on your inquiry, maintain business records, and meet legal obligations. When we no longer need it, we delete or anonymize it.

We use reasonable administrative, technical, and physical safeguards to protect information. No website or email system is completely secure, and we can't guarantee absolute security.

8. Your Choices and Rights

You can ask us to:

  • tell you what personal information we hold about you and give you a copy;
  • correct information that is wrong;
  • delete your information; or
  • stop using your information for targeted advertising to the extent we control it (Section 5 lists the partner opt-outs).

Email info@practicetransitionsgroup.com with your request. We may need to verify your identity, and we will respond within 45 days. Depending on where you live, you may have additional rights under state law. If we deny your request, you may appeal by replying to our decision, and we will respond to the appeal within 60 days. We won't treat you differently for making a request.

We may keep some information when the law requires it or to complete an engagement you're part of.

9. Children, Changes, and Contact

Children. The Site is for business owners and professionals. It is not directed to anyone under 18, and we do not knowingly collect information from children. If we learn we have, we will delete it.

Changes. We may update this policy. We'll post the new version with a new effective date. Material changes apply to information collected after the change.

Contact us.

PracTran LLC d/b/a Practice Transitions Group
7800 Shoal Creek Blvd, Suite 231S
Austin, TX 78757
info@practicetransitionsgroup.com
(512) 387-2181