Privacy Policy

I AM SHARK™ is a movement and educational platform founded by Gerard Perillo, CEPA® | CBI | M&AMI | MBA/JD, dedicated to helping Main Street business owners understand their value, improve their readiness, and build their legacy. Our affiliated entities include MAKO Score™ (business readiness intelligence), SHARK DealRoom™ (confidential opportunity platform), SHARK DealRoom Live™ (invitation-only events), and SHARK Team® (business transition services).

For privacy-related inquiries, contact us at: [email protected]

We collect information in the following ways:

Information You Provide Directly: When you submit a contact form, complete the Business Readiness Assessment™, sign up for newsletters or event notifications, or otherwise communicate with us, we may collect your name, email address, phone number, business name, business type, and any other information you choose to provide.

Assessment and Scoring Data: When you use the Business Readiness Assessment™, we collect your responses to scored questions. This data is used to generate your readiness score and provide relevant resources. Assessment responses are not shared with third parties.

Automatically Collected Information: When you visit our website, we may automatically collect certain technical information, including your IP address, browser type and version, operating system, referring URLs, pages visited, time spent on pages, and general geographic location (city/region level). This information is collected through standard web analytics tools and cookies.

Communications: If you contact us by email or through our contact form, we retain records of that correspondence.

We use the information we collect for the following purposes:

• To respond to your inquiries and provide requested information about our services
• To deliver the Business Readiness Assessment™ results and related educational resources
• To send you newsletters, event announcements, or updates you have requested
• To improve the content, functionality, and user experience of our website
• To analyze website traffic and usage patterns through aggregated, anonymized analytics
• To comply with applicable legal obligations
• To protect the security and integrity of our website and services

Information submitted through our forms may be used to respond to your inquiry and to improve our services. We will not use your information for purposes materially different from those described in this policy without your consent.

If you provide your email address through our contact form, newsletter signup, or event registration, we may send you communications related to I AM SHARK™ and its affiliated entities. Each marketing email will include an unsubscribe option. You may opt out of marketing communications at any time by clicking the unsubscribe link in any email or by contacting us at [email protected].

Transactional emails (such as confirmation of a form submission) are not subject to opt-out.

Our website uses cookies and similar tracking technologies to enhance your experience and analyze site performance. Cookies are small text files stored on your device.

Types of cookies we may use:

• Essential cookies: Required for basic website functionality
• Analytics cookies: Help us understand how visitors interact with our website (e.g., Google Analytics or similar services)
• Preference cookies: Remember your settings and preferences

You may disable cookies through your browser settings. Note that disabling certain cookies may affect the functionality of our website. Most browsers allow you to refuse cookies or to alert you when cookies are being sent.

We may use third-party analytics services (such as Google Analytics) to collect and analyze aggregated, anonymized information about how visitors use our website. These services may use cookies and similar technologies to collect information about your use of our website and other websites. The information generated is used to compile reports on website activity and to help us improve our website. Analytics data is not linked to personally identifiable information.

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

We may share your information in the following limited circumstances:

• Service providers: We may share information with trusted third-party service providers who assist us in operating our website and delivering services (e.g., email delivery services), subject to confidentiality obligations
• Legal requirements: We may disclose information if required by law, court order, or governmental authority
• Protection of rights: We may disclose information to protect the rights, property, or safety of I AM SHARK™, our users, or others
• Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction

Our website may contain links to third-party websites, including makoscore.com and other external platforms. This Privacy Policy does not apply to third-party websites. We encourage you to review the privacy policies of any third-party sites you visit. We are not responsible for the privacy practices or content of external websites.

All business inquiries, financial information, and personal details shared with I AM SHARK™, SHARK Team®, or SHARK DealRoom™ in connection with a potential business transaction, valuation, or advisory engagement are treated with strict confidentiality. We maintain professional standards consistent with our credentials as CEPA®, CBI, and M&AMI practitioners and applicable professional ethics obligations.

We implement reasonable technical and organizational measures designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include secure transmission protocols (HTTPS), access controls, and regular security reviews.

However, no method of transmission over the internet or method of electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security. In the event of a data breach that affects your rights or freedoms, we will notify affected individuals as required by applicable law.

We retain personal information for as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Contact form submissions and inquiry records are generally retained for a period of three years unless a longer retention period is required by law or professional obligation.

Depending on your location, you may have certain rights regarding your personal information, including:

• The right to access the personal information we hold about you
• The right to request correction of inaccurate information
• The right to request deletion of your personal information, subject to legal and professional retention obligations
• The right to opt out of marketing communications at any time
• The right to withdraw consent where processing is based on consent

To exercise any of these rights, please contact us at [email protected]. We will respond to your request within a reasonable timeframe.

Our website is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If we become aware that we have inadvertently collected personal information from a child under 13, we will take steps to delete that information promptly.

We reserve the right to update this Privacy Policy at any time. When we make material changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically. Your continued use of our website following any changes constitutes your acceptance of the revised policy.

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

I AM SHARK™
Email: [email protected]
Website: iamshark.com/contact