Privacy Policy
Moisson Partners (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, store, share, and protect personal information you provide through our website, forms, communications, and services.
By using moissonpartners.com or providing your information to us, you agree to the practices described in this Privacy Policy.
Information We Collect
We may collect the following personal information when you contact us, submit a form, request information, schedule a consultation, or otherwise interact with us:
Name
Email address
Phone number, including mobile phone number
Company or organization name
Job title
Mailing address
Information you voluntarily provide in messages, inquiries, or forms
Website usage information, such as IP address, browser type, device information, pages visited, and referring website
We collect personal information only when you choose to provide it or when it is necessary to operate, improve, and secure our website and services.
How We Use Personal Information
We use the personal information we collect to:
Respond to inquiries and requests
Provide information about our services
Communicate with you by email, phone, or text message
Schedule appointments or consultations
Process requests and provide client services
Improve our website, communications, and customer experience
Send relevant updates or marketing communications, where permitted and with appropriate consent
Comply with legal, regulatory, and security requirements
We do not use your personal information in ways that are materially different from those described in this Privacy Policy without obtaining appropriate consent.dlapiperdataprotection
How We Store and Protect Information
We store personal information in secure electronic systems and take reasonable administrative, technical, and physical safeguards designed to protect it from unauthorized access, disclosure, alteration, or destruction.
Access to personal information is limited to authorized personnel and trusted service providers who need the information to perform services on our behalf. While no method of transmission or storage is completely secure, we use commercially reasonable measures to protect the information you provide.
We retain personal information only as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, and maintain appropriate business records.
Sharing of Personal Information
We do not sell or rent your personal information.
We may share personal information only in limited circumstances, including:
With service providers that help us operate our website, communications, scheduling, customer relationship management, or messaging systems
With professional advisors, auditors, or regulators when necessary
When required by law, legal process, or to protect our rights, property, safety, or the safety of others
With your consent or at your direction
Any service providers we use are authorized to use personal information only as necessary to provide services to us or to comply with legal requirements.
Mobile Opt-In Data
If you provide your mobile phone number and opt in to receive communications from Moisson Partners, we may use that number to contact you regarding your inquiry, requested services, appointments, account-related matters, or other communications you have consented to receive.
Mobile opt-in data and consent will not be shared or sold to third parties for marketing purposes.
Your mobile opt-in consent applies only to communications from Moisson Partners and is not shared with third parties or affiliates for their own marketing purposes.ewslaw+1
SMS and Text Message Communications
If you opt in to receive SMS/text messages from Moisson Partners, you consent to receive text messages from us at the mobile number you provide. Message frequency may vary depending on the nature of your request or relationship with us.
Message and data rates may apply, depending on your mobile carrier and plan.
We may use SMS/text messaging to:
Respond to your inquiries
Confirm appointments or consultations
Provide service updates
Send requested information
Communicate regarding client services
Send marketing or promotional messages only where you have provided the required consent
You may opt out of SMS/text messages at any time by replying STOP to any message you receive from us. After you opt out, we will send a confirmation message and will not send further text messages to that number unless you opt in again. You may also reply HELP for assistance or contact us using the information below.activeprospect
SMS Data Handling and Retention
We collect and retain SMS-related information, including your mobile phone number, opt-in consent details, message content when necessary, delivery status, and opt-out requests.
This information is used to deliver messages, document consent, honor opt-out requests, maintain communication records, and comply with applicable laws and carrier requirements.
We retain SMS consent and communication records only as long as necessary for these purposes or as required by applicable law, regulation, or carrier requirements. When no longer needed, we securely delete or de-identify the information where feasible.
We do not sell SMS opt-in data. We may share limited information with telecommunications carriers and messaging service providers solely as needed to deliver, receive, or document text messages.messagedesk+1
Your Choices
You may:
Request access to the personal information we maintain about you
Request correction of inaccurate information
Request deletion of personal information, subject to legal and business-record retention requirements
Withdraw consent to receive marketing emails, phone calls, or text messages
Opt out of SMS messages by replying STOP
To make a request or update your communication preferences, contact us using the information below. We will respond in a reasonable timeframe and in accordance with applicable law.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date below. Continued use of our website after changes are posted constitutes acceptance of the updated Privacy Policy.
SMS Terms / Text Messaging Terms
By opting in to receive text messages from Moisson Partners (“we,” “us,” or “our”), you agree to these SMS Terms. These terms apply to SMS/text messages sent by or on behalf of Moisson Partners to the mobile phone number you provide.
How You Opt In
You may opt in to receive SMS/text messages from Moisson Partners when you:
Submit a website form and check the SMS/text-message consent box
Provide your mobile phone number and expressly request text communications
Reply to a request for consent to receive text messages
Otherwise provide affirmative consent through an approved Moisson Partners sign-up process
By opting in, you confirm that you are the mobile phone subscriber or that you have the subscriber’s permission to receive messages at the number provided. Your consent is not a condition of purchasing any product or service.
Types of Messages
Depending on your opt-in and the nature of your relationship with Moisson Partners, we may send text messages to:
Respond to inquiries or requests
Confirm appointments, consultations, or meetings
Provide service updates or account-related information
Share requested information
Send promotional or marketing messages, only where you have expressly consented to receive them
Message Frequency and Rates
Message frequency varies. The number of messages you receive will depend on your requests, appointments, service needs, and the communications you have opted in to receive.
Message and data rates may apply. Check with your mobile carrier for details about your plan’s messaging and data charges.
Opt-Out Instructions
You may unsubscribe from SMS/text messages at any time by replying STOP to any message received from Moisson Partners.
After you reply STOP, we will send a one-time confirmation message confirming that you have been unsubscribed. You will not receive further text messages from us at that mobile number unless you opt in again.
Help and Support
For assistance with our text messaging program, reply HELP to any message you receive from us.
You may also contact us at:
Moisson Partners
ccorrie@moissonpartners.com
+18179179159
4814 Northwest 8th Street, Ankeny, IA, 50023, United States
SMS Data and Privacy
We collect and use information related to SMS communications, including your mobile phone number, opt-in consent, message history when necessary, delivery status, and opt-out requests, to deliver messages, document consent, honor opt-outs, and comply with applicable requirements.
Your mobile opt-in data and consent will not be shared or sold to third parties for marketing purposes. For more information about how we collect, use, store, and protect personal information, please review our Privacy Policy section on this page.
Changes to These SMS Terms
We may update these SMS Terms from time to time. The current version will always be posted on this page, along with the date of the most recent update.
Website Terms of Service
Effective Date: October 1, 2025
These Terms of Service govern your use of the Moisson Partners Inc. website at https://www.moissonpartners.com and any content or services made available through it.
By accessing or using this website, you agree to these terms. If you do not agree, please discontinue use of the website.
1. About Moisson Partners
Moisson Partners Inc. provides business advisory and consulting services, which may include merger and acquisition advisory, succession planning, practice management consulting, strategic introductions, and related services for advisory firms and financial professionals.
The information on this website is intended for general informational purposes. Specific services and engagements may be governed by separate written agreements.
2. Permitted Use
You agree to use this website only for lawful purposes. You may not:
Use the website in violation of applicable laws or regulations.
Attempt to gain unauthorized access to the website or its systems.
Introduce malicious software or interfere with website operations.
Submit information that is knowingly false, misleading, or unauthorized.
Copy, distribute, or commercially exploit website content without permission, except as permitted by law.
3. No Professional or Transactional Guarantee
Website content is not a guarantee of any particular valuation, transaction outcome, business introduction, acquisition, merger, succession arrangement, or other result.
Any business transaction involves individual circumstances, risks, and considerations. Users should consult their own legal, tax, accounting, financial, and other professional advisers as appropriate.
Nothing on this website constitutes an offer to buy or sell securities or investment advice.
4. Confidential Information
Please do not submit confidential, sensitive, or proprietary information through a general website form unless the form specifically indicates that it is intended for that purpose and appropriate arrangements have been made.
Any confidentiality obligations relating to a consulting engagement, proposed transaction, or business introduction will be governed by applicable written agreements and law.
5. Intellectual Property
Unless otherwise indicated, the website and its content, including text, graphics, logos, and original materials, are owned by or used with permission by Moisson Partners Inc. You may not reproduce or commercially distribute such content without prior written permission, except as permitted by law.
6. Third-Party Links
This website may link to external websites or services. Moisson Partners does not control and is not responsible for their content, availability, or practices.
7. Disclaimer of Warranties
To the extent permitted by law, this website and its content are provided on an “as is” and “as available” basis, without warranties of any kind, whether express or implied.
We do not warrant that the website will be uninterrupted, error-free, or free of harmful components.
8. Limitation of Liability
To the extent permitted by applicable law, Moisson Partners Inc. will not be liable for indirect, incidental, special, consequential, or punitive damages arising from your use of, or inability to use, the website.
Nothing in these terms excludes or limits liability that cannot lawfully be excluded or limited.
9. Privacy
Your use of this website is also subject to our Privacy Policy.
If you choose to enroll in text messaging, our SMS Terms and Conditions also apply to that messaging program.
10. Changes to These Terms
We may revise these terms from time to time. Updated terms will be posted on this page with a revised effective date. Your continued use of the website after changes are posted constitutes acceptance of the revised terms to the extent permitted by law.
11. Governing Law
These terms are governed by the laws of [Insert applicable state], without regard to conflict-of-law principles, except where applicable law requires otherwise.
12. Contact
Questions about these terms may be directed to:
Moisson Partners Inc.
Email: ccorrie@moissonpartners.com
bclark@moissonpartners.com
Mailing address: 4814 NW 8th St., Ankeny, IA 50023
Website: https://www.moissonpartners.com
SMS and Mobile Data
We collect mobile phone numbers only with your explicit consent for SMS messaging. We do not share or sell your mobile opt-in data to third parties for marketing purposes.
By opting in to receive text messages from Moisson Partners, you agree to receive recurring automated marketing and informational SMS messages. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for assistance. For more information, see our Privacy Policy and Terms of Service.
To opt in go here
https://www.moissonpartners.com/the-moisson-select-program
Terms of Service - SMS , Email
Effective Date: October 1, 2026
1. Program Description
The Moisson Partners SMS messaging program provides text messages to individuals who have expressly opted in to receive them. Depending on the program and the consent provided, messages may include responses to inquiries, requested business information, updates about Moisson Partners services and programs, and relevant business or advisory-firm opportunities.
Consent to receive marketing text messages is not a condition of purchasing any service.
2. How to Opt In
You may opt in by submitting your mobile telephone number through a Moisson Partners website form that clearly identifies the messaging program and includes an affirmative, unchecked consent checkbox.
By checking the SMS consent box and submitting the form, you agree to receive the types of text messages described in the disclosure presented with that form.
Consent is not transferred to other companies for their independent marketing purposes.
3. Message Frequency and Charges
Message frequency varies depending on the messaging program and your interactions with Moisson Partners.
Message and data rates may apply. Your wireless carrier's standard messaging and data charges may apply to messages sent to you and messages you send to us.
4. How to Opt Out
You may cancel SMS messages at any time by replying STOP to a message from Moisson Partners. We will process your request and send any required confirmation. After your opt-out is processed, you will no longer receive messages from that program unless you subsequently provide valid consent again.
You may also contact us using the contact information below to request assistance with stopping messages.
5. Help and Support
For assistance, reply HELP to a Moisson Partners text message or contact us at [Insert monitored support email address] or [Insert business telephone number].
6. Privacy
Your privacy is important to us. Mobile telephone numbers, SMS opt-in data, and consent records will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes.
For more information about the collection, use, and protection of personal information, please review our Privacy Policy.
7. Participating Carriers
Wireless carriers are not liable for delayed or undelivered messages. Message delivery depends on your carrier and network availability.
8. Changes to the Program
We may modify or discontinue the messaging program as permitted by law. If material changes are made, we will update these terms as appropriate.
9. Contact Information
Moisson Partners Inc.
Email: ccorrie@moissonpartners.com
bclark@moissonpartners.com
Mailing address: 4814 NW 8th St., Ankeny, IA 50023
Website: https://www.moissonpartners.com
+18179179159
By opting in, you acknowledge these SMS Terms and Conditions and the applicable consent disclosure presented when you sign up.
Terms and Conditions
Effective Date: October 1, 2025
These Terms of Service govern your use of the Moisson Partners Inc. website at https://www.moissonpartners.com and any content or services made available through it.
By accessing or using this website, you agree to these terms. If you do not agree, please discontinue use of the website.
1. About Moisson Partners
Moisson Partners Inc. provides business advisory and consulting services, which may include merger and acquisition advisory, succession planning, practice management consulting, strategic introductions, and related services for advisory firms and financial professionals.
The information on this website is intended for general informational purposes. Specific services and engagements may be governed by separate written agreements.
2. Permitted Use
You agree to use this website only for lawful purposes. You may not:
Use the website in violation of applicable laws or regulations.
Attempt to gain unauthorized access to the website or its systems.
Introduce malicious software or interfere with website operations.
Submit information that is knowingly false, misleading, or unauthorized.
Copy, distribute, or commercially exploit website content without permission, except as permitted by law.