Privacy Policy | MSP Valuations

The short version. MSP Valuations is a free tool from Evergreen. When you use our calculator, we collect the answers you provide and your contact details, and we use them to give you an indicative valuation and (optionally) reach out about your business. We use analytics and advertising cookies to understand how the site is used and to show relevant ads. We do not sell your personal information. If you have any questions, contact us at info@evergreensg.com.

Who we are

MSP Valuations is operated by Evergreen ("we," "us," or "our"), a technology services holding company headquartered in San Francisco, California, United States.

This Privacy Policy explains how we collect, use, and protect information when you visit mspvaluations.com or use our valuation calculator. It applies to all visitors, including MSP owners exploring a potential sale, researchers, and anyone using our resources library.

Information we collect

Information you provide directly

When you complete our valuation calculator, we collect:

  • Business financial information: trailing twelve-month revenue, EBITDA, growth rate, recurring revenue percentage, customer count, churn, and customer concentration metrics
  • Geographic information: the region where your business is headquartered
  • Contact information: your full name, email address, and company name

When you book a call with our M&A team, we collect additional scheduling information provided through our booking system.

If you email us, subscribe to updates, or otherwise reach out, we collect any information you choose to share.

Information collected automatically

When you visit our site, we and our service providers automatically collect certain information about your visit, including:

  • IP address and approximate geographic location
  • Browser type, operating system, and device information
  • Pages visited, time spent on pages, and referral source
  • Interaction data (clicks, scrolls, form submissions)
  • Cookie and similar identifier data (see "Cookies and tracking" below)

Cookies and tracking

We use cookies and similar technologies to operate the site, understand how it is used, and to show relevant advertising. Specifically, we use the following:

Analytics

  • Google Analytics 4 (GA4): We use GA4 to understand how visitors use the site, which pages perform well, and how our marketing efforts are performing. GA4 sets cookies to distinguish unique users and sessions. Data is subject to Google's Privacy Policy.
  • Google Signals: We may use Google Signals to understand cross-device behavior for signed-in Google users who have opted into personalization.

Advertising and retargeting

  • Google Ads (including the Google Tag): We use the Google Tag to measure ad conversions and to retarget visitors who did not complete the valuation calculator. This means if you visit our site, you may see MSP Valuations ads on other websites and Google properties. Data is subject to Google's Privacy Policy.
  • LinkedIn Insight Tag: We use the LinkedIn Insight Tag to understand which visitors come from LinkedIn, to measure the performance of our LinkedIn advertising, and to retarget site visitors on LinkedIn. Data is subject to LinkedIn's Privacy Policy.

Essential cookies

We use a small number of essential cookies required for the site to function properly, including cookies that store your cookie preferences.

Your choices

You can control cookies through our cookie consent banner when you first visit the site, or at any time through your browser settings. Blocking or deleting cookies may affect your experience on the site.

Additional opt-out options:

How we use your information

We use the information we collect to:

  • Provide the valuation calculator and deliver your indicative valuation
  • Share your results and (with your permission) follow up about a potential conversation with our M&A team
  • Improve our valuation methodology, calculator, and content
  • Measure and improve the performance of our advertising and marketing
  • Send relevant updates, resources, or communications if you have opted in
  • Detect, prevent, and address fraud, security issues, or misuse of the site
  • Comply with legal obligations

Legal basis for processing (EEA / UK visitors)

If you are located in the European Economic Area or the United Kingdom, we rely on the following legal bases for processing your personal data:

  • Consent: for non-essential cookies and advertising tracking
  • Legitimate interest: for site analytics, security, and communications directly related to your use of the calculator
  • Contract or pre-contract: for delivering the valuation you requested
  • Legal obligation: where required by applicable law

Sharing your information

We do not sell your personal information. We share information only in the following limited circumstances:

  • Evergreen team members: Your valuation submission is reviewed by Evergreen's M&A team.
  • Service providers: We use vetted third-party service providers to operate the site, including hosting, email delivery, analytics (Google), advertising (Google, LinkedIn), form processing (Google Apps Script), email validation (ZeroBounce), and calendar booking tools. These providers process your information on our behalf and are contractually required to protect it.
  • Legal requirements: We may disclose information if required by law, subpoena, or court order, or to protect the rights, safety, or property of Evergreen, our users, or others.
  • Business transfers: If Evergreen is involved in a merger, acquisition, or sale of assets, information may be transferred as part of that transaction. Given our permanent capital structure, we do not anticipate this for the Evergreen partnership itself, but this provision applies to our subsidiaries and operating companies.

How long we keep your information

We retain the information you submit through the valuation calculator for as long as reasonably needed to support our M&A process, improve our tools, and comply with legal obligations. Analytics and cookie data is typically retained for up to 26 months.

You may request deletion of your personal information at any time by emailing info@evergreensg.com.

Data security

We use commercially reasonable technical and organizational safeguards to protect the information we collect. This includes secure transmission (HTTPS), restricted access controls, and encrypted storage where appropriate. No system is perfectly secure, however, and we cannot guarantee absolute security.

International transfers

Evergreen is based in the United States, and our service providers may be located in various countries. If you are visiting from outside the United States, your information will be transferred to and processed in the United States and other jurisdictions where we or our service providers operate. Where required, we rely on appropriate safeguards such as Standard Contractual Clauses for cross-border data transfers.

Your rights

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

  • Access: the right to request a copy of the personal information we hold about you
  • Correction: the right to correct inaccurate information
  • Deletion: the right to request deletion of your personal information
  • Restriction or objection: the right to restrict or object to certain processing
  • Portability: the right to receive your data in a portable format
  • Withdraw consent: where processing is based on your consent, the right to withdraw that consent at any time
  • Complaint: the right to lodge a complaint with a supervisory authority

To exercise any of these rights, email us at info@evergreensg.com. We will respond within the time period required by applicable law.

Notice to California residents

California residents have specific rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know what personal information we collect, the right to delete personal information, the right to correct inaccurate information, the right to opt out of the sale or sharing of personal information, and the right to limit the use of sensitive personal information. We do not sell your personal information as those terms are defined under California law. We do share certain identifiers with advertising partners (Google, LinkedIn) for cross-context behavioral advertising; you may opt out of this sharing by managing your cookie preferences or emailing us directly.

Children's privacy

MSP Valuations is intended for business owners and other adults. We do not knowingly collect information from individuals under 18. If you believe a minor has provided us information, please contact us and we will delete it.

Third-party links

Our site contains links to third-party websites (such as Evergreen's corporate site, LinkedIn, Google, and our booking system). We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy policies.

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 at the top. If we make material changes, we will provide a more prominent notice (such as a banner on the site or an email if we have your address on file).

Contact us

If you have questions, requests, or complaints about this Privacy Policy or our data practices, please contact us:

Evergreen
Email: cjones@evergreensg.com
Website: evergreensg.com