Pledge of Confidentiality

Dear Prospective Client:

During our time of interaction, we will directly and indirectly gather information about your business. This information will be treated with the utmost confidentiality. Within the confines of our office, information learned from you will be shared on a need-to-know basis. Any information gathered from this relationship is for the sole purpose of assisting you and advising you on various business activities. Should our relationship reach the point where we may be required to provide information to anyone outside of CAPSTONE Business Advisors, we will do so only with your approval and only to qualified individuals. We are committed to preserving the confidential nature of your business and personal information as well as preserving the trust you have placed in us.

Sincerely,

Rich Miles
Managing Member

"We are committed to preserving the confidential nature of your business and personal information as well as preserving the trust you have placed in us."
- Rich Miles