Privacy Policy

1) Information We Collect

We collect information that you provide directly, information collected automatically, and information from approved third-party tools used to deliver our services.

2) How We Use Your Information

• To deliver consulting services including strategic readiness assessments, financial optimization, operational analysis, and transition planning.
• To customize insights and recommendations based on your stated goals, constraints, and timeline.
• To operate, secure, and improve our websites, client portal, and automations.
• To communicate about your assessment status, deliverables, and support.
• To comply with legal obligations and enforce our terms.

3) Data Retention & Secure Delivery

We retain client records for as long as needed to provide services and comply with legal or operational requirements. Paid deliverables (e.g., Strategic Assessments, Business Valuations, Financial Analysis Reports, Implementation Roadmaps) are delivered via a secure client portal whenever feasible. Summary notices may be sent by email for timeliness; the authoritative version is the analysis delivered through the portal.

4) Use of AI & Automated Systems

We may use carefully configured AI systems and automations (e.g., for formatting, summarization, or scheduling) to support analysis and delivery. All insights are reviewed for quality and provided for informational purposes only. We do not sell your personal data or use AI systems to make automated decisions about eligibility for services.

5) Cookies & Analytics

We use first-party and limited third-party cookies for functionality, performance, and analytics. You can control cookies through your browser settings. Disabling some cookies may affect site performance.

6) Sharing & Third Parties

We share information with service providers only as needed to operate our services (e.g., scheduling, forms, payments, secure file delivery, analytics). These providers are contractually obligated to protect your data and use it only on our instructions. We may also disclose information if required by law or to protect our rights, safety, or clients.

7) International Data Transfers

We operate internationally and may process data in other countries. Where required, we rely on appropriate safeguards (such as standard contractual clauses) to protect personal information transferred across borders.

8) Your Rights & Choices

• Access, correct, or delete your information, subject to applicable law.
• Opt out of non-essential communications.
• Request a copy of your data or portability where applicable.
• Object to or restrict certain processing.

To exercise these rights, contact us using the details below. We may need to verify your identity to protect your account and data.

9) Children's Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under 16. If you believe a child has provided us with personal information, contact us and we will take appropriate action.

10) Contact for Privacy Inquiries

11) Updates to This Policy

We may update this policy from time to time to reflect operational, legal, or regulatory changes. When we make material updates, we will adjust the effective date above and, where appropriate, provide additional notice.