Privacy Policy

Privacy Policy

**Effective Date:** October 12, 2026  

**Last Updated:** October 12, 2026

This Privacy Policy describes how our consulting firm ("we," "us," or "our") collects, uses, shares, and protects personal information obtained from website visitors, prospective clients, and active clients in **Ohio, United States**, in compliance with applicable federal and state laws.

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### 1. Information We Collect

We may collect the following categories of personal information:

* **Identifiers:** Name, business or personal email address, phone number, physical mailing address, and job title.

* **Commercial Information:** Invoicing details, payment history, records of consulting services purchased or considered.

* **Internet or Electronic Network Activity:** IP addresses, browser type, device information, and interaction data with our website.

* **Professional or Employment Information:** Resumes, work history, or background info shared during advisory onboarding or recruitment.

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### 2. Data Controller vs. Data Processor

* **Data Controller:** We act as a *Data Controller* when handling data for our own business purposes—such as managing website analytics, sending marketing updates, billing, and administering direct client agreements.

* **Data Processor:** We act as a *Data Processor* when clients provide us access to their proprietary business data or employee metrics to perform specific consulting engagements. In these scenarios, data handling is strictly dictated by a separate **Data Processing Agreement (DPA)** or client contract.

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### 3. How We Use Your Information

We utilize the collected information to:

* Provide, execute, and manage tailored consulting services.

* Process payments, issue invoices, and manage accounting data.

* Deliver marketing communications, industry newsletters, and service updates (you can opt out at any time).

* Maintain website security, detect fraud, and ensure system optimization.

* Comply with state and federal legal obligations.

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### 4. Data Sharing and Third-Party Disclosure

We do **not** sell or rent your personal information to third parties. We only share information with:

* **Service Providers:** Trusted vendors assisting with IT infrastructure, cloud storage, CRM platforms, website analytics, and credit card processing.

* **Professional Advisors:** Our legal, accounting, or insurance partners when required to protect our business operations.

* **Legal Authorities:** Regulatory bodies or law enforcement if required by a valid legal subpoena, court order, or Ohio state mandate.

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### 5. Data Security and Retention

* **Security Measures:** We implement industry-standard technical and organizational safeguards (including encryption protocols and access controls) to shield your data from unauthorized access or alteration.

* **Retention Timeline:** We retain personal and corporate information only as long as necessary to complete our services, fulfill contractual obligations, or comply with legal holding periods (typically **3 to 6 years** for business records under Ohio tax and corporate compliance rules).

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### 6. Your Rights and Choices

Depending on your status and local regulations, you have the right to:

* **Opt-Out:** Unsubscribe from operational marketing or promotional emails via the link provided in each message.

* **Access and Correction:** Request a copy of the personal identifiers we hold about you or ask us to update inaccurate data.

* **Contact Us:** To exercise any choices or ask questions regarding this policy, please reach out via our primary corporate contact channel.