Privacy Policy
Your privacy is important to us. This policy explains how we collect, use, and protect your information.
Last updated: April 6, 2026
1. Information We Collect
We collect information you provide directly to us, such as when you:
- Fill out contact forms or request consultations
- Engage our valuation or advisory services
- Subscribe to our newsletter or communications
- Use our online calculators or tools
- Communicate with us via email, phone, or chat
Types of Information:
Personal Information:
- Name and contact details
- Company information
- Professional title and role
- Communication preferences
Business Information:
- Financial data (for valuations)
- Corporate structure details
- Business projections
- Funding and investment information
2. How We Use Your Information
We use the information we collect to:
- Provide Services: Deliver valuation, advisory, and consulting services
- Communication: Respond to inquiries and provide customer support
- Business Development: Improve our services and develop new offerings
- Legal Compliance: Meet regulatory requirements and professional standards
- Marketing: Send relevant information about our services (with your consent)
Confidentiality Commitment
All business and financial information shared for valuation purposes is treated with strict confidentiality and used solely for the purpose of providing our professional services.
3. Information Sharing and Disclosure
We do not sell, trade, or otherwise transfer your personal information to third parties except in the following circumstances:
Service Providers
We may share information with trusted third-party service providers who assist in our operations, such as:
- Technology providers for our website and systems
- Professional services firms (legal, accounting) when necessary
- Communication platforms for client interactions
Legal Requirements
We may disclose information when required by law or to:
- Comply with legal processes or government requests
- Protect our rights, property, or safety
- Prevent fraud or security issues
Business Transfers
In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction, subject to equivalent privacy protections.
4. Data Security
We implement appropriate technical and organizational measures to protect your information:
Technical Safeguards:
- SSL encryption for data transmission
- Secure servers and databases
- Regular security updates and monitoring
- Access controls and authentication
Organizational Measures:
- Staff training on data protection
- Limited access on need-to-know basis
- Regular security audits and assessments
- Incident response procedures
Security Notice
While we strive to protect your information, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security but are committed to protecting your data using industry best practices.
5. Your Rights and Choices
You have the following rights regarding your personal information:
Access
Request access to your personal information and how we use it
Correction
Request correction of inaccurate or incomplete information
Deletion
Request deletion of your personal information (subject to legal requirements)
Opt-out
Unsubscribe from marketing communications at any time
To exercise these rights, please contact us using the information provided below.
6. Cookies and Tracking
Our website uses cookies and similar technologies to:
- Improve website functionality and user experience
- Analyze website traffic and usage patterns
- Remember your preferences and settings
- Provide relevant content and advertisements
Types of Cookies We Use:
| Type | Purpose | Duration |
|---|---|---|
| Essential | Website functionality | Session |
| Analytics | Usage statistics | 2 years |
| Preferences | User settings | 1 year |
| Marketing | Relevant content | 6 months |
You can control cookies through your browser settings, but disabling certain cookies may affect website functionality.
7. International Data Transfers
As we serve clients globally, your information may be transferred to and processed in countries other than your own. We ensure that:
- Adequate data protection measures are in place
- Transfers comply with applicable data protection laws
- Appropriate safeguards protect your information
- Recipients are bound by privacy obligations
8. Data Retention
We retain your information for as long as necessary to:
- Provide our services and maintain client relationships
- Comply with legal and regulatory requirements
- Resolve disputes and enforce agreements
- Maintain professional records and documentation
Typical Retention Periods:
- Client Files: 7-10 years after engagement completion
- Marketing Data: Until you opt out or 3 years of inactivity
- Website Analytics: 26 months
- Support Communications: 3 years
9. Changes to This Policy
We may update this privacy policy from time to time. When we do:
- We'll post the updated policy on our website
- We'll update the "Last updated" date
- For significant changes, we'll notify you via email or website notice
- Your continued use of our services constitutes acceptance of the updated policy
10. Contact Us
If you have questions, concerns, or requests regarding this privacy policy or our data practices, please contact us:
privacy@bridgeland-advisors.com
We'll respond to privacy inquiries within 30 days