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Business Advisory Privacy Policy

 

Effective Date: September 11, 2026
Last Updated: September 11, 2026


FIRME Business Advisors (“FIRME,” “we,” “us,” or “our”) respects your privacy and is committed to protecting personal information that we collect through our website, firme-advisors.com (the “Website”), and through our business and professional services.

This Privacy Policy describes the categories of information we may collect, how we use and disclose that information, the choices and rights that may be available to you, and how you may contact us regarding our privacy practices.

This Privacy Policy applies to information collected through the Website and through related communications and services that expressly reference this Privacy Policy.


1. Information We Collect

We collect information that you voluntarily provide to us, information that is automatically collected when you use the Website, and information that may be obtained from third parties.


A. Information You Provide Directly

Depending on how you interact with FIRME, we may collect:

  • Name
  • Email address
  • Telephone number
  • Company or organization name
  • Job title or professional information
  • Information included in messages, inquiries, consultation requests, or other communications
  • Information you voluntarily provide when requesting information about our services
  • Information you provide during consultations or prospective-client discussions
  • Any other information you voluntarily choose to provide

You should not submit highly sensitive personal information through the Website unless specifically requested by FIRME for a legitimate business purpose.


B. Information Collected Automatically

When you access or use the Website, certain information may be collected automatically, including:

  • Internet Protocol (“IP”) address
  • Browser type and version
  • Operating system
  • Device type and characteristics
  • Approximate geographic location derived from IP address
  • Pages viewed and links clicked
  • Dates and times of Website visits
  • Referring and exit URLs
  • Website interaction information
  • Information regarding how you navigate and interact with the Website
  • Other technical or usage information made available through your browser or device

This information may be collected through cookies, pixels, tags, scripts, log files, web beacons, and similar technologies.


C. Information From Third Parties

We may receive information from third-party service providers and platforms that support our Website, marketing, analytics, advertising, communications, scheduling, hosting, or other business operations.

The information we receive depends on the services involved and the privacy choices you make with those third parties.


2. Cookies and Similar Technologies

FIRME may use cookies and similar technologies for purposes including:

  • Operating and securing the Website
  • Remembering preferences
  • Understanding Website traffic and usage
  • Measuring advertising performance
  • Improving Website functionality and performance
  • Supporting marketing and advertising activities
  • Understanding how visitors interact with our content

Some cookies may be placed by third-party service providers operating on our behalf or by third-party advertising and analytics platforms.

You may be able to control cookies through your browser settings and, where applicable, through privacy or cookie controls made available on the Website.

Blocking or deleting certain cookies may affect Website functionality.


3. Analytics and Advertising Technologies

Depending on our current marketing activities, FIRME may use third-party technologies including:

  • Google Analytics
  • Google Tag Manager
  • Meta Pixel and related Meta advertising technologies
  • Microsoft Advertising
  • LinkedIn Insight Tag
  • Other analytics, advertising, conversion-tracking, or marketing technologies

These technologies may collect information about Website activity, device characteristics, interactions with advertisements, and other online activity.

Third parties operating these technologies may process information according to their own privacy policies and terms.

FIRME does not control the privacy practices of third-party platforms.

Where required by applicable law, FIRME will provide appropriate notice and choices regarding targeted advertising, the sale or sharing of personal information, or similar processing activities.


4. How We Use Personal Information

We may use personal information for legitimate business and commercial purposes, including to:

  • Provide, operate, and improve our services
  • Respond to inquiries and requests
  • Communicate with prospective and existing clients
  • Schedule consultations or meetings
  • Provide requested information
  • Develop and improve our Website and services
  • Understand Website usage and performance
  • Conduct analytics and research
  • Measure marketing and advertising effectiveness
  • Deliver or evaluate advertising and marketing campaigns
  • Protect the security and integrity of our Website and systems
  • Detect, investigate, and prevent fraud, abuse, unauthorized access, and other unlawful activity
  • Establish, exercise, or defend legal claims
  • Comply with applicable laws, regulations, legal processes, and governmental requests
  • Perform other purposes disclosed at or before the time information is collected or otherwise permitted by applicable law

We will not use personal information for materially incompatible purposes without providing any notice or obtaining consent when required by applicable law.


5. How We Disclose Personal Information

We may disclose personal information to the following categories of recipients:


Service Providers and Contractors

We may disclose information to vendors and contractors that provide services such as:

  • Website hosting
  • Website development and maintenance
  • Analytics
  • Advertising and marketing
  • Email and communications
  • Scheduling
  • Customer relationship management
  • Information technology
  • Security
  • Data storage
  • Professional services

These providers may process information on our behalf and may be subject to contractual or other obligations appropriate to the services they provide.


Advertising and Analytics Providers

Information may be disclosed to analytics and advertising providers, including providers such as Google, Meta, Microsoft, and LinkedIn, in connection with analytics, advertising, attribution, and measurement.

Depending on applicable law and the specific technology involved, these disclosures may constitute “sharing” or other regulated processing for targeted advertising.


Professional Advisors

We may disclose information to attorneys, accountants, consultants, insurers, auditors, and other professional advisors when reasonably necessary for legitimate business purposes.


Legal and Governmental Authorities

We may disclose information when reasonably necessary to:

  • Comply with applicable law or legal process
  • Respond to lawful requests from governmental authorities
  • Protect the rights, property, or safety of FIRME, our clients, users, employees, or others
  • Investigate suspected fraud or unlawful activity
  • Enforce our agreements or policies

Business Transactions

If FIRME is involved in a merger, acquisition, financing, reorganization, sale of assets, bankruptcy, or similar transaction, personal information may be disclosed or transferred as part of that transaction, subject to applicable law.


6. We Do Not Sell Personal Information for Monetary Consideration

FIRME does not sell personal information for monetary consideration.

However, certain advertising and analytics technologies may involve disclosures of information that applicable privacy laws characterize as “sharing,” “sale,” or processing for targeted advertising even when FIRME does not receive direct monetary payment for the information.

Where required by applicable law, FIRME will provide consumers with the right to opt out of such activities.


7. Your Privacy Choices and Rights

Depending on where you live and which privacy laws apply to you, you may have certain rights concerning your personal information.

These rights may include:

  • Right to know or access personal information
  • Right to correct inaccurate personal information
  • Right to delete personal information, subject to legal exceptions
  • Right to obtain a copy of certain personal information
  • Right to opt out of the sale or sharing of personal information
  • Right to opt out of targeted advertising
  • Right to limit certain uses of sensitive personal information where applicable
  • Right to object to or restrict certain processing
  • Right to withdraw consent where processing is based on consent
  • Right to appeal certain decisions concerning privacy requests
  • Right to non-discrimination for exercising applicable privacy rights

Not every right is available to every individual or in every circumstance. Certain laws provide exceptions and limitations that may allow or require FIRME to deny or partially fulfill a request.


8. Connecticut Privacy Rights

Because FIRME is based in Connecticut, certain Connecticut privacy requirements may apply to our processing of personal information of Connecticut residents.

Where applicable, Connecticut residents may have rights under the Connecticut Data Privacy Act (“CTDPA”), including rights to access, correct, delete, obtain a copy of certain personal data, and opt out of certain processing activities, including targeted advertising and the sale of personal data.

Connecticut residents may also have rights concerning profiling that produces legal or similarly significant effects, where applicable.

Where required by law, FIRME will honor applicable universal opt-out preference signals, such as Global Privacy Control (“GPC”).


9. California Privacy Rights

If FIRME is subject to the California Consumer Privacy Act, as amended (“CCPA”), California residents may have additional rights concerning their personal information.

These rights may include:

  • The right to know what personal information is collected, used, disclosed, or otherwise processed
  • The right to access personal information
  • The right to correct inaccurate personal information
  • The right to request deletion of personal information, subject to applicable exceptions
  • The right to opt out of the sale or sharing of personal information
  • The right to opt out of certain targeted advertising activities
  • The right to limit certain uses of sensitive personal information, where applicable
  • The right to non-discrimination for exercising privacy rights

California residents may submit privacy requests using the contact information provided below.

Where required by applicable law, FIRME will provide a “Do Not Sell or Share My Personal Information” or equivalent “Your Privacy Choices” mechanism.

FIRME does not knowingly sell personal information of individuals under 16 years of age.


10. Other State Privacy Laws

Residents of other states may have additional privacy rights under applicable state privacy laws, including laws governing access, correction, deletion, portability, targeted advertising, sale or sharing of personal information, sensitive data, and consumer appeals.

FIRME will provide rights and disclosures required by applicable law.

Because state privacy laws and their applicability can change, FIRME may update this Privacy Policy and its privacy practices from time to time to address new legal requirements.


11. Global Privacy Control and Opt-Out Preference Signals

Where required by applicable law, FIRME will recognize legally required universal opt-out preference signals.

If your browser or device transmits a recognized opt-out preference signal, FIRME may treat that signal as a request to opt out of applicable targeted advertising, sale, or sharing activities.

The effect of an opt-out preference signal may depend on the law applicable to your location and the specific processing activity.


12. Marketing Communications

If you provide your contact information, FIRME may use it to respond to your inquiry and, where permitted by law, provide information regarding our services, events, publications, or other business communications.

You may opt out of promotional email communications by using the unsubscribe mechanism included in the communication or by contacting us at info@firme-advisors.com.

Even if you opt out of promotional communications, we may continue to send non-promotional communications reasonably necessary to respond to an inquiry, provide services, administer an existing business relationship, or comply with legal obligations.

FIRME will comply with applicable federal and state requirements governing commercial electronic communications.


13. Sensitive Personal Information

FIRME does not intentionally request sensitive personal information through the Website unless it is reasonably necessary for a specific and legitimate business purpose.

Depending on applicable law, sensitive personal information may include information such as government-issued identifiers, financial information, precise geolocation, health information, racial or ethnic information, religious information, biometric information, or other categories defined by applicable law.

If you voluntarily provide sensitive information, FIRME will handle it in accordance with applicable law and this Privacy Policy.


14. Data Retention

FIRME retains personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain legitimate business records, provide services, resolve disputes, enforce agreements, protect our legal rights, comply with legal obligations, and otherwise as permitted by applicable law.

Retention periods may vary depending on the type of information, the purpose for which it was collected, legal requirements, and legitimate business needs.

When personal information is no longer reasonably necessary, we may delete, anonymize, aggregate, or otherwise securely dispose of it, subject to applicable legal and business requirements.


15. Data Security

FIRME maintains reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, acquisition, alteration, disclosure, destruction, or loss.

Security measures may include access controls, authentication procedures, system protections, data-management practices, vendor controls, and other safeguards appropriate to the nature of the information and the circumstances.

However, no method of transmission over the Internet or method of electronic storage is completely secure.

Accordingly, FIRME cannot guarantee that personal information will never be accessed, disclosed, altered, or destroyed as a result of a security incident.

If FIRME experiences a security incident involving personal information, we will take reasonable steps to investigate, contain, and remediate the incident and provide notices required by applicable federal or state law.


16. Third-Party Websites and Services

The Website may contain links to third-party websites, platforms, applications, or services.

FIRME is not responsible for the privacy practices, security, content, or policies of third parties.

We encourage you to review the privacy policies of third-party websites before providing personal information.


17. Children's Privacy

The Website and FIRME's services are not directed to children.

FIRME does not knowingly collect personal information from children in circumstances where collection is prohibited by applicable law.

If you believe that a child has provided personal information to FIRME in violation of applicable law, please contact us at info@firme-advisors.com.

Where the federal Children's Online Privacy Protection Act (“COPPA”) applies, FIRME will comply with applicable COPPA requirements.


18. Business and Professional Relationships

FIRME primarily provides professional and business advisory services to businesses, business owners, executives, entrepreneurs, and other professionals.

Certain information collected in the context of a business-to-business relationship may be subject to different privacy laws, exemptions, or requirements depending on the jurisdiction and circumstances.

Nothing in this Privacy Policy is intended to waive or limit any rights that cannot lawfully be waived.


19. International Visitors and Data Transfers

FIRME is based in the United States, and information collected through the Website may be processed and stored in the United States or other jurisdictions where FIRME or its service providers operate.

If you access the Website from outside the United States, your information may be transferred to and processed in the United States, where privacy laws may differ from those in your country or region.

Where applicable law requires specific safeguards for international data transfers, FIRME will take reasonable steps to comply with those requirements.

Individuals located in the European Economic Area, United Kingdom, or Switzerland may have additional rights under applicable data-protection laws, including rights concerning access, correction, deletion, restriction, objection, portability, and consent withdrawal.


20. Legal Basis for Processing — Where Applicable

Where applicable data-protection laws require FIRME to identify a legal basis for processing personal information, FIRME may rely on one or more of the following:

  • Performance of a contract or steps taken at your request before entering into a contract
  • Compliance with legal obligations
  • Legitimate business interests, where permitted by applicable law
  • Consent
  • Protection of rights, safety, and security
  • Other lawful bases recognized under applicable law


21. How to Exercise Privacy Rights

To submit a privacy request, contact:

FIRME Business Advisors
Email: info@firme-advisors.com

Please identify the nature of your request and provide sufficient information for us to reasonably determine that the request relates to you.

Where required by law, FIRME may need to verify your identity before completing a request.

We will not use information collected solely for the purpose of verifying a privacy request for unrelated purposes except as permitted or required by law.

FIRME may deny or limit a request when permitted or required by applicable law.

Where applicable law provides a right to appeal a decision concerning a privacy request, you may submit an appeal using the same contact information above.


22. Response Times

FIRME will respond to verified privacy requests within the time period required by applicable law.

Certain privacy laws permit extensions when additional time is reasonably necessary. When an extension is permitted and applicable, FIRME will provide any notice required by law.


23. No Discrimination

FIRME will not unlawfully discriminate against an individual for exercising privacy rights provided by applicable law.

We will not deny goods or services, charge different prices, or provide a materially different level or quality of service solely because an individual exercised a legally protected privacy right, except as permitted by applicable law.


24. Changes to This Privacy Policy

FIRME may modify this Privacy Policy periodically to reflect changes in our business practices, technology, legal requirements, or privacy practices.

When we make changes, we will update the “Last Updated” date at the top of this Privacy Policy.

If we make material changes that require additional notice under applicable law, we will provide notice through the Website or by other legally appropriate means.


25. Contact Us

If you have questions regarding this Privacy Policy, our privacy practices, or your privacy rights, please contact:

FIRME Business Advisors
Email: info@firme-advisors.com

For privacy requests, please include “Privacy Request” in the subject line of your email.

Important: This Privacy Policy is intended to describe FIRME Business Advisors' privacy practices and applicable legal rights and obligations. It is not intended to create rights or obligations beyond those required by applicable law.


FIRME Business Advisors will update this Privacy Policy as necessary to reflect changes in applicable privacy laws and its actual data practices.


Copyright © 2026 FIRME Business Advisors - All Rights Reserved.

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