Privacy Policy for Roundtable Strategy Advisors

Effective Date: 7/31/2024

1. Introduction

At Roundtable Strategy Advisors, we prioritize your privacy and are committed to protecting the personal information you provide to us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website, engage our CFO and NetSuite consulting services, or otherwise interact with us.

2. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, and other contact details.
  • Business Information: Company name, job title, and industry.
  • Financial Information: For clients, we may collect financial data necessary for providing our CFO services.
  • Technical Data: IP address, browser type, operating system, and other technical information when you visit our website.
  • Other Information: Any other information you choose to provide to us.

3. How We Use Your Information

We use the information we collect for the following purposes:

  • To Provide Services: Delivering our CFO and NetSuite consulting services.
  • Communication: Responding to inquiries, sending newsletters, updates, and other communications.
  • Improvement: Improving our services, website, and customer experience.
  • Compliance: Complying with legal obligations and protecting our rights.

4. Disclosure of Your Information

We may disclose your information in the following circumstances:

  • Service Providers: We may share information with third-party service providers who assist us in providing our services.
  • Legal Requirements: If required by law, we may disclose your information to comply with legal obligations.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new owner.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no data transmission over the internet or electronic storage is completely secure.

6. Your Rights

You have the right to:

  • Access: Request access to your personal information.
  • Correction: Request corrections to any inaccuracies in your personal information.
  • Deletion: Request the deletion of your personal information, subject to legal and contractual obligations.
  • Opt-Out: Unsubscribe from our communications at any time.

7. Cookies and Tracking Technologies

Our website may use cookies and other tracking technologies to enhance your browsing experience. You can set your browser to refuse cookies, but this may limit your use of certain features on our site.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these sites. We encourage you to review their privacy policies before providing any personal information.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated policy will be posted on our website, and the effective date will be revised accordingly. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

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