Legal

Privacy Policy

Last Updated: March 30, 2026

1. Introduction

CPA Advisory Growth, LLC ("Company," "we," "us," or "our") is committed to protecting the privacy and confidentiality of the information you provide to us. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website or engage our services. Please read this Privacy Policy carefully. By using our Site, you consent to the data practices described herein.

2. Information We Collect

Personal Information: When you submit a consultation request, we collect:

  • Full name
  • Firm name and role
  • Email address
  • Phone number
  • Approximate firm revenue and business goals

Automatically Collected Information: When you browse our Site, we may automatically collect:

  • IP address and browser type
  • Pages visited and time spent on the Site
  • Referring website or source
  • Device type and operating system

Engagement Data: During active advisory engagements, Partner Firms may submit anonymized financial data through our blind ingestion protocol. This data is processed exclusively for blueprint construction and is destroyed upon engagement completion per our data retention policies.

3. How We Use Your Information

We use your information for the following purposes:

  • To respond to consultation requests and evaluate partnership potential
  • To deliver our advisory infrastructure services
  • To communicate updates regarding your engagement
  • To improve our Site and services
  • To comply with legal obligations and regulatory requirements
  • To protect against fraud and unauthorized access

4. Information Sharing & Disclosure

We do not sell, rent, or trade your personal information to third parties. We may share information only in the following circumstances:

  • Service Providers: With trusted third-party vendors who assist in operating the Site or conducting our business, subject to confidentiality agreements
  • Legal Requirements: When required by law, subpoena, court order, or governmental regulation
  • Business Transfers: In connection with a merger, acquisition, or sale of assets
  • Protection: To protect the rights, property, or safety of CPA Advisory Growth, our clients, or others

5. Data Security

We implement industry-standard security measures to protect your information, including encrypted data transmission (SSL/TLS), secure server infrastructure, access controls, and regular security assessments. Our blind-data protocol ensures that client-identifying information is permanently separated from financial analysis data. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce agreements. Consultation request data is retained for 24 months unless an active engagement is established. Blind analysis data submitted during active engagements is destroyed upon blueprint completion and delivery, in accordance with our confidentiality protocols.

7. Cookies & Tracking Technologies

Our Site may use cookies and similar tracking technologies to enhance your browsing experience and analyze Site usage. You may control cookie preferences through your browser settings. Disabling cookies may affect certain features of the Site but will not prevent you from viewing content.

8. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate personal information
  • Request deletion of your personal information
  • Object to processing of your personal information
  • Request data portability

9. California Privacy Rights (CCPA)

California residents have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to request deletion, and the right to opt out of the sale of personal information. We do not sell personal information. To exercise your rights, contact us using the information below.

10. Children's Privacy

Our Site and Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a minor, please contact us immediately.

11. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be effective immediately upon posting to the Site with an updated "Last Updated" date. Your continued use of our Site after such modifications constitutes acceptance of the revised Privacy Policy.

13. Contact Information

For questions or concerns regarding this Privacy Policy, or to exercise your data rights, please contact:

CPA Advisory Growth, LLC

Email: Bill

Phone: +923156033348