SALT POINT ADVISORY LLC (“Salt Point Advisory,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.

This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you visit our website at saltpointadvisory.com, complete an assessment or form, book a discovery call, communicate with us by email, telephone, or SMS, or otherwise interact with our advisory services.

By using our website or voluntarily providing information to us, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect information that you provide directly to us, information collected automatically when you use our website, and information received from service providers that support our business.

Information You Provide Directly

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

• First and last name

• Email address

• Telephone or mobile number

• Company or organization name

• Job title or role

• Information submitted through contact forms, chat widgets, scheduling forms, or inquiry forms

• Responses submitted through the Growth Readiness Assessment or other assessments

• Information relating to discovery calls or consultation requests

• Communications you send to us

• SMS messaging preferences and consent records

• Information you voluntarily provide in connection with our advisory or consulting services

Please do not submit confidential, proprietary, highly sensitive, or regulated information through general website forms unless specifically requested by SALT POINT ADVISORY LLC.

Information Collected Automatically

When you visit our website, we and our service providers may automatically collect certain technical and usage information, which may include:

• IP address

• Browser type

• Device type

• Operating system

• Pages viewed

• Time spent on pages

• Referring or exit pages

• Date and time of visits

• General geographic information

• Website interaction data

• Cookie or similar technology identifiers

We may use cookies, analytics tools, pixels, and similar technologies to operate the website, understand visitor activity, improve performance, and measure engagement.

2. How We Use Your Information

We may use personal information to:

• Respond to inquiries

• Schedule and manage discovery calls or appointments

• Provide Growth Readiness Assessment results

• Follow up regarding an assessment or consultation request

• Provide advisory, consulting, or related professional services

• Send requested information or resources

• Communicate regarding appointments, services, or an existing business relationship

• Send transactional or informational SMS messages when you have opted in

• Send marketing or promotional SMS messages when you have separately opted in

• Send email communications where permitted by law

• Improve our website, content, assessments, and services

• Analyze website performance and visitor engagement

• Maintain administrative and business records

• Protect against fraud, misuse, security threats, or unlawful activity

• Enforce agreements and policies

• Comply with legal, regulatory, tax, accounting, or contractual obligations

• Establish, exercise, or defend legal claims

We may also use aggregated or de-identified information for analytics, research, business planning, or service improvement.

3. Growth Readiness Assessment and Similar Tools

Our website may provide assessments, questionnaires, scorecards, or diagnostic tools, including the Growth Readiness Assessment.

When you complete an assessment, we may collect your responses along with contact information you choose to provide.

We may use this information to:

• Generate or provide your assessment results

• Deliver requested materials

• Better understand your organization's operational or growth needs

• Respond to your inquiry

• Follow up regarding relevant advisory services

• Improve our assessments and services

Assessment results are provided for informational and educational purposes and do not guarantee any particular business, operational, financial, or strategic outcome.

4. SMS Communications and Consent

SALT POINT ADVISORY LLC may offer SMS messaging to individuals who expressly opt in.

Providing a telephone number by itself does not constitute consent to receive SMS messages.

Where applicable, our website forms may provide separate, optional consent choices for:

Transactional and Informational SMS

If you opt in to transactional or informational messages, we may send messages such as:

• Responses to inquiries

• Discovery-call or appointment coordination

• Appointment reminders

• Service-related updates

• Assessment follow-up

• Requested information or resources

• Other non-promotional communications related to your interaction with us

Marketing and Promotional SMS

If you separately opt in to marketing or promotional messages, we may send information relating to:

• Advisory services

• Assessments

• Events or workshops

• Business resources

• Relevant service announcements

• Promotional or marketing communications

Marketing SMS consent is optional and is not a condition of purchasing any goods or services.

SMS Program Disclosures

Message frequency may vary.

Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP.

For assistance, reply HELP or contact us using the contact information provided below.

After opting out, you may receive a final confirmation message indicating that you have been unsubscribed.

5. No Sharing of SMS Opt-In Data or Mobile Information

SALT POINT ADVISORY LLC does not sell, rent, share, or disclose SMS opt-in consent, mobile telephone numbers, or SMS-related information to third parties or affiliates for their own marketing or promotional purposes.

We may disclose mobile information to service providers that assist us in operating our SMS program, such as telecommunications carriers, messaging platforms, customer relationship management providers, or other vendors acting on our behalf.

Such service providers may use the information only as reasonably necessary to provide services to SALT POINT ADVISORY LLC.

SMS opt-in data and consent will not be shared with any third parties for purposes unrelated to providing the SMS program, except where disclosure is required by law.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

6. Email Communications

If you provide your email address, we may use it to:

• Respond to your inquiry

• Deliver assessment results

• Send requested materials

• Communicate about appointments or services

• Send business or marketing communications where permitted by law

You may unsubscribe from marketing emails using the unsubscribe link included in the email or by contacting us.

We may continue to send non-marketing communications reasonably necessary to respond to requests, administer appointments, or manage an existing business relationship.

7. Cookies and Tracking Technologies

We may use cookies and similar technologies to:

• Operate essential website functions

• Remember preferences

• Understand website usage

• Analyze traffic and engagement

• Improve website functionality

• Measure the effectiveness of communications or campaigns

• Maintain website security

Some cookies or tracking technologies may be provided by third-party service providers.

You can usually control cookies through your browser settings. Blocking or deleting certain cookies may affect website functionality.

8. How We Share Information

We do not sell your personal information in exchange for money.

We may disclose personal information in the circumstances described below.

Service Providers

We may share information with vendors that perform services on our behalf, such as:

• Website hosting

• Website forms and chat tools

• Scheduling and calendar platforms

• Email delivery

• SMS messaging

• Customer relationship management

• Analytics

• Cloud storage

• Cybersecurity

• Administrative support

These service providers may process information only as necessary to perform services for us or as otherwise permitted by applicable law.

Professional Advisors

We may disclose information to attorneys, accountants, insurers, consultants, or other professional advisors when reasonably necessary.

Legal and Safety Purposes

We may disclose information when we reasonably believe doing so is necessary to:

• Comply with applicable law or regulation

• Respond to a subpoena, court order, or lawful request

• Protect the rights, property, or safety of SALT POINT ADVISORY LLC or others

• Investigate fraud, security incidents, or unlawful activity

• Enforce our agreements or policies

Business Transactions

If SALT POINT ADVISORY LLC is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar transaction, personal information may be transferred as part of that transaction, subject to applicable law.

9. Third-Party Services and Links

Our website may use or link to third-party services, including scheduling platforms, website form providers, analytics services, communications platforms, and other technology providers.

These third parties operate under their own privacy policies and terms.

SALT POINT ADVISORY LLC is not responsible for the privacy, security, or data-handling practices of third-party websites or services that we do not control.

We encourage you to review the privacy policies of any third-party services you use.

10. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against:

• Unauthorized access

• Improper disclosure

• Alteration

• Misuse

• Loss

• Destruction

These safeguards may include reasonable access controls, account security measures, technology protections, and vendor-management practices.

However, no internet transmission, electronic communication, website, network, or data-storage system can be guaranteed to be completely secure.

Accordingly, while we take reasonable steps to protect personal information, we cannot guarantee absolute security.

11. Data Retention

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, including to:

• Respond to inquiries

• Provide requested services

• Maintain business relationships

• Maintain consent and opt-out records

• Meet contractual obligations

• Resolve disputes

• Enforce agreements

• Satisfy legal, regulatory, tax, or accounting requirements

Retention periods may vary depending on the nature of the information and our relationship with you.

When information is no longer reasonably required, we may delete, anonymize, or securely dispose of it.

12. Your Privacy Rights and Choices

Depending on where you live and applicable law, you may have rights concerning your personal information, which may include the right to:

• Request access to information we maintain about you

• Request correction of inaccurate information

• Request deletion of certain personal information

• Request information about how your information is used or disclosed

• Withdraw consent where processing is based on consent

• Opt out of marketing communications

• Request restriction of certain processing

• Obtain a copy of certain personal information

These rights may be subject to exceptions or limitations under applicable law.

To submit a request, contact us using the information below. We may take reasonable steps to verify your identity before processing certain requests.

13. Marketing Choices

You may opt out of marketing communications at any time.

For email marketing, use the unsubscribe link contained in the email or contact us directly.

For SMS messaging, reply:

STOP — to opt out
HELP — for assistance

Opting out of marketing communications does not necessarily prevent us from sending transactional or service-related communications that you have requested or that are reasonably necessary to administer an existing business relationship.

14. Children's Privacy

Our website and services are intended for businesses, professionals, and individuals who are at least 18 years old.

We do not knowingly collect personal information from children under 13.

If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete the information.

Our SMS program is intended only for individuals who are 18 years of age or older.

15. Do Not Track

Some web browsers provide “Do Not Track” signals.

Because there is not currently a universally accepted standard governing how websites should respond to these signals, our website may not respond to all Do Not Track signals.

You may use your browser settings and available privacy controls to manage cookies and tracking technologies.

16. International Visitors

SALT POINT ADVISORY LLC operates in the United States.

If you access our website from outside the United States, information you provide may be transferred to, stored in, or processed in the United States or in other jurisdictions where our service providers operate.

Those jurisdictions may have privacy laws that differ from those in your location.

17. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in:

• Our services

• Our technology

• Our data practices

• Applicable law

• Regulatory requirements

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

We encourage you to review this Privacy Policy periodically.

18. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or your personal information, please contact:

SALT POINT ADVISORY LLC
Website: saltpointadvisory.com
Email: Use the contact email listed on our website

For SMS assistance, reply HELP to a SALT POINT ADVISORY LLC message.

To stop SMS messages, reply STOP.