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Privacy Policy

Your privacy is fundamental to our practice. This policy explains how Blackspire Advisors collects, uses, and protects information obtained through our website and advisory services.

Effective: January 1, 2024
1

Information Collection

Information You Provide. When you contact us, request a consultation, or engage our services, you may provide personal and business information, including but not limited to your name, email address, phone number, company name, job title, and details about your business situation, operating costs, vendor relationships, payment processes, tax/recovery questions, or related advisory needs.

Information Collected Automatically. When you visit our website, we may automatically collect certain information, including your IP address, browser type, operating system, referring URLs, pages viewed, and the dates and times of your visits.

Consultation Forms. Our consultation request forms collect information necessary to understand your needs and facilitate an initial discussion. This information is used solely for the purpose of responding to your inquiry and potential engagement.

Communication Records. We maintain records of communications between you and our practice, including emails, consultation notes, and meeting summaries, in accordance with professional advisory standards.

2

How We Use Information

We use the information we collect for the following purposes:

  • Service Delivery. To provide advisory services, respond to inquiries, and facilitate engagement discussions.
  • Communication. To send you information about our services, industry insights, and practice updates (you may opt out at any time).
  • Website Improvement. To understand how visitors use our website and improve user experience.
  • Analytics. To analyze website traffic, usage patterns, and the effectiveness of our content.
  • Legal Compliance. To comply with applicable laws, regulations, and professional obligations.
3

Information Sharing

Confidentiality Commitment. We do not sell, rent, or trade your personal information to third parties. Your information is treated with strict confidentiality and shared only as described in this policy.

Service Providers. We may share information with trusted service providers who assist us in operating our website, conducting our business, or servicing clients, provided they agree to keep information confidential.

Legal Requirements. We may disclose information when required by law, court order, or governmental authority, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

Business Transfers. In the event of a merger, acquisition, or sale of assets, client information may be transferred as part of the transaction, subject to confidentiality protections.

4

Data Security

Security Measures. We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include secure data storage, encryption where appropriate, access controls, and regular security assessments.

Professional Standards. Our advisory practice adheres to professional standards of confidentiality and data protection consistent with those expected of financial advisors and consultants.

No Absolute Guarantee. While we are committed to protecting your information, no method of electronic transmission or storage is completely secure. We cannot guarantee absolute security, but we continuously update our practices as technology evolves.

5

Data Retention

Retention Period. We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law. Client engagement records are maintained in accordance with professional advisory standards.

Engagement Records. Information related to advisory engagements is retained for the duration of the engagement and for a reasonable period thereafter to support ongoing client needs and professional record-keeping requirements.

Deletion. When information is no longer needed, we take reasonable steps to securely delete or anonymize it, unless retention is required by law or professional standards.

6

Cookies & Tracking

Cookies. Our website may use cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and personalize content. Cookies are small data files stored on your device.

Types of Cookies. We may use session cookies (temporary, deleted when you close your browser) and persistent cookies (remain on your device for a set period) for functionality, analytics, and preference storage.

Managing Cookies. Most web browsers allow you to control cookies through settings. Disabling cookies may affect certain website functionality, but you can typically still contact us through alternative means.

Analytics. We may use third-party analytics services to understand how visitors use our website. These services may collect information about website visits through cookies or similar technologies.

7

Third-Party Links

Our website may contain links to third-party websites, services, or applications that are not operated by us. We do not control and are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party sites you visit.

Examples of third-party links include links to lender portals, vendor platforms, and professional resources. Once you leave our website through a link, you should check the applicable privacy policy of the third-party site.

8

Your Rights

Depending on your location and applicable law, you may have certain rights regarding your personal information, including:

  • Access. The right to request a copy of the personal information we hold about you.
  • Correction. The right to request correction of inaccurate or incomplete information.
  • Deletion. The right to request deletion of your personal information, subject to legal retention requirements.
  • Opt-Out. The right to opt out of marketing communications at any time.
  • Restriction. The right to request restriction of processing in certain circumstances.

To exercise any of these rights, please contact us using the information provided below. We will respond to your request within a reasonable timeframe.

9

Children's Privacy

Our website 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 child under 18, please contact us immediately, and we will take steps to remove such information from our records.

10

Policy Changes

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated policy on this page with a revised "Effective Date."

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information. Your continued use of our website and services after any modifications constitutes acceptance of the updated policy.

11

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Address

Philadelphia, Pennsylvania

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