Privacy Policy

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1. Introduction

Welcome to SummitBase Advisors. We are committed to protecting the privacy and integrity of our clients' data. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you use our website summitbaseadvisors.com and our services. By using our site, you agree to the terms of this policy.

2. Information We Collect

2.1 Personal Information: We may collect personal information such as your name, email address, phone number, and business details when you contact us or use our services and will be used for correspondence by our organization and our company. It also helps us to determine the types of company profiles that we can best serve.

2.2 Usage Data: We collect information about your interactions with our website, including IP addresses, browser types, pages viewed, and the time spent on our site.

2.3 Cookies: We use cookies and similar tracking technologies to enhance your experience, analyze website traffic, and tailor content to your preferences. You can control cookie settings through your browser.

3. How We Use Your Information

We use your information for the following purposes:

• To Provide Services: Deliver and manage our business advisory services effectively.
• To Communicate: Send updates, newsletters, and respond to inquiries.
• To Improve Our Website: Analyze usage patterns and enhance user experience.
• To Comply with Legal Obligations: Meet regulatory requirements and protect our legal rights.

4. Disclosure of Your Information

We may share your information with:

• Service Providers: Third-party vendors who assist us in delivering services, such as payment processors and IT support.
• Legal Requirements: When required by law or to protect our rights, safety, or property.
• Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.

5. Data Security

We implement industry-standard security measures to protect your data from unauthorized access, disclosure, or alteration. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

6. Your Choices and Rights

• Access and Update: You can access and update your personal information by contacting us directly.
• Opt-Out: You may opt-out of receiving marketing communications by following the unsubscribe instructions provided in our emails.
• Cookies: You can manage cookie preferences through your browser settings.

7. Third-Party Links

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

8. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date. Your continued use of our website after changes signifies your acceptance of the revised policy.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

SUMMITBASE ADVISORS

Email: rory@summitbaseadvisors.com
Phone: 217-899-3352
Address: League City, TX

Thank you for trusting SUMMITBASE ADVISORS with your information. We are committed to protecting your privacy and ensuring your data is handled with the utmost care.