Privacy policy
Last updated: 22 September 2025
At Elevare Consulting & Co., we are committed to protecting your privacy and handling your personal information with the highest standards of care. This Privacy Policy explains how we collect, use, protect, and share your personal information when you engage with our consulting services, visit our website, or interact with our team.
Who We Are: Elevare Consulting & Co. is a strategic consulting firm specializing in Business Strategy Consulting, Digital Strategy Solutions, Operational Optimization, and Founder Growth Systems. We help businesses transform their operations through intelligent strategy and implementation.
This Privacy Policy applies to all personal data we collect and process in connection with our consulting services, website, marketing activities, events, and business relationships.
1. Information We Collect
Personal Information You Provide Directly
Contact Information: Name, email address, phone number, company name, job title
Business Information: Industry, company size, business challenges, strategic objectives
Engagement Details: Project requirements, consultation notes, deliverables feedback
Communication Records: Emails, meeting notes, phone call summaries, correspondence
Event Information: Registration details for webinars, workshops, or events
Marketing Preferences: Newsletter subscriptions, content interests, communication preferences
Automatically Collected Information
Website Analytics: IP address, browser type, pages visited, time on site, referring URLs
Device Information: Operating system, device type, screen resolution, language settings
Cookies and Tracking: Session data, preference settings, website performance metrics
Information from Third Parties
Business Networks: Professional contacts, referrals, industry databases
Marketing Partners: Lead generation services, event platforms, CRM enrichment tools
Public Sources: Company websites, LinkedIn profiles, industry publications, news articles
Client References: Testimonials, case study information (with explicit consent)
2. How We Use Your Information
Consulting Services Delivery
Provide and customize our Business Strategy, Digital Strategy, Operational Optimization, and Founder Growth consulting services
Conduct business analysis, strategic planning, and performance assessments
Develop recommendations, implementation roadmaps, and optimization strategies
Deliver presentations, reports, and ongoing consulting support
Manage client relationships and project lifecycles
Legal Basis for Processing (GDPR)
Contract Performance: Delivering agreed-upon consulting services
Legitimate Interest: Business development, relationship management, service improvement
Consent: Marketing communications, event invitations, newsletter subscriptions
Legal Obligation: Compliance with financial, tax, and regulatory requirements
Communication and Relationship Management
Respond to inquiries and consultation requests
Schedule meetings, calls, and strategic sessions
Send project updates, deliverables, and progress reports
Provide ongoing support and follow-up services
Business Development and Marketing
Send relevant industry insights, case studies, and thought leadership content
Invite you to webinars, workshops, and networking events
Share consulting service updates and new offerings
Conduct market research and industry analysis (anonymized)
Legal and Operational Requirements
Maintain accurate business records and client documentation
Comply with professional consulting standards and regulations
Protect against fraud, security threats, and legal claims
Fulfill tax, accounting, and regulatory obligations
3. Information Sharing and Disclosure
We do not sell or trade your personal information. We may share your information in the following circumstances:
Service Providers and Partners
Technology Partners: CRM systems (HubSpot, Salesforce), email platforms (Mailchimp), analytics tools (Google Analytics)
Professional Services: Legal counsel, accounting firms, insurance providers
Subcontractors: Specialized consultants for specific project components (with client consent)
Event Platforms: Webinar providers, conference organizers (for event-related data only)
Business Operations
Team Members: Internal consultants and staff involved in your engagement
Quality Assurance: Internal review processes for service delivery excellence
Business Continuity: Backup services and disaster recovery providers
Legal Requirements
Government agencies when required by law or legal process
Law enforcement for fraud prevention or security investigations
Regulatory bodies for compliance with consulting industry standards
With Your Consent
Client testimonials and case studies (anonymized unless explicitly agreed)
Referrals to other service providers at your request
Joint ventures or partnerships where you've opted in
4. Data Retention
We retain your personal information for the following periods:
Active Client Data: Duration of engagement plus 7 years for legal/tax compliance
Marketing Communications: Until you unsubscribe or request deletion
Website Analytics: 26 months (Google Analytics default)
Business Contact Information: 5 years from last interaction or until deletion request
Financial Records: 7 years to comply with accounting and tax regulations
Legal Documentation: As required by applicable laws and professional standards
5. International Data Transfers
As a U.S.-based consulting firm, your data may be transferred to and processed in the United States and other countries where our service providers operate. For international clients, we ensure appropriate safeguards:
Standard Contractual Clauses (SCCs) for transfers to countries without adequacy decisions
Privacy Shield successor frameworks where applicable
Binding Corporate Rules for multinational client engagements
Explicit consent for transfers when other mechanisms are unavailable
6. Your Privacy Rights
Universal Rights (All Users)
Access: Request copies of your personal information
Correction: Update or correct inaccurate data
Deletion: Request removal of your personal information
Portability: Receive your data in a structured, machine-readable format
Objection: Opt out of certain processing activities
Restriction: Limit how we process your information
GDPR Rights (EU/UK Residents)
Lawful Basis Information: Understand the legal basis for processing your data
Automated Decision-Making: Object to decisions made solely by automated means
Data Protection Officer Contact: Reach our DPO at privacy@elevareaiconsulting.com
CCPA/CPRA Rights (California Residents)
Right to Know: Detailed information about data collection and use
Right to Delete: Request deletion of personal information
Right to Opt-Out: Stop the "sale" or "sharing" of your information
Right to Non-Discrimination: No adverse treatment for exercising your rights
Right to Correct: Fix inaccurate personal information
Right to Limit: Restrict use of sensitive personal information
Additional State Rights
Residents of Colorado, Connecticut, Montana, Oregon, Texas, Utah, and Virginia have similar rights under their respective state privacy laws. Contact us at privacy@elevareaiconsulting.com for specific information about your state's requirements.
To Exercise Your Rights: Email privacy@elevareaiconsulting.com or use our data subject request portal at [website]/privacy-requests
7. Security Measures
We implement comprehensive security measures to protect your information:
Technical Safeguards
End-to-end encryption for data transmission
Multi-factor authentication for system access
Regular security audits and penetration testing
Secure cloud infrastructure with enterprise-grade providers
Administrative Controls
Employee privacy training and confidentiality agreements
Role-based access controls limiting data access to authorized personnel
Regular privacy impact assessments for new services
Incident response procedures for potential data breaches
Physical Security
Secured office premises with access controls
Locked storage for physical documents
Clean desk policies and secure disposal procedures
8. Cookies and Website Technologies
Our website uses cookies and similar technologies to enhance user experience and gather analytics. We use:
Essential Cookies: Required for website functionality
Analytics Cookies: Google Analytics to understand website usage
Marketing Cookies: Track effectiveness of our marketing campaigns
Preference Cookies: Remember your settings and preferences
Cookie Control: You can manage cookie preferences through your browser settings or our cookie preference center at [website]/cookie-preferences
9. Marketing Communications
Opt-In Communications
Industry insights and thought leadership content
Invitations to webinars, workshops, and events
Service updates and new consulting offerings
Quarterly business strategy newsletters
Opt-Out Procedures
Unsubscribe links in all marketing emails
Account preference center for granular controls
Direct request to marketing@elevareaiconsulting.com
Automatic suppression lists for bounced emails
10. Third-Party Websites and Services
Our website may contain links to third-party websites, tools, or platforms. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.
Professional Networks: We may reference or link to professional platforms like LinkedIn, industry publications, or business directories where publicly available information about our clients or team may appear.
11. Children's Privacy
Our consulting services are designed for business professionals and organizations. We do not knowingly collect personal information from individuals under 16 years of age. If you become aware that we have collected information from a minor, please contact us immediately at privacy@elevareaiconsulting.com.
12. Changes to This Privacy Policy
We may update this Privacy Policy to reflect changes in our practices, services, or applicable laws. We will:
Post the updated policy on our website with the revision date
Notify active clients of material changes via email
Provide 30 days' notice for significant changes that affect data processing
Maintain previous versions for reference upon request
13. Contact Information
Privacy Questions and Requests
Email: admin@elevareaiconsulting.com
Phone: (805) 717-8931
Mail: 10672 Los Alamitos Blvd #1014. Los Alamitos, CA 90720
Elevare Consulting & Co.
Privacy Officer
10672 Los Alamitos Blvd #1014. Los Alamitos, CA 90720
Data Protection Officer (DPO)
For GDPR-related inquiries:
Email: admin@elevareaiconsulting.com
Regional Contacts
California Residents: ccpa@elevareaiconsulting.com
EU/UK Residents: gdpr@elevareaiconsulting.com
General Inquiries: admin@elevareaiconsulting.com
Supervisory Authority Contact
If you believe we have not adequately addressed your privacy concerns, you may contact:
US: Federal Trade Commission (FTC) at www.ftc.gov
EU: Your local Data Protection Authority
California: California Privacy Protection Agency at cppa.ca.gov
14. Effective Date and Jurisdiction
This Privacy Policy is effective as of January 1, 2025, and is governed by the laws of the State of California and applicable federal and international privacy regulations.
Last Updated: January 1, 2025
Policy Version: 2.0
At Elevare Consulting & Co., your privacy is fundamental to our trusted advisor relationship. We are committed to transparency, security, and your continued confidence in our consulting services.
