Privacy Policy

When you contact Successor Advisory through this website, you may provide information such as your name, email address, phone number, business name, and any information you choose to include in your message.

The website may also collect limited technical information about how visitors use the site, such as browser type, device information, pages visited, and general website traffic data through analytics tools.

Information you provide is used to respond to your inquiry, communicate with you about Successor Advisory, and determine whether an advisory relationship may be appropriate.

Website usage information may be used to understand how visitors interact with the site and to improve its performance and content.

Successor Advisory does not sell or rent your personal information.

Information submitted through this website is treated with discretion. However, submitting information through the website does not create an advisory, fiduciary, attorney-client, or other professional relationship.

Please do not submit highly sensitive personal, financial, legal, or confidential business information through the website contact form.

Successor Advisory may use third-party service providers to operate and maintain the website, process contact form submissions, provide email services, or analyze website usage. These providers may process limited information as necessary to provide those services.

Information may be retained for as long as reasonably necessary to respond to inquiries, maintain business records, and fulfill legitimate business purposes.

You may contact Successor Advisory to request access to, correction of, or deletion of personal information you have provided, subject to applicable legal and recordkeeping requirements.

This Privacy Policy may be updated periodically. Any changes will be posted on this page with an updated revision date.