Privacy Policy

Last Updated: September 1, 2025

At Bold Line Advisors, we are committed to safeguarding your privacy and ensuring the security of your personal and sensitive information. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you visit our website, boldlineadvisors.com, engage with our consulting services, or share confidential data during consultations. By using our website or services, you consent to the practices described in this policy.

Information We Collect We collect information you voluntarily provide, such as name, email, phone number, company details, and sensitive business or financial data shared during consultations, including proprietary or confidential information related to M&A, strategy, or financial planning. We also automatically collect non-personal data, including IP address, browser type, and website usage, via cookies and analytics tools to enhance user experience and analyze site performance.

How We Use Your Information Your information is used to provide tailored consulting services, respond to inquiries, and improve our offerings. Sensitive data shared during consultations is used solely to deliver customized M&A, financial, and strategic solutions. We may use data to personalize content, analyze trends, and comply with legal obligations. Non-personal data helps optimize website functionality and marketing efforts.

Cookies and Tracking Technologies We use cookies to enhance site navigation and track usage. You can manage cookie preferences through your browser settings, though disabling cookies may affect site functionality. We use Google Analytics to collect anonymous data; see their privacy policy at https://policies.google.com/privacy.

Information Sharing We do not sell or rent your personal or sensitive information. We may share data with trusted service providers (e.g., analytics, hosting, or secure cloud platforms) under strict confidentiality agreements to support our services or to comply with legal requirements. Sensitive consultation data is shared only with explicit consent or as required by law. Aggregated, anonymized data may be used for business insights.

Non-Disclosure Agreements For all client engagements, Bold Line Advisors requires a separate Non-Disclosure Agreement (NDA) to protect sensitive and confidential information shared during consultations. This ensures that proprietary data related to M&A, financial strategies, or business operations remains secure and is used solely for the intended consulting purposes.

Data Security We implement robust, industry-standard measures, including encryption and access controls, to protect your personal and sensitive consultation data. While no method is 100% secure, we prioritize safeguarding your information and regularly review our security protocols to ensure the highest level of protection.

Your Rights You may request access, correction, or deletion of your personal or sensitive information by contacting us at brandon@boldlineadvisors.com. California residents may request details about data shared for marketing under California Civil Code Section 1798.83. We will promptly address requests regarding consultation data, subject to legal obligations.

Third-Party Links Our website may contain links to third-party sites. We are not responsible for their privacy practices. Please review their policies before sharing information.

Policy Updates We may update this policy periodically to reflect changes in our practices or legal requirements. Updates will be posted on this page with a revised effective date. Continued use of our services constitutes acceptance of these changes.

Email: brandon@boldlineadvisors.com
Phone: 310-710-3401