Privacy Policy 

Last updated: September 28, 2026

CFO Solutions LLC and CFO Solutions Group LTD (collectively, “CFO Solutions,” “we,” “us,” or “our”) respect your privacy and are committed to handling personal information responsibly.

This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our websites, communicate with us, submit forms, subscribe to communications, attend or register for events, interact with our marketing activities, or otherwise engage with CFO Solutions.

This Policy also describes certain privacy rights that may be available to you depending on where you live.

 

1. Information We Collect

The personal information we collect depends on how you interact with CFO Solutions.

 

Information You Provide to Us

You may provide information directly to us when you:

  • submit a website form

  • request information about our services

  • request a planning session or other consultation

  • subscribe to newsletters or marketing communications

  • register for or attend webinars, conferences, or other events

  • communicate with us by email, telephone, or other means

  • provide feedback or otherwise interact with CFO Solutions

This information may include:

  • name

  • business email address

  • telephone number

  • company or organization

  • job title or professional role

  • country or general location

  • information about your business needs or interests

  • communication and marketing preferences

  • information you voluntarily include in messages, forms, or other communications

Please do not provide sensitive personal information through general website forms unless we specifically request it and provide an appropriate method for doing so.

 

Information Collected Automatically

When you visit our Site, certain technical and usage information may be collected automatically, including:

  • Internet Protocol (IP) address

  • browser and device type

  • operating system

  • referring and exit pages

  • pages viewed and interactions with the Site

  • approximate geographic location derived from technical information

  • date and time of visits

  • cookie identifiers and similar online identifiers

We may collect this information through cookies, analytics technologies, server logs, and similar tools.

 

Information From Other Sources

We may also receive business contact or professional information from other sources, including:

  • publicly available professional sources

  • business partners and technology partners

  • event organizers

  • referral sources

  • marketing and business-development providers

  • information provided by your employer or organization

When required by applicable law, we will provide appropriate notice regarding information obtained from sources other than directly from you.

 

2. How We Use Personal Information

We may use personal information to:

  • respond to inquiries and requests

  • provide information about CFO Solutions and our services

  • communicate with prospective and current clients

  • manage business relationships

  • register and communicate with participants regarding webinars, conferences, and events

  • send newsletters, invitations, insights, and other marketing communications in accordance with applicable law and your preferences

  • personalize and improve our website and communications

  • understand how visitors use our Site

  • measure the effectiveness of marketing activities

  • maintain the security, integrity, and functionality of our systems

  • prevent fraud, misuse, and security incidents

  • comply with legal and regulatory obligations

  • establish, exercise, or defend legal claims

  • conduct internal administration, reporting, analysis, and business planning

  • support corporate transactions such as a merger, acquisition, financing, reorganization, or sale of assets

  • carry out other purposes disclosed to you when information is collected

We may also use information that has been aggregated or de-identified so that it no longer reasonably identifies an individual.

 

3. Legal Bases for Processing

Where laws such as the UK GDPR or EU GDPR apply, CFO Solutions processes personal information under one or more lawful bases, depending on the circumstances.

These may include:

Consent 

We may rely on your consent for certain marketing communications, cookies, or other processing where consent is required. You may withdraw your consent at any time.

 

Contract

We may process information when necessary to take steps at your request before entering into a contract or to perform obligations under a contract.

Legitimate Interests

We may process information where reasonably necessary for legitimate business purposes such as responding to business inquiries, managing client and prospective-client relationships, improving our services and Site, protecting our systems, and conducting appropriate business-to-business marketing, provided those interests are not overridden by your rights and interests.

 

Legal Obligations

We may process information where necessary to comply with applicable laws, regulations, court orders, or other legal requirements.

 

4. How We Disclose Personal Information

CFO Solutions may disclose personal information to third parties when reasonably necessary for the purposes described in this Policy.

These recipients may include:

 

Service Providers

We may use service providers that support functions such as:

  • website hosting and content management

  • customer relationship management

  • email and marketing communications

  • analytics and website measurement

  • cookie and consent management

  • event and webinar management

  • information technology and cybersecurity

  • cloud hosting and data storage

  • professional services such as legal, accounting, and auditing support

These providers may process personal information on our behalf or according to their own applicable privacy obligations.

Business and Technology Partners

We may disclose limited information to business or technology partners when necessary to coordinate an event, respond to a joint inquiry, support an engagement, or conduct another activity in which you have chosen to participate.

 

Legal and Compliance Purposes

We may disclose information when we reasonably believe disclosure is necessary to:

  • comply with law or legal process

  • respond to lawful requests from public authorities

  • enforce agreements or protect our legal rights

  • investigate fraud, misuse, or security incidents

  • protect the rights, property, or safety of CFO Solutions, our clients, visitors, or others

 

Corporate Transactions

Personal information may be disclosed or transferred as part of a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, subject to applicable law.

 

5. Sale, Sharing, and Targeted Advertising

CFO Solutions does not sell personal information for monetary compensation.

Some privacy laws define terms such as “sale,” “sharing,” or “targeted advertising” more broadly and may apply those terms to certain uses of cookies, advertising technologies, analytics tools, or disclosures to third parties.

Where applicable law provides you with a right to opt out of such processing, CFO Solutions will provide an appropriate method for exercising that right.

You may also be able to manage certain technologies through the cookie or privacy controls available on our Site.

 

6. Cookies and Similar Technologies

We use cookies and similar technologies to operate and secure the Site, remember preferences, understand Site usage, measure performance, and support our communications and marketing activities.

Depending on the technology and your location, these may include:

  • strictly necessary cookies

  • functional or preference cookies

  • analytics cookies

  • marketing or advertising cookies

 

Where required by applicable law, non-essential cookies will not be used until the appropriate consent or other legal basis has been obtained.

You can manage available cookie preferences through the cookie-management tool provided on the Site. You may also adjust your browser settings, although disabling certain cookies may affect Site functionality.

 

7. Marketing Communications

If you receive marketing emails from CFO Solutions, you may unsubscribe at any time by using the unsubscribe link included in the message or by contacting us.

We may continue to send non-marketing communications that are necessary for an existing business relationship, event registration, request, or other transaction.

 

8. International Data Transfers

CFO Solutions operates internationally, and personal information may be processed in countries other than the country in which it was originally collected, including the United States.

Privacy and data-protection laws may differ between jurisdictions.

Where applicable law requires safeguards for international transfers of personal information, CFO Solutions will use legally recognized transfer mechanisms or other appropriate safeguards.

 

9. Data Retention

We retain personal information for only as long as reasonably necessary for the purposes for which it was collected, including to satisfy business, contractual, legal, accounting, security, and regulatory requirements.

The appropriate retention period depends on factors such as:

  • the nature and sensitivity of the information

  • the purpose for which it was collected

  • the duration of a business relationship

  • applicable contractual requirements

  • legal or regulatory obligations

  • the need to resolve disputes or enforce agreements

When personal information is no longer required, we may delete, anonymize, aggregate, or securely retain it in accordance with applicable law and our retention practices.

 

10. Data Security

CFO Solutions uses reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.

If we become aware of a personal-data breach, we will investigate and provide notifications to affected individuals and/or appropriate authorities when required by applicable law.

 

11. Your Privacy Rights

Depending on where you reside and subject to applicable law, you may have the right to:

  • request confirmation of whether we process your personal information

  • request access to personal information we maintain about you

  • request correction of inaccurate personal information

  • request deletion of personal information

  • request restriction of certain processing

  • object to certain processing

  • request a portable copy of certain information

  • withdraw consent where processing is based on consent

  • opt out of certain sales, sharing, or targeted advertising

  • limit certain uses or disclosures of sensitive personal information, where applicable

  • appeal a decision regarding a privacy-rights request where applicable

  • lodge a complaint with an applicable data-protection authority

  • exercise your privacy rights without unlawful discrimination

These rights are not absolute and may differ depending on your jurisdiction and the circumstances.

We may need to verify your identity before fulfilling certain requests. Where permitted by law, an authorized agent may also submit certain requests on your behalf.

To exercise an applicable privacy right, please contact us using the information in the “Contact Us” section below.

12. Additional Information for California Residents

  • If the California Consumer Privacy Act, as amended (“CCPA”), applies to CFO Solutions’ processing of your personal information, California residents may have rights that include:

  • the right to know what categories and specific pieces of personal information we collect

  • the right to know the sources, purposes, and categories of recipients associated with that information

  • the right to request deletion, subject to applicable exceptions

  • the right to request correction of inaccurate information

  • the right to opt out of the sale or sharing of personal information where applicable

  • the right to limit certain uses and disclosures of sensitive personal information where applicable

  • the right not to receive discriminatory treatment for exercising CCPA rights


CFO Solutions does not sell personal information for monetary compensation.

If our use of particular technologies or disclosures constitutes “sharing” under California law, eligible California residents may exercise applicable opt-out rights through the privacy controls provided on the Site or by contacting us.

Where required by law, we will also recognize qualifying browser-based opt-out preference signals, such as Global Privacy Control.

 

13. Additional Information for Residents of Other U.S. States

Residents of certain U.S. states may have additional rights regarding their personal information under applicable state privacy laws.
Depending on the law and whether it applies to CFO Solutions, these rights may include access, correction, deletion, portability, and the ability to opt out of certain sales, targeted advertising, or profiling.
Eligible individuals may submit a request using the contact information below. Where applicable law provides a right to appeal our response to a privacy request, instructions for doing so will be provided with our response.


14. Information for Individuals in the EEA and United Kingdom

Individuals located in the European Economic Area or United Kingdom may have rights under applicable data-protection laws, including rights of access, correction, deletion, restriction, portability, and objection.
Where we rely on consent, you may withdraw that consent at any time.
Where we rely on legitimate interests, you may have the right to object to processing based on those interests, including certain direct-marketing activities.
You may also have the right to lodge a complaint with the data-protection supervisory authority responsible for your jurisdiction.

 

15. Children’s Privacy

The Site and CFO Solutions’ services are intended for business and professional audiences and are not directed to children.
We do not knowingly collect personal information from children through the Site in circumstances prohibited by applicable law.
If you believe a child has provided personal information to us inappropriately, please contact us so that we can investigate and take appropriate action.


16. Third-Party Websites

Our Site may contain links to websites, platforms, and services operated by third parties.
This Privacy Policy does not govern the privacy practices of those third parties. We encourage you to review their privacy policies before providing personal information.


17. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business, technology, legal requirements, or privacy practices.
When we make changes, we will update the “Last updated” date at the top of this page.
If required by applicable law, we will provide additional notice or obtain consent before making a material change to the way we process personal information.


18. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or an applicable privacy-rights request, please contact CFO Solutions through our website or by mail:


CFO Solutions LLC  
6 University Drive  
Suite 206-209  
Amherst, MA 01002  
United States