Last updated: October 27, 2026
Capital Management Advisory ("we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit this website or contact us about our services.
We may collect information you provide directly, such as your name, email address, company, and any details you share through our contact or inquiry forms. We may also collect limited technical information automatically, such as browser type and pages visited, to help us understand how the site is used.
Confidential conversation and sample requests. If you request a conversation or the sample Transition Readiness Map, we collect your name, work email, company website and your answers to a few short questions (what prompted the inquiry, company revenue range, your role, timing, and whether the Diagnostic fee range is realistic for the business). We save your contact details when you finish the third step, even if you do not complete the request, and we may contact you about that inquiry. We also record which campaign or link brought you to the page. If you book a call, Calendly, Google Calendar and Google Meet process your name, email and the time you choose. Inquiry data is stored in Google Sheets and Gmail, and the website is hosted on Vercel; these providers process data only to operate these services for us.
We do not sell your personal information. We may share information with service providers who help us operate this website or deliver our services, and only as necessary for those purposes.
We take reasonable measures to protect the information you share with us. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
You may contact us at any time to ask what information we hold about you, or to request that it be corrected or deleted, subject to applicable law.
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
If you have questions about this Privacy Policy, please reach out through our Contact page.