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Privacy Policy for B-Spot Consulting Inc

B-Spot Consulting Inc respects your privacy and is committed to protecting the personal and confidential information you share with us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you use our financial modeling, valuation, and consulting services. 

1. Information We Collect 

We collect information necessary to provide accurate financial modeling and valuation services, including: 

  • Personal Information: Name, email address, phone number, company name, and job title.

  • Financial & Corporate Data (Client Data): Historical financial statements, tax returns, projected cash flows, capital structure, shareholder details, and intellectual property information necessary for valuation.

  • Technical Data: IP address, browser type, and usage data collected via cookies. ​

2. How We Use Information We use the collected information for the following purposes: * To deliver financial modeling, valuation reports, and analysis.* To communicate with you regarding your engagement.* To comply with legal, regulatory, and tax requirements.* To improve our services and website functionality. 

3. Data Confidentiality & Sharing We do not sell your personal or financial information.We may share your information only in the following scenarios: * With Service Providers: Trusted third-party vendors who assist in our operations (e.g., secure data storage, cloud-based modeling software), subject to confidentiality agreements.* Legal Compliance: If required by law, subpoena, or to protect the rights, property, or safety of our firm and clients.* Business Transfers: In the event of a merger, acquisition, or sale of assets, client data may be transferred.

4. Data Security 

We implement appropriate technical and organizational measures to secure your data against unauthorized access, alteration, or destruction. These include: 

  • Encryption of sensitive financial documents.

  • Secure server storage.

  • Restricted access to client files.

  • Note: While we strive for high security, no method of transmission over the Internet is 100% secure. 

5. Data Retention We retain personal and financial data only for as long as necessary to fulfill the purposes outlined in this policy, or as required by professional standards and legal regulations (e.g., for audit purposes). 

6. Your Rights Depending on your location, you may have the right to access, correct, or delete your personal information, or object to certain processing activities. 

7. Third-Party Links Our website or reports may contain links to third-party sites. We are not responsible for the privacy practices of these external sites. 

8. Changes to This Policy We may update this policy from time to time. The "Last Updated" date at the top will indicate when changes are made.

9. Contact Us For questions about this Privacy Policy, please contact:vera@B-SpotConsulting.com

B-SPOT CONSULTING INC   -   TORONTO CANADA   

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