Legal
Privacy Policy
Effective date: September 2026
Overview
Second Chair Advisory LLC ("Second Chair," "we," "us," or "our") operates 2ndchairadvisory.com and provides strategic and M&A advisory services for business owners. This Privacy Policy explains what information we collect through this website and our intake process, how we use it, and the choices you have.
Information We Collect
Contact form submissions: Name, email address, phone number, company, role, and the description of your situation that you choose to provide. Our contact form is processed by Formspree.
Scheduling: If you book a call, scheduling information is collected and processed by Calendly.
Engagement information: If you engage our services, we collect the business information you provide during intake and the engagement to perform the work.
Website analytics: We use Google Analytics to collect standard usage data such as pages visited, approximate location, browser type, and time on site. Our website is hosted by Vercel, which processes standard server logs.
How We Use Information
- Responding to your inquiry
- Evaluating whether we can help with your situation
- Providing services under an engagement
- Maintaining business records
- Securing and improving the website
- Complying with legal obligations
How We Share Information
We do not sell your personal information. We share information with the service providers named above, which process it on our behalf.
In the course of an engagement, we may involve outside specialists such as accountants, attorneys, or other professionals. We obtain your consent before making an introduction or sharing identifiable information about you or your business with a third party for that purpose.
Data Retention
We retain inquiry and engagement information for as long as needed to respond, perform services, maintain required business records, and meet legal obligations. You may request deletion at any time as described below.
Security
We take reasonable measures to protect personal information from unauthorized access, use, or disclosure. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. Please do not submit confidential financial information through the public contact form.
Your Rights and Choices
- You may request access to the information we hold about you
- You may request correction or deletion of your information
- You may opt out of further contact at any time
Depending on where you live, state privacy laws may give you additional rights. To exercise any right, contact us using the details below.
Cookies and Analytics
Google Analytics uses cookies to distinguish visits. You can limit or block cookies through your browser settings, and the website remains usable without them.
Contact Us
If you have questions about this Privacy Policy or wish to exercise your rights, please contact us at:
Second Chair Advisory LLC
Email: billy@2ndchairadvisory.com
Phone: (248) 505-8022