Privacy policy.

Boulay Partners ("we," "us," or "our") is committed to protecting the privacy of individuals who interact with our website, advertisements, and services. This Privacy Policy explains what information we collect, how we use it, and your rights with respect to that information.

By submitting information through our website, lead forms, or advertisements, you acknowledge that you have read and understood this Privacy Policy.

1. Information We Collect

We collect information you provide directly to us, including when you:

  • Submit a lead form through our website or a Meta (Facebook/Instagram) advertisement

  • Book a consultation or discovery call

  • Contact us by email, phone, or other means

  • Subscribe to our newsletter or communications

The types of information we may collect include:

  • Full name

  • Business name and type

  • Email address

  • Phone number

  • Business location and service area

  • Any other information you voluntarily provide

We may also collect limited technical data when you visit our website, including IP address, browser type, referring URL, and pages visited, through standard web analytics tools.

2. How We Use Your Information

We use the information we collect solely for the following purposes:

  • To contact you regarding a discovery call or consultation you have expressed interest in

  • To assess whether our services are a fit for your business

  • To send you relevant business insights, newsletters, or updates if you have opted in

  • To respond to inquiries or requests you initiate

  • To improve our services, website, and communications

  • To comply with applicable legal obligations

We do not use your information for automated decision-making or profiling in ways that produce legal or similarly significant effects.

3. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

  • Service providers: We work with trusted third-party tools (such as CRM platforms, scheduling software, and email service providers) that process data on our behalf under confidentiality obligations. These providers are not permitted to use your information for their own purposes.

  • Legal compliance: We may disclose your information if required to do so by law, court order, or governmental authority.

  • Business transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you of any such change.

4. Meta Lead Ads

If you submit information through a Meta (Facebook or Instagram) lead advertisement, your information is transmitted to us through Meta's secure lead ads platform. By submitting that form, you agree to both this Privacy Policy and Meta's Data Policy. Meta may use information about your interaction with our ad in accordance with their own privacy terms, which are separate from ours. We do not control Meta's data practices.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, or as required by applicable law. If you request deletion of your data, we will remove it from our active systems within 30 days, subject to any legal retention obligations.

6. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access: Request a copy of the personal information we hold about you

  • Correction: Request that we correct inaccurate or incomplete information

  • Deletion: Request that we delete your personal information

  • Opt-out: Opt out of marketing communications at any time by replying "unsubscribe" to any email or contacting us directly

  • Portability: Request that we provide your data in a portable format

To exercise any of these rights, contact us using the information below. We will respond within 30 days.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security but are committed to protecting your data with industry-standard practices.

8. Cookies and Tracking

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze website traffic. You can control cookie settings through your browser. Disabling cookies may affect certain features of our website.

We may use the Meta Pixel or similar advertising pixels on our website to measure the effectiveness of our advertisements and deliver relevant ads to people who have visited our site. This data is processed in accordance with Meta's Data Policy.

9. Children's Privacy

Our services are directed exclusively to business owners and professionals. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have inadvertently collected such information, we will delete it promptly.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make material changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically.

11. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us:

Boulay Partners

Email: info@boulaypartners.com

Website: www.boulaypartners.com

Service Area: New York Metropolitan Area, New Jersey, Connecticut