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Privacy Policy

Effective Date: October 16, 2025

Last Updated: October 16, 2025

At Medley Business Advisors, LLC (“Medley Business Advisors,” “we,” “our,” or “us”), your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website — www.medleybusinessadvisors.com — or engage our bookkeeping, IOLTA trust reconciliation, or financial advisory services.

 

By using our website, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of our website.

1. Information We Collect

We collect both personal information that you voluntarily provide and non-personal information automatically collected through our website and tools.

 

a) Information You Provide

 

We may collect personal information when you:

 

  • Fill out a contact form or book a consultation.

  • Subscribe to our newsletter or download a resource.

  • Engage our bookkeeping or advisory services.

  • Communicate with us via email, chat, or phone.

 

This may include:

 

  • Name and contact details (email, phone number, address).

  • Law firm or business name.

  • Information about your accounting systems or service needs.

  • Payment details (if applicable, processed securely via Wix Payments or Stripe).

 

b) Information Automatically Collected

 

When you visit our website, we may automatically collect:

 

  • IP address and approximate location.

  • Browser type, device information, and operating system.

  • Pages visited, time spent, and actions taken on the site.

  • Cookies and similar technologies to improve user experience.

2. How We Use Your Information

We use your information to:

 

  • Provide and manage our services.

  • Respond to inquiries or schedule consultations.

  • Improve our website, marketing, and customer experience.

  • Send administrative messages, confirmations, or updates.

  • Send educational materials, newsletters, or promotional communications (only with your consent).

  • Comply with legal, accounting, or regulatory obligations.

 

We do not sell, rent, or trade your personal information.

3. Cookies and Tracking Technologies

Our website uses cookies to enhance functionality and analyze usage patterns.You can adjust your browser settings to refuse cookies or alert you when cookies are being sent. However, disabling cookies may affect certain features of the website.

 

Wix may also use analytics cookies and tracking tools to improve site performance. These cookies do not store personally identifiable information.

4. How We Store and Protect Your Information

We use industry-standard security measures to protect your information, including:

 

  • SSL encryption on our website.

  • Secure third-party processors (e.g., Wix, Stripe, QuickBooks Online).

  • Restricted access to client data within our firm.

 

While we take all reasonable precautions, no system is 100% secure. You acknowledge and accept this risk when providing personal information.

5. Sharing Your Information

We may share your data only in the following circumstances:

 

  • With trusted third-party service providers that support our operations (e.g., payment processors, CRM systems, or email marketing platforms).

  • When required by law, regulation, or legal process.

  • With your consent, when sharing with other advisors or consultants on your behalf.

 

All third parties are required to maintain data confidentiality and security consistent with this Privacy Policy.

6. Data Retention

We retain personal data only as long as necessary to fulfill the purpose for which it was collected, or as required by law.

 

For accounting and compliance clients, records may be retained for up to 7 years in accordance with professional and regulatory requirements.

7. Your Rights

Depending on your location, you may have the right to:

 

Access, correct, or delete your personal data.

 

  • Withdraw consent for marketing communications.

  • Request a copy of data we hold about you.

  • To exercise these rights, please contact us at the email below.

 

We will respond within a reasonable timeframe (typically within 30 days).

8. Email and Marketing Preferences

If you subscribe to our mailing list or request a download, you may receive periodic updates, tips, or promotional materials.

 

You can unsubscribe at any time using the link provided in the email or by contacting us directly.

9. Links to Other Websites

Our website may contain links to external websites or tools. We are not responsible for the privacy practices, content, or policies of third-party sites.

 

Please review their privacy policies before providing any personal information.

10. Children’s Privacy

Our services are not directed toward individuals under the age of 18, and we do not knowingly collect personal data from minors. If we become aware of such data, we will promptly delete it.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated “Last Updated” date.

 

Your continued use of our website after changes are posted constitutes acceptance of the revised policy.

12. Contact Us

If you have questions, feedback, or requests about this Privacy Policy, please contact us:

 

Medley Business Advisors, LLC

📍 Annapolis, Maryland

📧 Email: craigmedley@medleybusinessadvisors.com

🌐 Website: www.medleybusinessadvisors.com

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