Privacy Policy

Information We Collect

We collect information in the following ways:

• Information you provide directly. When you submit our Contact form, we collect your name, company name, email address, phone number (optional), and the message you send. When you complete the Generational Succession Self-Assessment, we collect your name, company name, email address, and your responses to the assessment questions, including any optional open-text answers.
• Discovery Call scheduling. If you book a Discovery Call, you will be directed to our scheduling partner, Calendly, which collects the information you provide to schedule the call (such as your name, email address, and selected time). That information is governed by Calendly's Privacy Policy.
• Automatically collected information. We use Vercel Analytics to understand aggregate Site usage, such as pages visited, referring pages, device and browser type, and approximate location derived from IP address. This information is aggregated and is not used to individually identify you.

How We Use Your Information

We use the information we collect to:

• Respond to inquiries submitted through the Contact form and follow up regarding a potential engagement;
• Review and personally respond to Self-Assessment submissions with observations relevant to your family business's succession readiness;
• Schedule and confirm Discovery Calls;
• Maintain, secure, and improve the Site and understand how visitors use it; and
• Comply with legal obligations where applicable.

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

How We Share Information

We share information only as necessary to operate the Site and deliver our services, including with:

• Resend, our email delivery provider, used to route Contact form and Self-Assessment submissions to Davis Anderson (and, for Self-Assessment submissions, a designated internal recipient) by email;
• Calendly, our scheduling provider, for Discovery Call bookings;
• Vercel, our hosting and analytics provider, for hosting the Site and aggregate usage analytics; and
• Professional advisors or authorities where disclosure is required by law, regulation, or legal process.

We do not otherwise share your personal information with third parties without your consent.

Data Retention

We retain information submitted through the Contact form and Self-Assessment for as long as reasonably necessary to respond to your inquiry, pursue a potential engagement, and maintain business records, or until you request deletion as described below.

Cookies & Similar Technologies

The Site uses minimal cookies and similar technologies, primarily through Vercel Analytics, to understand aggregate visitor traffic. These technologies do not store personally identifying information and are not used for third-party advertising. Most browsers allow you to control or disable cookies through their settings; doing so should not materially affect your ability to use the Site.

Your Choices & Rights

Depending on where you live, you may have rights to access, correct, or request deletion of personal information we hold about you, or to object to certain uses. To exercise any of these rights, contact us using the details below and we will respond within a reasonable timeframe.

Children's Privacy

The Site is intended for business owners, executives, and professionals, and is not directed to children under 16. We do not knowingly collect personal information from children.

Security

We use commercially reasonable administrative and technical safeguards to protect the information we collect. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes to our practices or for legal or operational reasons. The “Last updated” date above reflects the most recent revision. Continued use of the Site after any changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or wish to exercise any of your rights, contact us at davis@manufacturerscollective.com.