Privacy Policy

1. Information We Collect

1.1 Information You Provide

We collect information you voluntarily submit to us, including:

• Name, email address, phone number, and business name when you complete our assessment form or book a discovery call
• Financial and business information you share during advisory engagements, including revenue figures, profit and loss statements, balance sheets, cash flow data, and tax documents
• Communications you send to us via email, phone, or through the Site
• Payment and billing information processed through our third-party payment providers

1.2 Information Collected Automatically

When you visit our Site, we may automatically collect:

• Device and browser information, including IP address, browser type, operating system, and device identifiers
• Usage data such as pages visited, time spent on pages, referring URLs, and click patterns
• Cookie and tracking technology data (see our Cookie Policy for details)

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our financial advisory services
• Respond to your inquiries, process assessment submissions, and schedule discovery calls
• Develop customized financial analyses, cash flow forecasts, and strategic recommendations for your business
• Send you service-related communications, updates, and administrative notices
• Analyze Site usage to improve user experience and optimize our content
• Comply with legal obligations and protect our rights

3. How We Share Your Information

Green Mountain Advisers does not sell, rent, or trade your personal information. We may share information with:

• Service providers who assist in operating our Site, processing payments, or delivering services, subject to confidentiality obligations
• Professional advisors, including accountants, attorneys, and consultants, when necessary to deliver our services to you
• Law enforcement or government authorities when required by law, court order, or to protect safety and legal rights
• A successor entity in connection with a merger, acquisition, or sale of assets, with prior notice to affected clients

4. Data Security

We implement administrative, technical, and physical safeguards designed to protect your information. These include encrypted data transmission, access controls, secure document storage, and regular security assessments. However, no method of transmission over the Internet is completely secure, and we cannot guarantee absolute security.

5. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, maintain our business records, comply with legal obligations, and resolve disputes. Financial records related to advisory engagements are retained in accordance with applicable regulatory requirements.

6. Your Rights and Choices

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

• Access, correct, or delete personal information we hold about you
• Object to or restrict certain processing of your information
• Request portability of your data in a structured, machine-readable format
• Withdraw consent where processing is based on consent

To exercise any of these rights, please contact us at info@greenmountainadvisers.com.

7. Third-Party Links

Our Site may contain links to third-party websites or services. We are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policies of any external sites you visit.

8. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it promptly.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Your continued use of the Site after changes are posted constitutes acceptance of the revised Policy.

10. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us at: