Legal
Privacy Policy
How Strategic Business Advisors collects, uses and protects your information.
How Strategic Business Advisors collects, uses and protects your information.
Last updated: September 17, 2026
Effective date: September 17, 2026
This Privacy Policy describes how Strategic Business Advisors, LLC, doing business as Strategic Business Advisors (“the Company”, “We”, “Us” or “Our”), collects, uses and protects Your personal information when You visit https://strategicbusinessadvisors.org (the “Website”), book an appointment, communicate with Us or use Our services. By using the Website, You agree to the collection and use of information in accordance with this Privacy Policy and Our Terms and Conditions.
Information We Collect
Information You provide to Us
We collect information You choose to give Us, including when You book an appointment, fill out a form, call, text or email Us. This may include:
Your name, email address and phone number
Your business name and details about your business
Appointment details and any notes or messages You send Us
Your consent to receive SMS text messages, if You provide it
Financial records and documents You share with Us when You become a client
Information collected automatically
When You visit the Website, Our hosting and security providers may automatically collect limited technical information, such as Your IP address, browser type, device type, pages visited and the date and time of Your visit. The Website uses cookies and similar technologies that are needed for it to work properly and securely. You can set Your browser to refuse cookies, but some parts of the Website, including appointment scheduling, may not function as intended.
How We Use Your Information
We use the information We collect to:
Schedule, confirm and manage appointments, including the free financial review
Respond to Your questions and requests
Provide, manage and improve Our fractional CFO, accounting, bookkeeping and tax strategy services
Send appointment reminders, account information and service updates by email, phone or SMS
Send marketing messages, only where You have agreed to receive them
Maintain the security of the Website and prevent fraud or misuse
Comply with legal, tax and regulatory obligations
SMS Messaging and Mobile Information
If You opt in to receive text messages from Us, We will use Your mobile number to send the types of messages described in Our Terms and Conditions, such as appointment confirmations, account information and, if You agreed, marketing messages. Message frequency varies. Message and data rates may apply. You can reply STOP at any time to opt out, or HELP for assistance.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, except service providers that deliver the messages on Our behalf.
How We Share Your Information
We do not sell Your personal information. We share it only as described below:
Service providers. Companies that help Us operate, such as Our scheduling and customer communication platform, website hosting and security providers, email providers and accounting software providers. They may use Your information only to perform services for Us.
Professional advisors. With Your permission, other professionals who support Your business, such as Your tax preparer or attorney.
Legal requirements. When required by law, court order or government request, or to protect the rights, property or safety of the Company, Our clients or others.
Business transfers. In connection with a merger, sale or transfer of all or part of Our business, subject to this Privacy Policy.
Confidentiality of Client Financial Information
Financial records and business information You share with Us as a client are treated as confidential. We use them only to provide the services You have engaged Us for and do not disclose them to anyone outside the Company without Your permission, except to Our service providers as needed to deliver those services or as required by law.
Data Retention
We keep personal information for as long as needed to provide Our services, maintain business records and meet legal, tax and accounting requirements. When information is no longer needed, We delete it or store it securely until it can be deleted.
Data Security
We use reasonable administrative, technical and physical safeguards to protect Your information. No method of transmission over the internet or electronic storage is completely secure, so We cannot guarantee absolute security.
Your Privacy Rights
Depending on where You live, You may have the right to request access to, correction of, or deletion of the personal information We hold about You, and to opt out of marketing communications. Louisiana residents may have additional rights under Louisiana law, including the right to know what personal information is collected and how it is used, and the right not to be discriminated against for exercising privacy rights.
To make a request, email Us at cary@strategicbusinessadvisors.org. We may need to verify Your identity before responding. You can unsubscribe from marketing emails using the link in the email, and You can stop text messages at any time by replying STOP.
Children’s Privacy
The Website and Our services are not intended for anyone under the age of 18. We do not knowingly collect personal information from children. If You believe a child has provided Us with personal information, please contact Us and We will delete it.
Links to Other Websites
The Website may link to third-party websites and services, such as social media pages and scheduling tools. We are not responsible for the privacy practices of those websites, and We encourage You to review their privacy policies.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When We do, We will post the updated version on this page and change the effective date above. Your continued use of the Website after changes are posted means You accept the updated Privacy Policy.
Contact Us
If You have any questions about this Privacy Policy or how We handle Your information, contact Us:
By email: cary@strategicbusinessadvisors.org
By phone: 225-931-7453
Strategic Business Advisors, LLC, Baton Rouge, Louisiana
Questions about this policy?
Reach Nick by phone or email during office hours, Monday to Friday.
Areas served Baton Rouge, Carlsbad, Chula Vista, Del Mar, El Cajon, La Mesa, Escondido, Oceanside, Poway, Santee and Solana Beach
Phone 225-931-7453
Email cary@strategicbusinessadvisors.org
Office hours Monday to Friday, 9am to 5pm Pacific Time (Louisiana)
Questions about these terms?
Call 225-931-7453 or email cary@strategicbusinessadvisors.org and Cary will get back to you during office hours.
Areas served
Baton Rouge and south Louisiana, including Ascension, Livingston, Tangipahoa, St. Tammany, Lafayette and Lafourche parishes.
Phone
Office hours
Monday to Friday, 10am to 6pm Central Time