Privacy Policy

Daniel Lynn & Company, LLC
Effective Date: July 1, 2024
Last Updated: June 25, 2025

At Daniel Lynn & Company, LLC ("we," "us," or "our"), we understand that trust forms the foundation of every successful client relationship. This Privacy Policy outlines our commitment to protecting your confidential information and personal data while delivering exceptional consulting and professional services.

Our Commitment to Your Privacy

We recognize that you entrust us with sensitive business information, personal data, and confidential details about your operations. This trust is not taken lightly, and we have implemented comprehensive measures to ensure your information remains secure and confidential.

Information We Collect

Client Information

In the course of providing our consulting and professional services, we may collect:

  • Business and contact information (names, titles, company details, addresses, phone numbers, email addresses)

  • Financial information necessary for service delivery

  • Operational data, strategic information, and other business-sensitive materials you share with us

  • Communication records, including emails, meeting notes, and project documentation

  • Payment and billing information, including credit card details and banking information

Website and Digital Interactions

When you visit our website or interact with our digital platforms, we may collect:

  • Technical information such as IP addresses, browser types, and device information

  • Usage patterns and website navigation data through cookies and similar technologies

  • Information submitted through contact forms or service inquiries

How We Use Your Information

We use the information you provide solely for legitimate business purposes, including:

  • Delivering the consulting and professional services you have engaged us to perform

  • Communicating with you about our services, project updates, and business matters

  • Processing payments and maintaining accurate billing records

  • Improving our services and understanding client needs

  • Complying with legal and regulatory requirements

Client Confidentiality

Professional Standards

As a professional services firm, we adhere to the highest standards of client confidentiality. All information shared with us in the course of our engagement is treated as strictly confidential and proprietary to you.

Confidentiality Measures

We implement multiple layers of protection for your confidential information:

  • All team members sign comprehensive confidentiality agreements

  • Access to client information is limited to personnel directly involved in your engagement

  • Physical and digital security measures protect against unauthorized access

  • Regular training ensures our team understands their confidentiality obligations

Information Sharing Limitations

We do not sell, rent, or share your confidential information with third parties except:

  • When explicitly authorized by you in writing

  • When required by law, court order, or regulatory mandate

  • To trusted service providers who assist in delivering our services (subject to strict confidentiality agreements)

  • In connection with the sale or transfer of our business (subject to confidentiality protections)

Payment Information Security

Secure Processing

We partner with reputable, PCI-compliant payment processors to handle your financial information securely. Credit card details and banking information are encrypted and processed through secure channels.

Data Retention

Payment information is retained only as long as necessary for business purposes and legal compliance. We do not store complete credit card numbers in our internal systems.

Third-Party Processors

Our payment processing partners maintain their own privacy policies and security standards. We encourage you to review their policies when providing payment information.

Data Security Measures

We employ industry-standard security measures to protect your information:

  • Encryption of sensitive data both in transit and at rest

  • Secure server infrastructure with regular security updates

  • Multi-factor authentication for system access

  • Regular security assessments and vulnerability testing

  • Incident response procedures to address any potential security concerns

Your Rights and Choices

You have important rights regarding your personal information:

  • Access: You may request information about what personal data we hold about you

  • Correction: You may ask us to correct inaccurate or incomplete information

  • Deletion: You may request deletion of your personal information, subject to legal and business requirements

  • Portability: You may request your information in a portable format

  • Opt-out: You may opt out of non-essential communications

To exercise these rights, please contact us using the information provided below.

Data Retention

We retain your information only as long as necessary to:

  • Fulfill our service obligations and maintain our client relationship

  • Comply with legal, regulatory, and professional requirements

  • Resolve disputes and enforce our agreements

When information is no longer needed, we securely destroy or anonymize it in accordance with our data retention policies.

International Data Transfers

If we transfer your information internationally, we ensure appropriate safeguards are in place to protect your data, including:

  • Adequacy decisions by relevant regulatory authorities

  • Standard contractual clauses approved by regulatory bodies

  • Certification schemes and codes of conduct

Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices, services, or applicable laws. We will notify you of material changes by:

  • Posting the updated policy on our website with a new effective date

  • Sending direct notification for significant changes that affect your rights

  • Providing notice during our regular business communications