Privacy Policy

Whitmore Sterling & Co., Inc. ("Whitmore Sterling," the "Company," "we," "us," or "our") respects the privacy of individuals and businesses that visit our website, contact us, submit inquiries, purchase valuation or advisory services, provide intake information, upload documents, or otherwise interact with us.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information and related business information in connection with our website, online forms, payment processes, client intake, document submission, valuation advisory services, marketing communications, and related business operations.

This Privacy Policy applies to the website, webpages, forms, online communications, downloadable materials, sample reports, payment pages, intake workflows, and related online services operated by or on behalf of Whitmore Sterling & Co., Inc. It does not replace any signed confidentiality agreement, engagement letter, statement of work, services agreement, or other written agreement between you and Whitmore Sterling.

1. Information We Collect

A. Information You Provide Directly. We may collect information you provide when you visit our website, submit a contact form, request information, schedule a call, purchase a valuation package, submit client intake information, provide documents or records, sign an NDA or engagement document, communicate with us, or otherwise interact with us. This may include name, company name, job title, mailing address, email address, phone number, billing information, payment confirmation information, business description, ownership information, transaction information, intended use of services, referral source, client intake responses, communications, documents you submit, and other information you choose to provide.

B. Business, Financial, Tax, and Valuation Information. In connection with a potential or actual valuation or advisory engagement, you may provide business, financial, tax, operational, transaction, ownership, or valuation-related information. Do not submit Social Security numbers, bank account credentials, full account numbers, medical information, personal tax identification numbers, or other highly sensitive information unless we specifically request that information through an approved secure channel.

C. Payment Information. If you purchase services through our website, payment information may be collected and processed by our payment processor. We do not intend to store full credit card numbers or full payment card credentials on our own systems.

D. Information Collected Automatically. When you visit our website, certain information may be collected automatically through cookies, pixels, analytics tools, server logs, or similar technologies. This may include IP address, browser type, device type, operating system, pages viewed, referring URL, date and time of visit, and other technical or usage information.

E. Cookies and Similar Technologies. We may use cookies and similar technologies to operate the website, improve functionality, analyze website traffic, understand user behavior, support security, remember preferences, attribute referrals, and improve our services. You may be able to adjust your browser settings to refuse or limit cookies.

F. Referral, Sales, and Attribution Information. If you are referred to us by a sales consultant, referral partner, or other third party, we may collect information related to the referral or attribution.

G. Information from Public and Third-Party Sources. We may collect information from publicly available sources, third-party databases, government records, and other sources where relevant to our business operations.

2. How We Use Information

We may use information to operate and maintain the website, respond to inquiries, process orders and payments, provide customer support, manage accounts, improve website functionality, analyze website performance, prevent fraud, review potential engagements, conduct conflict checks, assess scope and risk, perform valuation and advisory services, prepare reports and deliverables, process payments and refunds, send business development communications, comply with applicable laws, and enforce agreements.

3. How We Disclose Information

We may disclose information to service providers and vendors that assist us with website hosting, payment processing, secure file transfer, cloud storage, customer relationship management, email communications, scheduling, analytics, cybersecurity, document management, and other business operations. We may also disclose information to professional advisors, payment processors, referral sources, legal and compliance authorities, and in connection with business transactions.

4. Confidential Information and NDA Relationship

If you sign a Confidentiality and Non-Disclosure Agreement with Whitmore Sterling, the confidentiality obligations in that agreement will govern confidential information covered by that agreement. This Privacy Policy does not reduce, replace, or limit any confidentiality obligation we assume under an NDA, engagement letter, or other written agreement.

5. Sensitive Information

We ask that you not submit highly sensitive personal information unless specifically requested through an approved secure channel. This includes Social Security numbers, bank account credentials, full account numbers, personal tax identification numbers, medical information, and other information that is not necessary for the requested service.

6. Data Security

We use commercially reasonable administrative, technical, and physical safeguards to protect information appropriate to its nature and sensitivity. No website, email system, or technology environment can be guaranteed to be completely secure.

7. Artificial Intelligence and Technology Tools

We may use technology tools, analytics platforms, and other technology resources to support our business. We do not knowingly submit client confidential information to public or consumer-facing artificial intelligence systems that use such information for model training or public disclosure.

8. Data Retention

We retain information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to respond to inquiries, process orders and payments, evaluate potential engagements, perform accepted engagements, maintain engagement records, comply with legal and professional obligations, resolve disputes, and enforce agreements.

9. Your Choices

You may opt out of receiving marketing emails by using the unsubscribe link in the email or by contacting us. You may manage cookies through your browser settings. Depending on where you live and applicable law, you may have rights to request access to, correction of, or deletion of certain personal information.

10. State Privacy Rights

Certain U.S. state privacy laws may provide residents with rights regarding personal information. Whitmore Sterling will comply with applicable state privacy laws to the extent they apply to our business.

11. Children's Privacy

Our website and services are intended for businesses, business owners, and adults seeking valuation or advisory services. They are not directed to children under 13.

12. International Users

Whitmore Sterling is based in the United States. If you access our website or submit information from outside the United States, you understand that information may be processed, stored, and transferred in the United States.

13. Third-Party Websites and Services

Our website may link to third-party websites, platforms, payment processors, or other external services. We are not responsible for the privacy, security, content, or policies of third-party websites or services.

14. Do Not Track and Global Privacy Controls

Some browsers or devices may transmit "Do Not Track" signals. Because there is no uniform industry standard for responding to such signals, our website may not respond to all Do Not Track signals.

15. Targeted Advertising and Analytics

We may use analytics, advertising, or measurement technologies to understand website activity and measure marketing performance. To the extent our use constitutes regulated activity under applicable state privacy law, we will provide any required notice and opt-out mechanism.

16. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be posted on our website with a revised "Last Updated" date.

17. Contact Us

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

Whitmore Sterling & Co., Inc.
55 Water St, 51st Floor
New York, NY 10041
Email: charlie@whitmoresterlingco.com
Subject line: "Privacy Request"

18. Important Relationship to Professional Services Terms

This Privacy Policy describes how Whitmore Sterling handles information. It does not create a professional services engagement. Any accepted engagement is governed by a signed engagement letter, statement of work, and other applicable written terms.