Privacy Policy

Vanderbilt CFO Partners LLC
Last updated: August 31, 2026

Vanderbilt CFO Partners LLC ("Vanderbilt CFO Partners," "we," "us," or "our") operates vanderbiltcfopartners.com. This policy explains what information we collect, why we collect it, and what we do with it.

We are based in Houston, Texas and serve clients remotely throughout the United States.

Information We Collect

Information you give us. When you submit a form on this site, book an assessment, or contact us, we collect the information you provide — typically your name, email address, phone number, business name, and information about your business such as approximate monthly revenue.

Information you share during an engagement. If you become a client or book a Financial Health Assessment, you may share financial records with us — profit and loss statements, balance sheets, cash flow statements, accounting system access, and similar business records. We treat this information as confidential.

Information collected automatically. Like most websites, we collect standard technical information when you visit: IP address, browser type, device type, pages viewed, referring page, and similar analytics data. We use cookies and similar technologies for site functionality and analytics.

We do not knowingly collect information from anyone under 18.

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Deliver the services you have engaged us to perform
• Send appointment confirmations, reminders, and scheduling updates
• Send marketing communications, where you have consented to receive them
• Improve our website and understand how visitors use it
• Meet our legal, accounting, and recordkeeping obligations

Text Messaging (SMS)

If you provide your phone number and check the applicable consent box, you may receive text messages from Vanderbilt CFO Partners LLC.

We use two separate consents:

• Service messages — appointment confirmations, reminders, and scheduling changes for your Profit Leak Review or other bookings.
• Marketing messages — offers, updates, and promotional content. This consent is separate and entirely optional.

Consent to receive text messages is not a condition of purchasing any product or service. Message frequency varies. Message and data rates may apply.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All information sharing described in the "How We Share Your Information" section below excludes text messaging originator opt-in data and consent; this information will not be shared with any third parties.

To opt out, reply STOP to any message. You will receive a single confirmation and no further messages. For help, reply HELP, or contact us through the form on this site or at privacy@vanderbiltcfopartners.com.

We retain phone numbers and opt-out records for up to 24 months after you opt out, solely to honor your opt-out request and to document compliance.

How We Share Your Information

We do not sell your personal information.

We share information only in these circumstances:

• Service providers. Vendors who help us operate — our CRM and scheduling platform, email delivery, website hosting, and analytics — who may process information on our behalf and are bound to protect it.
• Professional advisors. Where you ask us to coordinate with your bookkeeper, accountant, CPA, attorney, lender, or another advisor, we share only what is needed for that purpose.
• Legal requirements. Where required by law, subpoena, or to protect our legal rights.
• Business transfer. In connection with a merger, acquisition, or sale of assets, subject to this policy.

As stated above, text messaging opt-in data and consent are never shared with third parties.

Data Retention

We keep client engagement records for as long as needed to deliver services and for seven years afterward to meet professional and legal recordkeeping obligations. Inquiry and marketing records are kept until you ask us to delete them or they are no longer needed.

Your Rights

Depending on where you live, you may have the right to request access to the personal information we hold about you, request correction or deletion, opt out of marketing communications, and appeal a decision we make about such a request.

To exercise any of these rights, email privacy@vanderbiltcfopartners.com or use the contact form on this site. We will respond within 45 days. If we decline your request, you may appeal by replying to our response, and we will provide a written explanation of our decision.

You can unsubscribe from marketing emails at any time using the link in any message, and from marketing texts by replying STOP.

Security

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

Third-Party Links

This site may link to other websites. We are not responsible for their content or privacy practices, and we encourage you to read their policies.

Changes to This Policy

We may update this policy from time to time. The "Last updated" date above reflects the most recent revision. Material changes will be posted on this page.

Contact Us

Vanderbilt CFO Partners LLC
Houston, Texas, United States
Privacy inquiries: privacy@vanderbiltcfopartners.com
Or use the contact form on this website.