Privacy Policy

Effective Date: November 3, 2025

ES & Associates ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://www.esandassociates.com or engage our services.

Information We Collect

Information You Provide to Us

We collect information that you voluntarily provide when you:

  • Schedule a consultation or strategy call

  • Submit contact forms or inquiries

  • Sign up for newsletters or updates

  • Enter into service agreements or retainer contracts

  • Communicate with us via email or phone

This information may include:

  • Name and contact information (email address, phone number, mailing address)

  • Company name and title

  • Industry and business information

  • Project details and service requirements

  • Payment and billing information

Information Collected Automatically

When you visit our website, we may automatically collect certain information, including:

  • IP address and browser type

  • Device information and operating system

  • Pages visited and time spent on our site

  • Referring website addresses

  • Cookies and similar tracking technologies

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our consulting services

  • Process and fulfill service requests and appointments

  • Communicate with you about your inquiries, projects, and account

  • Send administrative information, updates, and service notifications

  • Process payments and maintain billing records

  • Analyze website usage and improve user experience

  • Comply with legal obligations and enforce our terms

  • Protect against fraudulent or illegal activity

How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

Service Providers

We may share information with trusted third-party service providers who assist us in operating our website, conducting our business, or servicing you, including:

  • Payment processors

  • Scheduling and appointment management platforms (Acuity Scheduling)

  • Email and communication services

  • Website hosting and analytics providers

These service providers are contractually obligated to keep your information confidential and use it only for the purposes we specify.

Legal Requirements

We may disclose your information if required to do so by law or in response to valid requests by public authorities, including:

  • Compliance with legal process or government requests

  • Enforcement of our terms and conditions

  • Protection of our rights, property, or safety

  • Protection of the rights, property, or safety of others

Business Transfers

In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction. We will notify you via email or prominent notice on our website of any change in ownership or use of your personal information.

Confidentiality and Professional Services

As a consulting firm providing due diligence, compliance audits, and strategic advisory services, we maintain strict confidentiality standards:

  • All client engagements are governed by confidentiality agreements

  • We do not share proprietary client information across engagements

  • Project details, findings, and reports remain confidential

  • We comply with professional standards for data protection and client privilege

Data Security

We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When information is no longer needed, we will securely delete or anonymize it.

Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information, including:

  • Access: Request a copy of the personal information we hold about you

  • Correction: Request correction of inaccurate or incomplete information

  • Deletion: Request deletion of your personal information, subject to legal obligations

  • Opt-Out: Unsubscribe from marketing communications at any time

  • Restrict Processing: Request limitation on how we use your information

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

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. You can control cookie preferences through your browser settings. Note that disabling cookies may affect website functionality.

Third-Party Links

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

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 without parental consent, we will take steps to delete that information.

California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including:

  • The right to know what personal information we collect, use, disclose, and sell

  • The right to request deletion of your personal information

  • The right to opt-out of the sale of your personal information (note: we do not sell personal information)

  • The right to non-discrimination for exercising your privacy rights

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

European Users (GDPR)

If you are located in the European Economic Area (EEA), you have rights under the General Data Protection Regulation (GDPR), including:

  • The right to access, correct, or delete your personal data

  • The right to restrict or object to our processing of your data

  • The right to data portability

  • The right to withdraw consent at any time

  • The right to lodge a complaint with a supervisory authority

Our legal basis for processing your information includes your consent, performance of a contract, compliance with legal obligations, and our legitimate business interests.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will post the updated policy on this page with a new "Effective Date." We encourage you to review this policy periodically.

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

ES & Associates
Email: eric@esandassociates.com
Phone: 818-853-9311
Address: Dallas and Los Angeles
Website: https://www.esandassociates.com