Synergy Growth Advisors
Privacy Policy
SYNERGY GROWTH ADVISORS, LLC
PRIVACY POLICY
Effective Date: April 2, 2025
Last Updated: April 2, 2025
1. INTRODUCTION
Synergy Growth Advisors, LLC ("Synergy," "we," "our," or "us") respects your privacy and is committed to protecting the personal information that you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or otherwise interact with us.
Please read this Privacy Policy carefully. By accessing or using our services, you acknowledge that you have read, understood, and agree to be bound by all the terms of this Privacy Policy. If you do not agree with our policies and practices, please do not use our services.
2. INFORMATION WE COLLECT
We collect several types of information from and about users of our services, including:
2.1 Personal Information
Contact Information: Name, email address, postal address, phone number, company name, and job title.
Account Information: Username, password, and account preferences.
Financial Information: Payment information, billing address, and transaction history.
Professional Information: Industry, company size, role, and business challenges.
2.2 Non-Personal Information
Usage Data: Information about how you use our website and services, including pages visited, time spent, and features used.
Device Information: IP address, browser type, operating system, device information, and internet connection.
Cookies and Similar Technologies: Information collected through cookies, web beacons, and similar technologies. Please see our Cookie Policy for more information.
2.3 Information You Provide
Information you provide when filling out forms, responding to surveys, or participating in our discovery processes.
Information you provide when you communicate with us via email, chat, or phone.
Information you share during consulting engagements, including business data, strategies, and performance metrics.
3. HOW WE COLLECT INFORMATION
We collect information in the following ways:
3.1 Direct Collection
When you create an account or register for our services.
When you fill out forms or surveys on our website.
When you contact us directly.
When you subscribe to our newsletter or marketing communications.
When you participate in our consulting engagements.
3.2 Automated Collection
Through cookies and similar tracking technologies when you use our website.
Through analytics tools that track how you interact with our website and services.
Through server logs and other automated systems.
3.3 From Third Parties
From business partners or service providers.
From publicly available sources.
From social media platforms if you interact with us on these platforms.
4. HOW WE USE YOUR INFORMATION
We use the information we collect for various purposes, including:
4.1 Provide and Manage Services
To provide fractional revenue leadership services.
To manage your account and provide you with customer support.
To process transactions and send related information.
To personalize your experience with our services.
4.2 Improve and Develop Services
To analyze usage patterns and trends.
To conduct research and develop new features.
To improve the content and functionality of our website and services.
To diagnose and fix technology problems.
4.3 Communicate with You
To respond to your inquiries and requests.
To provide information about changes to our services or policies.
To send marketing communications if you have opted in to receive them.
To conduct surveys or gather feedback.
4.4 Protect Our Services and Users
To detect, prevent, and address fraud, security risks, and technical issues.
To enforce our terms of service and other policies.
To protect the rights, property, or safety of Synergy, our users, or others.
4.5 Legal Compliance
To comply with applicable laws, regulations, legal processes, or enforceable governmental requests.
5. LEGAL BASIS FOR PROCESSING (FOR EEA AND UK USERS)
If you are located in the European Economic Area (EEA) or United Kingdom (UK), we have the following legal bases for processing your personal information:
Contractual Necessity: We process your information to perform our contract with you (i.e., to provide our services).
Legitimate Interests: We process your information when it is in our legitimate interests to do so and when these interests are not overridden by your data protection rights.
Compliance with Legal Obligations: We process your information when we have a legal obligation to do so.
Consent: We process your information with your consent when we are required to obtain it.
You have the right to withdraw your consent at any time by contacting us at privacy@synergygrowthadvisors.com.
6. INFORMATION SHARING AND DISCLOSURE
We may share your information with the following parties and in the following circumstances:
6.1 Service Providers
We may share your information with third-party vendors, service providers, contractors, or agents who perform services for us or on our behalf and require access to such information to do that work.
6.2 Business Transfers
If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of company assets, your information may be transferred as part of that transaction.
6.3 Legal Requirements
We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).
6.4 Protection of Rights
We may disclose your information to protect and defend the rights, property, or safety of Synergy, our users, or others.
6.5 With Your Consent
We may share your information with third parties when we have your consent to do so.
7. DATA RETENTION
We retain your personal information 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. The criteria used to determine our retention periods include:
The length of time we have an ongoing relationship with you and provide services to you.
Whether there is a legal obligation to which we are subject.
Whether retention is advisable in light of our legal position (e.g., for statutes of limitations, litigation, or regulatory investigations).
8. DATA SECURITY
We have implemented appropriate technical and organizational security measures designed to protect the security of any personal information we process. However, despite our safeguards, no electronic transmission or storage of information can be guaranteed to be 100% secure.
9. YOUR DATA PROTECTION RIGHTS
Depending on your location, you may have the following rights regarding your personal information:
9.1 For All Users
Access: You can request copies of your personal information.
Correction: You can request that we correct inaccurate information about you.
Deletion: You can request that we delete your personal information.
9.2 For EEA and UK Users
Data Portability: You can request a copy of your personal information in a structured, commonly used, and machine-readable format.
Restriction: You can request that we restrict the processing of your personal information.
Objection: You can object to our processing of your personal information.
Withdrawal of Consent: You can withdraw any consent you previously provided.
Complaint: You have the right to lodge a complaint with a data protection authority.
9.3 For California Residents
Under the California Consumer Privacy Act (CCPA), California residents have specific rights regarding their personal information:
Right to Know: You can request information about the personal information we have collected about you and how we have used and disclosed it.
Right to Delete: You can request the deletion of your personal information.
Right to Opt-Out: You can opt-out of the sale of your personal information, although Synergy does not sell personal information.
Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.
To exercise your rights, please contact us at privacy@synergygrowthadvisors.com.
10. INTERNATIONAL DATA TRANSFERS
Your information may be transferred to, and maintained on, computers located outside of your state, province, country, or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction.
If you are located in the EEA, UK, or Switzerland, we comply with applicable data protection laws when transferring your personal information outside of these areas. This may include ensuring that appropriate safeguards are in place, such as standard contractual clauses approved by the European Commission.
11. CHILDREN'S PRIVACY
Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we learn that we have collected personal information from a child, we will take steps to delete that information as quickly as possible.
12. THIRD-PARTY WEBSITES AND SERVICES
Our website and services may contain links to third-party websites and services. This Privacy Policy does not apply to those third-party websites and services, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any third-party websites and services that you visit.
13. CHANGES TO THIS PRIVACY POLICY
We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Last Updated" date, and the updated version will be effective as soon as it is accessible. We encourage you to review this Privacy Policy frequently to be informed of how we are protecting your information.
14. CONTACT US
If you have any questions about this Privacy Policy or our privacy practices, please contact us at:
Synergy Growth Advisors, LLC
6451 Pickaxe Way
San Antonio, TX 78252
Email: privacy@synergygrowthadvisors.com
Phone: 325-650-7823
15. DATA PROTECTION OFFICER
For users in the EEA, UK, and other regions where required, we have appointed a Data Protection Officer (DPO) who can be contacted at dpo@synergygrowthadvisors.com for any data protection inquiries.
By using our services, you acknowledge that you have read and understood this Privacy Policy.