Legal
Privacy Policy
Effective date: October 21, 2026
Robert Dennis CFO Partners, LLC ("we," "us" or "our") operates this website. This policy explains what information we collect when you visit the site or contact us, how we use it and the choices you have.
Information We Collect
Information you give us. When you use our contact form, email us or schedule a call, we collect the information you choose to provide, such as your name, email address, phone number, company name and the content of your message.
Information collected automatically. When you visit the site, we and our service providers automatically collect certain information through cookies and similar technologies. This includes your IP address, browser type, device type, pages viewed, the referring website and the date and time of your visit.
How We Use Information
We use the information we collect to:
- Respond to your inquiries and schedule calls
- Evaluate whether we can help your business and prepare a proposal
- Understand how visitors use the site so we can improve it
- Protect the security of the site and comply with legal obligations
If you become a client, the information you share during the engagement is governed by your signed engagement letter.
Analytics and Cookies
We use Google Analytics to understand how visitors use the site. Google may set cookies and collect information about your visit. You can learn how Google uses this information at policies.google.com/technologies/partner-sites and opt out with the Google Analytics opt-out browser add-on at tools.google.com/dlpage/gaoptout. Our hosting provider also collects basic visit data to operate and secure the site. You can set your browser to block cookies. The site will still work.
How We Share Information
We do not sell or rent your personal information. We do not share it for targeted advertising. We share information only:
- With service providers that host the site, deliver email or provide analytics for us, who may use it only to provide those services
- When required by law, subpoena or other legal process
- To protect our rights, our clients or the security of the site
- As part of a merger, sale or transfer of our business
Do Not Track
Our site does not currently respond to Do Not Track signals from web browsers. Third parties such as Google may collect information about your online activities over time and across different websites when you use our site.
Data Retention
We keep inquiry information for as long as needed to respond to you and for our ordinary business records. We then delete it or keep it in a form that no longer identifies you.
Security
We use reasonable measures to protect the information we collect. No website or email transmission is completely secure, so we cannot guarantee the security of information you send us.
Please Do Not Send Confidential Information Through This Site
Please do not send financial statements, bank details, tax information or other confidential business information through the contact form or by email before we have signed an engagement letter. Information sent before an engagement begins is not treated as confidential client information.
Your Choices
You may ask us to tell you what personal information we hold about you, to correct it or to delete it by emailing robert.dennis@yahoo.com. We will respond within a reasonable time.
Children
This site is intended for business owners and is not directed to children under 16. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this policy from time to time. When we do, we will post the new version on this page and change the effective date at the top.