Confidentiality Policy

Your numbers, your people, and your plans are safe with us.

We protect your business information the way you'd protect it yourself.

At Shapcott Lauber, confidentiality is the foundation of every client relationship.

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• Contractor owners share sensitive information with us about their finances, operations, people, customers, projects, and plans. We treat all of it with care and discretion, because it affects your reputation, your competitive position, and the long-term value of your company.

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We Don't Name Our Clients

 

• We never publicly disclose who our clients are, where they work, what challenges they face, what we did for them, or what results they got. That includes logos, testimonials, case studies, photos, and references. We use any of these only with your written approval, and only in the way you approve.

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Your Information Stays Away from Competitors

 

• Your pricing, margins, customers, subcontractors, pipeline, and plans could hurt you in the wrong hands. We never share your information with another client, prospect, competitor, referral source, or outside party. Any example we use in teaching or presentations is fully anonymized.

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An NDA Before We Talk Details

 

• Before any detailed conversation, we give you a written Non-Disclosure Agreement to review and sign. It covers your financials, ownership and succession plans, personnel, customers and vendors, pricing and pipeline, systems, and legal or tax matters. The signed NDA, not this page, sets out both sides' actual obligations.

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Limited Access and Use

 

• Your information is used only to evaluate, plan, or deliver our work for you. It's never used for unrelated marketing or to help another client. Only people who need it for your work can see it, and all of them are bound by confidentiality. We bring in an outside CPA, attorney, or other specialist only with your approval and with confidentiality protections in place.

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Limited Exceptions

 

• We may disclose information only when you authorize it in writing, when it's already public, when we had it or got it independently, or when the law requires it (for example, a subpoena or court order). If we're legally compelled to disclose something, we'll try to notify you first where the law allows.

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Security and Retention

 

• We use reasonable safeguards to protect your information, but no email or cloud system is completely secure. Please don't send sensitive documents through website forms or ordinary email. We'll give you a secure way to send them. When records are no longer needed, we return, delete, or archive them, subject to legal and recordkeeping requirements.

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When the Relationship Begins

 

• A website inquiry, fit call, or Scorecard submission doesn't by itself create a consulting relationship. A formal engagement begins only when we both sign the written agreements.

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Questions?

 

• Call Bill Shapcott at 336-932-6575, or schedule a confidential conversation on our Contact Us page.