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Privacy Policy

A legal disclaimer

Shapcott Lauber, LLC ("Shapcott Lauber," "we," "us," or "our") respects your privacy. This policy explains how we collect, use, share, keep, and protect information when you visit www.shapcottlauber.com, take our Free Business Control Assessment, submit a form, book a call, subscribe to our communications, or otherwise work with us. By using our website or providing information to us, you acknowledge these practices.

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1. Information We Collect

Information you give us, when you take the Assessment, contact us, book a fit call, subscribe, download a resource, communicate with us, or become a client, vendor, or partner. This may include:

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  • Your name, company, job title, business address, email, and phone number

  • Company size, revenue range, trade, and service area

  • Business challenges, priorities, and Assessment responses and results

  • Anything you include in messages, forms, or documents

  • Scheduling information

 

Please don't send Social Security numbers, banking credentials, health information, employee records, trade secrets, or other highly sensitive information through website forms unless we ask for it and provide a secure method.

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Information collected automatically, such as your IP address, browser and device type, operating system, referring site, pages viewed, visit date and length, general location, cookie identifiers, and site performance data. We use cookies, pixels, and analytics tools to run the website, remember preferences, understand how it's used, and measure our marketing.

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2. How We Use Information

 

We use information to:

  • Operate and improve our website • Deliver the Business Control Assessment and share your results • Respond to questions and schedule calls

  • Evaluate whether our services fit your needs • Provide our Discovery, coaching, and fractional advisory services • Send newsletters, insights, and service-related communications

  • Analyze website traffic and performance

  • Protect our website and business from fraud, misuse, or security threats • Enforce agreements and meet legal, tax, accounting, and regulatory obligations

  • Support recordkeeping, quality control, and business planning

 

The Business Control Assessment is an informational tool. Its results are based on your answers and are not a guarantee of business performance, profitability, financing, valuation, tax outcomes, or future results.

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3. Cookies and Analytics

Our website may use essential, functional, analytics, and marketing cookies. Our site is hosted on Wix, which may place cookies and process technical information to provide hosting, security, forms, and related features. We may also use Google Analytics or similar tools, which follow their own privacy practices. You can manage nonessential cookies through our cookie banner, where available, or through your browser settings. Blocking some cookies may affect how the site works.

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4. Email and Communications

If you engage with us, we may send you relevant business communications. You can unsubscribe from promotional emails at any time using the link in the message or by contacting us. We may still send nonpromotional messages about appointments, services, or an existing relationship. We do not send commercial text messages without the consent required by law.

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5. How We Share Information

We share information with service providers who help us with website hosting, forms, email, scheduling, contact management, analytics, document storage, IT and security, and accounting, legal, and insurance services. They may use it only to perform services for us.

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We may also share information: - With your direction or consent:

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  • With advisors or specialists when you request or authorize an introduction

  • To comply with a law, subpoena, court order, or government request

  • To investigate fraud, misuse, or unlawful activity

  • To protect the rights, property, or safety of Shapcott Lauber or others

  • In connection with a merger, acquisition, financing, or sale of assets.

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We do not sell personal information for money. Under some state privacy laws, certain analytics or advertising activities may be considered "sharing," "targeted advertising," or a "sale." Where required, you can manage these through our cookie or privacy controls.

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6. Confidential Business Information

Information sent through a general website form is not automatically covered by a Non-Disclosure Agreement. Before any detailed exchange of confidential company information, we provide a written NDA that sets out how that information is protected and used. When sending sensitive financial, operational, employee, customer, or project information, please use only the secure transfer methods we provide. For more detail, see our Confidentiality page.

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7. Data Retention

We keep personal information only as long as reasonably needed to fulfill the purposes in this policy, provide services, maintain business records, meet legal, tax, accounting, insurance, and contractual obligations, resolve disputes, and protect our rights. When it's no longer needed, we delete, anonymize, or securely dispose of it.

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8. Data Security We use reasonable administrative, technical, and organizational safeguards to protect personal information. No website, email system, or storage method is completely secure, so please take care when sending sensitive information electronically and contact us first when information needs extra protection.

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9. Your Privacy Choices and Rights

 

Depending on where you live, you may have the right to:

  • Confirm whether we process your personal information

  • Access, correct, or delete certain information

  • Receive a portable copy of your information

  • Limit or object to certain processing

  • Opt out of targeted advertising, sharing, or sales

  • Withdraw consent

  • Appeal a denied request

 

These rights may be subject to legal exceptions and identity verification. To make a request, contact us with your name, contact information, state or country of residence, and a description of your request. We will not discriminate against you for exercising your privacy rights.

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10. Third-Party Websites

Our website may link to third-party sites, social media, scheduling services, or partners. We are not responsible for their privacy or content practices, and your use of them is governed by their own terms and policies.

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11. Children's Privacy

Our website and services are intended for business owners and professionals. They are not directed to children, and we do not knowingly collect information from children under 13. A parent or guardian who believes a child has provided information to us may contact us to have it deleted.

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12. Visitors Outside the United States

Shapcott Lauber is based in the United States. If you visit from another country, your information may be transferred to and stored in the United States or wherever our service providers operate, where privacy laws may differ from yours.

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13. Changes to This Policy

We may update this policy from time to time. The revised version will be posted here with a new effective date, and material changes may also be announced on our website.

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14. Contact Us

Shapcott Lauber, LLC

806 Green Valley Road, Suite 200

Greensboro, North Carolina 27408

Phone: 336-932-6575 Email:

bill@shapcottlauber.com

Website: www.shapcottlauber.com

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