Privacy Policy (USA)

Effective Date: October 16, 2025
Applies to: carpenter-succession.com and any services linking to this Policy.
Controller: Bronson Carpenter d/b/a Carpenter Succession Partners (“Company,” “we,” “us”).

1) Scope

This Privacy Policy explains how we collect, use, disclose, and protect personal information of visitors, prospects, and clients in the United States.

2) Information We Collect

You provide: identifiers (name, email, phone, company), professional information (title, industry), message content, preferences, meeting times; if you opt into SMS/phone, call/SMS consent.
Automatically: device & usage data (IP address, browser type, pages viewed, timestamps, referral URLs), and cookies or similar technologies.
From third parties: lead sources, analytics, marketing partners, and publicly available sources (e.g., LinkedIn).

3) How We Use Information

Respond to inquiries and provide services;
Operate, secure, and improve the Website;
Analytics and audience measurement;
Marketing communications with your consent or as permitted by law;
Comply with legal obligations and enforce our Terms;
Protect against fraud, abuse, or security incidents.

4) Legal Bases (if interacting with EU/UK residents)

Where applicable, we process data based on consent, performance of a contract, legitimate interests (e.g., site security, B2B marketing), or legal obligations.

5) Sharing & Disclosure

We may share personal information with:

Service providers/processors (hosting, email, CRM, analytics, identity or payment vendors);
Professional advisers (lawyers, accountants);
Transaction counterparties during diligence, subject to confidentiality;
Authorities where required by law;
With your direction or consent.
We do not sell personal information for money. If we “sell” or “share” personal information for cross-context behavioral advertising under certain state laws, your rights and opt-out are described below.

6) Cookies & Tracking

We use cookies and similar technologies for functionality, analytics, and (if enabled) advertising. You can adjust preferences via Cookie Settings and your browser settings. Blocking cookies may impact site functionality.

7) Retention

We retain personal information as needed for the purposes above, our legal obligations, dispute resolution, and to enforce agreements.

8) Security

We implement reasonable administrative, technical, and physical safeguards. No method of transmission or storage is 100% secure.

9) Children’s Privacy

The Website is not directed to children under 13, and we do not knowingly collect personal information from them.

10) Your Choices

Marketing communications: You can unsubscribe via the link in our emails or by contacting us.
Cookies: Manage via the Website’s Cookie Settings or your browser.
SMS/Calls (TCPA): If you provide a phone number, you may consent to receive calls/SMS; you can withdraw consent at any time by replying STOP.

11) U.S. State Privacy Rights (CPRA/“CCPA” and similar)

Residents of California (and, where applicable, CO/CT/VA/UT, etc.) may have rights to access, correct, delete, and receive a portable copy of certain personal information, and to opt out of “sale” or “sharing” for cross-context behavioral advertising.

Submit requests at bronson@carpenter-succession.com.
We will verify your request and respond within required timeframes.
You may authorize an agent to submit requests on your behalf.
Do Not Sell or Share My Personal Information: If we use advertising cookies that qualify as a “sale” or “sharing,” use the Website’s Do Not Sell/Share link or Cookie Settings to opt out.
We do not use or disclose sensitive personal information for purposes other than those permitted by law.
We do not discriminate against you for exercising your rights.

12) International Transfers

If you are outside the U.S. and choose to provide information, it will be processed in the United States, which may have different data protection laws than your country.

13) Third-Party Sites

Our Website may contain links to third-party websites. Their privacy practices are governed by their policies.

14) Changes to This Policy

We may update this Policy from time to time. The “Effective Date” indicates when it was last revised. Material changes will be posted on this page.

15) Contact Us

Bronson Carpenter d/b/a Carpenter Succession Partners
600 Congress Ave., Austin, TX 78701, USA
Email: bronson@carpenter-succession.com