Introduction

Marshall Strategies, LLC ("we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

By accessing our website or using our services, you consent to the practices described in this Privacy Policy.

Information We Collect

We may collect information about you in a variety of ways, including:

Personal Data

Personally identifiable information, such as your name, email address, telephone number, and business information that you voluntarily provide when you contact us, schedule a consultation, or engage our services.

Financial Data

In the course of providing CFO services, accounting management, and compliance services, we may collect financial data including but not limited to:

  • Bank statements and financial records
  • Tax returns and filings
  • Financial statements and projections
  • Investor documentation and capital raise materials
  • Corporate formation documents

This information is handled with the highest level of confidentiality and security in accordance with professional standards.

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including information about your web browser, IP address, time zone, and some of the cookies installed on your device.

Use of Your Information

We use information collected about you to:

  • Provide, operate, and maintain our professional services
  • Improve, personalize, and expand our service offerings
  • Understand and analyze how you use our services
  • Develop new products, services, features, and functionality
  • Communicate with you for customer service, updates, and marketing purposes
  • Process transactions and send related information
  • Comply with legal obligations and protect our rights
  • Prepare and file SEC regulatory documents on your behalf
  • Conduct financial analysis and reporting

Disclosure of Your Information

We may share information we have collected about you in certain situations:

By Law or to Protect Rights

If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by applicable law.

Regulatory Filings

Information necessary for SEC filings, state regulatory submissions, and other compliance-related documents will be disclosed as required by applicable securities laws and regulations.

Third-Party Service Providers

We may share your information with third parties that perform services for us or on our behalf, including:

  • Cloud storage and data processing providers
  • Professional accounting software platforms
  • Legal counsel and compliance advisors
  • Payment processing services

All third-party providers are contractually obligated to maintain the confidentiality of your information.

Data Security

We implement appropriate administrative, technical, and physical security measures to protect your personal and financial information. Our security practices include:

  • Encrypted data transmission and storage
  • Access controls and authentication protocols
  • Regular security assessments and updates
  • Employee training on data protection

While we have taken reasonable steps to secure your information, please be aware that no security measures are perfect or impenetrable.

Data Retention

We retain your personal and financial information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law, professional standards, or regulatory requirements.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

  • The right to access your personal data
  • The right to correct inaccurate information
  • The right to request deletion of your data
  • The right to object to certain processing activities

To exercise any of these rights, please contact us using the information provided below.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have questions or comments about this Privacy Policy, please contact us at:

Marshall Strategies, LLC 8735 Dunwoody Place, STE 11385 Atlanta, GA 30350

Phone: (404) 521-8146 Email: inquiries@marshallstrategies.com

Last Updated: January 2026