Privacy Policy

Effective Date: July 16, 2026

Harris Business Advisors respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, schedule a consultation, contact us, or engage our services.

Information We Collect

We may collect information that you voluntarily provide, including:

  • Your name

  • Email address

  • Telephone number

  • Business name and job title

  • Information submitted through contact or scheduling forms

  • Spreadsheets, reports, documents, or other files you provide for review

  • Communications and other information related to a potential or active project

Our website and service providers may also automatically collect limited technical information, such as your IP address, browser type, device type, referring website, pages visited, and general website-usage information.

Please do not submit Social Security numbers, banking credentials, passwords, payment-card information, medical information, or other unnecessary sensitive personal information through the website or scheduling forms.

How We Use Information

We may use information to:

  • Respond to inquiries

  • Schedule and conduct consultations

  • Evaluate potential projects

  • Prepare proposals and provide requested services

  • Communicate regarding ongoing projects

  • Improve our website, services, and reporting processes

  • Maintain business records

  • Protect against fraud, misuse, or security threats

  • Comply with applicable legal obligations

Cookies and Website Analytics

Our website and third-party service providers may use cookies or similar technologies to operate the website, understand website traffic, and improve performance.

You may be able to limit cookies through your browser settings. Disabling certain cookies may affect how some website features operate.

Third-Party Service Providers

We may use third-party providers to operate our business, including website hosting, email, scheduling, cloud storage, file-sharing, analytics, and payment-processing providers.

For example, consultations may be scheduled through Calendly. Information entered into Calendly is also subject to Calendly’s privacy practices.

These providers may receive information only as reasonably necessary to provide their services or as otherwise permitted by law.

Sharing of Information

Harris Business Advisors does not sell personal information. We may disclose information:

  • To service providers assisting with business operations

  • With your direction or consent

  • When reasonably necessary to complete requested services

  • To comply with legal requirements, court orders, or government requests

  • To protect the rights, safety, property, or security of Harris Business Advisors, its clients, or others

  • In connection with a merger, acquisition, sale, or transfer of business assets

Client Files and Business Information

Files and business information submitted for a consultation or project will be used to evaluate, perform, and support the requested services.

Clients are responsible for ensuring they have the authority to provide any information contained in submitted files. Clients should remove unnecessary personal, confidential, or regulated information before submitting files whenever possible.

Data Retention

We retain information only for as long as reasonably necessary to respond to inquiries, provide services, maintain business and tax records, resolve disputes, enforce agreements, and comply with legal obligations.

The retention period may vary depending on the type of information and the nature of the engagement.

Data Security

We use reasonable administrative, technical, and organizational measures intended to protect information from unauthorized access, loss, misuse, or disclosure.

However, no internet transmission, email system, cloud-storage system, or electronic storage method can be guaranteed to be completely secure.

Your Choices and Requests

You may contact us to:

  • Ask what personal information we maintain about you

  • Request that inaccurate information be corrected

  • Request deletion of personal information, subject to legal and business-record requirements

  • Opt out of nonessential marketing communications

Requests may be sent to zac.hba@outlook.com.

Children’s Privacy

This website and our services are intended for businesses and adults. We do not knowingly collect personal information from children under 13.

Third-Party Links

Our website may contain links to third-party websites or services. Harris Business Advisors is not responsible for the privacy, security, or content practices of those third parties.

Changes to This Policy

We may update this Privacy Policy periodically. Any updated version will be posted on this page with a revised effective date.

Contact

Questions about this Privacy Policy may be directed to:

Harris Business Advisors

Dallas–Fort Worth, Texas

zac.hba@outlook.com