Privacy Policy
Your privacy matters to us. This policy explains how Terrell Advisory Group collects, uses, and protects your information.
This Privacy Policy outlines how Terrell Advisory Group, along with its subsidiaries and affiliates (collectively referred to as "Company," "we," "us," or "our"), gathers, utilizes, and shares your personal data through Company-owned and operated websites or digital properties that link to this Privacy Policy. This also includes our related email, phone, and other electronic communications, social media pages, and marketing activities (collectively termed the "Site"). Additionally, it informs you of the rights and choices available to individuals regarding their personal information.
Please note, this Privacy Policy does not apply to confidential business information you may share with the Company in connection with a consulting engagement or advisory relationship. For details on confidentiality practices governing those services, refer to the applicable engagement agreement or consulting agreement. In the event of any discrepancies between that agreement and this Privacy Policy, the engagement agreement will take precedence.
The Company reserves the right to modify this Privacy Policy at any time. Should we make changes that alter how we collect, use, or share personal information, these changes will be posted in this Privacy Policy. Please review this Privacy Policy periodically to stay informed about our latest policies and practices. The effective date of the latest version is noted at the top of this Privacy Policy. Your continued use of the Site following the posting of changes signifies your acceptance of those changes.
Collection of Personal Information
We may also gather other personal information not explicitly listed here, which will be used as outlined in this Privacy Policy or as disclosed at the time of collection.
1.1 Categories of Personal Information Collected and Processing Purpose
1.1a Individual Identifiers & Demographic Information
Contact information, such as name, phone number, email address, company name, and job title.
To Provide Our Site and Related Services. Note that we will not share your opt-in to an SMS campaign or your phone number with third parties or affiliates for their own marketing or promotional purposes. We may share such information with service providers that help us provide our messaging services, including platform providers, telephone companies, and other vendors.
Demographic information, such as zip code, industry, and company size.
To Improve Our Site and Related Services.
Online identifiers, such as IP address and cookie identifier.
To Respond to Your Requests or Questions, To Determine Your Eligibility and Set Up Your Account, For Marketing and Advertising, To Secure the Site, To Communicate with You As Required by Law, For Other Compliance and Protection Purposes.
1.1b Commercial Information
Account Information, such as log-in details, information stored in your account, security information used to create an account on the Site, and other details about your use of the Site.
To Provide Our Site and Related Services, To Determine Your Eligibility and Set Up Your Account.
Service Interests, such as your business challenges, consulting needs, and interests in different advisory, M&A, or operational improvement services.
To Improve Our Site and Related Services, To Determine Your Eligibility and Set Up Your Account, For Marketing and Advertising.
Consultation Records, such as records of any initial strategy call or consultation booked through the Site.
To Respond to Your Requests or Questions.
Commercial Communications, such as the information associated with your requests or inquiries, including for service support, assistance, or engagement information, and any feedback you provide when you communicate with us.
For Marketing and Advertising (Service Interests and Commercial Communications information only).
Transaction and Billing Data, such as payment amounts and payment methods used to complete transactions. All payment processing services connected with your use of the Site are provided by third-party payment processors. Company does not access or retain credit card, banking, or other sensitive financial information.
To Provide Our Site and Related Services.
1.1c Internet or Network Activity
Device Data, such as your computer or mobile device operating system type and version number, manufacturer and model, browser type, screen resolution, device identifiers, the website you visited before browsing to our website, and general location information such as city, state, or geographic area.
To Provide Our Site and Related Services.
Online Activity Data, such as pages or screens you viewed, how long you spent on a page or screen, navigation paths between pages or screens, information about your activity on a page or screen, access times, and duration of access.
To Improve Our Site and Related Services, For Marketing and Advertising, To Secure the Site, As Required by Law, For Other Compliance and Protection Purposes.
1.2 Sources of Personal Information
We acquire the categories of personal information mentioned above from a range of sources, including:
Personal Information You Provide
Automatically Collected Personal Information
We, along with our service providers and advertising partners, may automatically collect information about you, your computer or mobile device, and your activities over time on the Site and other online platforms. This includes online identifiers, activity data, and device information as detailed in the table above. To facilitate this automatic data collection, we use cookies and similar technologies:
Cookies — Text files stored on a visitor's device, used to uniquely identify the visitor's browser or store information or settings. They help with efficient navigation between pages, memory of preferences, enabling website functionality, understanding user activity, and supporting online advertising.
Web Beacons — Also called pixel tags or clear GIFs, typically used to verify that a webpage or email was accessed or that certain content was viewed or clicked, which helps in compiling usage statistics and evaluating marketing campaign success.
Session-Replay Technologies — Third-party software that records a video replay of user interactions on the Site, capturing clicks, mouse movements, scrolls, mobile touches, typing, and other activities during a session. We use these replays for research and development, allowing us to troubleshoot issues, understand user interactions, and identify areas for improvement.
Personal Information Obtained from Third Parties
Referrals
Use of Personal Information
The Company utilizes personal information for a variety of purposes, which include those outlined below, as well as any additional uses described in this Privacy Policy or communicated at the time of data collection.
To Provide Our Site and Related Services
To Improve Our Site and Related Services
To Respond to Your Requests or Questions
To Determine Your Eligibility and Set Up Your Account
For Marketing and Advertising
To Secure the Site
As Required by Law
For Other Compliance and Protection Purposes
Sharing of Personal Information
Beyond the specific scenarios detailed throughout this Privacy Policy, the Company may share your personal information under the following conditions. When required by applicable law, we will seek your consent or authorization before sharing your personal data.
3.1 — Related Companies
3.2 — Service Providers
3.3 — Advertising Partners
3.4 — Affiliated Advisory and Business Partners
3.5 — Professional Advisors
3.6 — Business Transaction Participants
3.7 — Business Partners
3.8 — Authorities and Relevant Third Parties
Security of Personal Information
While we strive to protect your personal information against unauthorized access or acquisition by employing reasonable security measures, it's important to note that no method of transmission over the Internet or electronic storage is completely secure. Consequently, we cannot ensure the absolute security of your personal information. Should we be legally required to notify you about any unauthorized access or acquisition of your personal information, we may contact you through electronic means, in writing, or by phone, as permitted by law.
Your Choices
You have several options concerning your personal information:
5.1 — Access or Update Your Personal Information
5.2 — Opt-Out of Promotional Emails
5.3 — Opt-Out of Text Messages
5.4 — Cookies
Most browsers allow you to delete or block cookies. To do so, adjust your browser settings following the instructions provided by your browser. Be aware that not accepting cookies may limit your use of certain functionalities on the Site. For further details about cookies, including how to manage and delete them, visit www.allaboutcookies.org.
We use Google Analytics to gain insights into user behavior on the Site. You can prevent Google Analytics from being used during your visits by installing the Google Analytics Opt-out Browser Add-on.
5.5 — Advertising Choices
Many of our advertising partners are part of the Network Advertising Initiative (NAI) and adhere to the Self-Regulatory Principles for Online Behavioral Advertising established by the Digital Advertising Alliance (DAA). To learn more about how these companies collect information and to opt out of receiving interest-based advertising from NAI and DAA members, visit the NAI's opt-out page or the DAA's opt-out page. Mobile app users can opt out of interest-based advertising from participating DAA members by downloading the AppChoices app at youradchoices.com/appchoices.
You can also limit the collection of your data for interest-based ads by blocking third-party cookies in your browser settings or by using privacy plug-ins or ad-blocking software. Additionally, your mobile device settings may offer options to limit the use of your device's advertising ID for targeted advertising purposes.
Some third-party advertising companies we collaborate with offer their own opt-out choices, such as Google's opt-out options. Even after using these opt-out mechanisms, you may still receive interest-based ads from other companies.
5.6 — Do Not Track
5.7 — Declining to Provide Information
Other Websites and Services
Our Site may include links to websites and online services managed by third parties. These links do not imply our endorsement or indicate any affiliation with these third parties. Additionally, our content may appear on web pages or online services not connected to us. We do not govern third-party websites or online services and are not accountable for their actions. These external sites and services have their own policies regarding the collection, use, and sharing of your personal information. We recommend reviewing the privacy policies of any other websites and services you engage with.
International Transfers of Personal Data
Our operations are based in the United States, and we utilize service providers both within the U.S. and possibly in other countries. Consequently, your personal data may be collected, utilized, stored, and transferred in these locations or other countries outside your own. The privacy laws in these regions may not offer the same level of protection as those in your home country. By providing your personal data, where allowed by applicable law, you explicitly consent to such transfers and processing, as well as the collection, use, and disclosure outlined in this policy or any relevant terms of service.
Children's Privacy
Our Site is not intended for individuals under the age of 18. You must be at least 18 years old to use the Site or our services. If you believe that we have inadvertently collected personal information from someone under 18, please reach out to us using the contact details provided at the end of this Privacy Policy.
Additional Information and Rights Under Applicable U.S. State Privacy Laws
Certain states in the U.S., such as California, Colorado, Connecticut, Delaware, Iowa, Nebraska, New Hampshire, New Jersey, Oregon, Texas, and Virginia, grant residents additional rights under their privacy laws. This section is relevant only to residents of these states (where such laws are effective) and offers further details about how we handle personal information of these residents, along with their privacy rights under the applicable laws. For this section, "personal information" refers to "personal data" or "personal information" as defined by the respective state privacy laws, excluding any information exempt from these laws.
9.1 — Personal Information Collected and Purposes of Collection and Use
The types of personal information we collect, or have collected in the 12 months prior to the "Last Updated" date of this Privacy Policy, their sources, and the reasons for collecting and using this information are detailed in the section titled "Collection of Personal Information." More detailed explanations of these purposes can be found in the section titled "Use of Personal Information." The categories of third parties with whom we might share personal information are outlined in the "Sharing of Personal Information" section.
Our Company does not knowingly collect sensitive personal information as defined by applicable state privacy laws and does not use such information to infer characteristics about individuals.
9.2 — How Personal Information is Disclosed, "Sold," or Used for "Sharing"/"Targeted Advertising"
Each category of personal information listed in the "Collection of Personal Information" section may have been disclosed, or was disclosed in the 12 months leading up to the "Last Updated" date of this Privacy Policy, to facilitate our business operations or for other business purposes as described in this Privacy Policy or at the time of collection. These disclosures are made to the parties identified in the "Sharing of Personal Information" section.
Additionally, within the 12 months leading up to the "Last Updated" date, we may have "sold" your personal information to third parties in exchange for monetary or other valuable consideration, or processed it for "sharing"/"targeted advertising" purposes, as described in the "For Marketing and Advertising" section. We do not knowingly "sell" or use for "sharing"/"targeted advertising" the personal information of consumers under 18 years old. To exercise your right to opt out of "sales" or "sharing"/"targeted advertising," refer to "How to Exercise Your Privacy Rights" below.
Categories of Personal Information "Sold" or Used for "Sharing"/"Targeted Advertising"
| Category of Personal Information | Category of Third-Party Recipient |
|---|---|
| Individual Identifiers and Demographic Information | Advertising Partners |
| Commercial Information (Service Interests and Commercial Communications) | Advertising Partners |
| Internet or Network Activity | Advertising Partners |
9.3 — Retention of Personal Information
9.4 — Your Privacy Rights
As a resident of certain U.S. states, you may have additional rights beyond those described in the "Your Choices" section. However, these rights are not absolute, and there may be situations where we cannot fulfill your request, such as when legal exemptions apply or if we cannot verify your identity.
Know: Request confirmation of whether we process your personal information and details on how it has been collected and used, including: categories of personal information collected; sources from which it was collected; the business or commercial purpose for collecting, selling, or sharing personal information; and third parties with whom personal information is disclosed.
Access: Request a copy of your personal information in a portable and, where feasible, readily usable format.
Delete: Request the deletion of personal information we have collected from or about you.
Correct: Request corrections to any inaccurate personal information we maintain about you.
Opt-out of "Sales" and "Sharing"/"Targeted Advertising": Opt-out if we "sell" or use your personal information for these purposes.
Opt-out of Profiling: Opt-out of our use of your personal information for profiling in decisions that have legal or significant effects.
Nondiscrimination: Exercise your rights without being subject to discriminatory treatment.
9.5 — How to Exercise Your Privacy Rights
You can exercise your privacy rights as outlined below:
Right to Know, Access, Delete, or Correct
You can submit requests by:
- Emailing us at Info@ta-grp.com.
- Calling us at 813-474-7103.
Right to Opt-Out of "Sales" or "Sharing"/"Targeted Advertising" or "Profiling" Related to Cookies
To opt out of the use of your personal information for "sales," "sharing," or "targeted advertising" concerning data collected via cookies and similar technologies, you may adjust your browser's cookie settings or broadcast the Global Privacy Control (GPC) signal. Please note that technological limitations mean you will need to re-select your preferences or rebroadcast the GPC signal if you visit the Site from a different device or clear your browser cookies.
Right to Opt-Out of Other "Sales," "Sharing," "Targeted Advertising," or "Profiling"
You can opt out by emailing us at Info@ta-grp.com or by calling 813-474-7103.
9.6 — Authentication Process
9.7 — Authorized Agents
9.8 — Right to Appeal
9.9 — Additional Notice to California Residents (Shine the Light)
9.10 — Notice to Nevada Residents
Contacting Us
If you have any questions or concerns about this Privacy Policy or any other privacy or security issue, please contact us at:
Questions About This Policy?
Reach out and we will respond promptly to any privacy-related questions or requests.