Privacy & Confidentiality Policy

Your privacy and data security are our top priorities

Last Updated: January 1, 2025

Introduction

BRIAN M SMITH SALES LLC ("we," "our," or "us") is committed to protecting the privacy and confidentiality of our clients' information. This Privacy and Confidentiality Policy explains how we collect, use, disclose, and safeguard your information when you engage our management, scientific, and technical consulting services.

We understand that trust is fundamental to our consulting relationships, and we take our responsibility to protect your sensitive business information seriously.

Information We Collect

In the course of providing consulting services, we may collect various types of information:

Business Information

  • Company name, address, and contact details
  • Financial information and business performance data
  • Strategic plans and proprietary business information
  • Operational processes and technical specifications

Personal Information

  • Names, titles, and contact information of key personnel
  • Professional background and qualifications
  • Communication records and correspondence

How We Use Your Information

We use the information we collect solely for the purpose of providing consulting services and fulfilling our contractual obligations:

  • Analyzing your business needs and developing customized solutions
  • Delivering consulting services and project deliverables
  • Communicating with you about project progress and updates
  • Improving our services and methodologies
  • Complying with legal and regulatory requirements

Our Confidentiality Commitment

We maintain strict confidentiality standards to protect your sensitive information:

We Will Never:

  • Disclose your confidential information to third parties without your explicit consent
  • Use your information for purposes other than providing agreed-upon services
  • Share your proprietary information with competitors or other clients
  • Retain your information longer than necessary or required by law

Data Security Measures

We implement comprehensive security measures to protect your information from unauthorized access, disclosure, alteration, or destruction:

Encryption

All sensitive data is encrypted both in transit and at rest using industry-standard protocols

Access Controls

Strict access controls ensure only authorized personnel can access your information

Secure Storage

Documents and data are stored in secure, password-protected systems with regular backups

Staff Training

All team members receive regular training on confidentiality and data protection practices

Information Sharing and Disclosure

We do not sell, trade, or rent your information to third parties. We may share information only in the following limited circumstances:

With Your Consent

When you explicitly authorize us to share information with specific third parties

Legal Requirements

When required by law, court order, or government regulation

Service Providers

With trusted service providers who assist in our operations, under strict confidentiality agreements

Your Rights

You have the following rights regarding your information:

  • Access: Request access to the information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your information, subject to legal retention requirements
  • Restriction: Request restriction of how we use your information
  • Portability: Request a copy of your information in a portable format

Data Retention

We retain your information only for as long as necessary to fulfill the purposes outlined in this policy and to comply with legal obligations. Typically:

  • Active project information is retained during the engagement and for 7 years after completion
  • Financial records are retained for 7 years as required by law
  • Marketing communications are retained until you opt out

Policy Updates

We may update this Privacy and Confidentiality Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website and updating the "Last Updated" date. Your continued engagement with our services after such changes constitutes acceptance of the updated policy.

Questions or Concerns?

If you have any questions about this Privacy and Confidentiality Policy or wish to exercise your rights, please contact us:

116 W NORTHSTONE RD, MOORESVILLE, NC 28115