Privacy Policy

Neo Advisory is an advisory firm based in Naples, Florida, working with founder-led businesses on mergers and acquisitions, fractional executive leadership, and AI implementation. This policy explains what information we collect through this website and how we handle it.

Information we collect

We collect information you provide directly: your name, email address, company name, and any details you include when you submit a contact form, request a document, subscribe to our updates, or complete our business assessment. We also collect standard technical information automatically, including your IP address, browser type, pages visited and time spent, through standard web analytics.

How we use it

We use your information to respond to your enquiry, to send you research and updates if you have requested them, to provide the services you engage us for, and to improve this website. We do not sell your personal information, and we do not share it with third parties for their own marketing purposes.

Confidentiality of client information

Our advisory work regularly involves highly sensitive commercial and financial information about businesses considering a sale or acquisition. Information disclosed to us in the course of an engagement is treated as strictly confidential, is handled under the terms of the applicable engagement letter and any non-disclosure agreement, and is not published on this website or disclosed to any third party except as required to advance the engagement with your authorization, or as required by law.

Data retention

We retain enquiry and subscriber information for as long as needed to respond to you and to maintain our business records, and for as long as required by applicable law.

Your choices

You may unsubscribe from our updates at any time using the link in any email. You may request that we correct or delete the personal information we hold about you by contacting us through this website.

Contact

Questions about this policy can be directed to us through the contact page on this website.

This policy is provided for transparency and is not a substitute for a review by qualified counsel.