Privacy policy
Last updated: November 2026
Lavalle Consulting Group LLC (Lavalle, we) respects your privacy.This policy explains what we collect and how we use it.
What we collect
contact details you give us when you book a call or email us: name , email, company , and anything you include in your message.
Client documents shared during a paid engagement ,such as financial statements and projections. We only accept these after an engagement letter and confidentiality agreement are signed.
Basic site data collected automatically by our website host, such as pages visited and general location, through cookies and analytics .
Who we share it with
We use trusted service providers to run the business: website hosting, scheduling, secure document collection, accounting and payment processing. They handle data only as needed to provide their service. We may also disclose information if required by law.
Use of AI tools
We may use AI tools to help with analysis and drafting. Client data entered into these tools is de-identified , and every figure and conclusion is reviewed by Lavalle before it reaches you.
How long we keep it
Client documents are deleted within 90 days after an engagement ends unless you ask us to keep them longer or law requires otherwise. We keep invoices and business records as required for tax purposes.
Security
We use reasonable adminstrative and technical safeguards, including secure portals and access controls, to protect your information. No system is completely secure.
Your choices
You can ask us to access, correct or delete your personal information by emailing Andrew@lavalleconsulting.com
Contact
Lavalle Consulting Group LLC· Buffalo,NY·