Privacy Policy

Effective Date: October 4, 2026
Last Updated: October 4, 2026

Holivay & Co. LLC ("Holivay & Co.," "we," "us," or "our") respects your privacy and is committed to handling the information you share with us responsibly.

This Privacy Policy explains how we collect, use, disclose, and otherwise handle information when you visit holivayandco.com, communicate with us, submit information through our forms, purchase or schedule services, or participate in an assessment or other Holivay & Co. service.

By using our website or voluntarily providing information to us, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

Depending on how you interact with Holivay & Co., we may collect information including:

Information You Provide Directly

This may include:

• Name
• Email address
• Phone number
• Company name and business information
• Job title or role
• Scheduling information
• Information submitted through contact forms, questionnaires, assessments, surveys, or other forms
• Communications you send to us
• Referral information
• Information you provide in connection with a Holivay & Co. engagement or service

When participating in an Operational Readiness Assessment or other diagnostic service, you may also voluntarily provide information about your company's operations, organizational structure, processes, decision making, ownership, communication, capacity, business challenges, priorities, or other information relevant to the service being provided.

Please do not submit confidential, personal, financial, legal, health, or other sensitive information unless it is reasonably necessary for the service you are receiving.

Scheduling and Transaction Information

When you schedule or purchase a service, information related to your appointment and transaction may be collected or processed through third party scheduling and payment providers.

Holivay & Co. does not directly collect or store complete payment card information when payments are processed through a third party payment processor.

Information Collected Automatically

When you visit our website, certain information may be collected automatically through cookies, analytics technologies, server logs, or similar technologies.

This information may include:

• IP address
• Browser type
• Device type
• Operating system
• Pages visited
• Referring website or source
• Approximate geographic information
• Date and time of access
• Website interactions and usage information

This information may be used to understand website performance, improve the user experience, and evaluate how visitors interact with our website.

2. How We Use Information

We may use information we collect to:

• Provide, administer, and improve our services
• Conduct Operational Readiness Assessments and other diagnostic or advisory services
• Prepare reports, findings, recommendations, and related deliverables
• Schedule and manage appointments
• Process transactions
• Communicate with you regarding inquiries, appointments, services, or engagements
• Respond to questions and requests
• Maintain business and administrative records
• Understand how our website and services are used
• Improve our website, methodologies, offerings, and client experience
• Protect our website, business, clients, and systems
• Detect or prevent misuse, fraud, or security incidents
• Comply with applicable legal and regulatory obligations
• Enforce our agreements and policies

We may also use information for other purposes with your consent or as otherwise permitted by law.

3. Operational Assessment and Business Information

Holivay & Co. provides diagnostic and advisory services that may require clients to share information about their businesses.

Information submitted through an Operational Discovery, Operational Readiness Assessment, or related engagement may be used to analyze operational conditions, identify patterns and friction, generate findings, prepare reports, develop recommendations, and provide the services requested by the client.

Holivay & Co.'s methodologies, frameworks, analytical processes, assessment structures, software, and underlying intellectual property remain the property of Holivay & Co. unless otherwise agreed in writing.

Client specific information will not be intentionally published or publicly attributed to a client without authorization, except where disclosure is required by law or otherwise permitted under an applicable agreement.

4. Artificial Intelligence and Technology Assisted Analysis

Holivay & Co. may use software, automation, artificial intelligence, and other technology assisted tools as part of its internal analytical and service delivery processes.

These technologies may assist with activities such as organizing information, identifying patterns, analyzing operational information, generating preliminary analysis, and supporting the preparation of reports or