
CFO Services through an M & A Lens

Privacy Statement
How your information helps us serve you better
We collect and use your personal information (e.g., name, email address, phone number, company name) to:
•Respond to your inquiries and requests
• Schedule consultations or meetings
•Provide relevant updates about our services, events, or insights
•Maintain a professional relationship with you
•Comply with applicable legal obligations.
We collect only the information necessary for these purposes and will not use your data for unrelated or unauthorized reasons.
Your Rights Under the CCPA
If you are a California resident, you have the right to:
•Know what personal information we collect and why
•Request access to your personal data
•Request deletion of your data (with some exceptions)
•Opt out of data sharing or sales
(Note: We do not sell data.)
•Not be discriminated against for exercising your rights
To exercise your rights, you may contact us using the details provided in this Privacy Statement.
How We Protect Your Data
We implement appropriate organizational, technical, and administrative measures to safeguard your personal information.
This includes:
•Secure servers and encrypted communication
•Controlled access by authorized personnel only
•Regular monitoring for potential security risks.
While no data transmission over the internet is completely secure, we strive to maintain high standards of data protection in all our systems and interactions.
How Long We Keep It
We retain your data only for as long as necessary to fulfill the purpose for which it was collected. If you request deletion, we will securely remove your information from our systems, unless retention is required by law.
Who We Share It With
We do not sell or rent your personal information. Your data may be shared with:
•Our internal team members who handle client communication
•Authorized service providers
(e.g., CRM platforms, cloud storage) who are contractually obligated to protect your data.
• Legal authorities, if required, to comply with law enforcement or legal obligations.
Data Privacy Contact
JEM Advisory Solutions
La Jolla, California 92037
Email: associate@jemadvisorysolutions.com
Instagram: @jemadvisorysolutions
Updates to This Notice
This Privacy Statement may be updated from time to time. Significant changes will be posted on our website or shared directly if applicable. Previous versions will be made available upon request.