Privacy Information

Protecting the Privacy of Information

At NACVA-CT, we are proud of the relationships we have developed with our members and clients. In serving as your trusted advisor, we are committed to providing you with the highest quality professional and business valuation services while protecting your personal information. This privacy notice contains information about the policies and practices we employ to fulfill this commitment.

NACVA-CTís obligation and commitment to safeguard confidentiality.

NACVA-CT has always recognized the importance of holding your personal information in the strictest confidence. While the NACVA-CT organization is not licensed to practice public accountancy, many of our members are also members of the American Institute of Certified Public Accountants and are bound by professional standards of confidentiality that are even more stringent than those required by law. Similarly, members who are Certified Financial Planners are bound by the rigorous confidentiality standards of their profession.

NACVA-CT uses and shares information to better serve you.

We use and share information to provide high-quality services and to offer services that we believe will be of value and interest to our members, their clients and you. For example, your non-public personal information enables us to:

NACVA-CT collects non-public personal information that may include:

NACVA-CT carefully limits information sharing.

If permitted by applicable laws and standards related to the professions in which our members engage, we may share the information described above within the NACVA-CT family of companies and with selected non-affiliated third parties. This sharing is carefully limited.

Information sharing within the NACVA-CT family of businesses.

Within NACVA-CT, we restrict membersí access to non-public personal information based on their need to know information in order to provide you services or offer you additional services or products that may be of value to you.

Other information sharing.

We may also share non-public personal information about you with non-affiliated companies or other organizations as required or permitted by law and our professional standards. For example, we may share this information:

With selected professional and financial services providers with whom we have joint marketing agreements to offer you services and products offered by the NACVA-CT family or jointly with such other providers. With companies who help us to provide services to you. With companies that support NACVA-CTís accounting, billing and other systems.

In all of these circumstances, our agreements with the non-affiliated third parties require that they keep your non-public personal information strictly private.

We may also share non-public personal information:

We have safeguards in place.

If we retain records relating to the information services that we provide, they are protected. In order to guard your non-public personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.