Last updated September 30, 2026
Privacy Policy
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This Privacy Policy explains what personal information Stavely & Rowe LLC collects through this website, how we use it and the choices you have. It covers the website only. Client engagements are covered by the engagement letter and any data terms we agree with each client.
This Privacy Policy explains what personal information Stavely & Rowe LLC collects through this website, how we use it and the choices you have. It covers the website only. Client engagements are covered by the engagement letter and any data terms we agree with each client.
Who we are
Who we are
Stavely & Rowe LLC (“Stavely & Rowe”, “we”, “us”) is a finance and accounting advisory firm based in New York, NY, working with clients across the United States. We decide how the personal information described in this policy is used, and we are responsible for it.
Stavely & Rowe LLC (“Stavely & Rowe”, “we”, “us”) is a finance and accounting advisory firm based in New York, NY, working with clients across the United States. We decide how the personal information described in this policy is used, and we are responsible for it.
If you have a question about this policy, email hello@stavelyrowe.com or call (212) 555-0148.
If you have a question about this policy, email hello@stavelyrowe.com or call (212) 555-0148.
Information we collect
Information we collect
Information you give us
Contact and enquiry forms: your name, email address, company, the topic or revenue band you select, and your message.
Template download form: your first name, email address, company, role and consent choice.
Newsletter sign-up: your email address and consent choice.
Emails and calls: anything you choose to tell us when you write or call.
Contact and enquiry forms: your name, email address, company, the topic or revenue band you select, and your message.
Template download form: your first name, email address, company, role and consent choice.
Newsletter sign-up: your email address and consent choice.
Emails and calls: anything you choose to tell us when you write or call.
Please don’t send financial statements, account numbers or other sensitive information through the website forms. If we need documents to scope an engagement, we’ll arrange a secure way to share them.
Please don’t send financial statements, account numbers or other sensitive information through the website forms. If we need documents to scope an engagement, we’ll arrange a secure way to share them.
Intro call bookings
When you book a call, the booking is handled by our scheduling provider. It collects your name, email address, the time you choose and any answers you give in the booking form, then passes those details to us so we can hold the call. The provider also handles that information under its own privacy terms.
When you book a call, the booking is handled by our scheduling provider. It collects your name, email address, the time you choose and any answers you give in the booking form, then passes those details to us so we can hold the call. The provider also handles that information under its own privacy terms.
Information collected automatically
We use basic website analytics to understand how the site is used: pages viewed, approximate location (country or region), device and browser type, the page that referred you and time on page. We look at this in aggregate. We don’t use it to identify you or to build advertising profiles.
We use basic website analytics to understand how the site is used: pages viewed, approximate location (country or region), device and browser type, the page that referred you and time on page. We look at this in aggregate. We don’t use it to identify you or to build advertising profiles.
How we use your information
How we use your information
We use personal information to:
We use personal information to:
reply to your message and arrange intro calls;
send the template or other resources you ask for;
send our monthly email, if you subscribed;
prepare a proposal, if you ask for one;
understand which pages are useful and improve the ones that aren’t;
keep the website secure and filter spam;
meet our legal obligations and deal with legal claims.
reply to your message and arrange intro calls;
send the template or other resources you ask for;
send our monthly email, if you subscribed;
prepare a proposal, if you ask for one;
understand which pages are useful and improve the ones that aren’t;
keep the website secure and filter spam;
meet our legal obligations and deal with legal claims.
We don’t sell your personal information. We don’t use it for automated decisions that have legal or similarly significant effects on you.
We don’t sell your personal information. We don’t use it for automated decisions that have legal or similarly significant effects on you.
Legal bases and consent
Legal bases and consent
Every form on this site asks for your consent before you submit it, and we use your details only for the purpose shown next to the form.
Every form on this site asks for your consent before you submit it, and we use your details only for the purpose shown next to the form.
If you are in the European Economic Area or the United Kingdom, we rely on these legal bases:
If you are in the European Economic Area or the United Kingdom, we rely on these legal bases:
Consent, for the monthly email and for sending the template. You can withdraw consent at any time. Withdrawal doesn’t affect anything we did before it.
Steps before a contract, when you ask about working with us or book a call.
Legitimate interests, for replying to general messages, running basic analytics and keeping the site secure. We weigh these interests against your rights, and you can object.
Legal obligation, where the law requires us to keep or disclose information.
Consent, for the monthly email and for sending the template. You can withdraw consent at any time. Withdrawal doesn’t affect anything we did before it.
Steps before a contract, when you ask about working with us or book a call.
Legitimate interests, for replying to general messages, running basic analytics and keeping the site secure. We weigh these interests against your rights, and you can object.
Legal obligation, where the law requires us to keep or disclose information.
Who we share it with
Who we share it with
We share personal information only with service providers that help us run the website and the firm, and only as much as each one needs:
We share personal information only with service providers that help us run the website and the firm, and only as much as each one needs:
the company that hosts this website;
the services that receive and store form submissions;
our email provider, which sends replies, templates and the monthly email;
our scheduling provider, which handles intro call bookings;
our analytics provider.
the company that hosts this website;
the services that receive and store form submissions;
our email provider, which sends replies, templates and the monthly email;
our scheduling provider, which handles intro call bookings;
our analytics provider.
These providers act on our instructions and may not use your information for their own purposes. We may also disclose information when the law requires it, to protect our rights or the safety of others, or as part of a merger or sale of the firm. In a sale, the buyer would have to keep to this policy.
These providers act on our instructions and may not use your information for their own purposes. We may also disclose information when the law requires it, to protect our rights or the safety of others, or as part of a merger or sale of the firm. In a sale, the buyer would have to keep to this policy.
Some providers store data outside your country, including in the United States. Where the law requires it, we put contractual safeguards in place for those transfers.
Some providers store data outside your country, including in the United States. Where the law requires it, we put contractual safeguards in place for those transfers.
How long we keep it
How long we keep it
Enquiries and call bookings: up to 24 months after our last contact with you, unless you become a client.
Template downloads: up to 24 months after your download.
Monthly email: until you unsubscribe. We keep a record of the unsubscribe so we don’t email you again.
Analytics: up to 26 months, in aggregate form.
Enquiries and call bookings: up to 24 months after our last contact with you, unless you become a client.
Template downloads: up to 24 months after your download.
Monthly email: until you unsubscribe. We keep a record of the unsubscribe so we don’t email you again.
Analytics: up to 26 months, in aggregate form.
Client records are kept under the engagement letter and for as long as the law requires.
Client records are kept under the engagement letter and for as long as the law requires.
Your rights and choices
Your rights and choices
You can ask us to:
You can ask us to:
tell you what personal information we hold about you and give you a copy;
correct information that is wrong or out of date;
delete your information;
stop sending you marketing emails.
tell you what personal information we hold about you and give you a copy;
correct information that is wrong or out of date;
delete your information;
stop sending you marketing emails.
Every monthly email includes an unsubscribe link. For anything else, write to hello@stavelyrowe.com. We’ll respond within 30 days and may ask you to confirm your identity first. We won’t treat you differently for using any of these rights.
Every monthly email includes an unsubscribe link. For anything else, write to hello@stavelyrowe.com. We’ll respond within 30 days and may ask you to confirm your identity first. We won’t treat you differently for using any of these rights.
California residents. California law gives you the right to know what personal information we collect, use and disclose, and to ask us to give you access to it, correct it or delete it. We don’t sell personal information or share it for cross-context behavioral advertising, and we don’t use sensitive personal information to infer things about you. You can make a request yourself or through an authorized agent.
California residents. California law gives you the right to know what personal information we collect, use and disclose, and to ask us to give you access to it, correct it or delete it. We don’t sell personal information or share it for cross-context behavioral advertising, and we don’t use sensitive personal information to infer things about you. You can make a request yourself or through an authorized agent.
EU and UK residents. You also have the right to restrict or object to our use of your information, to receive it in a portable format and to withdraw consent at any time. You can complain to the data protection authority where you live or work, though we’d appreciate the chance to fix the issue first.
EU and UK residents. You also have the right to restrict or object to our use of your information, to receive it in a portable format and to withdraw consent at any time. You can complain to the data protection authority where you live or work, though we’d appreciate the chance to fix the issue first.
Residents of other US states may have similar rights under their state’s law. We honor these requests for everyone who asks.
Residents of other US states may have similar rights under their state’s law. We honor these requests for everyone who asks.
Cookies
Cookies
This site uses a small number of cookies and similar technologies:
This site uses a small number of cookies and similar technologies:
Essential: needed for the site and its forms to work, including spam protection.
Preferences: your light or dark theme choice, stored in your browser.
Analytics: to count visits and see which pages are read. Where the law requires consent, we set these only after you agree.
Booking calendar: the scheduler on the Book a call page may set its own cookies when it loads.
Essential: needed for the site and its forms to work, including spam protection.
Preferences: your light or dark theme choice, stored in your browser.
Analytics: to count visits and see which pages are read. Where the law requires consent, we set these only after you agree.
Booking calendar: the scheduler on the Book a call page may set its own cookies when it loads.
You can block or delete cookies in your browser settings. The site still works without analytics cookies. If you block the booking calendar, the enquiry form on the same page still works.
You can block or delete cookies in your browser settings. The site still works without analytics cookies. If you block the booking calendar, the enquiry form on the same page still works.
Security
Security
We take reasonable technical and organizational steps to protect personal information. These include encrypted connections, access limited to the people who need it and providers chosen for security practices that suit the data they handle. No website or email system is completely secure, so please don’t send sensitive financial information through this site.
We take reasonable technical and organizational steps to protect personal information. These include encrypted connections, access limited to the people who need it and providers chosen for security practices that suit the data they handle. No website or email system is completely secure, so please don’t send sensitive financial information through this site.
Children
Children
This website is for business users. It isn’t directed at children under 16, and we don’t knowingly collect their personal information. If you believe a child has sent us information, contact us and we’ll delete it.
This website is for business users. It isn’t directed at children under 16, and we don’t knowingly collect their personal information. If you believe a child has sent us information, contact us and we’ll delete it.
Changes to this policy
Changes to this policy
We may update this policy when our practices or the law change. When we do, we’ll change the date at the top of this page. If a change is significant and you’re on our email list, we’ll also tell you by email.
We may update this policy when our practices or the law change. When we do, we’ll change the date at the top of this page. If a change is significant and you’re on our email list, we’ll also tell you by email.
Contact us
Contact us
Stavely & Rowe LLC, New York, NY
Stavely & Rowe LLC, New York, NY
Email: hello@stavelyrowe.com
Email: hello@stavelyrowe.com
Phone: (212) 555-0148
Phone: (212) 555-0148