Privacy Policy

Effective Date: October 24, 2025
Last Updated: October 24, 2025

Equity Principle Consulting, LLC (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at equityprinciple.com (the “Website”) or engage with our services.

By using our Website, you consent to the practices described in this Privacy Policy. If you do not agree, please do not use our Website.

  1. INFORMATION WE COLLECT

1.1 Information You Provide Directly

We collect information you voluntarily provide when you:

  • Complete contact forms or request information
  • Register for workshops, webinars, or events
  • Subscribe to our newsletter or download resources
  • Engage our consulting or coaching services
  • Submit testimonials, comments, or feedback
  • Communicate with us via email or phone

This may include:

  • Contact information (name, email, phone number, mailing address, company name, job title)
  • Professional information (organization details, industry, role, professional development needs)
  • Payment information (billing address, payment method details processed by third-party processors)
  • Communications content (messages, feedback, inquiries, coaching session notes with consent)

1.2 Information Collected Automatically

When you visit our Website, we automatically collect:

  • Device and browser information: IP address, browser type and version, operating system, device identifiers, unique user ID
  • Usage data: Pages visited, time and date of visits, time spent on pages, links clicked, referring website addresses
  • Location information: General geographic location derived from IP address
  • Cookies and tracking data: Information collected through cookies, web beacons, pixels, and similar technologies (see Section 4)

1.3 Information From Third Parties

We may receive information about you from:

  • Social media platforms when you interact with our content
  • Professional networking sites (e.g., LinkedIn)
  • Business partners or event co-hosts
  • Publicly available sources
  • Third-party service providers who support our operations
  1. HOW WE USE YOUR INFORMATION

2.1 Purposes of Use

We use your information for the following purposes:

Service Delivery and Operations:

  • Providing consulting, coaching, and training services
  • Scheduling and conducting workshops, webinars, and sessions
  • Delivering requested information, resources, or downloads
  • Processing payments and maintaining records
  • Managing accounts and client relationships

Communications:

  • Responding to inquiries and providing customer support
  • Sending transactional communications about services or account activities
  • Sending newsletters, educational resources, and marketing communications (with consent)
  • Providing updates about programs, events, and thought leadership

Business Improvement:

  • Analyzing Website usage and user behavior
  • Improving Website functionality and user experience
  • Conducting research and evaluation to enhance our services
  • Developing new programs and offerings

Legal and Security:

  • Complying with legal obligations and responding to legal requests
  • Protecting our rights, property, and safety and that of our users
  • Preventing fraud, security incidents, and harmful activities
  • Enforcing our Terms of Use and other agreements

2.2 Legal Basis for Processing (GDPR)

For users in the European Economic Area (EEA), United Kingdom, or Switzerland, we process personal information based on:

  • Consent: You have given explicit consent for specific processing activities
  • Contract Performance: Processing is necessary to fulfill our contractual obligations
  • Legitimate Interests: We have legitimate business interests that do not override your rights
  • Legal Obligation: We must process information to comply with applicable laws

You may withdraw consent or object to processing at any time by contacting us (see Section 10).

  1. HOW WE SHARE YOUR INFORMATION

3.1 Service Providers

We share information with trusted third-party service providers who assist in operating our business, including:

  • Website hosting and maintenance (AWS, hosting providers)
  • Email and marketing platforms (Mailchimp, ConvertKit, or similar)
  • Payment processors (Stripe, PayPal, or similar)
  • Customer relationship management (CRM) platforms
  • Analytics providers (Google Analytics, Meta Pixel)
  • Event and webinar platforms (Zoom, Calendly)
  • Cloud storage providers

These providers are contractually required to protect your information and use it only for specified purposes.

3.2 Business Partners

We may share information with business partners when co-hosting events, workshops, or programs, or when you have consented to such sharing.

3.3 Legal Requirements

We may disclose information when required by law or when we believe disclosure is necessary to:

  • Comply with legal obligations, court orders, or government requests
  • Enforce our Terms of Use or protect our rights
  • Protect the safety of our users or the public
  • Prevent fraud or investigate security incidents

3.4 Business Transfers

If we undergo a merger, acquisition, or sale of assets, your information may be transferred. We will provide notice of any such transfer and any choices you may have.

3.5 With Your Consent

We may share information for other purposes with your explicit consent.

We do not sell your personal information. We have not sold personal information in the past 12 months and do not sell personal information under any circumstances.

  1. COOKIES AND TRACKING TECHNOLOGIES

4.1 What We Use

Our Website uses cookies, web beacons, pixels, and similar technologies to:

  • Remember preferences and settings
  • Analyze Website traffic and user behavior
  • Improve Website functionality
  • Deliver relevant content
  • Measure communication effectiveness

4.2 Types of Cookies

  • Essential Cookies: Required for Website operation (cannot be disabled)
  • Performance Cookies: Collect anonymous usage information
  • Functional Cookies: Remember preferences and personalize experience
  • Analytics Cookies: Help us understand user behavior (Google Analytics)
  • Marketing Cookies: Deliver relevant advertising and track campaigns

4.3 Third-Party Services

We use third-party services that may set cookies:

  • Google Analytics (website analytics) – Opt out: https://tools.google.com/dlpage/gaoptout
  • Social media platforms (social sharing and engagement)
  • Email marketing platforms (campaign tracking)
  • Payment processors (secure transactions)

4.4 Your Choices

You can control cookies through your browser settings. Note that disabling cookies may limit Website functionality. For more information: www.allaboutcookies.org.

Global Privacy Control (GPC): We honor GPC signals for California residents as an opt-out of selling or sharing personal information.

  1. DATA RETENTION

We retain personal information only as long as necessary for the purposes outlined in this Privacy Policy or as required by law.

Typical Retention Periods:

  • Client records: Duration of engagement plus 7 years for legal and tax purposes
  • Marketing communications: Until you unsubscribe or request deletion
  • Website analytics: Up to 26 months
  • Financial records: 7 years or as required by law
  • General inquiries: 2 years from last interaction

When information is no longer needed, we securely delete or anonymize it.

  1. DATA SECURITY

We implement appropriate technical and organizational security measures to protect your information, including:

  • Encryption of data in transit and at rest
  • Secure server infrastructure with firewalls
  • Access controls and authentication
  • Regular security assessments and updates
  • Employee training on data protection
  • Secure backup and recovery procedures

However, no method of transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

  1. YOUR PRIVACY RIGHTS

7.1 Rights for All Users

You have the right to:

  • Access: Request information about what personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information (subject to legal obligations)
  • Opt-Out of Marketing: Unsubscribe from marketing communications at any time
  • Object: Object to certain processing activities

7.2 California Residents (CCPA/CPRA)

If you are a California resident, you have these additional rights:

Right to Know: Request disclosure of:

  • Categories of personal information collected
  • Categories of sources from which information was collected
  • Business purposes for collecting or sharing information
  • Categories of third parties with whom we share information
  • Specific pieces of personal information collected about you

Right to Delete: Request deletion of your personal information, subject to certain exceptions.

Right to Correct: Request correction of inaccurate personal information.

Right to Opt-Out: Opt out of the sale or sharing of personal information. We do not sell or share your personal information for cross-context behavioral advertising.

Right to Limit: Limit use of sensitive personal information (if applicable).

Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

Authorized Agent: You may designate an authorized agent to make requests on your behalf.

7.3 EEA, UK, and Swiss Residents (GDPR)

If you are located in the European Economic Area, United Kingdom, or Switzerland, you have these rights:

  • Right to Access: Obtain confirmation and access to your personal data
  • Right to Rectification: Request correction of inaccurate data
  • Right to Erasure: Request deletion (“right to be forgotten”)
  • Right to Restriction: Request restriction of processing in certain circumstances
  • Right to Data Portability: Receive your data in a structured, commonly used format
  • Right to Object: Object to processing based on legitimate interests or for direct marketing
  • Right to Withdraw Consent: Withdraw consent at any time without affecting prior processing
  • Right to Lodge a Complaint: File a complaint with your local data protection authority

International Data Transfers: When we transfer data outside the EEA/UK/Switzerland, we use appropriate safeguards such as Standard Contractual Clauses.

7.4 Other State Residents

Residents of Virginia (VCDPA), Colorado (CPA), Connecticut (CTDPA), and Utah (UCPA) have similar rights to access, correct, delete, and opt out of certain data processing. Contact us to exercise these rights.

7.5 How to Exercise Your Rights

To exercise any privacy rights, contact us at:

We will respond within the timeframe required by law (typically 30-45 days). We may need to verify your identity before processing requests.

  1. CHILDREN’S PRIVACY

Our Website and services are not directed to individuals under 18. We do not knowingly collect personal information from children under 18. If we learn that we have collected information from a child under 18, we will delete it promptly. If you believe we have collected information from a child under 18, please contact us immediately.

  1. INTERNATIONAL DATA TRANSFERS

Equity Principle Consulting is based in the United States. If you access our Website from outside the United States, your information will be transferred to, stored, and processed in the United States.

By using our Website, you consent to the transfer of your information to the United States. For users in the EEA, UK, or Switzerland, we implement appropriate safeguards for international transfers as required by GDPR, including Standard Contractual Clauses.

  1. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. We will notify you of material changes by:

  • Posting the updated policy with a new “Last Updated” date
  • Sending email notification to registered users
  • Providing prominent notice on our Website

Your continued use of our Website after changes become effective constitutes acceptance of the revised Privacy Policy. We encourage you to review this Privacy Policy periodically.

  1. THIRD-PARTY LINKS

Our Website may contain links to third-party websites that are not operated by us. This Privacy Policy does not apply to third-party websites. We are not responsible for the privacy practices of third parties. We encourage you to review the privacy policies of any third-party websites you visit.

  1. DO NOT TRACK AND GLOBAL PRIVACY CONTROL

Some web browsers have “Do Not Track” (DNT) features. Our Website does not currently respond to DNT signals.

We honor Global Privacy Control (GPC) signals for California residents as an opt-out of the sale or sharing of personal information as required by CPRA.

  1. CONTACT INFORMATION

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

Equity Principle Consulting, LLC
Email: Luaskya@equityprinciple.com
Mail: 4711 Hope Valley Road, Suite 4F-601, Durham, NC 27713

  1. CALIFORNIA PRIVACY NOTICE – REQUIRED DISCLOSURES

14.1 Categories of Personal Information Collected (Past 12 Months)

Category Examples  

Collected   

 Business Purpose Categories of Third Parties With Whom Shared
Identifiers Name, email, phone number, IP address, device ID Yes Service delivery, communications, analytics Service providers, analytics providers
Personal information (Cal. Civ. Code § 1798.80) Name, address, phone number, payment information Yes Service delivery, payment processing Service providers, payment processors
Protected classifications Age, gender (if voluntarily provided) Yes Service customization Service providers
Commercial information Purchase history, service engagement records Yes Service delivery, business operations Service providers
Internet/network activity Browsing history, search history, Website interactions Yes Analytics, Website improvement Analytics providers (Google Analytics, Meta)
Geolocation data General location based on IP address Yes Analytics, content customization Analytics providers
Professional/employment information Job title, employer, professional background Yes Service customization, communications Service providers
Education information Educational background, certifications (if provided) Yes Service customization Service providers
Inferences Preferences, characteristics, behavior predictions Yes Personalization, marketing Analytics providers
Sensitive personal information Account login credentials Yes Account access and security Service providers (hosting, authentication)

 

14.2 Sources of Personal Information

We collect personal information from:

  • Directly from you when you provide it via forms, registrations, or communications
  • Automatically through your use of our Website (cookies, analytics)
  • Third-party sources including social media platforms, business partners, and publicly available sources

14.3 Business or Commercial Purposes

We collect and use personal information for:

  • Providing and managing consulting, coaching, and training services
  • Communication and customer support
  • Marketing and business development
  • Website operation, maintenance, and improvement
  • Analytics and research
  • Legal compliance and protection of rights
  • Fraud prevention and security

14.4 Categories of Third Parties

We share personal information with:

  • Service providers: Website hosting, email platforms, payment processors, CRM systems, analytics providers
  • Business partners: When co-hosting events or programs (with consent)
  • Legal and regulatory authorities: When required by law
  • Professional advisors: Attorneys, accountants, auditors (under confidentiality obligations)

14.5 Sale and Sharing of Personal Information

We do not sell personal information. We have not sold personal information in the past 12 months.

We do not share personal information for cross-context behavioral advertising purposes as defined by CPRA.

14.6 Retention

We retain personal information for the periods specified in Section 5 or as required by applicable law.

14.7 Sensitive Personal Information

We collect sensitive personal information (account credentials) only to provide services you request and to ensure account security. We do not use or disclose sensitive personal information for purposes other than those permitted by CPRA Section 7027(m).

14.8 Financial Incentives

We do not offer financial incentives or price or service differences in exchange for the retention, sale, or sharing of your personal information.

BY USING OUR WEBSITE, YOU ACKNOWLEDGE THAT YOU HAVE READ AND UNDERSTOOD THIS PRIVACY POLICY.

Last Updated: October 24, 2025