Privacy Policy
Purpose
Gato Consulting respects the privacy and confidentiality of the information entrusted to us. This Privacy Policy describes generally how Gato Consulting collects, uses, discloses, retains, and protects information in connection with our professional services, business operations, and website.
- Information We Collect
Gato Consulting may collect information provided by clients, prospective clients, their representatives, professional advisors, businesses being analyzed, and other sources in connection with our services.
This information may include contact and identifying information, business and ownership information, financial and tax information, financial account information, employment and compensation information, legal and transactional documents, and other information relevant to an engagement.
We may also collect information generated through communications with us or through use of our website and other business systems.
- How We Use Information
We may use information for legitimate business and professional purposes, including to:
- provide business valuation, consulting, and related professional services;
- communicate with clients and other parties;
- conduct research and analysis;
- prepare reports and other work product;
- administer engagements, billing, and business records;
- operate, secure, and improve our business and technology systems;
- comply with professional standards and legal obligations; and
- protect the rights and interests of Gato Consulting, our clients, and others.
- Service Providers and Technology
Gato Consulting may use third-party service providers, professional advisors, consultants, peer reviewers, and technology platforms to operate our business and perform professional services, including providers of communications, data storage, research, analytics, software, artificial intelligence, payment processing, information technology, and other business and professional services.
Such providers may process information on our behalf or otherwise have access to information as reasonably necessary to provide their services. Where appropriate, such providers are subject to confidentiality, privacy, information-security, contractual, or other protections appropriate to the nature of the services and information involved.
- Artificial Intelligence
Gato Consulting may use artificial intelligence and AI-enabled tools to assist with research, financial analysis, document organization, comparable data review, drafting, and other activities supporting our professional services.
AI tools support, but do not replace, professional judgment, independent analysis, or compliance with applicable professional standards. Gato Consulting remains responsible for its analyses, conclusions, and final work product.
Information processed using AI-enabled tools is subject to Gato Consulting’s confidentiality, privacy, and information-security practices.
- Disclosure of Information
Gato Consulting does not disclose non-public client information except as reasonably necessary to provide or support our services or operate our business, with authorization, or as required or permitted by law, regulation, professional standards, legal process, or other applicable requirements.
Information may be made available, as appropriate, to employees, contractors, professional advisors, specialists, peer reviewers, technology providers, and other service providers supporting Gato Consulting or an engagement.
Gato Consulting does not sell client information.
- Information Security
Gato Consulting maintains reasonable administrative, technical, and physical safeguards designed to protect information against unauthorized access, acquisition, use, alteration, or disclosure. Safeguards are maintained taking into account the size and nature of our business, our activities, and the nature and sensitivity of the information involved.
No method of electronic transmission, processing, or storage can be guaranteed to be completely secure.
- Information Retention
Gato Consulting retains information for periods reasonably appropriate for professional, business, legal, regulatory, contractual, recordkeeping, and other legitimate purposes. Information that is no longer reasonably required may be deleted, destroyed, or otherwise disposed of in accordance with our information-security practices.
We generally retain engagement work files in accordance with the retention provisions applicable to the engagement.
- Website and Electronic Communications
Our website and electronic systems may automatically collect limited technical information associated with their use. Third-party services used in connection with our website or communications may also collect information under their own terms and privacy practices.
- Changes to This Policy
Gato Consulting may update this Privacy Policy from time to time to reflect changes in our practices, technology, professional requirements, or applicable law. We will make the current version available through our website or upon request.
- Contact
Questions regarding this Privacy Policy may be directed to:
Gato Consulting
104 Sylvan Way
New Hartford, NY 13413
LuisVGato@GatoConsulting.com
Gato Consulting