Privacy Policy
A legal disclaimer
This Privacy Policy is for general informational purposes and does not constitute legal advice. Privacy laws vary by jurisdiction and business model. Please consult your legal advisor about your specific obligations
Privacy Policy
Effective date: October 14, 2025
Who we are
Waypoint Fractional Partners, LLC provides fractional executive leadership, business development, and partnerships services to small and mid-size organizations. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you visit our website entersiteURLenter site URLentersiteURL or interact with us.
Scope
This policy applies to information we collect online through our site and any contact forms, newsletters, and scheduling tools, and to information you provide by email or during discovery calls. If we sign a client agreement with you, that agreement (and any data processing addendum) controls in case of conflict.
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Legal bases for processing (EEA/UK and similar jurisdictions)
Where applicable, we process personal information based on one or more of the following: your consent, our legitimate interests in operating and improving our services and site, performance of a contract or pre-contract requests, and compliance with legal obligations.
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Region-specific rights (U.S. states, EEA/UK)
Certain U.S. states (e.g., California) provide rights such as access, correction, deletion, and portability, along with the right to opt out of sales or sharing for targeted advertising. We do not sell or share personal information for cross-context behavioral advertising. You may exercise your rights by contacting us as described below.
Individuals in the EEA/UK have rights to access, rectify, erase, restrict, or object to processing, and to data portability. Where we rely on consent, you may withdraw it at any time. You can also lodge a complaint with your local supervisory authority.
International transfers
If you are located outside the United States, your information may be processed in countries with different data protection laws. We take steps designed to ensure appropriate protections where require
What to include in the Privacy Policy
Information we collect
Information you provide to us: contact details (name, email, phone, job title, company), inquiry details, messages, meeting notes, preferences, and billing/contract details if you become a client.
Information collected automatically: device/usage data (IP address, browser type, pages viewed, referring pages, timestamps) and cookie-type data for essential functions, security, and basic analytics.
Information from third parties: if you book a meeting or attend a call, we may receive your name, email, and availability from scheduling or conferencing tools; social or embedded platforms may share limited info per their policies.
Cookies and analytics
We use cookies and similar technologies to operate the site, remember preferences, and measure aggregated traffic. You can control cookies via your browser; blocking some cookies may impact functionality.
How we use information
• Respond to inquiries and provide information about our services
• Schedule and conduct meetings and events
• Operate, maintain, secure, and improve the site
• Send service communications and, with required consent, occasional marketing
• Comply with legal obligations and enforce agreements
How we share information
• Service providers supporting hosting, email, scheduling, conferencing, file storage, analytics, or similar functions
• Professional advisors and authorities where required by law or to protect rights and safety
• A successor entity in connection with a merger or business transfer, subject to this policy
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Children’s privacy
Our site and services are intended for business audiences and are not directed to children under 16. We do not knowingly collect personal information from children. If you believe we have collected information from a child, contact us and we will take appropriate steps.
Third-party links and services
Our site may link to or embed third-party services (e.g., scheduling, conferencing, maps, videos, file viewers, payment tools). Those providers are responsible for their own privacy practices. Review their policies before using them.
Compatibility & testing (optional but helpful transparency)
We periodically review accessibility and privacy impacts of new features. We also use basic analytics and security tooling to help maintain the site’s reliability. Some features may not function on unsupported browsers or devices.
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No sale or targeted-ads sharing
We do not sell personal information or share it for cross-context behavioral advertising.
Data retention
We retain personal information only as long as needed for the purposes described, to comply with legal obligations, and to resolve disputes.
Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is completely secure. If we become aware of a security incident affecting your information, we will notify you as required by law.
Your choices
• Opt out of marketing emails via the unsubscribe link
• Manage cookies in your browser settings
• Contact us to request access, correction, or deletion (subject to law)
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Changes to this policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new effective date.
Contact us
Privacy contact: Scott Millman
Email: Scott@waypointpartners.com
Alternate email: Shaun@waypointpartners.com
Mailing address: