Privacy Policy

Last Updated: December 2025

1. Introduction

Welcome to Modern CFO Group ("Company," "we," "our," "us"). We take your privacy seriously and are dedicated to safeguarding your personal data. This Privacy Policy outlines our practices regarding the collection, use, and protection of your information when you visit our website or use our services.

2. Contact Details

Modern CFO Group
Venice, CA 90066
Email: contact@moderncfogroup.com

3. Data Collection and Usage

We are transparent about how we handle your data. Please note the following core commitments:

  • Your personal data is never disclosed to third parties for marketing without your explicit permission.
  • You retain the right to access and correct your personal data at any time.
  • We will clearly inform you of how your data is used at the point of collection.
  • We employ robust security protocols to keep your information safe.

Information You Provide Voluntarily

We collect data that you choose to share with us, such as:

  • Your name and contact details.
  • Information regarding your property.
  • Details about your business operations.
  • Any other data required to perform our cost segregation services.

Automated Data Collection

When you use our site, we (or our service providers like R2B2 and Retention.com) may automatically collect specific information, including:

  • Site usage metrics and interaction data.
  • Cookies and tracking technologies.
  • Device identifiers and IP addresses.
  • Geographic location data.
  • Browser and device specifications.
  • Hashed email addresses or pseudonymous identifiers linked to your browsing behavior, used for analytics and targeted advertising across platforms.

4. SMS and Text Communications

If you choose to opt-in to our text messaging services:

  • Messages will strictly adhere to the purpose for which you gave consent.
  • Consenting to marketing texts is not a requirement for any purchase.
  • Message frequency will depend on your preferences and interactions.
  • Standard carrier message and data rates may apply.
  • You may opt out at any time by replying "STOP".
  • Reply "HELP" for support.

5. Sharing Your Information

We share your data only under limited, specific circumstances:

  • When you have given us explicit consent to do so.
  • With trusted service providers who help us operate (including advertising and analytics vendors), bound by strict confidentiality agreements.
  • With our affiliates or parent company for legitimate business needs.
  • When required by law, subpoena, or to protect the rights and safety of Modern CFO Group, our clients, or the public.
  • In connection with a business transfer, such as a merger or acquisition.
  • With advertising partners (like R2B2 or Retention.com) to identify visitors and deliver relevant marketing based on device or browsing data.

We do not sell or rent your personal information to third parties for their direct marketing. However, we may work with partners like R2B2 and Retention.com to serve personalized ads based on your activity. These partners may use cookies to link your site activity to other personal information they hold, such as your email address. We may then use this to send you relevant communications. You can opt out of this advertising by contacting us.

6. Your Rights

You are entitled to:

  • Access the personal information we hold about you.
  • Request corrections to any inaccurate data.
  • Ask for your data to be deleted.
  • Opt out of marketing messages.
  • Withdraw consent for text communications.
  • Manage your cookie preferences.

To exercise any of these rights, please email us at contact@moderncfogroup.com.

California Residents: You have the right to opt out of the "sale" or "sharing" of your personal information for cross-context behavioral advertising. To opt out, please contact us directly.

7. Data Security

We use industry-standard technical and organizational safeguards to secure your personal data. However, please be aware that no online transmission or storage method is completely infallible. While we strive to protect your data, absolute security cannot be guaranteed.

8. Policy Updates

We may revise this Privacy Policy periodically. Any significant changes will be communicated by posting the updated policy on this page and refreshing the "Last Updated" date.

9. Contact Us

For questions or concerns regarding this policy, please reach out to:

Email: contact@moderncfogroup.com

10. Acceptance

By using our website or services, you acknowledge that you have read and agree to this Privacy Policy. If you do not agree with these terms, please discontinue use of our Site.