Privacy Policy
Effective date: July 8, 2026
Last updated: July 8, 2026
This Privacy Policy explains how Praxis Profit [legal entity name] (“Praxis Profit,” “we,” “us,” or “our”) collects, uses, discloses, and protects information when you visit our website, use our free resources or tools, complete the Praxis Profit CFO Visibility Score, book a Clarity Call, communicate with us, or engage with our services.
If you do not agree with this Privacy Policy, please do not use the website or submit information through our forms
1. Who We Are
Praxis Profit is a boutique CFO advisory firm focused on cash flow visibility, margin visibility, financial decision support, CFO Visibility Diagnostics, Cash Flow Recovery Roadmaps, and related advisory services for established operational businesses.
Praxis Profit is not a CPA firm, bookkeeping service, tax preparation firm, law firm, investment adviser, securities adviser, lender, loan broker, insurance adviser, debt settlement company, credit repair organization, or provider of regulated financial products.
2. Information We Collect
We may collect the following categories of information depending on how you interact with us.
Contact information: name, business email address, phone number, company name, job title or role, and mailing address if needed for billing, compliance, or correspondence.
Business and profile information: industry or business type, annual revenue range or estimate, business size, business challenge, financial pressure point, advisory need, owner/decision-maker status, and referral source.
CFO Visibility Score information: revenue range, industry, biggest financial concern, business name, referral source, answers to score questions, score, score band, sub-scores, visibility gap, recommended focus areas, report outputs, and related metadata.
Communications information: emails, form submissions, call notes, meeting requests, scheduling details, and other information you choose to send us.
Website and device information: IP address, browser type, device type, operating system, pages visited, referrer URL, landing page, UTM campaign parameters, date and time of visit, cookie identifiers, and similar technologies.
Client engagement information: if you become a client, we may collect additional business records only through the secure process described in the applicable engagement agreement, proposal, statement of work, NDA, or document request list. This may include financial reports, receivables information, payables information, vendor information, contracts, payroll summaries, bank activity, or other business documents relevant to the agreed scope.
Sensitive information: do not submit Social Security numbers, tax identification numbers, bank login credentials, credit card credentials, payroll records, tax returns, bank statements, or other highly sensitive documents through public website forms. If such information is needed for a paid engagement, we will provide a separate secure intake process.
3. How We Collect Information
We collect information directly from you when you complete forms, book calls, download resources, take the CFO Visibility Score, communicate with us, or become a client. We also collect certain information automatically through cookies, analytics, server logs, tracking links, UTM parameters, and similar technologies. We may receive information from referral partners, CRM tools, scheduling tools, email platforms, payment processors, public business sources, or other service providers.
4. How We Use Information
We use information to provide the website, free tools, resources, and reports; generate the CFO Visibility Score and related PDF/report outputs; respond to inquiries and book Clarity Calls; evaluate whether Praxis Profit may be a fit for a business; send requested resources, educational emails, and relevant follow-up; provide paid advisory services under a separate agreement; manage client relationships, CRM records, pipeline notes, and follow-up tasks; improve website content, user experience, tools, resources, and outreach; measure marketing performance, lead source quality, and campaign effectiveness; protect the website, tools, systems, clients, and business from fraud, misuse, security incidents, or unauthorized access; comply with legal, regulatory, tax, accounting, contractual, and business obligations; and enforce our Terms of Use and other agreements.
5. How We Share Information
We do not sell personal information. We may share information with service providers and vendors as needed to operate the website, deliver resources, manage contacts, book calls, generate reports, process payments, host files or applications, provide analytics, and support security.
Possible service providers may include website hosting and site platform providers; CRM providers; email marketing and automation providers; scheduling and calendar providers; analytics providers; form and quiz/tool providers; cloud storage providers; app hosting, database, and PDF/report generation providers; payment processors; and professional advisers such as attorneys, accountants, insurers, and security consultants.
We may disclose information if required by law, subpoena, court order, government request, legal process, or to protect rights, safety, security, and property. We may also disclose information in connection with a business transaction such as a merger, acquisition, financing, restructuring, or sale of assets.
We may share information when you direct us to do so, when needed to communicate with your representatives, or when disclosure is part of a paid engagement that you authorize in writing.
If Praxis Profit uses analytics, advertising pixels, retargeting, or similar tools, those tools may collect or receive information from the website. If these tools are enabled, they must be disclosed in this Privacy Policy and the Cookie Notice and controlled through Cookie Settings where required.
6. Cookies and Similar Technologies
We use cookies and similar technologies to operate the website, remember preferences, measure traffic, understand which resources are useful, and, if enabled, support marketing or advertising. You can manage non-essential cookies through the Cookie Settings link on our website. Strictly necessary cookies may be required for the website to function.
If you use a browser or extension that sends a Global Privacy Control or similar opt-out preference signal, Praxis Profit will honor such signals where legally required.
7. Email Marketing Choices
If you receive marketing emails from us, you can unsubscribe by using the unsubscribe link in the email or by contacting us. We may still send transactional or relationship messages related to a requested resource, scheduled call, paid engagement, legal notice, or service communication.
8. Data Retention
We retain information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including to provide services, maintain records, comply with legal obligations, resolve disputes, enforce agreements, improve operations, and protect the business.
Typical retention periods may vary by category: website analytics and cookie data are retained according to the analytics tool settings; lead and CRM data are retained while the lead relationship remains active and for a reasonable follow-up period; email subscription data is retained until unsubscribe or deletion request, subject to suppression-list requirements; client engagement records are retained according to the engagement agreement, legal requirements, professional recordkeeping needs, and business needs; and security logs are retained for security monitoring and incident response.
9. Security
We use reasonable administrative, technical, and physical safeguards designed to protect information. These may include limited access, secure cloud services, multi-factor authentication, encrypted transmission where available, vendor review, confidentiality practices, and internal access controls. No website, transmission, platform, or storage system can be guaranteed to be 100% secure.
10. Your Choices and Privacy Rights
Depending on where you live and which laws apply, you may have rights to request access to, correction of, deletion of, or a copy of certain personal information. You may also have the right to opt out of certain uses or disclosures of personal information.
You may contact us at [privacy email] to make a privacy request. We may need to verify your identity before responding. We will not discriminate against you for exercising privacy rights where the law prohibits discrimination.
11. California Notice at Collection
If the California Consumer Privacy Act, as amended by the California Privacy Rights Act, applies to Praxis Profit, California residents may have rights to know, access, correct, delete, opt out of sale or sharing, limit certain uses of sensitive personal information, and avoid discrimination for exercising those rights. Praxis Profit should confirm with counsel whether it meets the law’s applicability thresholds before publishing a full CCPA-specific notice.
Categories of personal information we may collect include identifiers; commercial information; internet or network activity; professional or employment-related information; financial/business context; inferences generated from CFO Visibility Score responses; and sensitive personal information only through a secure engagement-specific process when necessary.
Praxis Profit does not sell personal information. If advertising or retargeting tools are used in a way that constitutes “sharing” under California law, Praxis Profit should provide a Your Privacy Choices or Do Not Sell or Share link and honor applicable opt-out signals.
12. Children
The website and services are intended for business users and are not directed to children under 13. We do not knowingly collect personal information from children under 13.
13. Third-Party Links and Services
The website may link to third-party websites, scheduling pages, forms, payment processors, email tools, or resources. We are not responsible for the privacy practices of third parties. Review their policies before providing information.
14. International Visitors
Praxis Profit is based in the United States. If you access the website from outside the United States, your information may be processed in the United States and other jurisdictions that may have different privacy laws than your location.
15. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date. Your continued use of the website after the update means the updated policy applies to your use going forward.
16. Contact Us
Praxis Profit LLC
Email: hello@praxisprofit.com
Mailing address: 732 S. 6th Suite 4852 Las Vegas, NV 89101
Website: www.praxisprofit.com