Privacy Policy
Last Updated: January 26, 2026
Our Commitment to Your Privacy
At Palladian, we understand that trust is fundamental to our professional relationships. This Privacy Policy explains how we collect, use, protect, and handle your personal information when you visit our website or engage our services.
We are committed to transparency in our data practices and to protecting your privacy in accordance with applicable data protection laws and regulations.
Information We Collect
Personal Information You Provide
When you contact us or request our services, we may collect:
- • Name and contact information (email address, phone number)
- • Company name and business information
- • Financial and business documents relevant to valuation services
- • Details about your inquiry or service needs
Automatically Collected Information
When you visit our website, we automatically collect certain technical information:
- • IP address and browser type
- • Device information and operating system
- • Pages visited and time spent on our site
- • Referring website or source
Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your experience on our website. For detailed information about our cookie practices, please review our Cookie Policy.
How We Use Your Information
We use the information we collect for the following purposes:
Service Delivery
To provide, perform, and deliver the valuation services you request, including business valuations, intangible asset assessments, and purchase price allocations.
Communication
To respond to your inquiries, send service-related communications, and provide updates about your engagement with us.
Website Improvement
To analyze how visitors use our website, identify areas for improvement, and enhance user experience through analytics and performance monitoring.
Legal Compliance
To comply with legal obligations, enforce our terms, protect our rights, and prevent fraud or misuse of our services.
Marketing Communications
With your consent, to send you information about our services, industry insights, and other content that may be of professional interest to you. You may opt out at any time.
Legal Basis for Processing
We process your personal information based on the following legal grounds:
- • Contract Performance: Processing necessary to fulfill our service agreements with you
- • Legitimate Interest: Processing that supports our business operations while respecting your privacy rights
- • Consent: Processing based on your explicit permission, which you can withdraw at any time
- • Legal Obligation: Processing required to comply with applicable laws and regulations
Information Sharing and Disclosure
We do not sell your personal information. We may share your information in the following circumstances:
Service Providers
We may share information with trusted third-party service providers who assist us in operating our website, conducting our business, or servicing you. These providers are contractually obligated to maintain confidentiality and use your information only for specified purposes.
Professional Advisors
We may share information with lawyers, accountants, auditors, and other professional advisors when necessary to provide our services or seek professional advice.
Legal Requirements
We may disclose information when required by law, court order, or government regulation, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
Business Transfers
In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction, subject to the same privacy protections.
Data Protection and Security
We implement appropriate technical and organizational measures to protect your personal information:
- • Encryption: We use industry-standard encryption to protect data in transit and at rest
- • Access Controls: We limit access to personal information to authorized personnel who need it for legitimate business purposes
- • Regular Monitoring: We monitor our systems for potential vulnerabilities and security incidents
- • Secure Storage: We maintain secure storage systems with regular backups and disaster recovery procedures
While we strive to protect your information, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security but remain committed to protecting your data to the best of our ability.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Factors affecting retention periods include:
- • Duration of our business relationship with you
- • Legal and regulatory requirements in the valuation and accounting profession
- • Potential for disputes or litigation
- • Technical and operational requirements
When information is no longer needed, we securely delete or anonymize it in accordance with our data retention policies.
Your Privacy Rights
Depending on your location, you may have certain rights regarding your personal information:
Right to Access
You can request access to the personal information we hold about you and receive a copy in a structured format.
Right to Rectification
You can request correction of inaccurate or incomplete personal information.
Right to Erasure
You can request deletion of your personal information in certain circumstances, subject to legal and contractual obligations.
Right to Data Portability
You can request transfer of your data to another service provider in a commonly used format.
Right to Object
You can object to processing of your personal information based on legitimate interests or for direct marketing purposes.
Right to Restrict Processing
You can request limitation of how we process your information in certain situations.
Right to Withdraw Consent
Where processing is based on consent, you can withdraw that consent at any time without affecting the lawfulness of prior processing.
To exercise any of these rights, please contact us using the information provided below. We will respond to your request within the timeframe required by applicable law.
Your Rights and Opt-Out Instructions
You are not required to provide any personal information when using this website. If you prefer not to share your data, you may:
- • Avoid filling out contact forms, account registrations, or any data-submitting features
- • Disable cookies through your browser settings (see our Cookie Policy for more details)
- • Contact us directly to request the deletion of any previously shared personal data
We respect your privacy choices. If you would like us to delete your data, please reach out to us at the contact details provided below. We will process your request promptly and in accordance with applicable legal requirements.
Children's Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected information from a child, we will take steps to delete that information promptly.
International Data Transfers
Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws that differ from those of your jurisdiction. We take appropriate measures to ensure that your information receives adequate protection wherever it is processed, including through the use of standard contractual clauses and other legally recognized transfer mechanisms.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by posting the updated policy on our website with a new effective date. We encourage you to review this policy periodically to stay informed about how we protect your information.
Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:
We will respond to your inquiry as promptly as possible and work to address your concerns in a professional and respectful manner.