Privacy Policy

Last updated: June 29, 2026

This privacy notice for Square One Strategy ("we," "us," or "our"), describes how and why we might collect, store, use, and/or share ("process") your information when you use our services ("Services"), such as when you:

• Visit our website at squareonestrategy.com, or any website of ours that links to this privacy notice
• Engage with us in other related ways, including any sales, marketing, or events

Questions or concerns? Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at michael@squareonestrategy.com.

Summary of key points

What personal information do we process? When you visit, use, or navigate our Services, we may process personal information depending on how you interact with us and the Services, the choices you make, and the products and features you use.

Do we process any sensitive personal information? We do not process sensitive personal information.

Do we receive any information from third parties? We do not receive any information from third parties.

How do we process your information? We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We process your information only when we have a valid legal reason to do so.

In what situations and with which parties do we share personal information? We may share information in specific situations and with specific third parties.

How do we keep your information safe? We have organizational and technical processes and procedures in place to protect your personal information. However, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure.

What are your rights? Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information.

How do you exercise your rights? The easiest way to exercise your rights is by contacting us. We will consider and act upon any request in accordance with applicable data protection laws.

Table of contents

1. What information do we collect?
2. How do we process your information?
3. When and with whom do we share your personal information?
4. Do we use cookies and other tracking technologies?
5. How long do we keep your information?
6. How do we keep your information safe?
7. Do we collect information from minors?
8. What are your privacy rights?
9. Controls for do-not-track features
10. Do United States residents have specific privacy rights?
11. Do we make updates to this notice?
12. How can you contact us about this notice?
13. How can you review, update, or delete the data we collect from you?

1. What information do we collect?

Personal information you disclose to us. In Short: We collect personal information that you provide to us.

We collect personal information that you voluntarily provide to us when you express an interest in obtaining information about us or our Services, when you participate in activities on the Services, or otherwise when you contact us.

The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect may include the following:

• names
• phone numbers
• email addresses
• business name and website address

Sensitive Information. We do not process sensitive information.

All personal information that you provide to us must be true, complete, and accurate, and you must notify us of any changes to such personal information.

2. How do we process your information?

In Short: We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.

We process your personal information for a variety of reasons, depending on how you interact with our Services, including to respond to your inquiries and offer support; to deliver and facilitate delivery of services to you; to send you marketing and promotional communications where this is in accordance with your preferences; to evaluate and improve our Services, products, marketing, and your experience; to identify usage trends; to determine the effectiveness of our promotional campaigns; and to protect our Services, including monitoring and preventing fraud.

3. When and with whom do we share your personal information?

In Short: We may share information in specific situations described in this section and/or with the following third parties.

We may need to share your personal information in the following situations:

• Service providers. We may share your information with third-party vendors, service providers, and contractors who perform services for us or on our behalf (such as form, email, and analytics providers), under a written contract that requires them to protect your information and use it only as we instruct.
• Business transfers. We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.

We do not sell your personal information.

4. Do we use cookies and other tracking technologies?

In Short: We may use cookies and other tracking technologies to collect and store your information.

We may use cookies and similar tracking technologies (like web beacons and pixels), including third-party analytics tools such as Google Analytics, to access or store information, understand how our Services are used, and improve them. Specific information about how you can refuse certain cookies is available through your browser settings. If you choose to remove or reject cookies, this could affect certain features of our Services.

5. How long do we keep your information?

In Short: We keep your information for as long as necessary to fulfill the purposes outlined in this privacy notice unless otherwise required by law.

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy notice, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements). When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize such information, or, if this is not possible, securely store it and isolate it from any further processing until deletion is possible.

6. How do we keep your information safe?

In Short: We aim to protect your personal information through a system of organizational and technical security measures.

We have implemented appropriate and reasonable technical and organizational security measures designed to protect the security of any personal information we process. However, despite our safeguards, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information. Transmission of personal information to and from our Services is at your own risk.

7. Do we collect information from minors?

In Short: We do not knowingly collect data from or market to children under 18 years of age.

We do not knowingly solicit data from or market to children under 18 years of age. By using the Services, you represent that you are at least 18 or that you are the parent or guardian of such a minor and consent to such minor dependent's use of the Services. If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to promptly delete such data. If you become aware of any data we may have collected from children under age 18, please contact us at michael@squareonestrategy.com.

8. What are your privacy rights?

In Short: You may review, change, or terminate your account at any time, depending on your country, province, or state of residence.

Withdrawing your consent. If we are relying on your consent to process your personal information, you have the right to withdraw your consent at any time by contacting us using the details provided in the section "How can you contact us about this notice?" below. This will not affect the lawfulness of the processing before its withdrawal.

Opting out of marketing. You can unsubscribe from our marketing and promotional communications at any time by clicking the unsubscribe link in our emails, replying "STOP" or "UNSUBSCRIBE" to our SMS messages, or by contacting us. You will then be removed from our marketing lists, though we may still communicate with you for service-related purposes.

Cookies. Most browsers accept cookies by default. You can usually set your browser to remove or reject cookies, which may affect certain features of our Services.

9. Controls for do-not-track features

Most web browsers and some mobile operating systems and applications include a Do-Not-Track ("DNT") feature you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected. At this stage, no uniform technology standard for recognizing and implementing DNT signals has been finalized. As such, we do not currently respond to DNT browser signals or any other mechanism that automatically communicates your choice not to be tracked online.

10. Do United States residents have specific privacy rights?

In Short: If you are a resident of California, Colorado, Connecticut, Utah, or Virginia, you may have specific rights regarding access to and use of your personal information.

In the past twelve (12) months, we have collected the following categories of personal information: identifiers (such as name, email address, phone number, and IP address); commercial information (such as records of services purchased or considered); and internet or other electronic network activity information (such as browsing and interaction data). We have not collected sensitive personal information, biometric information, geolocation data, or information from minors.

We use and retain the collected personal information as needed to provide the Services and for the purposes described in this notice. We have not sold or shared personal information for cross-context behavioral advertising, and we will not sell personal information belonging to website visitors, users, and other consumers.

Depending on your state of residence, you may have the right to: request to know whether we are processing your personal data and to access it; request a copy of the personal data you previously shared with us; request correction of inaccurate personal data; request deletion of your personal data; and opt out of the processing of your personal data for targeted advertising, the sale of personal data, or profiling. We do not discriminate against you for exercising your rights. To exercise any of these rights, or to appeal a decision regarding your request, please email us at michael@squareonestrategy.com. We may need to verify your identity before responding to your request.

11. Do we make updates to this notice?

In Short: Yes, we will update this notice as necessary to stay compliant with relevant laws.

We may update this privacy notice from time to time. The updated version will be indicated by an updated "Last updated" date and will be effective as soon as it is accessible. If we make material changes, we may notify you either by prominently posting a notice or by directly sending you a notification. We encourage you to review this privacy notice frequently to stay informed of how we protect your information.

12. How can you contact us about this notice?

If you have questions or comments about this notice, you may email us at michael@squareonestrategy.com or contact us by post at:

Square One Strategy
Gulf Breeze, FL
United States

13. How can you review, update, or delete the data we collect from you?

You have the right to request access to the personal information we collect from you, change that information, or delete it. To request to review, update, or delete your personal information, please contact us at michael@squareonestrategy.com.