Your Privacy.
Last updated: May 2, 2026
Matador Advisory Group ("Matador," "we," "us," or "our") respects the privacy of every entrepreneur and business owner who visits this website or engages our services. This Privacy Policy explains what information we collect, how we use it, when we share it, and the choices you have. By using matadoradvisory.com or submitting information through our contact form, you consent to the practices described here.
Information We Collect
We only collect information you provide voluntarily through our contact form, by email, or in the course of an engagement. This typically includes:
- Your name, email address, and (where shared) phone number
- Your business type, industry, and the type of financing you're pursuing
- Financial documents and business information you provide for the purpose of preparing your lending package
- Correspondence between you and our team
Our website uses standard server logs that may record your IP address, browser type, and the pages you visit. We do not currently use advertising trackers, cross-site cookies, or third-party analytics that build behavioral profiles.
How We Use Your Information
- To respond to your inquiry and follow up about our services
- To prepare, format, and refine the financial documents and lending package described in your engagement
- To communicate with you about timelines, deliverables, and questions during the engagement
- To improve our services and the quality of the documents we deliver
- To meet legal and recordkeeping obligations
We do not sell your personal information. We do not use your information for advertising or share it with data brokers.
How We Share Information
We share information only when needed to deliver our services or comply with the law:
- Service providers — secure email, document storage, and form-handling tools that support our work, bound by confidentiality obligations.
- At your direction — when you ask us to send a finished document package to a specific lender, banker, or advisor.
- Legal requirements — when required by subpoena, court order, or other lawful process.
How We Protect Your Information
We treat the financial information our clients share with us as strictly confidential. We use reasonable administrative, technical, and physical safeguards — including encrypted storage and access controls — to protect that information. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security, but we are committed to handling your information with the same care we'd want for our own.
How Long We Keep It
We retain client documents for as long as needed to deliver our services and meet legal, tax, and accounting obligations. You may request deletion of materials we hold for you at any time, subject to those obligations.
Your Choices and Rights
You may request to access, correct, or delete the personal information we hold about you, opt out of non-essential communications, or ask questions about how your information is handled. Depending on where you live (e.g., California, the EU, the UK), you may have additional rights under applicable law. To exercise any of these rights, email kevan@matadoradvisory.com.
Children's Privacy
Our services are not directed to children, and we do not knowingly collect personal information from anyone under the age of 16.
Updates to This Policy
We may update this Privacy Policy from time to time. The "Last updated" date at the top will reflect the most recent revision. Material changes will be highlighted on this page.
Contact Us
Questions, requests, or concerns about this policy? kevan@matadoradvisory.com
This Privacy Policy is provided as a starting point for Matador Advisory Group and should be reviewed by qualified legal counsel before being relied upon as a binding statement of practices, particularly if your business operates across multiple states or jurisdictions.