Privacy Policy

Last Updated: December 12, 2025

Balderston Associates, LLC (“Balderston Associates,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and safeguard personal information obtained through our website, services, phone calls, and text (SMS/MMS) communications.

1. Information We Collect

Balderston Associates, LLC may collect the following types of personal information:

• Contact Information: Name, phone number, email address, mailing address, and company affiliation

• Communication Information: Records of phone calls, emails, and text messages sent to or received from us

• Project & Service Information: Information related to project inquiries, scopes of work, contracts, verification services, and consulting services

• Website & Form Information: Information submitted through website forms, including contact requests, scheduling forms, or intake questionnaires

We collect only the personal information that you voluntarily provide or that is necessary to deliver our services.

2. How We Use Personal Information

We use personal information for the following purposes:

• To respond to inquiries and provide professional consulting and verification services

• To communicate regarding projects, scheduling, documentation requests, invoices, and service updates

• To send transactional or informational text messages related to our services

• To manage internal operations, improve service quality, and maintain business records

• To comply with applicable legal, regulatory, or contractual obligations

Balderston Associates does not use personal information for unrelated marketing purposes without explicit consent.

3. Text Messaging (SMS) Communications

If you provide your phone number and opt in to receive text messages from Balderston Associates, LLC, you consent to receive SMS or MMS messages related to our services. Message frequency may vary. Message and data rates may apply.

SMS consent is not shared with third parties or affiliates.

You may opt out of text messaging at any time by replying STOP to any message or by contacting us directly.

4. Sharing of Personal Information

Balderston Associates, LLC does not sell, rent, or trade personal information.

We may share personal information only in the following limited circumstances:

• With trusted service providers who support our business operations (such as scheduling, billing, document management, or communications platforms), and only to the extent necessary to perform those services

• When required to comply with applicable laws, regulations, legal processes, or governmental requests

• To protect the rights, safety, or property of Balderston Associates, our clients, or others

SMS consent is not shared with third parties or affiliates under any circumstances.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, disclosure, alteration, or destruction. While no system is completely secure, we strive to protect your information using industry-standard practices.

6. Your Rights and Choices

You may:

• Request access to or correction of your personal information

• Withdraw consent for communications, including SMS messages

• Request deletion of personal information, subject to legal, contractual, or business record-retention requirements

Requests may be submitted using the contact information below.

7. Accessibility of This Privacy Policy

This Privacy Policy is made easily accessible by:

• Including a link near consent language on all web forms that collect personal information or phone numbers

We encourage users to review this policy periodically for updates.

8. Contact Information

If you have questions about this Privacy Policy or our privacy practices, please contact:

Balderston Associates, LLC

Questions?
kate@balderstonassociates.com

SMS Terms of Service

Balderston Associates, LLC

By opting into SMS communications from Balderston Associates, LLC (“Balderston Associates,” “we,” “us,” or “our”) through a web form, phone call, email, or other medium, you agree to receive text (SMS/MMS) messages from us related to our services.

Types of Messages You May Receive

SMS messages from Balderston Associates may include, but are not limited to:

• Appointment confirmations and reminders

• Project updates and scheduling coordination

• Requests for documentation or next steps

• Invoice, payment, or account-related notifications

• General service-related communications

These messages are transactional or informational in nature and directly related to your engagement with Balderston Associates.

Message Frequency

Messaging frequency may vary depending on your project status, inquiries, or services requested.

Message & Data Rates

Message and data rates may apply based on your mobile carrier and plan.

Opting Out

You may opt out of SMS communications at any time by replying STOP to any message. After opting out, you will no longer receive SMS messages from us unless you re-enroll.

Help & Support

For assistance, reply HELP to any message or visit our website at:
https://www.balderstonassociates.com

Privacy & Data Use

Your privacy is important to us. Personal information collected through SMS communications is handled in accordance with our Privacy Policy.

• SMS consent is not shared with third parties or affiliates.

View our Privacy Policy at:
www.balderstonassociates.com/terms

View our full Terms & Conditions at:
www.balderstonassociates.com/terms