Privacy Policy

Effective date: January 1, 2025

Overview

Wandtke & Associates, Inc. ("we," "us," or "our") operates the website located at wandtke.com (the "Site"). This Privacy Policy describes the limited information we may collect when you visit the Site or contact us, and how that information is used. We are committed to handling any information you provide with discretion and in accordance with applicable law.

Information We Collect

We collect only the information you voluntarily provide when you contact us, such as your name, email address, phone number, and the details of your inquiry. We do not collect personal information through cookies, tracking pixels, or third-party analytics tools beyond what is necessary to operate the Site.

How We Use Information

Information submitted through the Site is used solely to respond to your inquiry and, where appropriate, to provide valuation services. We do not sell, rent, or share your information with third parties for marketing purposes. We may disclose information if required to do so by law or in response to a valid legal process.

Confidentiality

All engagement-related information shared with Wandtke & Associates is treated as strictly confidential and is handled in accordance with the professional standards of the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuation Analysts (NACVA). Confidentiality obligations are addressed in detail in each client engagement agreement.

Data Retention

We retain contact information only as long as necessary to respond to your inquiry or to fulfill our professional obligations. Engagement records are retained in accordance with applicable professional and legal requirements.

Third-Party Links

The Site may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their respective privacy policies.

Contact

If you have questions about this Privacy Policy, you may contact us at:

Wandtke & Associates, Inc.

PO Box 2151

Westerville, OH 43086

Email: info@wandtke.com