Last Updated: 12/3/2025

This Confidentiality Policy explains how information shared during professional engagements and through the use of this website (the “Site”) is treated. By using the Site or purchasing services or products, you agree to the terms below.

1. NATURE OF CONFIDENTIALITY

Information shared during Executive Hotline calls, Fractional COO engagements, Decision Brief development, or general communications is treated as confidential and is not voluntarily disclosed to third parties except as permitted in this policy or required by law.

This confidentiality obligation is intended to promote open discussion and informed decision-making. It does not create an attorney-client, fiduciary, therapist-patient, or similar legally privileged relationship.

2. USE OF CLIENT INFORMATION

Information provided by a client may be used only for the following purposes:

• Delivering purchased services

• Preparing analyses or Decision Briefs

• Managing the client relationship

• Complying with legal obligations

• Information is not sold or used for marketing without consent.

3. STORAGE AND HANDLING OF INFORMATION

Reasonable administrative and technical measures are used to safeguard client information from unauthorized access, loss, or misuse. No method of electronic storage or transmission is guaranteed to be completely secure.

4. THIRD-PARTY TOOLS & SECURITY LIMITATIONS

Services may involve the use of third-party platforms, tools, and service providers, including but not limited to scheduling systems, video conferencing tools, cloud storage services, communication applications, and payment processors. These third-party providers operate independently and maintain their own privacy, data-handling, and security practices.

While reasonable efforts are made to select reputable third-party services, responsibility cannot be assumed for any data breach, unauthorized access, security incident, loss of information, or service interruption resulting from systems or actions controlled by third-party providers.

Use of third-party tools is voluntary, and clients are encouraged to review the privacy and security practices of any third-party platform they choose to use during the engagement.

Internal precautions are applied to information within the provider’s direct control; however, no guarantee can be made regarding the security of electronic communications or any third-party system.

5. EXCEPTIONS AND DISCLOSURES REQUIRED BY LAW

Confidential information may be disclosed if:

• Required by Nevada or federal law

• Necessary to comply with a subpoena or court order

• Necessary to respond to a governmental or regulatory request

• Disclosure is needed to protect safety, prevent fraud, or address unlawful activity

• Necessary to obtain legal or professional advice for the provider’s compliance or protection

Only the information reasonably necessary for the specific purpose will be disclosed.

6. NO GUARANTEE OF CONFIDENTIALITY FOR UNSOLICITED INFORMATION

Information provided outside formal service channels — including unsolicited emails, contact forms, or messages — may not receive the same level of confidentiality as information provided during a paid engagement. Clients should avoid submitting sensitive personal data unless requested for service delivery.

7. CONFIDENTIALITY OF DECISION BRIEFS

Decision Briefs are prepared solely for internal use by the client. Clients may share the Brief only with internal leadership, board members, or professional advisors.

Decision Briefs may not be:

• Shared publicly

• Published or distributed externally

• Used as marketing or promotional material

• Posted online or stored in publicly accessible locations

Decision Briefs remain the intellectual property of the provider and are licensed only for the client’s internal use.

8. PROVIDER CONFIDENTIALITY BOUNDARIES

Confidentiality obligations do not apply to information that:

• Is publicly known or becomes public through no fault of the provider

• Was independently developed without use of the client’s information

• Was lawfully obtained from another source without confidentiality obligations

• The client voluntarily discloses publicly

9. NO DUTY TO MONITOR OR RETAIN INFO

There is no obligation to:

• Retain or archive communications indefinitely

• Monitor ongoing business developments

• Provide updates based on new information after services conclude

10. MUTUAL CONFIDENTIALITY

Clients are expected to maintain confidentiality of proprietary methodologies, frameworks, Decision Briefs, digital products, COO Toolbox materials, and any internal processes used to deliver services.

See Intellectual Property Protection Policy for more details.

11. CHANGES TO THIS POLICY

This Confidentiality Policy may be updated periodically. The revised version will include an updated “Last Updated” date. Continued use of the Site, services, and products constitutes acceptance of any revisions.

12. CONTACT

Questions about this Confidentiality Policy may be directed to:

Kelly Valandra

No.2 COO

Email: hello@no2coo.com

Nevada, United States