Privacy Policy

Last updated November 8, 2026.

This website, publicfinancial.com, is operated by Meraki Partners, LLC ("we", "us"). This policy explains what we collect on the site, why, and the choices you have.

What we collect

Information you give us. When you request a call, apply for a program, complete the referral questionnaire or take one of our assessments, we collect your name and email address, a phone number if you choose to give one, your answers to the questions on the form (such as your company, revenue, plans and budget), any files you choose to attach, and anything else you tell us. If you become a client, we also receive the documents and financial information you send us for the work.

Information collected automatically. Like most websites, ours records basic technical information: your browser and device type, operating system, approximate location from your IP address, the pages you visit, how long you stay, and the page or ad that brought you here.

How we use it

  • To review your request, reply to you and set up a first conversation
  • To provide the services you engage us for
  • To send you an automatic confirmation or your assessment result when you ask for it, and occasional follow-up about your enquiry
  • To send marketing emails, only if you opted in, with an unsubscribe link in each one
  • To measure which pages and ads bring us suitable enquiries, and to improve the site and our advertising
  • To protect the site from spam and abuse, and to meet legal and regulatory obligations

If you start one of our longer forms and continue past the first step, we receive the details from that first step even if you do not finish, so that we can follow up.

We do not sell your personal information, and we do not share it with anyone for their own marketing.

Cookies, tracking and advertising

We use a small number of tools that set cookies or similar technologies:

  • Google Tag Manager, Google Analytics and Google Ads, to understand how the site is used and to measure when a visit from one of our ads leads to an enquiry
  • Meta (Facebook), Microsoft (Bing) and LinkedIn advertising tags, for the same purpose on those networks
  • RB2B, a service that may identify the business or professional profile associated with a visit
  • Calendly, if you book a time with us from our thank-you page

You can block or delete cookies in your browser settings, and you can manage ad personalization through your Google, Meta, Microsoft and LinkedIn accounts. Some parts of the site may not work properly without cookies. The site does not currently respond to browser "Do Not Track" signals.

Who we share it with

We share personal information only with service providers that help us run the site and our business, such as our website host (Cloudflare), our email and form services, and the analytics, advertising and scheduling providers listed above, and only for those purposes. If you engage us, we may share information with professionals working on your matter, such as securities counsel or auditors, with your knowledge. We may also disclose information when the law requires it, or to protect our rights. If our business is sold or reorganized, information may transfer to the new owner, who must honor this policy.

How long we keep it

We keep enquiry and client information only as long as we need it to respond to you, provide our services, meet legal and record-keeping obligations or resolve disputes, and then delete it securely.

How we protect it

We use reasonable safeguards and limit access to the people who need the information for their work. No system is completely secure, and we cannot guarantee the security of information sent over the internet.

Your choices and rights

You can ask us what personal information we hold about you, ask for a copy, ask us to correct or delete it, or ask us to stop using it for marketing. Depending on where you live, for example California or the European Union, you may have additional rights under local law, including the right to complain to a data protection authority. We will respond within the time the law requires.

Children

Our services are for adults. We do not knowingly collect information from anyone under 16. If you believe a child has sent us information, contact us and we will delete it.

Other websites and international transfers

Links to other websites are covered by their own privacy policies. We are based in the United States, and information you send us may be stored and processed in the United States or other countries where our service providers operate.

Changes to this policy

We may update this policy from time to time. The date at the top shows when it last changed, and significant changes will be posted on this page.

Contact us

For privacy questions or requests, email info@publicfinancial.com. Meraki Partners, LLC, Delray Beach, Florida.