PRIVACY POLICY.

Effective Date: May 11, 2026

BSquare Advisors LLC (“BSquare Advisors,” “we,” “us,” or “our”) is committed to protecting the privacy, confidentiality, and security of personal information in compliance with applicable federal, state, and District of Columbia laws, including:

  • New York Stop Hacks and Improve Electronic Data Security Act, also known as the NY SHIELD Act;

  • New York General Business Law § 899-aa;

  • California Consumer Privacy Act, as amended by the California Privacy Rights Act, also known as CCPA/CPRA; and

  • District of Columbia Data Breach Notification Law, D.C. Code § 28–3851 et seq.

This Privacy Policy explains how we collect, use, disclose, safeguard, and respond to incidents involving personal information obtained through our website, professional communications, service inquiries, podcast-related activities, publication-related activities, BSquare Press-related activities, and related digital services.

1. Scope

This Privacy Policy applies to:

  • Website visitors;

  • Clients and prospective clients;

  • Business contacts and service inquiries;

  • Individuals who contact BSquare Advisors for consulting, communications, branding, marketing, website strategy, management consulting, or related services;

  • Listeners, subscribers, guests, contributors, and individuals who interact with The BSquare Advisors Brief podcast;

  • Individuals who access podcast-related pages, embedded players, RSS feeds, episode notes, transcripts, promotional materials, or related digital content;

  • Readers, purchasers, authors, prospective authors, contributors, and individuals who interact with BSquare Press, a publishing imprint, brand, or content initiative of BSquare Advisors LLC;

  • Individuals who submit manuscripts, proposals, author inquiries, editorial inquiries, publication-related communications, or related materials to BSquare Advisors or BSquare Press; and

  • Residents of New York, California, Washington, D.C., and other U.S. jurisdictions.

By accessing or using our website, submitting information to us, communicating with us, engaging with our podcast, interacting with BSquare Press, or using related digital services, you agree to this Privacy Policy.

2. Information We Collect

a. Personal Information

We may collect the following categories of personal information:

  • Identifiers, such as name, email address, phone number, mailing address, business address, or social media handle;

  • Professional or employment-related information, such as company name, organization, job title, professional biography, resume, credentials, or public-facing professional information;

  • Communications and inquiry content, including messages submitted through contact forms, consultation requests, email inquiries, service requests, podcast inquiries, publication inquiries, author inquiries, or other communications;

  • Podcast-related information, such as listener inquiries, guest inquiries, subscriber information, podcast feedback, platform engagement data, episode-related communications, and information submitted through podcast-related forms or email addresses;

  • BSquare Press-related information, such as author inquiries, manuscript submissions, book proposals, contributor information, publication interests, editorial communications, promotional requests, publication-related questions, and related correspondence;

  • Transaction-related information if you purchase services, publications, books, digital materials, or related products through us or through third-party platforms, such as order details, product selections, shipping information, billing information, or purchase history, depending on the platform used;

  • Internet or electronic activity information, such as IP address, browser type, operating system, device identifiers, pages visited, time spent on pages, referring URLs, click activity, embedded media interactions, RSS feed interactions, and related analytics data; and

  • Any other information you voluntarily provide to BSquare Advisors, The BSquare Advisors Brief, or BSquare Press.

We do not intentionally collect sensitive personal information unless voluntarily provided for a legitimate business, professional, publication-related, podcast-related, or legal purpose.

b. Automatically Collected Information

We may automatically collect:

  • IP address;

  • Browser type and operating system;

  • Device identifiers;

  • Pages visited and time spent;

  • Referring URLs;

  • Podcast page, embedded player, or RSS feed interaction data, where available;

  • Publication page or BSquare Press page interaction data, where available;

  • General location information derived from IP address; and

  • Other usage data collected through cookies, analytics tools, embedded media tools, podcast hosting tools, website hosting tools, and similar technologies.

This information may be collected through cookies, analytics tools, website hosting services, podcast hosting platforms, embedded media players, third-party distribution platforms, and similar technologies.

c. Information from Third-Party Platforms

We may receive limited information from third-party platforms that support our website, podcast, publications, email communications, analytics, distribution, or payment-related activities. These may include website hosting services, analytics providers, email providers, podcast hosting platforms, podcast directories, RSS feed providers, online bookstores, print-on-demand services, e-book platforms, audiobook platforms, payment processors, social media platforms, and other service providers.

Depending on the platform, this information may include aggregated analytics, geographic trends, listening activity, download activity, referral information, device or browser information, purchase-related information, shipping-related information, or engagement metrics.

BSquare Advisors does not control the privacy practices of third-party platforms. Your use of third-party platforms is also governed by their own privacy policies and terms.

3. How We Use Personal Information

We use personal information to:

  • Respond to inquiries and provide requested services;

  • Deliver consulting, advisory, communications, marketing, website strategy, brand strategy, management consulting, and related services;

  • Manage operations and professional relationships;

  • Evaluate, respond to, and manage service inquiries, consultation requests, business development communications, and prospective client communications;

  • Operate, promote, distribute, improve, and evaluate The BSquare Advisors Brief podcast;

  • Communicate with podcast listeners, subscribers, guests, prospective guests, contributors, and individuals who submit podcast-related inquiries;

  • Operate, promote, distribute, improve, and evaluate BSquare Press and related publication initiatives;

  • Review and evaluate author inquiries, manuscript submissions, book proposals, contributor materials, publication-related inquiries, and related communications;

  • Process, support, or coordinate publication-related activities, book-related inquiries, author communications, marketing, announcements, or promotional efforts;

  • Improve website functionality, user experience, content strategy, analytics, and performance;

  • Send professional updates, newsletters, podcast announcements, publication announcements, event notices, marketing communications, or other communications where permitted;

  • Protect the security, integrity, and lawful operation of our website, podcast, BSquare Press activities, systems, and communications;

  • Comply with legal, regulatory, contractual, tax, accounting, recordkeeping, and risk-management obligations; and

  • Enforce our Terms of Use, agreements, intellectual property rights, and other legal rights.

We do not sell personal information and do not share personal information for cross-context behavioral advertising.

4. Cookies, Analytics, Podcast Metrics, and Publication Metrics

Our website uses cookies, analytics tools, and similar technologies to understand site usage and improve performance.

We may also use analytics associated with podcast hosting, RSS feeds, embedded media players, email communications, publication pages, online bookstores, e-book platforms, audiobook platforms, social media platforms, and related third-party services. These tools may collect or provide information such as page views, downloads, listens, approximate location, device type, referral source, engagement trends, and similar usage data.

You may control cookie preferences through your browser settings. Disabling cookies may limit certain features of the website.

Third-party podcast platforms, bookstores, payment processors, retailers, and distribution platforms may use their own cookies, analytics tools, tracking technologies, account systems, and privacy practices. BSquare Advisors does not control those third-party practices.

5. Disclosure of Personal Information

We may disclose personal information:

  • To service providers acting on our behalf under confidentiality, data security, contractual, or business obligations;

  • To website hosting providers, email providers, analytics providers, podcast hosting providers, RSS feed providers, embedded media providers, payment processors, publication platforms, print-on-demand providers, e-book platforms, audiobook platforms, retailers, distributors, marketing tools, and other vendors that support our operations;

  • To contractors, consultants, designers, editors, production support providers, legal advisors, tax professionals, accountants, or other professional service providers where necessary to support BSquare Advisors, The BSquare Advisors Brief, or BSquare Press;

  • To evaluate, manage, or respond to podcast-related, publication-related, author-related, contributor-related, or service-related inquiries;

  • To comply with applicable laws, subpoenas, court orders, regulatory inquiries, or lawful government requests;

  • To protect the rights, property, security, or safety of BSquare Advisors, BSquare Press, podcast guests, authors, contributors, clients, users, or others;

  • In connection with a business transaction, such as a merger, acquisition, restructuring, financing, asset transfer, or similar corporate transaction, where permitted by law; and

  • With your consent or at your direction.

We do not disclose personal information for independent third-party marketing purposes.

6. Author, Manuscript, Contributor, and Podcast Guest Information

If you submit a manuscript, proposal, article, essay, author biography, contributor profile, headshot, media file, creative work, podcast guest inquiry, speaker information, interview materials, or related content to BSquare Advisors, The BSquare Advisors Brief, or BSquare Press, we may collect and use the information you provide to review, evaluate, communicate about, produce, edit, promote, publish, distribute, or otherwise manage the submission or related opportunity.

Submission of materials does not guarantee review, acceptance, publication, production, compensation, return of materials, or any professional relationship.

You should not submit confidential, proprietary, privileged, or sensitive information unless a separate written agreement is in place. We may retain submission-related communications and materials for a reasonable period for review, business, legal, archival, editorial, publication, or recordkeeping purposes.

If you are a podcast guest, contributor, author, or featured participant, information you provide or authorize us to use may be made public, including your name, title, organization, biography, image, voice, likeness, website, social media handle, publication information, interview content, quotes, or related promotional materials.

7. Purchases, Publications, and Third-Party Distribution Platforms

BSquare Press publications, books, digital materials, print materials, audiobook materials, or other products may be made available through third-party retailers, bookstores, distributors, print-on-demand providers, e-book platforms, audiobook platforms, payment processors, or other platforms.

When you purchase, preorder, download, review, rate, subscribe to, or otherwise interact with BSquare Press materials through a third-party platform, that platform may collect, process, retain, or disclose personal information under its own privacy policy and terms.

BSquare Advisors may receive limited information from third-party platforms, such as sales reports, royalty reports, order information, customer service information, analytics, geographic trends, marketplace data, or other information made available to publishers, rights holders, or account administrators.

We are not responsible for the privacy practices, security practices, data retention policies, refund policies, account settings, recommendations, advertising, or data use practices of third-party platforms.

8. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information, including:

  • Access controls and authorization limitations;

  • Secure systems and encryption where appropriate;

  • Vendor review and reasonable service provider oversight where appropriate;

  • Internal limitations on access to personal information;

  • Periodic review of data protection practices; and

  • Incident response practices designed to assess and respond to potential data security events.

While we take reasonable steps to protect personal information, no system, website, email account, online platform, podcast hosting service, publication platform, payment processor, or third-party service can be guaranteed to be completely secure.

9. Data Retention

Personal information is retained only for as long as reasonably necessary to fulfill the purposes outlined in this Privacy Policy or as required or permitted by applicable law.

Retention periods may vary depending on the nature of the information and the purpose for which it was collected, including:

  • Client, prospective client, and business records;

  • Service inquiry and consultation records;

  • Podcast-related communications, guest records, episode materials, transcripts, and production records;

  • BSquare Press author inquiries, manuscript submissions, proposal materials, contributor records, editorial communications, publication records, promotional records, and rights-related documentation;

  • Transaction, payment, tax, royalty, accounting, or recordkeeping information;

  • Legal, compliance, risk-management, and dispute-related records; and

  • Website, analytics, security, and operational records.

We may retain certain information for archival, legal, accounting, tax, business continuity, publication, intellectual property, or recordkeeping purposes.

10. Data Breach Notification: New York and Washington, D.C.

a. Definition of a Data Breach

A “data breach” means the unauthorized access to or acquisition of computerized data that compromises the security, confidentiality, or integrity of personal information.

Personal information may include an individual’s name in combination with one or more of the following:

  • Social Security number;

  • Driver’s license or non-driver identification number;

  • Financial account, credit, or debit card information;

  • Biometric information; or

  • Username or email address combined with a password or security credentials.

b. Notice to Affected Individuals

In the event of a data breach involving personal information of New York or Washington, D.C. residents, BSquare Advisors will provide notice in the most expedient time possible and without unreasonable delay, consistent with:

  • The legitimate needs of law enforcement; and

  • Measures necessary to determine the scope of the breach and restore system integrity.

Notice may be provided by written notice, electronic notice, or substitute notice, as permitted by law.

c. Content of Breach Notice

Where required by law, breach notifications will include:

  • A description of the incident;

  • The type of personal information involved;

  • The date or estimated date of the breach;

  • Contact information for BSquare Advisors;

  • Steps individuals may take to protect themselves; and

  • Information on obtaining additional assistance.

d. Government Notification

As required by law:

  • New York residents: We will notify the New York State Attorney General, Department of State, and Division of State Police.

  • Washington, D.C. residents: We will notify the District of Columbia Attorney General if a breach affects D.C. residents.

Consumer reporting agencies will also be notified where required by applicable thresholds.

e. Law Enforcement Delay

Notification may be delayed if a law enforcement agency determines that notice would impede a criminal investigation. Notification will be provided promptly once such determination is lifted.

11. California Privacy Rights: CPRA

This section applies to California residents.

California residents have the right to:

  • Know what personal information we collect, use, and disclose;

  • Access personal information we maintain;

  • Request deletion of personal information, subject to legal exceptions;

  • Correct inaccurate personal information;

  • Limit the use of sensitive personal information, if applicable;

  • Opt out of the sale or sharing of personal information, if applicable; and

  • Not be discriminated against for exercising privacy rights.

BSquare Advisors does not sell or share personal information as defined under the CPRA.

Requests may be submitted by contacting us at:

Email: compliance@bsquareadvisors.com

12. Rights of New York and Washington, D.C. Residents

Residents of New York and the District of Columbia may request:

  • Access to personal information we maintain;

  • Correction of inaccurate personal information;

  • Deletion of personal information, where permitted by law; and

  • Opt-out of non-essential communications.

Requests may be submitted using the contact information below.

13. Email Communications, Newsletters, Podcast Updates, and Publication Announcements

If you provide your email address to BSquare Advisors, The BSquare Advisors Brief, or BSquare Press, we may use it to respond to your inquiry, provide requested information, send professional updates, share podcast announcements, send publication announcements, provide author or contributor communications, or send other business-related communications.

You may opt out of non-essential marketing or promotional communications by using the unsubscribe mechanism provided, where available, or by contacting us directly. We may continue to send transactional, administrative, legal, security, service-related, publication-related, or relationship-related communications where permitted by law.

14. Third-Party Websites and Platforms

Our website may contain links to third-party websites, podcast platforms, embedded media players, social media platforms, online bookstores, retailers, distributors, payment processors, publication platforms, print-on-demand providers, e-book platforms, audiobook platforms, and other external services.

We are not responsible for the privacy practices, data collection, tracking technologies, account settings, advertising, recommendations, content, security, or policies of third-party websites or platforms. You should review the privacy policies and terms of any third-party platforms you use.

15. Children’s Privacy

Our website, podcast, BSquare Press content, and related digital services are not intended for children under the age of 13, and we do not knowingly collect personal information from children.

16. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Changes will be effective upon posting with an updated effective date.

Continued use of the website, podcast, RSS feed, embedded media, BSquare Press materials, publication-related content, or related digital services constitutes acceptance of the revised policy.

17. Contact Information

For questions regarding this Privacy Policy or privacy rights requests:

BSquare Advisors LLC
Email: compliance@bsquareadvisors.com