PRIVACY POLICY.
Last updated: June 10, 2026
P&D Equity, LLC uses the brand name RO Square Agency and will be referred to by this name in the following privacy policy.
Introduction
RO Square Agency understands that your privacy is important to you. We are committed to protecting the privacy of your personally identifiable information as you use this website. This Privacy Policy tells you how we protect and use information that we gather from you. By using this website, you consent to the terms described in the most recent version of this Privacy Policy.
You should also read our Terms of Service to understand the general rules about your use of this website, and any additional terms that may apply when you access particular services or materials on certain areas of this website. “We,” “our” means RO Square Agency and its affiliates. “You,” “your,” “visitor,” or “user” means the individual accessing this site.
Personal and Non-Personal Information
Our Privacy Policy identifies how we treat your personal and non-personal information.
What is Non-Personal Information and How is it Collected and Used?
Non-personal information is information that cannot identify you. If you visit this website to read information, such as information about one of our services, we may collect certain non-personal information about you from your computer’s web browser.
Because non-personal information cannot identify you or be tied to you in any way, there are no restrictions on the ways that we can use or share non-personal information.
What is Personal Information and How is it Collected?
Personal information is information that identifies you as an individual, such as your name, mailing address, email address, telephone number, and fax number.
We may collect personal information from you in a variety of ways:
- When you send us an application or other form.
- When you conduct a transaction with us, our affiliates, or others.
- When we collect information about you in support of a transaction, such as credit card information.
- When you send us personal information, elect to receive information, purchase access to one of our products or services, or participate in an activity on this website.
Are Cookies or Other Technologies Used to Collect Personal Information?
Yes, we may use cookies and related technologies, such as web beacons, to collect information on our website. A cookie is a text file that is placed on your hard disk by a web page server.
Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you and can only be read by a web server in the domain that issued the cookie to you.
One of the primary purposes of cookies is to provide a convenience feature to save you time. For example, if you register with us, a cookie helps RO Square Agency recall your specific information on subsequent visits.
A web beacon is a small graphic image that allows the party that set the web beacon to monitor and collect certain information about the viewer of a web page, web-based document, or email message.
Third-party vendors also may use cookies on our website. For instance, we may contract with third parties who use cookies on our website to track and analyze anonymous usage and volume statistical information from our visitors and members.
You have the ability to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer.
How Does RO Square Agency Use Personal Information?
RO Square Agency may keep and use personal information we collect from or about you to provide you with access to this website or other products or services, respond to your requests, bill you for products or services you purchased, provide ongoing service and support, contact you with information that might be of interest to you, request your opinion, keep records, conduct analysis, and research, develop, and improve programs, products, services, and content.
Personal information collected online may be combined with information you provide to us through other sources. We may also remove your personal identifiers. Once information is de-identified, it is non-personal information, and we may treat it like other non-personal information.
Finally, we may use your personal information to protect our rights or property, protect someone's health, safety, or welfare, and comply with a law, regulation, court order, or other legal process.
Does RO Square Agency Share Personal Information with Others?
We will not share your personal information collected from this website with an unrelated third party without your permission, except as otherwise provided in this Privacy Policy.
In the ordinary course of business, we may share some personal information with companies that we hire to perform services or functions on our behalf. In all cases where we share your personal information with a third party for providing a service to us, we will not authorize them to keep, disclose, or use your information except for the purpose of providing the services we asked them to provide.
We will not sell, exchange, or publish your personal information, except in conjunction with a corporate sale, merger, dissolution, or acquisition.
We may cooperate with law enforcement authorities in investigating and prosecuting website visitors who violate our rules or engage in harmful or illegal behavior. We may disclose your personal information to third parties if we believe disclosure is necessary to protect our rights or property, protect someone's health, safety, or welfare, or comply with a law, regulation, court order, or other legal process.
How is Personal Information Used for Communications?
We may contact you periodically by email, mail, or telephone to provide information regarding programs, products, services, and content that may be of interest to you.
In addition, some features on this website allow you to communicate with us using an online form. If your communication requests a response from us, we may send you a response via email.
We cannot guarantee that our emails to you will be secure from unauthorized interception.
How is Personal Information Secured?
We have implemented generally accepted standards of technology and operational security to protect personally identifiable information from loss, misuse, alteration, or destruction.
Only authorized personnel and third-party vendors have access to your personal information, and these employees and vendors are required to treat this information as confidential.
Despite these precautions, we cannot guarantee that unauthorized persons will not obtain access to your personal information.
Links
This site contains links to other sites that provide information that we consider to be interesting. RO Square Agency is not responsible for the privacy practices or the content of such websites.
Public Discussions
This site may provide public discussions on various business valuation topics. Please note that any information you post in these discussions will become public, so please do not post sensitive information in public discussions.
Whenever you publicly disclose information online, that information could be collected and used by others. We are not responsible for any action or policies of any third parties who collect information that users disclose in forums on the website.
How Can a User Access, Change, and/or Delete Personal Information?
You may access, correct, update, and/or delete any personally identifiable information that you submit to the website. You may also unsubscribe from mailing lists or registrations on the website.
To do so, please follow the instructions on the page where you provided such information or contact us at contact@rosquareagency.com.
Children's Privacy
RO Square Agency will not intentionally collect any personal information, such as a child's name or email address, from children under the age of 13. If you think we have collected personal information from a child under the age of 13, please contact us.
Changes
RO Square Agency reserves the right to modify this statement at any time. Any changes to this Privacy Policy will be listed in this section, and if such changes are material, a notice will be included on the homepage of the website for some time.
If you have any questions about privacy at any websites operated by RO Square Agency or about our website practices, please contact us at contact@rosquareagency.com.
Data Protection
Introduction
RO Square Agency is committed to providing a superior learning experience for everyone we work with. We know that our users are committed to their success, and we are equally committed to ensuring that each interaction someone has with our content is optimized for maximum educational potential.
To enable us to do this, RO Square Agency needs to gather and use certain information about individuals. Individuals we gather information about include customers, affiliates, business contacts, employees, and other people the organization has a relationship with or may need to contact.
This policy describes how this personal data is collected, handled, and stored to meet the company’s data protection standards and to comply with the law.
Why This Policy Exists
This data protection policy ensures RO Square Agency:
- Complies with data protection law and follows industry best practices.
- Protects the rights of staff, customers, affiliates, and partners.
- Is open about how it stores and processes individuals’ data.
- Protects itself from the risks of a data breach.
EU General Data Protection Regulation (GDPR) Protection Law
The GDPR describes how organizations that conduct business with individuals or entities located in EU nations, including RO Square Agency, must collect, handle, and store personal information.
These rules apply regardless of whether data is stored electronically, on paper, or in any other manner.
To comply with the law, personal information must be collected and used fairly, stored safely, and not disclosed unlawfully.
The EU GDPR is underpinned by eight core principles. These state that personal data must:
- Be processed fairly and lawfully.
- Be obtained only for specific, lawful purposes.
- Be adequate, relevant, and not excessive.
- Be accurate and kept up to date.
- Not be held for any longer than necessary.
- Be processed in accordance with the rights of data subjects.
- Be protected in appropriate ways.
- Not be transferred outside the European Economic Area unless that country or territory ensures an adequate level of protection.
Policy Statement
Every day our business will receive, use, and store personal information about our customers, affiliates, partners, and colleagues. It is important that this information is handled lawfully and appropriately, in line with applicable data protection requirements.
We take our data protection duties seriously because we respect the trust placed in us to use personal information appropriately and responsibly.
What is Personal Data?
Personal data is data, whether stored electronically or paper-based, relating to a living individual who can be identified directly or indirectly from that data, or from that data and other information in our possession.
Processing is any activity that involves the use of personal data. It includes obtaining, recording, holding, organizing, amending, retrieving, using, disclosing, erasing, or destroying it.
Sensitive personal data includes contact information, address, session activity on the platform, IP location, and similar information. Sensitive personal data can only be processed under strict conditions and used for the express purpose for which it was collected.
Collection of Information
We receive and store information about you, including:
- Information you provide us: name, email address, address or postal code, payment method, telephone number, preferences, reviews, ratings, survey responses, or information provided through customer service or forms.
- Information we collect automatically: your use of our service, interactions with us and our advertising, and information about the computer or device used to access our service.
- Usage details: activity on our platform, customer service interactions, chat transcripts, phone support information, device IDs, browser characteristics, referral URLs, IP address, web log information, cookies, web beacons, and ad data.
Use of Information
We use the information we collect to provide, analyze, administer, enhance, and personalize our services and marketing efforts, process registrations, orders, payments, and communications.
Our primary aim is to enhance the user experience. We may use data such as platform usage, required action item completions, login details, visited links, and content engagement to understand user needs and improve our services.
Processing for Limited Purposes
In the course of our business, we may collect and process personal data received directly from a data subject or from other sources, including business partners, subcontractors, payment providers, delivery services, credit reference agencies, and technical service providers.
We will only process personal data for the specific purposes or for other purposes permitted by applicable data protection requirements. We will notify data subjects of those purposes when we first collect the data or as soon as possible thereafter.
Notifying Individuals
If we collect personal data directly from an individual, we will inform them about:
- The purpose or purposes for which we intend to process that personal data and the legal basis for processing.
- Where we rely on legitimate interests, the legitimate interests pursued.
- The types of third parties, if any, with which we will share or disclose personal data.
- Any intention to transfer personal data to a non-EEA country or international organization and the safeguards in place.
- How individuals can limit our use and disclosure of their personal data.
- The period their information will be stored or the criteria used to determine that period.
- Their rights to request access, rectification, erasure, restriction, objection, portability, and withdrawal of consent when applicable.
- Their right to lodge a complaint with a supervisory authority.
- The existence of automated decision-making, including profiling, where applicable.
We will also inform data subjects whose personal data we process that we are the data controller with regard to that data. Contact regarding data protection matters may be made at contact@rosquareagency.com.
Data Security
We will take appropriate security measures against unlawful or unauthorized processing of personal data and against accidental or unlawful destruction, damage, loss, alteration, unauthorized disclosure, or access.
We will maintain data security by protecting confidentiality, integrity, and availability of personal data.
- Confidentiality: Only people authorized to use the data can access it.
- Integrity: Personal data should be accurate and suitable for the purpose for which it is processed.
- Availability: Authorized users should be able to access the data when needed for authorized purposes.
Our security procedures may include:
- Entry controls and reporting of unauthorized persons in controlled areas.
- Securing desks and cupboards that hold confidential information.
- Data minimization practices.
- Pseudonymisation and encryption of data where appropriate.
- Secure disposal methods, including shredding paper documents and deleting or destroying digital storage when no longer required.
- Equipment security practices, including logging off unattended devices.
Transferring Personal Data Outside of the EEA
We may transfer personal data to a country outside the European Economic Area or to an international organization where permitted by applicable law and where appropriate safeguards or lawful bases apply.
- The destination country ensures an adequate level of protection.
- The data subject has given consent.
- The transfer is necessary for contractual, legal, vital interest, public interest, or legal claim reasons.
- The transfer is authorized by the relevant data protection authority with appropriate safeguards.
Subject Access Requests
Individuals must make a formal request for information we hold about them. Employees who receive a request should forward it to the data department immediately.
When receiving telephone enquiries, we will only disclose personal data if we can verify the caller’s identity and determine that the caller is entitled to the information.
Where a request is made electronically, data will be provided electronically when possible.
Changes to This Policy
We may modify this Privacy Statement at any time, but we will provide prominent advance notice of any material changes, such as posting a notice through the Services, on our websites, or sending you an email, to provide you the opportunity to review the changes and choose whether to continue using the Services.
Direct Compliance Contact
For any questions, records adjustments, or formal compliance requests, please contact us directly:
Compliance Office
P&D Equity, LLC DBA RO Square Agency
Direct Portal: contact@rosquareagency.com
Phone: (571) 571-1162