Privacy Policy
Effective Date: June 22, 2026
This Privacy Policy explains how Rankin McKenzie, LLC (“we”, “us” or “our”) collects, uses, discloses, and shares information about you when you visit our website rankinmckenzie.com (the “Website”), contact us, or request our services.
We provide fractional and interim CFO and financial leadership services to businesses. Our Website is intended for business and professional use and is not directed to consumers seeking personal financial products or to children. By using the Website, you acknowledge that you have read this Privacy Policy. Where required by law, we rely on your consent for certain activities, which you can manage through our cookie settings as described below.
Information we collect
Information you provide to us. When you submit a contact or consultation form, call us, email us, or otherwise communicate with us, we may collect:
- Name
- Email address
- Telephone number
- Company name, job title, and other professional or employment-related information
- The content of your message and any information you choose to share about your business needs
Information we collect automatically. When you use the Website, we and our service providers automatically collect certain information through cookies, pixels, tags, and similar technologies, including:
- Internet protocol (IP) address and approximate location derived from it
- Browser type, device type, operating system, and other device or browser identifiers
- Pages viewed, links clicked, referring/exit pages, and dates and times of visits
- On-page activity such as mouse movements, scrolling, and clicks, captured by session-analytics tools
- Advertising and analytics identifiers used to measure campaigns and to deliver relevant ads
Call information. If you call a telephone number displayed on the Website, our call-tracking provider may collect the calling number, the time and duration of the call, and related routing information so we can attribute and improve our marketing. Where calls are recorded, we will provide notice at the start of the call as required by applicable law.
We do not intentionally collect sensitive personal information (such as government identifiers, precise geolocation, health, or financial account details) through the Website, and we ask that you not submit such information through our forms.
Cookies, analytics, advertising, and session tools
We use cookies and similar technologies for site functionality, analytics, and advertising. Non-essential cookies and tracking technologies are blocked until you provide consent or are managed according to your choices, through our consent management tool. The third-party services we use include:
- Analytics and measurement: Google Analytics and Google Tag Manager (Google LLC).
- Advertising and retargeting: Google Ads (Google LLC) and the LinkedIn Insight Tag (LinkedIn Corporation), which we use for conversion measurement and to show you relevant ads on other sites and platforms.
- Session analytics / replay and heatmaps: Microsoft Clarity (Microsoft Corporation) and Hotjar (Hotjar Ltd.), which help us understand how visitors interact with the Website.
- Call tracking: CallTrackingMetrics, used to attribute calls to marketing activity.
These providers may set their own cookies and receive information such as your IP address and device/browser identifiers. For a full list of the cookies used and to manage your preferences, please see our Cookie Policy and use the Cookie Settings link available on the Website.
How we use your information
- To respond to your inquiries and consultation requests and to provide our services
- To communicate with you, including marketing and promotional messages where permitted
- For advertising, including cross-context behavioral advertising and retargeting
- To analyze and measure how the Website is used and to improve it
- To maintain the security and integrity of the Website and to prevent fraud
- To comply with legal obligations and enforce our terms
How we disclose and share information
We disclose information to:
- Service providers who perform functions on our behalf, such as website hosting, email delivery, form processing, customer relationship management, and call handling.
- Advertising and analytics partners (including Google and LinkedIn) for the purposes described above.
- Legal and safety recipients where we believe disclosure is required by law, to respond to legal process, or to protect our rights, property, or safety or that of others.
- Business transfers in connection with a merger, acquisition, financing, or sale of assets.
“Sale” and “sharing” of personal information
We do not sell personal information for money. However, because we use advertising and analytics technologies that disclose identifiers (such as IP address, device identifiers, and cookie IDs) to partners like Google and LinkedIn for cross-context behavioral advertising, these activities may be considered a “sale” or “sharing” of personal information under certain U.S. state privacy laws, including the California Consumer Privacy Act as amended (the “CCPA”).
You can opt out of this activity at any time. See “Your California privacy rights” below and use the Cookie Settings link on the Website, or the “Do Not Sell or Share My Personal Information” control where presented. We also honor recognized opt-out preference signals as described under “Do Not Track and Global Privacy Control.”
Do Not Track and Global Privacy Control
Some browsers transmit “Do Not Track” (DNT) or Global Privacy Control (GPC) signals. Where our consent management tool is active, a GPC signal is treated as a valid request to opt out of the sale or sharing of personal information and to disable non-essential cookies and tracking technologies, except those strictly necessary to operate and secure the Website.
Your California privacy rights
If you are a California resident, you may have the following rights with respect to your personal information, subject to applicable law:
- Right to know / access: request the categories and specific pieces of personal information we have collected about you, the sources, the purposes, and the categories of third parties to whom we disclosed it.
- Right to delete: request that we delete personal information we collected from you, subject to exceptions.
- Right to correct: request that we correct inaccurate personal information.
- Right to opt out of sale or sharing: direct us not to sell or share your personal information for cross-context behavioral advertising.
- Right to non-discrimination: we will not discriminate against you for exercising any of these rights.
To exercise these rights, use the Cookie Settings / “Do Not Sell or Share My Personal Information” control on the Website, or contact us using the details in the “Contact us” section below. We will verify your request as required by law and respond within the timeframes the CCPA provides. You may use an authorized agent to submit a request on your behalf.
The categories of personal information we have collected and disclosed in the preceding 12 months are summarized below:
| Category (CCPA) | Examples | Disclosed / shared with |
|---|---|---|
| Identifiers | Name, email, phone, IP address, device/cookie identifiers | Service providers; advertising & analytics partners |
| Professional or employment-related information | Company name, job title, business details you provide | Service providers |
| Internet or other electronic network activity | Pages viewed, clicks, session interactions, referring pages | Analytics & session-tool providers; advertising partners |
| Inferences | Audience and interest signals used for measurement and ads | Advertising & analytics partners |
Shine the Light (Cal. Civ. Code § 1798.83): California residents may request information about disclosures of personal information to third parties for those third parties’ direct marketing purposes. We do not disclose personal information to third parties for their own direct marketing. To make a request, contact us at the email below.
Marketing emails
If you receive marketing email from us, you may opt out at any time by using the unsubscribe link in the message or by contacting us. We will still send you non-promotional messages related to services you have requested.
How long we retain your information
We retain personal information only for as long as necessary for the purposes described in this Privacy Policy, after which we delete or anonymize it. Retention varies by category: inquiry and contact details are generally kept for the duration of our communications and a reasonable period afterward for follow-up and record-keeping; analytics and advertising data are kept according to the retention settings of the relevant provider; and we retain information longer where required for tax, accounting, legal, or compliance purposes.
Privacy of children
Our Website and services are directed to businesses and professionals and are not intended for children under 16. We do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us and we will delete it.
Security of your personal information
We take reasonable measures to protect the information we collect. However, no method of internet transmission or digital storage is completely secure, and we cannot guarantee absolute security.
Links to other websites
The Website may link to external websites or services we do not operate. We are not responsible for their privacy practices, and we encourage you to review their policies before sharing information.
Changes to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in the law or our practices. The updated version will be effective as of the date it is posted on this page, and we encourage you to review it periodically.
Contact us
For any questions about this Privacy Policy or to exercise your rights, contact us:
Rankin McKenzie, LLC
5000 Centregreen Way, Suite 500
Cary, NC 27513
Phone: (919) 380-1793
