Legal
Effective Date: May 11, 2026
Minick Advisory, a DBA of Cavellin LLC, respects your privacy. This Privacy Policy explains what information we collect, how we use it, and your rights regarding your information.
When you submit an application or intake form, we collect the following information you provide voluntarily:
We also collect basic analytics about website usage including page views, browser type, and device type. We do not collect personally identifiable information through analytics.
Even if your practice does not meet our current service criteria and you receive a polite decline at submission, the contact information you provided in earlier fields of the application form is retained. We retain this information to maintain a record of inquiries and to potentially notify you if Minick Advisory expands service tiers to include practices of your size in the future.
We use the information you provide solely to:
We do not sell, rent, or share your information with third parties for marketing purposes.
We use the following third-party services to operate our business:
Each of these services has its own privacy policy governing how they handle data passed through their systems.
We retain application and intake data for as long as necessary to evaluate fit and serve engaged clients. Inactive prospect records are reviewed annually and archived or deleted as appropriate. Contact information from applicants whose practices do not currently meet our service criteria is retained on a future-notification basis unless deletion is requested.
You may request to access, correct, or delete your information at any time by emailing jacqueline@minickadvisory.com. We will respond within 30 days.
We may update this Privacy Policy from time to time. The Effective Date at the top reflects the most recent revision.
Questions about privacy practices should be directed to jacqueline@minickadvisory.com.