OliveStone & Co.
Privacy Policy
Effective August 2026
1. Who we are and what this policy covers
OliveStone & Co. (“OliveStone,” “we,” “us” or “our”) is a healthcare business development and advisory firm. We help physicians and practice owners launch, grow and run their practices. Our mailing address is 418 Broadway #10714, Albany, NY 12207.
This Privacy Policy explains how we collect, use, share and protect personal information when you:
- visit olivestoneco.com (the “Site”);
- book a free call, buy a strategy session or other service, or complete one of our practice assessments;
- use our client portal; or
- contact us by email, phone or form.
It does not cover third-party websites we link to, or the services of companies such as Stripe and Google, which have their own privacy policies. By using the Site or our services, you agree to this policy.
2. Information we collect
We collect information you give us, information created when you use the Site, and limited information from other sources.
| Category | Examples | When we collect it |
|---|---|---|
| Contact details | Name, role, email, phone, practice name | Booking a call, buying a service, completing an assessment, emailing us |
| Practice information | Type of practice, locations, providers and staff, systems you use (EMR, scheduling, phone, billing) | Practice assessments and our work together |
| Business and financial information | Revenue ranges (last year and year to date), goals, challenges, metrics you share | Practice assessments, calls and engagements |
| Payment information | Billing name, email, phone, billing address, payment status | Checkout through Stripe. Stripe collects and stores your card or bank details; we never see or store your full card number. |
| Communications | Emails, messages, call notes, scheduling details | When you contact us or we work together |
| Client portal information | Login details, files and messages you share in the portal | When you use the client portal |
| Device and usage information | IP address, browser, device type, pages viewed, referring site, approximate location | Automatically, through cookies and similar tools (see section 4) |
| Publicly available business information | Practice name, address, phone, website, public reviews, professional listings | From public sources, to identify practices that may benefit from our services |
You choose what to share. Some information, such as your name and email, is required to book or deliver a service.
3. How we use information
We use personal information to run our business and serve you. Specifically, we use it to:
- schedule calls and sessions, and send confirmations and reminders;
- process payments, apply strategy session credits and keep financial records;
- prepare for and deliver our services, including reviewing your practice assessment before we meet;
- communicate with you about your engagement, questions and requests;
- operate, secure and improve the Site and client portal;
- understand how visitors use the Site, using aggregated analytics;
- identify and contact practices that may benefit from our services, using business contact information;
- send updates about our services, where permitted (you can opt out at any time); and
- comply with law, enforce our Terms of Service and protect our rights.
Tools that help us work. We may use trusted software, including artificial intelligence tools, to help organize information, draft communications and prepare analyses. A person at OliveStone reviews this work. We do not sell your information or allow these providers to use it for their own purposes.
4. Cookies and analytics
The Site uses cookies and similar technologies. A cookie banner lets you accept or decline non-essential cookies, and you can change your choice at any time.
| Type | Purpose | Provider |
|---|---|---|
| Essential | Keep the Site and forms working and secure, remember your cookie choice | OliveStone, WordPress, WPConsent |
| Analytics | Count visits and see which pages are useful, in aggregate | Google (Site Kit, Google Analytics) |
We do not show advertising on the Site. If that changes, we will update this policy before any advertising cookies are used.
You can also block or delete cookies in your browser settings. Some parts of the Site may not work properly without essential cookies. The Site does not currently respond to “Do Not Track” signals.
5. How we share information
We do not sell your personal information, and we do not share it for targeted advertising.
We share information only as needed with:
- Payment processing: Stripe processes payments under the Stripe Privacy Policy.
- Email, scheduling and productivity: Google Workspace, which delivers our email and stores documents.
- Website and forms: our website host, WordPress and form plugins, which store assessment and form submissions.
- Client relationship tools: our customer relationship management system and its hosting and database providers, which store client and prospect records.
- Analytics: Google, as described in section 4.
- Professional partners you approve: for example, an attorney, accountant or filing service for a Launch engagement, only with your permission.
- Legal and safety: when required by law, subpoena or court order, or to protect the rights, property or safety of OliveStone, our clients or others.
- Business transfers: if OliveStone is involved in a merger, acquisition or sale of assets, information may transfer as part of that deal, subject to this policy.
Our service providers may use your information only to provide services to us.
6. Patient health information, retention and security
Please do not send us patient information. Our services focus on how your practice operates, not on patient care. Do not include patients’ names, medical records or other protected health information (PHI) in forms, assessments, emails or uploads. If a future engagement requires access to PHI, we will sign a Business Associate Agreement with you before any PHI is shared.
How long we keep information. We keep personal information only as long as needed for the purposes in this policy:
- client records, assessments and engagement files: for the engagement plus up to 7 years, for tax, accounting and legal purposes;
- prospect and inquiry records: until you ask us to delete them, or about 3 years after our last contact;
- analytics data: according to Google’s retention settings.
Security. We use reasonable administrative, technical and physical safeguards, including encrypted connections (HTTPS), access-controlled accounts and providers that maintain their own security programs. No website or email system is completely secure, so we cannot guarantee absolute security. If a breach affects your information, we will notify you as required by law.
7. Your choices and rights
Your choices.
- Emails: unsubscribe from marketing emails with the link in the email, or by replying. We will still send messages about your engagement or payments.
- Cookies: accept or decline non-essential cookies in the cookie banner, and change your choice at any time.
- Your information: ask us to see, correct or delete the personal information we hold about you.
State privacy rights. Depending on where you live, you may have the right to:
- know what personal information we collect, use and share;
- get a copy of your personal information;
- correct inaccurate information;
- ask us to delete your information;
- opt out of the sale or sharing of personal information, or targeted advertising; and
- not be treated differently for using these rights.
To use any of these rights, email hello@olivestoneco.com with the subject line “Privacy request.” We will verify your identity and respond within 45 days, or the time your state’s law requires. You can name an authorized agent to make a request for you. If we deny your request, you may appeal by replying to our decision.
Children. The Site and our services are for business owners and professionals. We do not knowingly collect personal information from anyone under 18. If you think a child has shared information with us, contact us and we will delete it.
8. Changes and contact
We may update this policy as our services or the law change. We will post the new version on this page with a new effective date, and tell clients by email about any material change.
Questions or requests about privacy: OliveStone & Co., 418 Broadway #10714, Albany, NY 12207. Email hello@olivestoneco.com or call (347) 951-5879.