Legal
Disclaimer
Finn CFO, LLC (“the Company”) provides fractional Chief Financial Officer (CFO), strategic financial planning, financial modeling, transaction readiness, and operational consulting services to corporate clients.
Separation of Services & Business Activities
Finn CFO, LLC operates strictly as an independent financial management and business advisory firm. The Company is not a direct lender, commercial capital provider, private equity fund, broker-dealer, or investment bank.
While leadership or affiliated entities may separately manage, control, or operate independent private equity, venture, or commercial lending vehicles — including Basin Peak Capital — Finn CFO, LLC is a completely separate operating entity. Engagement with Finn CFO, LLC does not constitute an offer, solicitation, or commitment of capital, equity, debt financing, or credit from Basin Peak Capital or any associated investment entity, nor does it establish any cross-collateralized, joint-venture, or shared corporate affiliation between clients and external capital pools.
General Information
The content, financial models, frameworks, articles, and tools presented on this website—and during any preliminary consultations—are provided solely for general informational and operational purposes.
No Investment, Securities, or Lending Advice
The Company does not provide public investment advice, retail financial planning, wealth management, or securities brokerage services, nor does it sell or trade financial instruments. Any private capital transactions, debt arrangements, or equity co-investments referenced hypothetically across general business materials or executed separately by third-party capital partners (including Basin Peak Capital) are strictly private, customized, commercial transactions between sophisticated corporate entities governed entirely by independent, executed definitive agreements.
No Fiduciary Relationship or Financing Commitment
General website navigation, downloading digital assets or templates, or submitting an inquiry via contact form does not create a fiduciary, advisory, or contractual relationship, nor does it constitute an offer or commitment to extend financing. Advisory services are governed exclusively by a separate, executed engagement letter between Finn CFO, LLC and the client.
Not a CPA, RIA, or Law Firm
Finn CFO, LLC is a private corporate advisory entity. The Company is not a Certified Public Accounting (CPA) firm, Registered Investment Advisor (RIA), or legal practice, and does not perform public attestations, audited financial statements, formal legal opinions, or tax return preparations. Clients are encouraged to consult their respective CPAs, tax professionals, and legal counsel for specific accounting, tax, and legal advice.
Privacy Policy
Last Updated: September 2026
Finn CFO, LLC ("the Company") respects your privacy. This Privacy Policy outlines how we collect, use, retain, and protect your information when you interact with our website.
Information We Collect
Voluntary Information: We collect information that you explicitly submit via our contact forms, intake questionnaires, or consultation scheduling tools. This includes your name, email address, corporate contact details, industry, and baseline financial or business performance metrics.
Automated Information: Our website hosting platform (Squarespace) automatically collects standard technical data, such as IP addresses, browser types, referral pages, device metadata, and site analytics cookies to optimize performance and usability.
How We Use Your Information
We use your information exclusively to evaluate inquiries, schedule consultations, deliver contracted fractional CFO services, and communicate relevant financial insights. We maintain strict confidentiality regarding all corporate financial data. We do not sell, rent, lease, or trade your personal or corporate information to third parties or marketing platforms.
Data Security & Confidentiality
We apply standard commercial security controls and encryption protocols supported by our site infrastructure. Recognizing the confidential nature of corporate operational metrics, we maintain strict internal data protections. However, no data transmission over the internet can be guaranteed as 100% secure.
Data Retention
We retain inquiry and intake information for as long as needed to evaluate and respond to your request, and for the duration of any resulting engagement. Client financial records and working files are retained for seven years following the end of an engagement, consistent with standard commercial and tax recordkeeping practice, unless a longer period is required by law or a shorter period is specified in the engagement letter. Inquiries that do not result in an engagement are deleted within 24 months. You may request earlier deletion using the contact details below.
Third-Party Service Providers
We use a limited set of service providers to operate this business, including Squarespace (website hosting and forms), our scheduling tool, our email provider, and our accounting and document storage systems. These providers process information only as needed to deliver their services to us, and are not permitted to use it for their own purposes. We do not sell, rent, lease, or trade your personal or corporate information.
Cookies and Analytics
This website uses cookies and similar technologies for site performance, security, and analytics. Most browsers allow you to block or delete cookies through their settings, and doing so will not prevent you from using this site. Where required, we honor browser-level opt-out signals such as Global Privacy Control.
Your Privacy Rights (Colorado Residents)
Under the Colorado Privacy Act, Colorado residents have the right to confirm whether we process their personal data and to access it; to correct inaccuracies; to request deletion; to obtain a portable copy; and to opt out of the sale of personal data or targeted advertising. We do not sell personal data and do not engage in targeted advertising.
To exercise any of these rights, contact us. We will respond within 45 days, and will tell you if we require additional time. If we decline a request, you may appeal by replying to our response. If you disagree with the outcome of an appeal, you may contact the Colorado Attorney General's office.
Contact for Privacy Requests
Questions or requests regarding this policy may be directed to ryan@finncfo.com. Finn CFO, LLC, Denver, Colorado.
Changes to This Policy
We may update this Privacy Policy from time to time. Material changes will be reflected in the "Last Updated" date above. Continued use of this website following any update constitutes acceptance of the revised policy.
Terms of Use
Last Updated: September 2026
Welcome to the website of Finn CFO, LLC (“the Company”). By accessing or using this website, you agree to be bound by the following terms and conditions.
Commercial B2B Use
This website is intended exclusively for business owners, corporate executives, and commercial entities seeking business-to-business (B2B) fractional CFO and financial advisory services. It is not intended for personal, family, or consumer use.
Intellectual Property
All website content, original frameworks, written materials, financial models, layouts, graphics, logos, and brand elements—including the Finn CFO trademark and visual identities—are the exclusive intellectual property of Finn CFO, LLC and are protected under applicable copyright and trademark laws. Content may not be copied, reproduced, redistributed, or republished without express written consent.
Limitations of Liability
In no event shall Finn CFO, LLC, its members, managers, employees, or affiliates be liable for any direct, indirect, incidental, consequential, or special damages arising out of the use of, or inability to use, the information, tools, or templates on this website, even if advised of the possibility of such damages.
Governing Law
Any claim, dispute, or legal matter arising from the use of this website or the digital operations of Finn CFO, LLC shall be governed by the laws of the State of Colorado, without regard to its conflict of law principles.