Privacy
Privacy
What this site collects. The contact, advisor and template forms collect what you type into them: a name, an email address, a company, and a note. The site uses analytics to count visits and understand which pages are read. It uses no advertising trackers and sells nothing to anyone.
What we do with it. Chris reads form submissions and replies. If you download the template, you may receive one note when a new article is published; every note has a one-click unsubscribe. We don't add you to a sequence and we don't share your details with third parties.
Client financial information. Client records move through a secure client portal, never as email attachments. Access is limited to named people, with multi-factor authentication and credentials held in a business password manager, and it is removed the day an engagement or a role ends. We sign confidentiality agreements with every client and will sign yours. Details on the Security and confidentiality page.
Your choices. Ask us what we hold about you, ask us to correct it, or ask us to delete it: call 630-643-5600 or use the contact form. This page was last updated in September 2026.
Tell us what's going on. We'll tell you what we see
One conversation with Chris, no deck. He'll tell you what he sees and what it would take to fix it, including if the answer is that you don't need a CFO yet.
Chris Greco, Founder and President.
Your first call is with him, not a sales team.