Privacy Policy

Last updated: July 27, 2026

Concierge Practice Report respects your privacy and is committed to handling personal information responsibly and transparently.

This Privacy Policy explains what information we collect, how we use it, when we may share it and the choices available to you when you visit conciergepracticereport.com, subscribe to our communications or contact us.

1. Who We Are

Concierge Practice Report is an independent editorial publication providing news, analysis and educational content for concierge medicine and direct primary care physicians, founders and practice owners.

The website is operated by:

Legal entity: [Insert Legal Entity Name]
Business address: [Insert Registered Business Address]
Email: info@conciergepracticereport.com
Website: conciergepracticereport.com

In this Privacy Policy, “Concierge Practice Report,” “we,” “us” and “our” refer to the website operator identified above.

2. Scope of This Policy

This Privacy Policy applies to personal information collected through:

  • The Concierge Practice Report website
  • Newsletter and publication subscription forms
  • Contact forms and direct enquiries
  • Email communications
  • Cookies, analytics tools and similar technologies
  • Other online services that link to this policy

This policy does not apply to third-party websites or services that may be linked from our website.

3. Information We Collect

Information You Provide

We may collect information that you voluntarily provide, including:

  • Your name
  • Email address
  • Telephone number
  • Professional title
  • Practice or organization name
  • Information included in an enquiry or message
  • Newsletter preferences
  • Responses to surveys, questionnaires or feedback requests
  • Any other information you choose to provide

Please do not submit patient records, patient names, medical charts, protected health information or other confidential clinical information through this website.

Information Collected Automatically

When you visit the website, certain technical information may be collected automatically, including:

  • Internet Protocol address
  • Browser type and version
  • Device type
  • Operating system
  • Approximate geographic location
  • Referring website or source
  • Pages viewed
  • Links clicked
  • Date and time of visits
  • Time spent on the website
  • General website interaction data

This information may be collected through cookies, pixels, server logs and analytics technologies.

Information From Third Parties

We may receive information from third-party services that help us operate the website, understand website activity, distribute newsletters or manage communications.

These may include:

  • Website analytics providers
  • Email marketing platforms
  • Website hosting providers
  • Contact-form providers
  • Security and spam-prevention services
  • Social media platforms
  • Customer relationship management systems

The information received depends on the service used and your interaction with it.

4. How We Use Your Information

We may use personal information to:

  • Send newsletters, reports and publication updates
  • Respond to questions, enquiries and requests
  • Provide information or resources you have requested
  • Manage subscriptions and communication preferences
  • Understand how visitors use the website
  • Improve our articles, resources and website experience
  • Measure email engagement, including opens and link clicks
  • Maintain website security and prevent misuse
  • Diagnose technical problems
  • Protect our legal rights
  • Comply with applicable legal and regulatory obligations
  • Maintain internal business and administrative records

We will not use personal information for purposes that are materially different from those described in this policy without providing appropriate notice.

5. Medical and Patient Information

Concierge Practice Report is an editorial publication. It is not a healthcare provider and does not provide medical diagnosis, treatment or patient care through this website.

The website is not designed to collect or store protected health information.

Do not send us:

  • Patient names or identifying details
  • Medical records
  • Clinical notes
  • Test results
  • Insurance information
  • Patient billing records
  • Other protected or confidential patient information

Information submitted through the website does not create a physician-patient relationship, attorney-client relationship, financial advisory relationship or confidential transaction advisory relationship.

6. Legal Bases for Processing

Where laws such as the UK General Data Protection Regulation or European Union General Data Protection Regulation apply, we may process information under the following legal bases:

Consent

We may rely on your consent when you:

  • Subscribe to our newsletter
  • Agree to receive promotional communications
  • Accept non-essential cookies
  • Voluntarily provide certain information

You may withdraw your consent at any time.

Legitimate Interests

We may process information when reasonably necessary to:

  • Operate and improve the website
  • Understand readership and website performance
  • Respond to enquiries
  • Protect the website from fraud or misuse
  • Maintain appropriate business records

We consider whether our interests are balanced against your privacy rights before relying on this basis.

Contractual Necessity

We may process information when necessary to provide something you requested or to take steps at your request before entering into an agreement.

Legal Obligations

We may process or retain information when required by applicable law, regulation, legal process or governmental request.

7. Cookies and Similar Technologies

Cookies are small files stored on your browser or device. They help websites function, remember preferences and understand visitor activity.

We may use the following types of cookies:

Essential Cookies

These cookies are required for core website functions, security and accessibility. The website may not operate correctly without them.

Analytics Cookies

These cookies help us understand:

  • Which pages visitors read
  • How visitors arrive at the website
  • How long visitors remain on a page
  • Whether visitors encounter technical problems
  • How the website can be improved

Functional Cookies

These cookies may remember preferences or choices, such as whether you dismissed a notice or accepted certain settings.

Marketing Cookies

Where used, these cookies may help measure promotional campaigns or deliver more relevant communications.

You can manage cookies through the website’s cookie-control tool, where available, or through your browser settings. Blocking certain cookies may affect the website’s functionality.

8. Newsletter and Email Communications

When you subscribe to Concierge Practice Report, we may send you:

  • New article notifications
  • Editorial newsletters
  • Market reports
  • Research summaries
  • Practice valuation and succession insights
  • Relevant publication announcements
  • Occasional information about related resources or services

Our email platform may collect engagement information, such as whether an email was opened or whether a link was clicked.

You may unsubscribe at any time by selecting the unsubscribe link included in our emails or contacting info@conciergepracticereport.com.

We may retain a limited record of your email address after you unsubscribe to ensure that we respect your request and do not add you back to marketing communications without permission.

9. How We Share Information

We may share personal information with carefully selected service providers that help us operate the publication and website.

These providers may include:

  • Website hosting and maintenance providers
  • Cloud-storage providers
  • Email marketing platforms
  • Analytics providers
  • Security and fraud-prevention providers
  • Contact-form and customer-management platforms
  • Professional advisers, including lawyers and accountants
  • Contractors supporting website, editorial or administrative operations

These providers may access information only to perform services on our behalf and are expected to handle it appropriately.

We may also disclose information:

  • When required by law or legal process
  • To respond to a lawful government request
  • To investigate fraud, abuse or security incidents
  • To protect our rights, property or safety
  • To protect the rights, property or safety of others
  • In connection with a merger, acquisition, financing, restructuring or transfer of the website or its operating business

10. Sale and Sharing of Personal Information

We do not sell personal information for money.

We do not knowingly share personal information for cross-context behavioral advertising unless this practice is clearly disclosed and an appropriate opt-out method is provided.

Where required by applicable law, we will recognize legally valid privacy preference signals and provide visitors with appropriate privacy choices.

11. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this policy.

The retention period may depend on:

  • How long you remain subscribed
  • Whether we need the information to respond to an enquiry
  • The nature of our relationship with you
  • Legal, accounting or regulatory requirements
  • Security, dispute-resolution and recordkeeping needs

When information is no longer reasonably needed, we may delete, anonymize or securely dispose of it.

12. Data Security

We use reasonable administrative, organizational and technical safeguards designed to protect personal information from:

  • Unauthorized access
  • Accidental loss
  • Misuse
  • Alteration
  • Improper disclosure
  • Destruction

However, no website, email system, database or internet transmission can be guaranteed to be completely secure. You provide information electronically at your own risk.

13. International Data Transfers

Some service providers may process or store information in countries other than the country where you live.

Where required, we take reasonable steps to ensure that appropriate protections are used for international data transfers. These protections may include contractual safeguards, approved transfer mechanisms or transfers to jurisdictions recognized as providing adequate protection.

14. Your Privacy Rights

Depending on where you live and which privacy laws apply, you may have the right to:

  • Request access to personal information held about you
  • Request correction of inaccurate information
  • Request deletion of personal information
  • Restrict certain processing
  • Object to certain uses of your information
  • Withdraw consent
  • Opt out of marketing communications
  • Request a portable copy of certain information
  • Opt out of certain targeted advertising, sale or sharing practices
  • Appeal a decision concerning a privacy request
  • Submit a complaint to an applicable data-protection authority

These rights may be subject to legal exceptions.

To submit a privacy request, email:

info@conciergepracticereport.com

Please use the subject line:

Privacy Request

We may need to verify your identity before completing a request. An authorized representative may submit a request where permitted by law, but we may require proof of authorization.

We will not discriminate against you for exercising an applicable privacy right.

15. Additional Information for California and Other U.S. Residents

Residents of California and certain other U.S. states may have specific rights regarding their personal information, subject to whether the applicable law covers our activities.

These rights may include the right to:

  • Know which categories of personal information are collected
  • Know the sources from which information is collected
  • Know why information is collected or used
  • Know the categories of service providers or third parties receiving information
  • Request access to specific pieces of information
  • Correct inaccurate information
  • Delete certain information
  • Opt out of the sale or sharing of information
  • Opt out of targeted advertising
  • Limit certain uses of sensitive personal information
  • Receive equal service after exercising a privacy right

We do not knowingly collect sensitive personal information for the purpose of inferring personal characteristics.

We do not knowingly sell or share the personal information of individuals under 16.

Privacy requests may be submitted to info@conciergepracticereport.com.

16. Children’s Privacy

Concierge Practice Report is intended for adult professionals and business owners. It is not directed toward children.

We do not knowingly collect personal information from children under 13. Where a higher minimum age applies under local law, we do not knowingly collect information from children below that age without appropriate authorization.

If you believe a child has submitted personal information to us, contact info@conciergepracticereport.com so that we can review and, where appropriate, delete it.

17. Third-Party Websites and Resources

The website may contain links to third-party websites, reports, professional resources, social media pages or other external services.

We do not control those third parties and are not responsible for their privacy practices, security or content. Review the privacy policy of any external website before providing personal information.

A link from Concierge Practice Report does not necessarily mean that we endorse the third party, its services or its privacy practices.

18. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect:

  • Changes to our website
  • New services or technologies
  • Changes to our information-handling practices
  • Legal or regulatory developments
  • Operational or organizational changes

The updated version will be posted on this page with a revised “Last updated” date.

Material changes may also be communicated through the website or by email where appropriate.

19. Contact Us

For questions about this Privacy Policy, personal information or privacy rights, contact:

Concierge Practice Report
Operated by: [Insert Legal Entity Name]
Address: [Insert Business Address]
Email: info@conciergepracticereport.com
Website: conciergepracticereport.com