Legal
Business Continuity Disclosure
Clearsight Advisors and its affiliate, RF M&A Services LLC (together, “Clearsight” or the
“Firm”) has developed a Business Continuity Plan for responding to events that significantly
disrupt our business. Since the timing and impact of disasters and disruptions are
unpredictable, we will have to be flexible in responding to actual events as they occur. With
that in mind, we are providing you with this information on our business continuity plan.
Contacting Us – If after a significant business disruption you cannot contact us as you
usually do by phone at 703-672-3100 or by e-mail at info@clearsightadvisors.com.
Our Business Continuity Plan – We plan to quickly recover and resume business operations
after a significant business disruption and respond by safeguarding our employees and
property, making a financial and operational assessment, protecting the Firm’s books and
records, and allowing our customers to transact business. In short, our business continuity
plan is designed to permit our Firm to resume operations as quickly as possible, given the
scope and severity of the significant business disruption.
Varying Disruptions – Significant business disruptions can vary in their scope, such as only
our firm, a single building housing our firm, the business district where our firm is located,
the city where we are located, or the whole region. Within each of these areas, the severity
of the disruption can also vary from minimal to severe. In a disruption to only our firm or a
building housing our firm, we will transfer our operations to a local site when needed and
expect to recover and resume business within 2 business days. In a disruption affecting our
business district, city, or region, we will transfer our operations to a site outside of the
affected area, and recover and resume business within 2 business days. In either situation,
we plan to continue in business, and notify you through our customer emergency
number, 703-672-3100 how to contact us.
For more information – If you have questions about our business continuity planning, you
can contact us at 703-672-3100.
This plan is subject to modification, an updated summary will be promptly posted on our
website and customers may alternatively obtain updated summaries by requesting a
written copy by mail.