Terms of Service (Updated 8 September 2025)

The Succession Advisory site – https://successionadvisory.com.au ("Website") and service ("Service") is registered under a sole proprietorship ABN 18 305 728 589 (referred to in these Terms as "we").

The Website assists users to understand what their business may be worth and educates them about the considerations that inform a buyer valuation.

The information contained in this Website is general in nature and does not take into account your objectives, financial situation or particular needs. It is not legal, tax, financial, accounting or other professional advice. Before using our Service, you should evaluate your own individual needs, objectives and situation and obtain advice tailored to your circumstances.

The use of this Website is subject to these terms and conditions ("Terms"). By accessing and using the Website you agree to be bound by these Terms. If you do not agree to these Terms, you must not use or access the Website.

We may amend these Terms at any time. The amended Terms will be effective from the date at the top of this page. Your continued use of this Website after that date constitutes your acceptance of the amended Terms.

Copyright and Trademarks

Unless otherwise indicated, we reserve all copyright in the content and design of this Website. We own all such copyright or use it under licence or applicable law.

You may make a temporary copy of part or all of this Website on your local computer for the sole purpose of viewing it, and print a single hard copy of a whole page of this Website for personal or internal business use, provided that any copyright notice on such page is not removed.

You may not, in any form, or by any means:

• otherwise reproduce, adapt, store in a retrieval system, transmit, print, display, perform, publish or create derivative works from any part of the content or design of the Website;
• modify or copy the layout of the Website or any computer software or code contained in the Website;
• cause any of the material from the Website to be framed or embedded in another website; or
• commercialise any information, products or services on this Website.

Permitted Use

You may access the Website for your own personal, non commercial use, subject to restrictions set in these Terms. You are not permitted to use the Website in any unlawful, harmful, defamatory, infringing, misleading or fraudulent manner.

You agree any information you provide on the Website will be true, accurate and complete.

Payment

Our online service is free to use. We may refer your information to advisory firms or investors who may be better suited to assisting you. For such referrals, we may receive a referral fee. We may also use your information in connection with considering the potential acquisition of your business, subject to our Privacy Policy. We will disclose any referral or other financial benefit we expect to receive in connection with a referral on request.

Limitation of Liability

Succession Advisory does not guarantee or warrant the Website will be uninterrupted, without delay, error free, omission free, or free of viruses. Therefore, the information is provided "as is" without warranties of any kind, express or implied, including accuracy, timeliness and completeness.

To the extent permitted by law, we exclude all liability for loss or damage arising from the use of, or reliance on, the information contained on or accessed through the Website. In particular, our partners, directors, employees, agents or related entities will not be liable for any direct, indirect, incidental, special, exemplary, punitive, consequential or other damages whatsoever (including, but not limited to, liability for loss of use, data or profits), without regard to the form of any action, including but not limited to contract, statute, negligence or other tortious actions, arising out of or in connection with the Website, any content on or accessed by use of the Website, or any copying, display or other use of it.

You assume all risks associated with the use of the Website including, without limitation:

• the risk of your computer, software or data being damaged by any virus which might be transmitted or activated via the Website or your access to it; or
• the risk that the content of the Website and any linked websites contravenes the laws of any country outside Australia;
• the risk that any information or material you download from the Website or any linked website infringes third party rights including copyright.

We may suspend or restrict access to the Website for maintenance or security at any time without notice.

Links to or from Other Sites

The Website may contain links to websites controlled or produced by third parties. Except as indicated, we do not control, endorse, sponsor or approve any such websites or any content on them, nor do we provide any warranty or take any responsibility for any aspect of those websites or their content.

Cookies and Privacy

For details on our use of cookies and how we collect and use personal information via the Website, see our Privacy Policy.

Third Party Services

You can apply for a number of services via the Website. These services are not provided by us but are instead provided by third parties over whom we do not have control.

We are not responsible or liable for any loss or damage you or any third party may suffer or incur in connection with any product you obtain after using a third party service offered on this Website or for any acts, omissions, errors or defaults of any third party in connection with this Website.

By submitting your personal details through this Website, you give your express consent to be contacted by relevant third party providers and agree to their terms and privacy policies.

Any advisory engagement with us will be governed by a separate written engagement letter which prevails over these Terms to the extent of any inconsistency.

Anti-Spam Policy

We are aware of our responsibilities as a good Internet citizen and are dedicated to protecting the privacy rights of other Internet citizens. We vigorously oppose the sending of unsolicited commercial electronic messages in accordance with the Spam Act 2003 (Cth).

Each email message we send includes an easy way for recipients to remove themselves via an Unsubscribe link. If a recipient contacts us and requests to be manually removed from a distribution list, we will manually unsubscribe them.

For the purposes of the Do Not Call Register Act 2006 (Cth), by submitting your telephone number to the Website, you give your express consent to be contacted by telephone on that number either by us or by relevant third party service providers.

Subscribers who sign up to the Website are deemed to provide their consent to be contacted by email, phone, text, or post with promotions we publish. Subscribers who choose to opt in or consent to any client advertisements or promotions will be consenting to share selected information given by themselves on this Website directly to the relevant third party service provider.

Applicable Law

The Website is hosted on web servers in Australia.

These conditions and all other specific and additional terms which govern your use and access to the Website will be governed by and construed in accordance with the laws of the state of New South Wales, Australia. You submit to the non exclusive jurisdiction of the courts of New South Wales and the courts of appeal from them.

Privacy Policy

Introduction

Succession Advisory respects your privacy and is committed to protecting your personal data. This privacy policy explains how we handle your personal data when you use our Website (https://successionadvisory.com.au) and outlines your rights under applicable privacy law.

1. Important information and who we are

This privacy policy provides information on how Succession Advisory collects and processes your personal data through your use of this Website, including any data you may provide when you request a valuation, enquire about advisory services, or engage with potential buyers or investors.

This Website is not directed to children under 18 years of age, and we do not knowingly collect data relating to children.

This privacy policy supplements other notices and is not intended to override them.

Controller

This privacy policy is issued on behalf of Succession Advisory. When we mention Succession Advisory, we are referring to the sole proprietor (ABN 18 305 728 589) who is responsible for processing your data.

Contact Details

If you have any questions about this privacy policy or our privacy practices, you may contact Succession Advisory using the contact form on our Website or by written correspondence to our business address.

You have the right to make a complaint at any time to the Office of the Australian Information Commissioner (OAIC), the regulator for data protection issues in Australia (www.oaic.gov.au). We would appreciate the chance to deal with your concerns before you approach the OAIC, so please contact us in the first instance.

It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

Third-Party Links

This Website may include links to third-party websites. We do not control these third-party websites and are not responsible for their privacy statements.

2. The data we collect about you

We may collect, use, store and transfer different kinds of personal data about you including:

• Identity Data such as first name, last name, title and date of birth
• Contact Data such as telephone numbers
• Technical Data such as IP address, browser type, operating system and device information
• Usage Data such as information about how you use our Website and services
• Marketing and Communications Data such as your preferences in receiving marketing from us or third parties

We also collect and use Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data is not considered personal data as it does not reveal your identity. If we combine Aggregated Data with your personal data so that you can be identified, we treat the combined data as personal data.

We do not collect Special Categories of Personal Data about you (including details about race, religious beliefs, sexual orientation, political opinions, trade union membership, health, or biometric data). We also do not collect information about criminal convictions or offences.

If You Fail to Provide Personal Data

Where we need to collect personal data by law, or under the terms of a contract with you, and you fail to provide that data, we may be unable to perform the contract. In this case, we may have to cancel a service, but we will notify you at the time if this is the case.

3. How is your personal data collected?

We use different methods to collect data from and about you including:

• Direct interactions: for example, when you request a valuation, enquire about services, or provide feedback
• Automated technologies: as you interact with our Website, we collect Technical Data
• Third parties: for example, analytics providers, search information providers, or publicly available sources

4. How we use your personal data

We will only use your personal data when the law allows. Most commonly, we will use your personal data to:

• Provide you with our services and administer our relationship with you
• Consider introducing you to advisors or investors and, in such cases, we may receive a referral fee
• Assess opportunities to acquire your business, either directly or through related parties
• Comply with legal and regulatory obligations

Marketing

You may receive marketing communications from us if you have requested information or used our services and have not opted out of marketing. We will not share your data with third parties for their own marketing without your express consent.

Change of Purpose

We will only use your personal data for the purposes we collected it unless another purpose is compatible. If we need to use your data for an unrelated purpose, we will notify you and explain the legal basis.

5. Disclosures of your personal data

We may share your personal data with:

• Service providers who support IT, hosting and system administration
• Professional advisers such as lawyers, bankers, auditors and insurers
• Regulators or authorities as required by law
• Third parties in connection with referrals, introductions, or business acquisitions

We require all third parties to treat your data lawfully and securely.

6. International transfers

Your personal data may be transferred or stored outside Australia. Where this occurs, we will take reasonable steps to ensure your personal data is handled securely and in accordance with this privacy policy.

7. Data security

We have appropriate security measures in place to protect your personal data from unauthorised access, use, disclosure, alteration or destruction. Access is limited to those with a business need to know. We have procedures to deal with suspected data breaches and will notify you and the OAIC where legally required.

8. Data retention

We will retain your personal data only as long as necessary to fulfil the purposes for which it was collected, including legal, regulatory, tax, accounting or reporting requirements. If processing is based on your consent, we will delete your data if you withdraw consent.

9. Your legal rights

You have rights under privacy law to:

• Request access to your personal data
• Request correction of your personal data
• Request erasure of your personal data
• Object to processing of your personal data
• Request restriction of processing
• Request transfer of your personal data
• Withdraw consent where processing is based on consent

If you wish to exercise these rights, please contact us via the Website contact form or by written correspondence.

No fee is usually required. We may request information to confirm your identity and aim to respond within one month.

10. Glossary