Effective date: 11 October 2026
These Terms apply to the succEZion website, the Business Transferability Assessment and purchases and use of the succEZion Business Transferability System and its supporting materials.
succEZion is operated by Direct Tech Pty Ltd (“Direct Tech”, “succEZion”, “we”, “us” or “our”).
By using the website, completing an assessment or purchasing or using the System, you agree to these Terms. Nothing in these Terms excludes rights or remedies that cannot lawfully be excluded.
succEZion is a self-directed knowledge-capture and business transferability system designed to help organisations preserve practical experience and reduce unnecessary dependence on particular people.
It can be used for an individual role, a team, a business function or an organisation as a whole.
The System helps users capture operating knowledge, judgement, decision principles, exceptions, warning signs, workarounds, relationships and lessons that may not be recorded in existing procedures.
That knowledge can be organised into business-specific Living Files that authorised people can consult, maintain and use for continuity, onboarding, handover or succession.
succEZion is not a consulting engagement or managed implementation service unless we expressly agree otherwise in writing.
The Business Transferability Assessment is a general diagnostic based on information supplied by the person completing it.
Results may include:
Assessment results are indicative. They do not independently verify a business’s operations or determine its value, saleability or transaction readiness.
They are not a valuation, due-diligence report, legal opinion, compliance audit or professional certification.
The System is supplied as a self-directed methodology and supporting digital materials.
The materials included in your purchase will be described before purchase. Depending on the version, they may include a Master Builder Companion, introductory guidance, implementation materials, AI-use guidance and progress records.
Business-specific records and Living Files are progressively created from information supplied by authorised users.
The System does not require every role, function or record to be completed at once. Users may begin with a particular knowledge-holder or area and progressively expand their work.
The applicable purchase price and any promotion will be displayed before payment. The standard price is A$995 unless another price or offer is displayed.
Prices displayed to Australian purchasers include GST where GST applies.
Payment may be processed by Stripe or another disclosed payment provider. The total payable will be displayed before payment is completed.
Unless expressly stated before purchase, the System is supplied for a one-time purchase price.
There is no ongoing succEZion subscription fee for continued use of the purchased materials within the licensed organisation.
Third-party AI services, software, storage and other business tools may have separate charges.
A purchase does not automatically include future consulting, managed services, additional products or separately priced offerings.
Purchased materials will be supplied electronically using the delivery method stated at checkout or in the fulfilment instructions.
You are responsible for providing a valid delivery email address, securely saving the supplied materials, maintaining backups and retaining your business-specific records.
If purchased materials do not arrive or cannot be accessed, contact hello@succezion.com. We will take reasonable steps to provide or restore delivery, without limiting any applicable rights or remedies.
Previously supplied files do not automatically update when another copy or record changes.
Purchase provides the purchasing organisation with a permanent, non-exclusive licence to use the supplied System for its own internal business purposes.
Authorised owners, employees, managers, contractors and advisers may use the materials on behalf of that organisation. The licence is not restricted to one individual knowledge-holder or one role.
The organisation may:
An adviser or contractor may use the System for the purchasing organisation but must not reuse its licence or proprietary building materials to implement separate systems for other clients.
A change of personnel or ownership does not, by itself, require the same licensed organisation to purchase the System again.
The licence does not automatically extend to separate organisations or unrelated businesses. Transfer of the underlying System licence to another legal entity requires our written permission.
Business-specific outputs may be shared for an authorised business handover or transaction, subject to confidentiality, privacy and third-party rights. This does not automatically grant the recipient a separate licence to the proprietary building materials.
The succEZion methodology, Master Builder Companion, frameworks, instructions, templates, guides, assessment design, branding and other proprietary materials remain owned by Direct Tech or the relevant rights holder.
The purchasing organisation retains ownership of its own business information and business-specific records, subject to pre-existing third-party rights.
Nothing in these Terms transfers ownership of the underlying succEZion methodology or proprietary materials.
Without written permission, you must not:
The System is designed for use with a suitable third-party AI service. succEZion does not itself provide or control that service.
You are responsible for:
AI may misunderstand information, omit information or generate incorrect answers. A confident response is not evidence that it is accurate or authorised.
Provider capabilities, availability, pricing and compatibility may change. We cannot guarantee continuing compatibility with every provider or version.
These provisions do not exclude our responsibility for our own product, representations or obligations under applicable law.
The System is not a password vault or credential manager.
Do not place passwords, PINs, authentication codes, recovery keys, private encryption keys, API secrets or similar credentials into ordinary records or AI conversations. Use appropriate secure credential-management tools.
Only provide information you are authorised to provide.
Before sharing a Living File or other output, review the actual file and remove information the recipient should not receive, including information in comments, tracked changes, images or attachments.
Instructions telling an AI to hide information, or a recipient’s declaration of their role, are not a substitute for controlling access to the file itself.
We cannot guarantee the privacy or handling of information uploaded to a third-party service.
The purchasing organisation remains responsible for its operations and decisions.
Users must check important information, confirm authority and approvals, keep records current and resolve consequential gaps or conflicts before acting.
Knowledge supplied by an experienced person may describe historical practice, personal judgement or a workaround. Recording it does not establish that it is currently approved, safe, lawful or suitable for another situation.
Current applicable laws, professional requirements, contracts and authorised organisational policies must be respected.
A Living File is a knowledge resource. It does not independently grant authority to make payments, change bank details, enter contracts, alter employment arrangements, approve expenditure or take other consequential action.
succEZion does not provide legal, tax, accounting, financial, employment, safety, privacy, cyber-security, regulatory or other professional advice.
It may help organise confirmed professional information but does not replace professional review where required.
Do not rely on the System to invent missing approvals, legal requirements, payment instructions, technical settings or safety procedures.
Where an error could cause injury, financial loss, a security breach or another serious consequence, obtain appropriate verification and approval before acting.
Seek appropriate emergency assistance where there is immediate danger. Do not delay urgent action while waiting for an AI response.
Outcomes depend on the information supplied, implementation, organisational circumstances and factors outside our control.
We do not guarantee that use of succEZion will:
These provisions do not limit any applicable consumer guarantees or express commitments made as part of your purchase.
We generally do not provide change-of-mind refunds after the digital materials have been supplied, unless we expressly offer or agree otherwise.
Receiving, downloading or accessing the materials does not remove rights or remedies under the Australian Consumer Law or other mandatory protections that apply to your purchase.
If materials are not delivered, are faulty, materially differ from their description or otherwise fail to meet an applicable consumer guarantee, contact hello@succezion.com.
We will assess the problem and provide the remedy required by applicable law. This may include correcting the problem, supplying replacement materials or providing a refund.
For minor problems, we may first have an opportunity to resolve the issue within a reasonable time. Where the law gives you a choice of remedies for a major problem, that choice remains yours.
Provide your purchase details and a brief description of the problem. Do not send unnecessary confidential business information or payment-card details.
Approved refunds will be processed promptly, normally through the original payment method unless another arrangement is agreed.
We aim to keep the website and associated services reasonably available but do not guarantee uninterrupted access.
We may use third-party hosting, assessment, email, payment and AI providers. Their services may change or become unavailable.
Purchaser-controlled files should remain the primary record of work undertaken. Keep appropriate backups and essential information accessible independently of an AI service.
This clause does not exclude our responsibility for our own obligations or failures under applicable law.
We may improve or revise succEZion materials over time.
Purchase does not automatically include every future version, major edition, new product or separately priced extension. Minor corrections or updates may be provided.
Updates will not revoke the licence already granted for the purchased materials or impose a new subscription fee for continued authorised use of those materials.
A permanent licence does not guarantee the perpetual availability of a particular website or third-party service.
You must not use the website, assessment or System:
Direct Tech remains responsible for its own obligations under applicable law.
To the extent permitted by law, Direct Tech is not responsible for loss to the extent caused by inaccurate user-supplied information, unauthorised decisions, outdated records, misuse, unauthorised sharing or third-party services outside our control.
This does not exclude responsibility for our own breach of these Terms, failure to meet applicable consumer guarantees or other conduct for which liability cannot lawfully be excluded.
Nothing in these Terms excludes, restricts or modifies any right, remedy, guarantee or liability that cannot lawfully be excluded, restricted or modified.
These Terms are subject to applicable protections against unfair contract terms.
If a provision is invalid or unenforceable, it will be severed or limited only to the extent permitted by law. The remaining provisions will continue to operate where lawful.
We may publish updated Terms for future purchases and future website use.
The Terms applicable when you purchased the System continue to govern that purchase. Publishing revised Terms does not, by itself, retrospectively remove your licence or reduce your purchased rights.
Changes affecting an existing purchase apply only where agreed with you or otherwise permitted or required by applicable law.
The current website version will display its effective date.
These Terms are governed by the laws of Victoria, Australia.
Where permitted by applicable law, disputes are subject to the jurisdiction of the courts and tribunals of Victoria.
This does not remove mandatory consumer protections or rights to bring proceedings elsewhere where those rights apply.
Direct Tech Pty Ltd
Operator of succEZion
Email: hello@succezion.com
Website: succezion.com
© 2026 Direct Tech Pty Ltd. succEZion KNOWLEDGE TRANSFER SYSTEM. All Rights Reserved.
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