Introduction Welcome to SmartSuccessionPro (“we”, “our”, or “the Platform”), a strategic consulting service dedicated to guiding family businesses through succession transitions. By using our website and services, you enter into a legally binding agreement governed by these Terms and Conditions (“Terms”).
Acceptance of Terms By accessing or using SmartSuccessionPro, you confirm that you have read, understood, and agreed to these Terms in full. If you do not agree with any part of these Terms, you must refrain from using the Platform or its services.
Description of Services
SmartSuccessionPro offers advisory services, strategic planning tools, document templates, and educational resources related to:
– Family business succession and intergenerational transitions
– Governance planning and ownership restructuring
– Legal and operational readiness consultations
– Access to downloadable documentation, workshops, and custom strategy sessions These services are for informational and consulting purposes only and do not constitute legal or fiduciary advice unless expressly agreed upon in writing.
User Responsibilities
Users of the Platform must:
– Provide accurate and current information during account creation or consultation booking
– Use content solely for internal, non-commercial business purposes unless explicitly authorized
– Refrain from misusing templates, strategies, or tools for resale, unauthorized distribution, or misrepresentation – Comply with applicable Swiss and international laws regarding data, intellectual property, and inheritance law where relevant
Limitation of Liability
SmartSuccessionPro does not guarantee outcomes related to family business transitions, legal compliance, or tax optimization. We are not liable for:
– Financial loss, reputational damage, or disputes arising from the user’s reliance on platform content
– Errors in template use or misinterpretation of succession strategies
– Interruptions or inaccuracies caused by third-party services or force majeure events In no case shall our total liability exceed the value of fees paid for services in the preceding three-month period.
Intellectual Property All content including frameworks, articles, templates, workshop materials, and brand assets are protected by intellectual property laws and are the exclusive property of SmartSuccessionPro or its licensors. Any unauthorized copying, modification, or public redistribution is strictly prohibited.
Governing Law and Jurisdiction These Terms shall be governed by the laws of Switzerland. Any disputes or claims arising out of or in connection with these Terms shall be subject to the exclusive jurisdiction of the competent courts of Zurich, Switzerland.
Termination of Access We reserve the right to suspend or terminate your access to the Platform without prior notice if you violate these Terms, engage in fraudulent activity, or misuse services in a way that harms the Platform or its users. Upon termination, all granted rights shall be revoked immediately.
Refund Policy
Due to the strategic and intellectual nature of our services, refunds are not guaranteed. However, users may request a partial refund within 10 days of purchase if:
– No live consulting has been delivered, and
– Less than 15% of downloadable content has been accessed. Each request will be reviewed individually and must be submitted via email with a valid explanation.
Changes to Terms SmartSuccessionPro reserves the right to amend or update these Terms at any time. Significant changes will be communicated via email or through an in-platform notification. Continued use after updates implies your agreement to the revised Terms.
Effective Date
These Terms and Conditions are effective as of June 24, 2025, and remain valid until replaced by a subsequent version.