Confidentiality

I Wanna Scale — Confidentiality Agreement (Business Valuation Assessment)

Version 2026-09-25

This agreement is between I Wanna Scale Pty Ltd ("IWS", "we", "us") and the person completing the Business Valuation Assessment ("you"), on your own behalf and for the business you represent (the "Business"). It applies from the moment you click "Agree and start my valuation".

1. 1. Confidential Information. "Confidential Information" means all information you provide or that we generate from it, including: financial figures (revenue, earnings, margins, owner remuneration, add-backs, debts), customer, supplier and staff information, pricing, systems and processes, business plans, sale or exit intentions, and your valuation results, scores, value drivers and Makeover Blueprint. It does not include information that is already public (other than through our breach), that you had already given us without confidentiality, that we lawfully receive from a third party free to disclose it, or that we develop independently without using your information.
2. 2. Our undertaking. We will:
   1. (a) keep your Confidential Information strictly confidential;
   2. (b) use it only to prepare your valuation, communicate with you about it, and — if you choose to proceed — deliver our audit and advisory services (the "Permitted Purpose");
   3. (c) not sell, rent or trade it, and never disclose it to competitors, prospective buyers, investors, lenders or brokers without your prior written consent;
   4. (d) protect it with at least the care we use for our own confidential information, and no less than reasonable industry-standard security.
3. 3. Who may see it. Only our directors, employees and contracted advisers who need it for the Permitted Purpose and who are bound by written confidentiality obligations. If you arrived through a IWS partner's link, that partner is told only your name, business name, contact details and your progress stage — never your financials, answers or valuation figures — unless you give written permission.
4. 4. Service providers. We use trusted providers for hosting, email, CRM and AI-assisted analysis. They process your information only on our instructions and under confidentiality and data-protection terms. Some may store data outside Australia; we take reasonable steps under Australian Privacy Principle 8 to ensure they protect it consistently with Australian law.
5. 5. Required disclosures. We may disclose Confidential Information where required by law, a court or a regulator. Where lawful, we will tell you first so you can seek protection.
6. 6. Aggregated insights. We may use information that has been fully de-identified and aggregated (so neither you nor the Business can be identified) to improve our benchmarks and tools.
7. 7. Retention and deletion. We keep your information only as long as needed for the Permitted Purpose and our legal record-keeping obligations. You may ask us at any time to return or delete it by emailing privacy@iwannascale.com. We will confirm within 10 business days, except for anything we must keep by law.
8. 8. Your obligations. You confirm the information you provide is, to the best of your knowledge, accurate, and that you are authorised to share it. The valuation tool, its methodology, multiples, scoring and Blueprint format are IWS's intellectual property and confidential to us; you may use your results for your own business purposes but must not copy, resell or reverse-engineer the tool.
9. 9. Indicative only. The valuation is an indicative estimate based on your answers and general industry data. It is not a formal valuation, financial, tax or legal advice, and should not be relied on for a transaction without independent professional advice.
10. 10. Duration. Our confidentiality obligations continue for five years after your last interaction with us, and indefinitely for any trade secrets or financial information.
11. 11. Breach. If we become aware of any unauthorised access to or disclosure of your information, we will notify you promptly and, where required, the Office of the Australian Information Commissioner under the Notifiable Data Breaches scheme.
12. 12. Australian Consumer Law. Nothing in this agreement excludes rights you have that cannot lawfully be excluded under the Australian Consumer Law.
13. 13. Governing law. This agreement is governed by the laws of New South Wales, Australia.

Contact: privacy@iwannascale.com