Tranzparent Software

Drop Down Menu - Planning Shareholders

1. Risk Management (Contingency Planning)

  • WHAT
    This will connect you to a Risk Management planning module for the shareholders (owners of the company)
  • WHO
    This is the Risk Management section for Shareholders (owners of the company)
  • WHY
    The Shareholders will have a need to have several types of Insurance in place to assist continuum of the Company if they become disabled or die. A Plan is required to ensure that the Risk Management measures are appropriate
  • WHEN
    The information should be readily available for claims, Review purposes or Estate Planning
  • HOW
    Move to the Drop Down Menu on the Dashboard and click Planning, click Risk Management under Shareholders and you will be taken to your Risk Management - Shareholders planning module

2. Financial Management

  • WHAT
    This will connect you to your Financial Management based on the modular system
  • WHO
    This is the Finance Management Section for Shareholders (owners of the company)
  • WHY
    As owners of the company, Shareholders have a requirement to plan for Financial Management
  • WHEN
    This information will be required for Debt review, Financial modelling, Forecasting, Directors Meetings, and Estate Planning
  • HOW
    Move to the Drop Down Menu on the Dashboard and click Planning, click Financial Management under Shareholders and you will be taken to your Financial Management  - Shareholders planning module.

3. Exit and Succession Plan

  • WHAT
    This where the owners can plan for the sale of the Company, as well as assisting to identify a successor to purchase the company
  • WHO
    This is intended for the owners only
  • WHY
    The owners of the company have invested their time, their money and their efforts to build the company to a going concern. An Exit and Succession Plan should provide the pathway to achieving an appropriate outcome and sale price for the owners at point of Exit.
  • WHEN
    The Exit and Succession Plan allows the owner to have a measured departure from the business. Should be commenced as soon as Business has started and reviewed at least annually
  • HOW
    Move to the Drop Down Menu on the Dashboard and click Planning, click Exit and Succession Plan under Shareholders and you will be taken to your Exit and Succession Plan 
    Click on View Plan and if the Exit and Succession Plan is loaded then it will appear. If a Plan has not been loaded,  the Window will ask you to load the plan and when loaded it will feature the sections that you need to work on
  • N.B. Use Sales and Marketing Section (to implement sale of business)
    The Business Plan contains a valuable Sales and Marketing planning section that can also be used to sell your business when the sale is imminent

4. Estate Planning

  • WHAT
    This is where your Estate Planning can be carried out identifying current company ownership and intended transfer or bequeathment of your shares to other persons or entities. this is a valuable tool preparing the company owner/s for collaboration with the Estate Planner (Adviser) and the overall individual Estate Plan/s
  • WHO
    This is intended for the owners only
  • WHY
    The Shares of a company are a part of the asset ownership of the Shareholders. This recognises the need for inclusion within the owners/'s individual Estate Plan/s
  • WHEN
    This will assist to facilitate the Estate Planning process into the overall Business/Exit and Succession Planning structure
    The Estate Planning Process can be reviewed regularly along with other Business Planning processes whilst keeping up with any changes occurring within the company structure
  • HOW
    Move to the Drop Down Menu on the Dashboard and click Planning, click Estate Planning under Shareholders and you will taken to your Estate Planning - Shareholders planning module

5. Wealth Creation

  • WHAT
    This will connect you to your Wealth Creation Planning device
  • WHO
    This is intended for the owners only
  • WHY
    This recognises that the owners will be planning to use their profits from the company for several purposes including reinvestment into a new or existing company, short or medium term investment or for retirement purposes. It should also reinforce the investment status of your own company prior to and at point of exit from the company
  • WHEN
    This can be operated in unison with the review of other plans or can be of shorter review periods if need be
  • HOW
    Move to the Drop Down Menu on the Dashboard click Planning, Click Wealth Creation under Shareholders and you will taken to your Wealth Creation - Shareholders planning module