Business Pack
The best way to help our customers is to provide them with useable tools and guides to enable informative decisions to be made.
Whether it’s creating a Shareholder Agreement, understanding claims, understanding your ‘Key Person’ risk or how to create a business plan.
Planwise is the author of many helpful tools that offer clients and prospective clients to build, maintain and realise the value in business when you need it.
Buy Sell Agreement Templates
At Planwise, we provide a Buy Sell Agreement Template that outlines how a business’s shares will be bought and sold if a shareholder faces major life events, such as death or serious illness. This agreement is beneficial to ensure a smooth transition of ownership and avoiding disputes among remaining shareholders. This template can then be provided to your Legal Adviser to assist them in establishing and formalising your agreement.
Shareholder Agreement Templates
Our Shareholder Agreement Templates provide a structured framework for defining the rights and responsibilities of shareholders, proving beneficial in offering a clear and consistent approach to be used within your business.
Crisis Control Manual
Our Crisis Control Manuals for insurance purposes details the protocols for managing emergencies and mitigating risks within a company.
Key Person Structures
Our Key Person Structures serve as a strategic tool to protect a business by identifying and ensuring key individuals whose skills are crucial to the companies success. If a key person is absent due to illness, injury, or death, these structures provide financial support to cover these losses and safeguard operations.
Business Revenue Options
Business Revenue Options offer financial security to replace lost revenue if the owner or a director becomes sick or injured, ensuring the business remains stable and operational.
Benefits of Group Employee Schemes
Group Employer Schemes offer several benefits, including access to comprehensive insurance coverage at reduced rates and coverage for pre-existing health conditions.
Business Planning Workbook
Our Business Planning Workbook is designed to guide you step-by-step in creating a comprehensive and effective business plan.
Business Planning Manual
Our Business Planning Manual is a detailed guide that provides clear instructions and practical tips that will help you create an effective and comprehensive business plan.
Business Vision Workbook
Our Business Vision Workbooks are designed to guide you in defining a clear and compelling vision and mission statement for your company.
Bruce Cortesi
Registered Financial Advisor | Director
