Ownership Reports
What It Is
An Ownership Report is a focused assessment of your business’s B-BBEE ownership position. Rather than a full scorecard audit, it zeroes in on the ownership element — evaluating your current structure, calculating your B-BBEE ownership score, and producing a detailed report you can use with confidence in formal business processes.
- Assessment of your B-BBEE ownership structure against the Codes of Good Practice
- Calculation of your ownership score based on current shareholding
- Evaluation of voting rights, economic interest, and realisation points
- A detailed report suitable for use in transactions, due diligence, and negotiations
- A proposed ownership structure where applicable
Why It's Important
Ownership is one of the most heavily weighted elements on the B-BBEE scorecard and one of the most scrutinised in commercial transactions. A clear, independently assessed ownership report protects your business by ensuring that the empowerment claims attached to your ownership structure are accurate, defensible, and aligned with the Codes of Good Practice.
In merger and acquisition scenarios, shareholder negotiations, or preferential procurement processes, an unsupported ownership claim is a liability. An independently verified ownership report is the opposite, it is a commercial asset that gives all parties confidence in the numbers on the table.
How It Works
Step 1 — Information Submission
You provide your current shareholding documentation, including share registers, shareholder agreements, and any relevant ownership transaction records.
Step 2 — Ownership Assessment
Our analysts assess your ownership structure against the B-BBEE Codes of Good Practice, evaluating voting rights, economic interest, and realisation points to calculate your ownership score accurately.
Step 3 — Report Compilation
A detailed ownership report is compiled, presenting your current B-BBEE ownership score and, where applicable, a proposed ownership structure that optimises your position within the framework.
Step 4 — Delivery and Consultation
Your report is delivered with a consultation to walk you through the findings, answer any questions, and advise on next steps based on your specific business context.
