How to bring in a new shareholder [cheat sheet]

Posted by James Price | JPAbusiness on 22-Aug-2018 02:00:00

There are 2 key issues to consider when taking on a new partner or shareholder:

  1. How to establish the shareholding for the incoming investor
  2. How to manage the shareholder relationships.

The following cheat sheet sets out some of the questions you need to consider to ensure your agreement is well thought out and the shareholder relationships are well managed. 

How to bring a new shareholder into your business (1) 

The issues listed on the right should, ideally, be addressed as part of the drafting of a legally binding Shareholders’ Agreement.

The JPAbusiness team often provides support for clients to work through these issues and helps set the right basis for partner relationships, including:

If you would like advice about any business partnership issues, contact the team at JPAbusiness on 02 6360 0360 for a confidential initial discussion. 

 

Partners in Your Business eBook | JPAbusiness

 

JAMES PRICE | JPAbusinessJames Price has over 30 years' experience in providing strategic, commercial and financial advice to Australian and international business clients. James' blogs provide business advice for aspiring and current small to mid-sized business owners, operators and managers.

  

Topics: Shareholders, cheat sheet, business advice, Business advisor

 
Disclaimer: The information contained in this blog is general in nature and should not be taken as personal, professional advice. Readers should make their own inquiries and obtain independent, professional advice before making any decisions, taking any action or relying on any information in this blog. 
 
 

 

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