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How to bring in a new shareholder [cheat sheet]

WRITTEN BYJames Price | JPAbusiness

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 2021 

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. 


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About James Price | JPAbusiness James 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.