---
title: How to bring in a new shareholder [cheat sheet]
description: "JPAbusiness managing director James Price shares a cheat sheet outlining key issues to consider when taking on a new partner or shareholder: how to establish the shareholding for the incoming investor, and how to manage the shareholder relationships."
image: https://blog.jpabusiness.com.au/hubfs/3.%20Infographics%20and%20cheat%20sheets/How%20to%20bring%20a%20new%20shareholder%20into%20your%20business%20(1).png
---

 21 August 2018

# 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](https://blog.jpabusiness.com.au/hs-fs/hubfs/3.%20Infographics%20and%20cheat%20sheets/How%20to%20bring%20a%20new%20shareholder%20into%20your%20business%202021.png?width=770&name=How%20to%20bring%20a%20new%20shareholder%20into%20your%20business%202021.png)](https://blog.jpabusiness.com.au/hubfs/3.%20Infographics%20and%20cheat%20sheets/How%20to%20bring%20a%20new%20shareholder%20into%20your%20business%202021.pdf) 

The issues listed on the right should, ideally, be addressed as part of the drafting of a legally binding [**Shareholders’ Agreement.**](https://landing.jpabusiness.com.au/shareholders-agreement-checklist)

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

- facilitating open planning discussions between parties, and
- drafting [Shareholders’ Agreements.](https://landing.jpabusiness.com.au/shareholders-agreement-checklist)

If you would like advice about any business partnership issues, [contact](https://landing.jpabusiness.com.au/contactus) the team at [JPAbusiness](https://landing.jpabusiness.com.au/contactus) on **02 6360 0360** for a confidential initial discussion. 

 

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Topics

- [shareholders ](https://blog.jpabusiness.com.au/blog/topic/shareholders)
- [cheat sheet ](https://blog.jpabusiness.com.au/blog/topic/cheat-sheet)
- [business partners ](https://blog.jpabusiness.com.au/blog/topic/business-partners)
- [shareholders agreement ](https://blog.jpabusiness.com.au/blog/topic/shareholders-agreement)
- [partnership ](https://blog.jpabusiness.com.au/blog/topic/partnership)

About James Price | JPAbusiness James Price has over 30 years’ experience in providing strategic, commercial and valuation 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.

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