How to bring a new shareholder into your business [cheat sheet]

Posted by James Price | JPAbusiness on 30-Oct-2019 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. 

Continue reading...

Topics: Business Structures, Shareholders, cheat sheet, business advice, Business advisor, business partners, shareholders agreement

How to build a strong banking relationship [cheat sheet]

Posted by James Price | JPAbusiness on 12-Jun-2019 02:00:00

Your banker or financier is a key partner in your business and, as with all successful partnerships, good communication is key.

The following cheat sheet contains some of our top tips for communicating with your bank and setting yourself up for a strong partnership.

Continue reading...

Topics: Business Value, Banks and lending, Banking, business advice, Business advisor, business partners, Parramatta, Orange NSW

How to make your business private equity ready [cheat sheet]

Posted by James Price | JPAbusiness on 14-Feb-2018 02:00:00

Private equity is much more than just some capital.

You can get capital from plenty of places, but private equity aims to be an aligned partner, helping a business to grow, set strategy and problem-solve.

In our eBook Partners in Your Business, guest contributor Gareth Banks from Champ Ventures explained how private equity works and what sort of opportunities private equity investors look for.

We have distilled some of Gareth’s advice down into this cheat sheet, to help you make your business private equity ready.

Continue reading...

Topics: business advice, equity investor, business partners, Private equity

How to bring a new shareholder into your business [blog]

Posted by James Price | JPAbusiness on 19-Jul-2016 15:20:44

We were recently asked for advice on the best way to bring an additional partner or shareholder into an existing business.

Golden rule 1: Understand what value the partner or shareholder is bringing to the business. Is it specialist expertise, an entry point into a new business line, strategic opportunities, funding… or all of these?

Golden rule 2: Understand the motivations and intentions of the new partner or shareholder – now and moving forward. It may help to seek some advisory or facilitation services to tease out and clarify these motivations.

Continue reading...

Topics: Advice, Legal, Partners, Running your business, Business Structures, Shareholders, business advice, business partners, shareholders agreement, JPAbusiness, Parramatta, Central West NSW

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. 





Recent Posts