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. 

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

How to create a shareholders’ agreement [checklist]

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

If you’re a business owner considering taking on an investing party or shareholder, some form of written shareholders’ or partners’ agreement is vital.

Use the agreement to make clear all parties’ investment and partnership intentions and responsibilities from the outset.

Remember, this is your business, so you can cover whatever you think important, from business relationships, ethics and cultural issues, to insurances, taxation and debt obligations; it’s your blank canvas.

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Topics: Advice, Partners, Business Structures, Shareholders, shareholders agreement, business advice

How to write a shareholders' agreement [video]

Posted by James Price | JPAbusiness on 25-Oct-2017 05:23:00

If you are considering taking on a shareholder or other investing party, it is very important you ensure there is some form of written shareholders’ or partners’ agreement from the outset.

Use the agreement to make clear all parties’ investment and partnership intentions and responsibilities.

In this video I explain why you should have a shareholders' agreement and some of the key issues that need to be covered off in the document.

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Topics: Partners, Video, Checklist, Shareholders

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.

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Topics: Advice, Shareholders, Legal, Business Structures, Running your business

Do you need a Business Broker or a Merger & Acquisition Advisor? [blog]

Posted by James Price | JPAbusiness on 11-Jul-2016 19:02:08

I recently came across this article by US-based merger and acquisition (M&A) advisor Dave Kauppi. 

Since visiting the US about five years ago and meeting with a number of specialist advisors handling business transactions, I have regularly followed Dave’s blogs.

In this article, Dave compares the different approaches taken to selling businesses by business brokers and M&A advisors. The article is aligned to trends and activity in the US market, but it’s also relevant for the Australian small and mid-cap private business market.

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Topics: Selling your business, Shareholders, Partners, Exiting your business, Advice

How to find a buyer or equity partner for your business [blog]

Posted by James Price | JPAbusiness on 28-Jun-2016 14:35:43

Have you considered selling your business or taking on an equity partner?

We have a number of business buyer clients who are looking for new opportunities.

Our clients have specific requirements regarding business sectors and financials, plus preferences regarding location and scope to grow. 

If you've ever thought about taking on a partner or selling your business, read about our buyers and see if your business fits their requirements HERE.

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Topics: Selling your business, Shareholders, Partners, Advice, Running your business, Exiting your business

5 tips to make your joint venture a success [blog]

Posted by James Price | JPAbusiness on 27-Jun-2016 12:58:05

The JPAbusiness team has recently received a number of separate requests from clients for advice on joint ventures, including a partial shareholding transaction (for succession, growth and exit).

Over the years we've been involved with setting up and facilitating a number of successful joint ventures, and we have also been called upon to sort out arrangements where things have gone wrong or haven’t been set up with adequate planning and foresight.

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Topics: Selling your business, Shareholders, Running your business, Business Structures, Mergers and Acquisitions, Partners, Advice

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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