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. 

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

Client case studies: Why do I need a shareholders' agreement?

Posted by James Price | JPAbusiness on 10-Jul-2019 02:00:00

If you’re thinking about starting a business with someone else, or you’re an existing business owner considering taking on an investing party or shareholder, I strongly advise you to create a formal shareholders’ agreement at the outset.

I have dealt with a number of clients over the years who have found themselves in very sad and frustrating situations because they have entered into shareholding arrangements without a documented and legally well-constituted agreement.

Relationships have suffered, friendships have been lost, and business performance and value has been severely eroded through distractions caused as a result of not having an effective shareholders’ agreement.

In this blog I’m sharing the stories of two clients and how the lack of formal agreements has impacted them.

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Topics: Business Planning, Shareholders, business advice, Business advisor, shareholders agreement, JPAbusiness, Parramatta, Orange NSW

5 issues to be aware of when planning a joint venture [infographic]

Posted by James Price | JPAbusiness on 24-Apr-2019 02:00:00

If you are considering entering into a joint venture, we have created the following infographic to help you.

The infographic lists five issues to be aware of and which should be raised with all parties early in the planning and negotiation stages. 

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Topics: Shareholders, infographic, business advice, Business advisor, shareholders agreement, joint venture, Parramatta, Orange NSW

What to include in your shareholders’ agreement [checklist]

Posted by James Price | JPAbusiness on 06-Mar-2019 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.

Continue reading...

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

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. 

Continue reading...

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.

Continue reading...

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

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.

Continue reading...

Topics: Partners, Shareholders, Video, Checklist

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, Legal, Running your business, Business Structures, Shareholders

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, Advice, Partners, Shareholders, Exiting your business

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.

Continue reading...

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

 
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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