Shareholders’ Agreement — Review & Advice

£395.00

A thorough review of your existing shareholders’ agreement, covering reserved matters, exit provisions, leaver clauses, and anti-dilution protections. Commonly instructed before a new funding round, when onboarding a new shareholder, or when the original agreement no longer reflects the business.

What’s included:

•       Review of your existing shareholders’ agreement.

•       Analysis of reserved matters, exit provisions, leaver clauses, drag/tag rights, and anti-dilution protections.

•       A clear written summary of key points, risks, and recommendations.

•       A follow-up call or email exchange to discuss the findings.

What’s not included:

•       Drafting a new or amended shareholders’ agreement (request a quote).

•       Review of associated Articles of Association (see separate service).

•       Tax advice (including VAT, corporation tax, income tax, capital gains tax, and stamp duty). If specialist tax advice is needed, I can recommend a suitable accountant or tax adviser.

FAQ

Q: What is a shareholders’ agreement for?

A: It is a private contract between the shareholders of a company, covering matters such as how decisions are made, what happens when a shareholder leaves, how shares can be transferred, and how disputes are resolved. It sits alongside the Articles of Association.

A thorough review of your existing shareholders’ agreement, covering reserved matters, exit provisions, leaver clauses, and anti-dilution protections. Commonly instructed before a new funding round, when onboarding a new shareholder, or when the original agreement no longer reflects the business.

What’s included:

•       Review of your existing shareholders’ agreement.

•       Analysis of reserved matters, exit provisions, leaver clauses, drag/tag rights, and anti-dilution protections.

•       A clear written summary of key points, risks, and recommendations.

•       A follow-up call or email exchange to discuss the findings.

What’s not included:

•       Drafting a new or amended shareholders’ agreement (request a quote).

•       Review of associated Articles of Association (see separate service).

•       Tax advice (including VAT, corporation tax, income tax, capital gains tax, and stamp duty). If specialist tax advice is needed, I can recommend a suitable accountant or tax adviser.

FAQ

Q: What is a shareholders’ agreement for?

A: It is a private contract between the shareholders of a company, covering matters such as how decisions are made, what happens when a shareholder leaves, how shares can be transferred, and how disputes are resolved. It sits alongside the Articles of Association.