Shareholder Agreement

Drafts a company-specific shareholder agreement aligned to the charter, bylaws, and applicable state law.

Prerequisites

1. Jurisdiction of incorporation and entity type (corp vs. close corp).
2. Current charter and bylaws (with amendments).
3. Cap table by class/series with ownership percentages and special rights.
4. Shareholder roster with roles (founder, investor, employee, passive).
5. Governance model and approval thresholds.
6. Transfer/exit objectives (liquidity controls, buy-sell triggers).
7. Dispute resolution preference (court vs. arbitration).
8. Restrictive covenant policy and enforceability constraints.

Output Structure / Process

Draft Order