Shareholder Agreement Essentials

This workshop helps family enterprise owners build a shared understanding of a Unanimous Shareholders’ Agreement (USA) and the ownership decisions that shape it. The focus is on principles, priorities, and scenarios that inform the USA, before legal drafting begins.

Key ownership discussions are often delayed due to the emotional or difficult nature of decisions on exits, transfers, valuation, funding, and authority. Without agreement, legaldrafting is inefficient. Families need a structured, low- pressure environment to discuss these topics, allowing legal counsel to begin with a shared understanding.

THIS WORKSHOP IS SUITED FOR:

Ownership groups without a current USA who are looking to understand the basics
Ownership groups with an existing USA that no longer reflects ownership, business, or family realities
Ownership groups seeking clearer direction on transfers, exits, valuation, funding, or decision rights
Next-generation owners who want to proactively create a governance model that is ready on Day One

OUTCOMES

Participants will:

Build a shared understanding of the purpose and role of a USA
Align on key ownership principles and potential scenarios
Clarify decisions required before legal drafting
Receive a structured preparation package to support efficient legal work

NEXT STEPS

This workshop does not provide legal advice or a final USA. Instead, it helps current and future owners prepare to work effectively with their legal counsel by clarifying priorities and documenting early decisions, while supporting broader ownership or governance
discussions as needed.

To receive an email containing the workshop description, including pricing information, please submit the request below.