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Shareholder Management Kit - Equity & Governance Solutions | Fauri Law

Shareholder Management Kit

Streamline Equity Management and Governance with Confidence

$2,500
Complete shareholder management and equity governance tools
Get Started with Your Shareholder Management Kit

Professional equity documentation with single revision round included

Essential Tools for Equity Management and Governance

From share issuances to shareholder loans, manage equity relationships and corporate governance with expert-driven, customizable legal solutions.

Equity Management

Share issuances, transfers, and vesting documentation for transparent shareholder relationships.

Corporate Governance

Professional resolutions and agreements that maintain compliance and clarity.

Relationship Management

Clear documentation for shareholder loans and equity agreements to prevent disputes.

What's Included in the Shareholder Management Kit

Share Issuance After Incorporation

  • Subscription Agreements - Professional agreements for issuing shares to new or existing shareholders
  • Corporate Resolutions - Board and shareholder approvals for share issuances
  • Share Certificates - Professional documentation of ownership
  • Shareholder Register Updates - Maintain accurate ownership records

Standard Share Issuance

Designed for standard share issuance needs. Not intended for equity round funding or complex M&A transactions.

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Share Transfers

  • Share Transfer Agreements - Well-structured agreements for seamless transfers
  • Transfer Resolutions - Proper corporate approvals for share transfers
  • Updated Documentation - Maintain accurate ownership records
  • Compliance Requirements - Ensure all regulatory requirements are met

Straightforward Transfers

Ideal for straightforward share transfers. Not intended for equity round funding or complex M&A transactions.

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Vesting Documentation

  • Robust Vesting Policies - Implement comprehensive vesting frameworks
  • Equity Ownership Reaffirmation - Clear documentation of ownership stakes
  • Dispute Prevention - Avoid conflicts through clear vesting terms
  • Milestone Documentation - Track vesting milestones and conditions

Comprehensive Vesting

Professional vesting documentation that protects all parties and ensures clarity on equity ownership.

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Shareholder Loan Agreements

  • Clear Loan Terms - Define terms for loans between shareholders and company
  • Proper Documentation - Ensure compliance and legal protection
  • Interest and Repayment - Structure fair and legal repayment terms
  • Security Provisions - Protect both lender and company interests

Professional Loan Documentation

Comprehensive agreements that ensure proper documentation and compliance for shareholder financing.

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Corporate Resolutions

  • Board Resolutions - Proper board approvals for governance decisions
  • Shareholder Resolutions - Formal shareholder approvals and consent
  • Governance Protocols - Align with proper governance standards
  • Compliance Documentation - Meet all regulatory and legal requirements

Professional Governance

Draft resolutions that align with proper governance protocols and ensure legal compliance.

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The Professional Difference

Custom Solutions for Your Business

  • Tailored Documentation - Every agreement carefully drafted for your unique needs
  • Business-Specific Solutions - Customized to your industry and structure
  • Integrated Approach - All documents work together seamlessly

No Generic Templates

We understand that shareholder management requires more than templates—it demands expertly tailored solutions.

Contact Us for a Free Consultation

Expert-Led Assurance

  • Experienced Business Lawyers - Every document prepared and reviewed by professionals
  • Legal Protection - Ensure compliance and avoid costly mistakes
  • Quality Assurance - Multiple review layers for accuracy

Professional Expertise

Every document is prepared and reviewed by experienced business lawyers specializing in equity management.

Schedule Consultation

Comprehensive Support

  • End-to-End Guidance - From initial drafting to implementation
  • Strategic Consultation - Expert advice on equity management decisions
  • Implementation Support - Guidance on using your documents effectively

Full Support Journey

From initial drafting to implementation, we guide you at every step of the equity management process.

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Legal Confidence

  • Compliance Assurance - Ensure all documents meet legal requirements
  • Clarity and Precision - Agreements that leave no room for errors
  • Risk Mitigation - Protect against disputes and legal challenges

Peace of Mind

Ensure compliance and clarity with agreements that provide complete legal protection and confidence.

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How It Works

Connect & Assess

  • Free Consultation - Book your consultation to discuss your needs
  • Secure Intake - Complete our online form for detailed assessment
  • Needs Analysis - We understand your business needs and aspirations

Start Your Journey

We begin by understanding your specific shareholder management needs and equity structure requirements.

Schedule Consultation

Engagement and Payment

  • Engagement Letter - Receive clear terms and scope of work
  • Simple Signing - Electronic signature for convenience
  • Secure Payment - Safe payment processing to activate services

Simple Process

Straightforward engagement process with clear terms and secure payment to begin your shareholder management documentation.

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Lawyer-Led Preparation

  • Professional Team - Experienced lawyers customize all documents
  • Tailored Solutions - Documents aligned with your governance requirements
  • Expert Review - Multiple quality checks for accuracy and compliance

Professional Customization

Our legal team customizes all specified documents to align with your specific governance requirements.

Start Managing Shareholders with Ease

Professional Delivery

  • Complete Kit - Receive all customized shareholder management documents
  • Revision Round - Single round of revisions for fine-tuning
  • Digital Platform - Full integration with digital minutes book platform

Complete Solution

Receive your completed Shareholder Management Kit with revision round included for fine-tuning to perfection.

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Clear Pricing and Exceptional Value

Transparent Pricing

Shareholder Management Kit - $2,500

  • • Share issuances and transfers documentation
  • • Vesting agreements and corporate resolutions
  • • Shareholder loan agreements
  • • Digital platform integration included
  • • Single revision round for all documents

Exceptional Value

Professional Documentation: $2,500
Comparable Ad Hoc Services: $3,500 - $4,200
Your Savings: 30-40%

Save up to 30-40% compared to commissioning ad hoc legal services

Bundle and Maximize Savings

Scale Plan Integration

  • Multiple Workflow Kits - Choose 3 kits including Shareholder Management
  • 9 Founder Counsel Hours - Expert guidance for complex decisions
  • Advanced Governance - Comprehensive legal support for scaling

Robust Governance Support

Combine the Shareholder Management Kit with the Scale Plan for robust governance and multiple workflow kit integrations.

Explore Bundle Options

Option Pool & ESOP Kit Pairing

  • Complete Equity Management - Share management plus employee equity programs
  • Comprehensive Coverage - All aspects of equity and ownership
  • Employee Participation - Maximize team engagement through equity

Complete Equity Solution

Pair with the Option Pool & ESOP Kit to manage equity programs and maximize employee participation.

Explore Individual Kits

Flexible Bundle Options

  • Mix and Match - Combine with any other workflow kits
  • Additional Savings - Bundle with annual plans for more value
  • Comprehensive Support - Full legal coverage for growing businesses

Bundling Available

Bundling options are available with other kits or plans for comprehensive legal support and additional savings.

Compare Plans

Client Success Stories

★★★★★

Attentive, responsive, and truly expert—Fauri Law exceeded our expectations during a complex restructuring.

AA
Amir A.

Google Review

★★★★★

Smooth, professional incorporation with clear guidance. Highly recommend for corporate legal support!

AK
Azita Karimi

Google Review

★★★★★

Prepared, patient, and thorough advice. Will absolutely trust Fauri Law for future needs.

TG
Todd Garvie

Google Review

Frequently Asked Questions

Who is the Shareholder Management Kit designed for?

It's specifically built for startups managing equity issuances, shareholder agreements, and relationships. Perfect for companies organizing shareholder relationships, issuing additional shares, or formalizing equity agreements with clarity and compliance.

Can the documents in this kit be customized for my company?

Yes! Every document is tailored to align with your business goals and unique organizational structure. Our lawyers ensure each agreement is customized to meet your specific business needs rather than using generic templates.

How long does it take to receive the finalized documents?

Clients typically receive their customized kit within 5 business days following the consultation. We provide a clear timeline and ensure prompt, reliable turnaround for every order.

Can I bundle this kit with other services?

Absolutely. Bundling options are available with other kits or plans for comprehensive legal support. Consider pairing with the Scale Plan or Option Pool & ESOP Kit for maximum value and coverage.

Take the Next Step in Equity Management

Secure your startup's shareholder relationships and equity processes with professional legal documentation designed for clarity and compliance.

Professional equity documentation • Digital platform integration • Single revision round included

C h a r a c t e r s F l y U p


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