In this episode, which is part of our Shareholders’ Agreements series, we interview Simon Bedard, the Founder and CEO of Exit Advisory Group, to discuss the critical role of Shareholder Agreements in business deals. Our host, Joanna Oakey, and Simon delve into the significance of Shareholder Agreements from both commercial and legal standpoints. They provide a comprehensive roadmap for creating a Shareholder Agreement that serves as a valuable guide for the future of your business. This discussion is particularly relevant to accountants as they play a crucial role in advising their clients on the financial implications of Shareholder Agreements.
Episode Highlights:
- 0:56 A glimpse of Exit Advisory and what they do
- 2:23 When is it appropriate to have a shareholders agreement?
- 5:15 Why issues might come up if you don’t have a shareholders agreement
- 8:18 Communication is always key
- 11:18 Some questions that you should be really asking if you’re dealing with a shareholders agreement
- 11:38 How shareholder agreements help align your vision for the future
Connect with Simon Bedard:
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Relevant episode:
Talking Law [EP 143] Why Shareholders Agreements are essential for Business Owners
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iTunes: https://itunes.apple.com/au/podcast/talking-law/id1161414789?mt=2
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