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When do most people get a shareholder agmt?

Most of our clients complete SHAs when:

1) they start a company with partner(s).

2) they begin planning for retirement.

3) they are welcoming or they are themselves a new investor.

What do I need to consider in my SHA?

You should have a basic idea about:

1) who’s allowed into the corporation,

2) how the corporation will get financed,

3) how do you exit the corporation.