The INFORMED Overview

Providing protection and stability in the event of a partner or shareholder dies

Shareholder Protection – The key pointers

  • Retaining control in difficult circumstances
  • Making sure the right people benefit

Shareholder Protection

In the event of the death or critical illness of a shareholder, partner or member the business will have to consider the questions of both retaining control and assigning fair value.
To ensure control of the business is retained, the remaining owners will need to be able to purchase the business shares from the retiring owner or deceased owner’s estate.
It is also important to ensure that the sale of the business share fairly represents its value at the time of death or retirement through ill health.
Partnership and shareholder protection provide both the funds and the framework to ensure that these objectives are achieved.

Informed is practiced in the agreements and arrangements to provide shareholder protection to match the wishes of all the shareholders

An important consideration for shareholders and the future stability of the business
Of course our first meeting leaves you with no obligation or cost. We look forward to helping you to become informed.

Make your first step towards getting in touch

Simply call 01628 638822 or just use the reply email.

  • ‘Informed made the whole process easy and we are enjoying our new home’