Episode 35 - Beyond trust: Protecting your business with a shareholder agreement

Episode 35 – Beyond trust: Protecting your business with a shareholder agreement

Most business owners don’t think they need a shareholder agreement, especially when the business is built on trust, family ties, or long-term friendships. But relying on strong relationships alone can leave a company vulnerable when unexpected challenges arise. 

This episode explores why shareholder agreements are one of the most important legal tools for protecting closely held businesses. From managing conflict and decision-making to planning for exits, disability, or death, a properly structured agreement can prevent costly disputes and years of stress. The discussion also covers why template agreements often fall short, how valuation clauses should be handled, and why shareholder planning should align with estate planning to avoid major complications down the road. 

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