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When should I use a shareholder agreement?

  • Checkmark When a company is formed
  • Checkmark When shares are issued to a new shareholder
  • Checkmark When a shareholder sells or intends to sell their shares
  • Checkmark When the company business model changes

Step-by-step guidance to help you determine the options you need

Throughout the form, we explain all the terms and guide you on making the best choices for your shareholder agreement.

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Complete your shareholder agreement in 6 steps

Complete Obligations


Gather Information

Gather all the relevant information to complete your document. This may include shareholder names, addresses, and stock ownership. You will also need dividend distribution preferences and company officer details.

Man Laptop Questions


Answer Key Questions

Use the information you collected to complete the agreement. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs. The questions and information we present to you dynamically change depending on your answers.

Review and Sign


Review and Sign

It is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. 

When signing the document, be sure to follow any additional instructions related to signing and witnessing the document. Any such instructions will either be located next to the signature line or in the instructions attached at the end of the document.

If a notary or other witness is required, you must wait to sign the document until they are present.

Distribute and Store Questions


Distribute and Store Copies

At a minimum, all parties that sign the document should receive a copy once it is fully executed (everyone has signed). Other interested parties may need or want copies as well. Be sure that you store your copy in your corporate records. It is a good idea to keep both a physical and electronic copy.

Review and Update


Periodically Review and Update

It is easy to forget the ins and outs of your shareholder agreement. Periodically reviewing it will help you stay familiar with any responsibilities or requirements so that you can determine when it needs changes or additions. As your policies change or new laws pass, you will need to update your agreement.



Complete Related Documents

Completing documents such as corporate bylaws and meeting minutes will offer additional protection, as both are required for corporations in most states.


Help Guide

Table of contents

Use our shareholder agreement to create an arrangement between a company's shareholders that clearly defines their ownership rights and obligations.

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