What Should Every Shareholder Agreement Include?

Vesting, good leaver / bad leaver, drag-along, tag-along, pre-emption, and deadlock — the clauses that determine how much control you actually have when co-founders or investors disagree.

A shareholder agreement governs how shareholders relate to each other and to the company. It fills in what the Articles of Association do not cover: founder departure mechanics, dispute resolution between co-founders, approval thresholds for major decisions, and restrictions on share transfers. The Articles are a public document filed at the Companies Registry; the shareholder agreement is private. Both matter, and their interaction — particularly on reserved matters and board authority — needs to be thought through carefully.

The Founders' Shareholder Agreement

Before you take any external investment, have a shareholder agreement among the founding team. The key provisions are:

Vesting

Founder vesting is the mechanism by which a founder's shares are earned over time, rather than received in full on day one. Without vesting, a co-founder can leave six months into the business and retain 40% of the company — creating a deadweight on your cap table and a serious problem for investors.

A typical vesting schedule is four years with a one-year cliff: the founder receives 25% of their shares after 12 months, and the remaining 75% vests monthly over the following three years. On a company sale, unvested shares typically vest fully under single trigger acceleration, or partially vest if the founder is also terminated without cause under double trigger acceleration.

Good Leaver and Bad Leaver

When a founder or employee shareholder leaves, their unvested shares are bought back at a price depending on whether the departing person is a good leaver (resigned on agreed terms, retired, died, became permanently incapacitated) or a bad leaver (resigned without notice, was terminated for cause, breached obligations). Good leavers typically receive fair market value; bad leavers typically receive the lower of par value and fair market value. The definitions matter enormously — always review them carefully.

Decision-Making

Specify which decisions require unanimous consent of the founders, which require a majority, and which can be made by individual directors. This prevents the paralysis that arises when founders have equal shares, equal votes, and a disagreement they cannot resolve.

Investor Shareholder Agreement Terms

Pre-emption Rights on New Issues

Existing shareholders typically have the right to participate in new share issuances on a pro-rata basis before shares are offered to outside investors. Pre-emption rights on new issuances are distinct from pre-emption rights on transfers (the right of first refusal when an existing shareholder wants to sell their shares).

Drag-Along Rights

A drag-along clause allows a specified majority of shareholders to require all other shareholders to sell their shares on the same terms to a third-party acquirer. Without drag-along, a minority shareholder can block a company sale by refusing to sell. The threshold, notice requirements, and same-terms protections all need to be carefully defined.

Tag-Along Rights

If a majority shareholder sells their stake, minority shareholders have the right to participate in the sale on the same terms. This protects minority shareholders from being left holding shares in a company now controlled by a third party they did not choose.

Information Rights

Investors typically require monthly or quarterly management accounts, annual audited financial statements, and an annual budget. Information rights are non-negotiable for most institutional investors — but you can negotiate scope, frequency, and confidentiality obligations.

Deadlock Resolution

Options include a casting vote for the chairman, escalation to senior management, mediation, and as a last resort a shotgun clause (one party offers to buy the other's shares at a stated price; the other party can accept or buy at the same price). These provisions are important to have — and rarely used, which is the point.

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