It makes sense for owner-managers to divide shares equally, but beware of personal tragedy that could also put the company at risk. With forethought and properly drafted cross-option share agreements and wills you can protect your future and the business you have created.

shareholder options for the future you do not know

As a primary shareholder in a small company you have secured the future for yourself and your colleagues - but is that enough? Consider the possibilities:


Chris holds 1/3 of the shares	Judith also holds 1/3	…and so does Gareth

The business is going well and has a current market value of £900,000.
Unexpectedly, Gareth has a heart attack and dies.

Now the company is owned by:


Chris (1/3)	Judith (1/3)	…and Gareth's successors

What if anything can Gareth's successor offer the company?
How would Chris and Judith feel after many years building up the business for a stranger to suddenly own 1/3 of their company
Even if Gareth's successor were willing to sell his/her stake, it would mean Chris & Judith having to find £300,000 to buy him/her out

This situation is avoidable.

All it needs is for properly drafted Will linked to a Cross-Option Share Agreement.

If this could be YOUR problem fill out our simple online form for the solution.