Shareholder Counsel

Shareholders of privately owned businesses often require independent and professional advice around ownership and governance.

Sometimes this can be provided by their accountant and lawyer – other times we are engaged as specialists.


Shareholder counsel service inclusions

  • Defining and reflecting upon shareholder goals
  • Facilitating alignment and consensus between shareholders
  • Producing a shareholder charter to capture the intentions of multiple shareholders
  • Providing insights to shareholders considering independent governance for the first time
  • Providing guidance and advice to shareholders on the relationship with their board

Please give us a call to discuss any shareholder related matters