Transfer shares. Documented and compliant, every time.

Share transfer support, so ownership changes are properly recorded, not just informally agreed.

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One Process for a Documented Transfer

One Process for a Documented Transfer

A share transfer, between founders, to a new investor, or as part of an exit, needs to be reflected in formal documentation and an updated cap table, or the change isn't legally recognized.

We prepare the transfer agreements, confirm compliance with any existing shareholder agreement restrictions, and update your company's records to reflect the new ownership.

Talk to Us Before the Transfer Happens

Talk to Us Before the Transfer Happens

Existing shareholder agreements often include restrictions on transfers, rights of first refusal, approval requirements, that need to be honored for a transfer to be valid.

  • Understand what your existing agreements require before transferring shares
  • Get the transfer documented properly
  • Avoid disputes over ownership down the line
"Didn't realize our shareholder agreement required board approval before a transfer could happen. Good thing that got checked first."

Delphine Rousseau | Co-Founder, a private company

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Filed as Soon as Terms Are Confirmed

Filed as Soon as Terms Are Confirmed

Once the transfer terms are agreed and any required approvals are secured, we prepare and finalize documentation quickly.

Testimonial

"One of our founders was exiting and we needed the share transfer handled cleanly. No ambiguity about ownership once it was done."

Hassan Idowu | CEO, a private company

Tell Us What's Changing

Tell Us What's Changing

Share who's transferring shares, to whom, and under what terms. We confirm compliance with any existing agreements before finalizing.

An Updated Cap Table, Confirmed

An Updated Cap Table, Confirmed

See ownership changes reflected in your records immediately after the transfer is finalized.

What's Included

Review of existing shareholder agreements for transfer restrictions.

Preparation of share transfer agreements.

Cap table updates reflecting new ownership.

Board or shareholder approval documentation, where required.

Ongoing support for future ownership changes.

Ownership changes. Make sure the paperwork does too.

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