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Restaurant Investment Agreement Template for Australia

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Key Requirements PROMPT example:

Restaurant Investment Agreement

"I need a Restaurant Investment Agreement for a high-end sushi restaurant in Sydney, where three private investors will collectively invest AUD 2.5 million for a 60% stake in the business, with completion planned for March 2025."

Document background
The Restaurant Investment Agreement is a specialized commercial contract used when investors seek to provide capital for a restaurant business in Australia, whether for a new establishment or expansion of an existing operation. This document is essential for structuring the relationship between investors and restaurant operators, defining the terms of investment, establishing management rights and responsibilities, and protecting all parties' interests. It incorporates provisions compliant with Australian corporate law, food service regulations, and relevant state legislation. The agreement typically includes detailed sections on capital contribution, profit sharing, operational requirements, reporting obligations, and exit mechanisms. It's particularly important for new restaurant ventures or expansion projects where external investment is required, and can be adapted for various restaurant types and investment structures, from single locations to restaurant groups.
Suggested Sections

1. Parties: Identification of all parties to the agreement, including investors and restaurant operators

2. Background: Context of the investment, including business overview and purpose of the agreement

3. Definitions: Defined terms used throughout the agreement

4. Investment Structure: Details of investment amount, equity distribution, and ownership structure

5. Capital Contributions: Terms for initial and any subsequent capital contributions

6. Management and Control: Governance structure, decision-making rights, and operational control

7. Profit Distribution: Terms for sharing profits, losses, and cash distributions

8. Financial Reporting: Requirements for financial statements, reports, and access to records

9. Transfer Restrictions: Limitations on transfer of ownership interests

10. Exit Rights: Provisions for exit, including tag-along and drag-along rights

11. Representations and Warranties: Standard statements of fact by all parties

12. Confidentiality: Protection of confidential information and trade secrets

13. Term and Termination: Duration of agreement and termination rights

14. Dispute Resolution: Process for resolving disputes between parties

15. General Provisions: Standard boilerplate clauses including notices, amendments, governing law

Optional Sections

1. Intellectual Property: Required if there are specific IP rights to be protected, such as restaurant branding or proprietary recipes

2. Employment Matters: Include if the agreement covers key personnel requirements or employment obligations

3. Non-Compete: Add if restrictions on competing businesses are required

4. Property and Equipment: Include if the investment covers specific property or equipment acquisition

5. Future Funding: Required if there are provisions for additional investment rounds

6. Restaurant Operations: Include detailed operational requirements if investors have specific operational expectations

7. Insurance Requirements: Add specific insurance obligations if not covered in general operational requirements

8. Marketing and Branding: Include if there are specific marketing obligations or brand standards to maintain

Suggested Schedules

1. Schedule 1 - Business Plan: Detailed business plan including financial projections and operational strategy

2. Schedule 2 - Initial Capital Contributions: Breakdown of initial investments and contributions from each party

3. Schedule 3 - Property Details: Details of restaurant premises and lease arrangements

4. Schedule 4 - Key Performance Indicators: Specific performance metrics and targets

5. Schedule 5 - Management Structure: Detailed governance and management structure

6. Appendix A - Required Licenses and Permits: List of required operational licenses and permits

7. Appendix B - Equipment Inventory: Detailed list of restaurant equipment and assets

8. Appendix C - Menu and Concept: Restaurant concept details and proposed menu items

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions


































































Clauses











































Relevant Industries

Hospitality

Food & Beverage

Restaurant

Food Service

Real Estate

Investment Services

Commercial Property

Retail

Relevant Teams

Legal

Finance

Operations

Investment

Risk & Compliance

Business Development

Property Management

Executive Leadership

Commercial

Relevant Roles

Restaurant Owner

Restaurant Manager

Investment Manager

Chief Financial Officer

Chief Executive Officer

Business Development Manager

Legal Counsel

Corporate Lawyer

Restaurant Operations Director

Investment Analyst

Commercial Director

Property Manager

Risk Manager

Compliance Officer

Finance Director

Industries










Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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