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Equity Partnership Agreement Template for Switzerland

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Key Requirements PROMPT example:

Equity Partnership Agreement

"I need an Equity Partnership Agreement for a Zurich-based management consulting firm with 5 equal partners, including specific provisions for merit-based profit sharing and a structured exit mechanism for retiring partners by March 2025."

Document background
The Equity Partnership Agreement is a crucial document used when two or more parties wish to establish a formal equity partnership structure under Swiss law. It is particularly relevant for professional services firms, investment ventures, and business collaborations where partners contribute capital or assets in exchange for ownership rights. The agreement must comply with the Swiss Code of Obligations and related federal and cantonal regulations, making it suitable for both domestic and international partnerships based in Switzerland. This document typically includes comprehensive provisions for capital contributions, profit sharing, management rights, decision-making processes, transfer restrictions, and exit mechanisms. It serves as the primary reference point for managing partner relationships and resolving potential disputes, while providing flexibility to accommodate future changes in the partnership structure.
Suggested Sections

1. Parties: Identification and details of all partners entering the agreement

2. Background: Context of the partnership formation and key objectives

3. Definitions and Interpretation: Definitions of key terms and interpretation rules

4. Partnership Structure and Purpose: Legal form, name, seat, and purpose of the partnership

5. Capital Contributions: Initial and subsequent capital contributions, valuation principles

6. Partnership Interests: allocation of partnership interests, rights attached to interests

7. Management and Decision Making: Governance structure, voting rights, reserved matters

8. Partner Rights and Obligations: Detailed rights and duties of partners

9. Profit and Loss Allocation: Distribution of profits and losses, dividend policy

10. Transfer Restrictions: Limitations on transfer of partnership interests

11. Exit Provisions: Procedures for partner exit, including tag-along and drag-along rights

12. Valuation: Methods for valuing partnership interests

13. Death, Disability, and Retirement: Procedures in case of partner death, disability, or retirement

14. Confidentiality: Protection of partnership and partner confidential information

15. Notices: Communication procedures between partners

16. Term and Termination: Duration of partnership and termination procedures

17. Governing Law and Jurisdiction: Applicable law and dispute resolution mechanisms

Optional Sections

1. Non-Competition and Non-Solicitation: Restrictions on competitive activities, used when partners have access to sensitive information

2. Intellectual Property Rights: IP ownership and licensing provisions, needed when IP is significant to the partnership

3. Employee Partners: Special provisions for partners who are also employees

4. International Operations: Specific provisions for partnerships operating across borders

5. Asset Management: Detailed provisions for partnerships managing significant assets

6. Real Estate: Specific provisions for partnerships holding real estate

7. Insurance: Required insurance coverage, used for high-risk activities

8. Environmental Matters: Environmental obligations, needed for partnerships in relevant sectors

Suggested Schedules

1. Schedule 1 - Initial Capital Contributions: Detailed list of initial capital contributions by each partner

2. Schedule 2 - Partnership Interests: Current allocation of partnership interests

3. Schedule 3 - Reserved Matters: List of decisions requiring special approval

4. Schedule 4 - Valuation Methodology: Detailed procedures for partnership interest valuation

5. Schedule 5 - Management Structure: Organizational chart and management responsibilities

6. Schedule 6 - Business Plan: Initial business plan and strategic objectives

7. Schedule 7 - Deed of Adherence: Template for new partners joining the partnership

8. Schedule 8 - Partner Contact Details: Contact information for all partners

9. Appendix A - Partnership Register: Official register of all partners and their interests

10. Appendix B - Meeting Procedures: Detailed procedures for partner meetings

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

Professional Services

Legal Services

Financial Services

Management Consulting

Investment Management

Real Estate

Technology

Healthcare

Manufacturing

Architecture & Engineering

Accounting & Tax Services

Private Equity & Venture Capital

Family Business

Asset Management

Trading & Commerce

Relevant Teams

Legal

Finance

Corporate Governance

Executive Leadership

Risk & Compliance

Business Development

Operations

Strategy

Investment

Partnership Management

Corporate Affairs

Administrative

Relevant Roles

Managing Partner

Senior Partner

Equity Partner

Chief Executive Officer

Chief Financial Officer

General Counsel

Legal Director

Corporate Secretary

Managing Director

Finance Director

Investment Manager

Partnership Manager

Business Development Director

Operations Director

Risk Manager

Compliance Officer

Strategy Director

Board Member

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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