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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."
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
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
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
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
Legal
Finance
Corporate Governance
Executive Leadership
Risk & Compliance
Business Development
Operations
Strategy
Investment
Partnership Management
Corporate Affairs
Administrative
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
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