¶¶Òõ¶ÌÊÓƵ

All Countries
Capital Markets
Business Equity Agreement

Business Equity Agreement Template for South Africa

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Business Equity Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Business Equity Agreement

"I need a Business Equity Agreement for the sale of 30% shareholding in my technology company to a venture capital firm, with completion planned for March 2025, including standard drag-along and tag-along rights."

Celebrated by
Collaborations with
Investors
Document background
The Business Equity Agreement serves as a crucial legal instrument in South African business transactions, facilitating the transfer or issuance of ownership interests in companies. It is essential when bringing in new shareholders, restructuring ownership, or implementing employee share schemes. The document must comply with South African legislation, including the Companies Act 71 of 2008 and B-BBEE requirements, while addressing tax implications and exchange control regulations where applicable. This agreement typically includes detailed provisions on share valuation, voting rights, management participation, and exit mechanisms, making it fundamental for any significant corporate ownership transaction in South Africa.
Suggested Sections

1. Parties: Identification of all parties to the agreement, including full legal names, registration numbers, and addresses

2. Background: Context of the transaction, current ownership structure, and purpose of the agreement

3. Definitions and Interpretation: Detailed definitions of terms used throughout the agreement and rules of interpretation

4. Transaction Structure: Details of the equity transaction, including number of shares/interest being transferred or issued

5. Purchase Price and Payment Terms: Consideration for the equity, payment structure, and timing of payments

6. Conditions Precedent: Conditions that must be fulfilled before the agreement becomes effective

7. Completion and Timing: Steps to be taken at completion and timeline for the transaction

8. Warranties and Representations: Standard warranties about the business, shares, and authority to enter into the agreement

9. Share Rights and Restrictions: Rights attached to shares/equity and any restrictions on transfer

10. Corporate Governance: Management structure, board composition, and voting rights

11. Dispute Resolution: Procedures for handling disputes between parties

12. General Provisions: Standard clauses including notices, governing law, and entire agreement provisions

Optional Sections

1. BEE Compliance: Specific provisions relating to Black Economic Empowerment requirements and compliance

2. Tag-Along and Drag-Along Rights: Rights of minority shareholders to join in sales or be forced to sell in certain circumstances

3. Pre-emptive Rights: Rights of existing shareholders to purchase shares before they can be offered to third parties

4. Exchange Control Provisions: Required when foreign investors are involved, dealing with Reserve Bank requirements

5. Anti-dilution Protection: Protections against dilution of shareholding in future share issues

6. Put and Call Options: Rights to force purchase or sale of shares under specific circumstances

7. Management Provisions: Detailed management arrangements if incoming shareholder will have management rights

8. Dividend Policy: Specific arrangements regarding distribution of profits

9. Non-competition and Confidentiality: Restrictions on competitive activities and protection of confidential information

Suggested Schedules

1. Share Capital Structure: Detailed breakdown of current and post-transaction shareholding

2. Disclosure Schedule: Exceptions and qualifications to warranties and representations

3. Company Information: Key company details including directors, financial statements, and material contracts

4. Completion Obligations: Detailed list of actions and documents required for completion

5. Required Consents: List of third-party and regulatory consents required

6. BEE Certificate: Current BEE status and certification details

7. Management Structure: Organizational chart and management responsibilities

8. Calculation of Purchase Price: Detailed methodology for calculating the purchase price if complex

9. Form of Shareholders Agreement: Draft of new shareholders agreement if required

Authors

Alex Denne

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

alex.den.21@genieai.co
Relevant legal definitions










































Clauses



































Relevant Industries

Financial Services

Technology

Manufacturing

Mining

Retail

Professional Services

Agriculture

Healthcare

Real Estate

Construction

Energy

Telecommunications

Transportation

Education

Media and Entertainment

Relevant Teams

Legal

Corporate Finance

Executive Management

Compliance

Corporate Secretariat

Risk Management

Mergers & Acquisitions

Investment

Treasury

Tax

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Managing Director

Corporate Lawyer

Legal Counsel

Investment Manager

Business Development Director

Company Secretary

Financial Director

Compliance Officer

Corporate Finance Manager

Mergers & Acquisitions Director

Board Member

Shareholder Relations Manager

BEE Compliance Officer

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

Find the exact document you need

Equity Subscription Agreement

A South African law-governed agreement documenting the terms and conditions for an investor's subscription to shares in a company.

find out more

Equity Purchase Contract

A South African law-governed agreement for the sale and purchase of company shares, detailing transaction terms and regulatory compliance requirements.

find out more

Business Equity Agreement

A South African law-governed agreement establishing terms for equity transactions in business entities, including share transfers and ownership rights.

find out more

Future Equity Agreement

A South African law-governed agreement providing investors with rights to future equity in exchange for immediate capital investment, commonly used in startup funding.

find out more

Sweat Equity Term Sheet

A South African law-governed term sheet outlining the exchange of services for company equity, including service scope, equity terms, and performance requirements.

find out more

Equity Compensation Agreement

South African law-governed agreement establishing terms for granting company equity to employees or consultants, including vesting, exercise rights, and regulatory compliance.

find out more

Sweat Equity Partnership Agreement

South African agreement establishing terms for services provided in exchange for company equity ownership, including vesting conditions and performance requirements.

find out more

Sweat Equity Contract

South African legal agreement establishing terms for services provided in exchange for company equity, including vesting conditions and compliance with local corporate laws.

find out more

Equity Transfer Contract

A South African law-governed agreement facilitating the transfer of company shares between parties, ensuring compliance with local corporate and regulatory requirements.

find out more

Equity Funding Agreement

A South African law-governed agreement documenting terms for equity investment in a company, including share issuance, investor rights, and regulatory compliance.

find out more

Equity For Services Agreement

South African agreement for the provision of services in exchange for company shares, governed by SA company law and regulations.

find out more

Co Founder Equity Agreement

A South African law-governed agreement establishing equity arrangements and responsibilities between company co-founders.

find out more

Equity Shares Agreement

A South African law-governed agreement for the sale and transfer of equity shares between parties, ensuring compliance with local corporate and financial regulations.

find out more

Startup Employee Equity Agreement

A South African law-governed agreement establishing terms for granting company equity or options to startup employees, including vesting conditions and transfer restrictions.

find out more

Private Equity Finder's Fee Agreement

A South African law-governed agreement outlining terms for compensating intermediaries who introduce investment opportunities to private equity firms.

find out more

Advisor Equity Agreement

South African agreement establishing advisor services in exchange for company equity, including terms, conditions, and compliance requirements.

find out more

Startup Equity Contract

South African-compliant legal agreement governing equity ownership, shareholder rights, and investment terms in startup companies.

find out more

Phantom Stock Award Agreement

South African agreement for awarding phantom stock units, providing synthetic equity benefits to employees while ensuring regulatory compliance.

find out more

Convertible Agreement Regarding Equity

A South African law-governed agreement enabling investment conversion into future equity shares, with specified triggers and valuation mechanisms.

find out more

Equity Stake Agreement

A South African law-governed agreement detailing terms and conditions for acquiring company ownership stakes, including share rights and regulatory compliance.

find out more

Private Equity Shareholders Agreement

South African law-governed agreement establishing rights and obligations between private equity investors and shareholders, incorporating local regulatory requirements including BEE compliance.

find out more

Equity Repurchase Agreement

South African law-governed agreement for a company to repurchase its shares from existing shareholders, subject to Companies Act requirements.

find out more

Private Equity Investment Agreement

A South African law-governed agreement establishing terms and conditions for private equity investment, including investment structure, shareholder rights, and governance arrangements.

find out more

Equity Loan Agreement

A South African law-governed agreement establishing terms for a combined debt and equity financing arrangement, including loan terms and equity participation provisions.

find out more

Restricted Stock Unit Award Agreement

A South African law-governed agreement setting out terms and conditions for awarding Restricted Stock Units (RSUs) to employees, including vesting, settlement, and tax provisions.

find out more

Equity Pledge Agreement

A South African law-governed agreement creating a security interest over shares or equity interests as collateral for underlying obligations.

find out more

Standby Equity Purchase Agreement

A South African-law governed agreement establishing an investor's commitment to purchase future equity shares of a company under specified conditions and pricing mechanisms.

find out more

Restricted Stock Unit Agreement

South African Restricted Stock Unit Agreement governing the award and vesting of company shares to employees, compliant with local regulations.

find out more

Restricted Stock Award Agreement

A South African law-governed agreement for awarding restricted company shares to employees/executives, specifying vesting conditions and shareholder rights.

find out more

Equity Commitment Agreement

A binding agreement under South African law that establishes the terms for an investor's commitment to make an equity investment in a target company.

find out more

Convertible Equity Agreement

A South African law-governed agreement enabling investment conversion into company equity shares, typically used for startup funding and growth capital.

find out more

Phantom Equity Agreement

A South African law-governed agreement establishing synthetic equity rights that simulate share ownership benefits without actual equity transfer.

find out more

Employee Equity Agreement

A South African legal agreement governing the grant of company equity to employees, including vesting conditions and shareholder rights under South African law.

find out more

Standby Equity Distribution Agreement

A South African law-governed agreement enabling listed companies to access equity financing through periodic share issuances to investors at market-related prices.

find out more

Private Equity Agreement

A South African law-governed agreement establishing terms and conditions for private equity investment, including governance, shareholder rights, and regulatory compliance.

find out more

Equity Participation Agreement

A South African law-governed agreement establishing terms for equity investment in a company, including share subscription, shareholder rights, and B-BBEE compliance.

find out more

Equity Grant Agreement

A South African law-governed agreement detailing the terms and conditions for granting company equity to specified recipients, including share allocation, vesting conditions, and regulatory compliance requirements.

find out more

Equity Financing Agreement

A South African law-governed agreement documenting terms and conditions for equity investment in exchange for company shares, including investor rights and protections.

find out more

Vested Equity Agreement

A South African law-governed agreement establishing terms for gradual equity ownership rights in a company, including vesting conditions and regulatory compliance requirements.

find out more

Private Equity Subscription Agreement

A South African law-governed agreement detailing terms and conditions for private equity investment through share subscription in a target company.

find out more

Equity Transfer Agreement

South African law-governed agreement for the transfer of shares between parties, ensuring compliance with local corporate and securities regulations.

find out more

Equity Distribution Agreement

A South African law-governed agreement establishing terms for the distribution of equity securities, complying with local securities and financial markets regulations.

find out more

Equity Contribution Agreement

A South African law-governed agreement detailing the terms and conditions for making an equity investment into a company, including contribution details and regulatory compliance requirements.

find out more

Equity Buyback Agreement

South African law-governed agreement for a company to repurchase its own shares from existing shareholders, complying with Companies Act requirements.

find out more

Limited Partnership Agreement Private Equity

A South African law-governed agreement establishing a limited partnership structure for private equity investments, defining relationships between GPs and LPs, and regulatory compliance requirements.

find out more

Equity Ownership Agreement

South African law-governed agreement establishing shareholder rights, obligations, and ownership structure in a company.

find out more

Equity Investment Agreement

South African law-governed agreement detailing terms and conditions for equity investment in a company, including statutory compliance requirements.

find out more

Employee Stock Options Agreement

A South African law-governed agreement granting employees the right to purchase company shares at predetermined terms, subject to local corporate and tax regulations.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.