03

    Capital structure & shareholder agreements.

    Shareholder, founder, and partnership agreements integrated with the tax structure. Buy-sell mechanics, reserved matters, and veto design.

    01

    Shareholder agreements

    Drafting and negotiating shareholder, founder, and partnership agreements integrated with the chosen tax structure.

    02

    Buy-sell & succession mechanics

    Trigger events, valuation methods, and funding mechanisms for transfers on death, departure, or deadlock.

    03

    Reserved-matter & veto design

    Defining decisions that require supermajority or unanimous consent, and the governance scaffolding around them.

    In closing

    Let’s talk.

    A single conversation usually clarifies more than a month of research. We engage on a value basis, and every introduction begins with a direct, confidential exchange.

    Return to top

    We advise on

    Rothbard Group S.A.

    A boutique cross-border tax and corporate advisory firm. Licensed U.S. Enrolled Agent authorized to practice before the Internal Revenue Service.