The partners and owners bundle: every stage of shared ownership
This partners and owners bundle covers the full life of a multi-owner business: deciding whether to bring on a partner and how much to give, keeping each owner’s capital account straight, and making sure the buy-sell agreement protects everyone when an owner leaves. Together, the three tools cost less than buying each one separately.
Who it’s for
Owners of established businesses who have partners or are thinking about adding one, and advisors who work with multi-owner companies.
What the partners and owners bundle helps you do
- Decide whether a partner is the right move and price the percentage
- Set up vesting, earn-in, and terms before anything is signed
- Allocate profit and track contributions and distributions by owner
- Check that your buy-sell price is current and the buyout is funded
What’s included
- Bringing On a Partner Kit: the equity calculator, guide, partner fit questionnaire, and term sheet.
- Multi-Owner Capital Tracker: profit allocation and capital accounts for multi-member LLCs.
- Buy-Sell Agreement Review & Funding Kit: the price check, insurance funding, and installment buyout workbook with a review guide.
How it works
First, use the partner kit to decide on the deal and agree on terms. Next, set up the capital tracker the day the new owner joins. Then, review your buy-sell agreement so the price and funding match the new ownership. Finally, revisit the tracker every year and the buy-sell agreement every year or two.
Why owners need all three
Most partner disputes come from one of three places: unclear terms at the start, confusion over who is owed what, or an outdated buyout plan. This bundle covers each one. Only need one piece? See the Bringing On a Partner Kit, the Multi-Owner Capital Tracker, or the Buy-Sell Agreement Review & Funding Kit on its own.
Want help structuring ownership or updating your agreement’s value? Work with us.
Format: PDF, Excel, and Word. Instant download. Requires Excel 2016 or newer (or Microsoft 365). General information only; not a business valuation. Not tax or legal advice.