Transfer of shares and interests
Purchase, sale, donation, or assignment of shares with compliance with bylaw restrictions, right of first refusal, and share registry updates.
Scope
What this service includes
- Bylaw review: pre-emptive rights and transfer restrictions
- Tailored purchase, donation, or share assignment agreement
- Share registry book entry certificates
- Protocolization of agreements and minutes arising from the transfer
Real cases
When do you need it?
Change of partners
A partner sells their stake to a third party or to other partners and you want to shield the procedure against challenges.
Family succession
The share holder passes away or retires and ownership passes to heirs or designated successors.
Reorganize holdings
The corporate group redistributes interests among group companies for tax or estate efficiency.
Step by step
How the process works
Basic due diligence
We verify share certificates, encumbrances, and applicable right of first refusal.
Transfer agreement
We draft the agreement with price, payment terms, and representations.
Share registry
We update the registry book and issue certificates to the new holders.
Follow-up minutes
Appointments or revocations of managers resulting from the change of ownership.
Frequent questions
Frequently asked questions
Is a private purchase agreement enough?
A private agreement binds the parties, but protocolization and share registry entry are essential to make the transfer opposable to the company and third parties.
What is the right of first refusal?
It is the preference of existing partners to acquire the shares for sale on equal terms. It must be respected or the transfer may be nullified or rescinded.
Can shares be transferred electronically?
Companies may keep the registry in electronic media under the law; we advise you on authentication and preservation requirements.
Is your partnership composition about to change?
Transfer shares with legal certainty and no bylaw surprises.
Related services