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Finance & Accounting

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All Finance & Accounting templates

Press Release Company Has Completed a Merger

This press release template is used to formally announce that a company has completed a merger, providing key details about the transaction and its implications for stakeholders. It is suitable for public dissemination to media outlets and other interested parties.

press releasemergeracquisition
Today

Manufacturer Representative Agreement

This template is a contract between a manufacturer and a sales representative, outlining the terms and conditions under which the representative will sell the manufacturer's products. It is used when establishing a new independent sales representation agreement.

manufacturerrepresentativeagreement
2w ago

Registration Rights Agreement

This Registration Rights Agreement grants investors certain rights relating to the registration of their shares for public resale, typically used in equity funding rounds for Southern African SMEs.

equity fundingregistration rightsinvestor rights
Today

Buyout Agreement

This Buyout Agreement template is used when one party wishes to buy out the shares or ownership interest of another party in a business entity. It outlines the terms and conditions of the transfer of ownership.

buyoutagreementequity
2w ago

Share Subscription Agreement Private_Long Form

This Share Subscription Agreement (long form) is used when an investor subscribes for new shares in a private company. It outlines the terms and conditions of the share issuance, including details of the subscriber, the shares being issued, and payment terms.

equity fundingshare subscriptioninvestment agreement
2w ago

Put Option Agreement

This Put Option Agreement grants the option holder the right, but not the obligation, to sell a specified number of shares to the option writer at a predetermined price within a certain timeframe. It is used to protect an investor's downside risk or to facilitate an orderly exit from an investment.

equity fundingput optionshares
2w ago

Stock Subscription Agreement

This Stock Subscription Agreement template outlines the terms and conditions under which an investor subscribes to purchase shares in a company. It is used when a company issues new shares to raise capital.

stock subscriptionequity fundingshares
Today

First Supply Agreement

This First Supply Agreement template is for an initial agreement between a supplier and a buyer for the provision of goods or services. It is used to formalize the terms and conditions of their first business transaction.

supply agreementfirst supplygoods
2w ago

Equity Distribution Agreement

This Equity Distribution Agreement outlines the terms and conditions for the distribution of equity in a company to its shareholders. It is used to formalize how shares are allocated, transferred, and managed among equity holders.

equity agreementshare distributionshareholder agreement
Today

Right of First Refusal Agreement

This agreement grants a specific party the first opportunity to purchase an asset or property before it is offered to others. It is used to protect the interests of a party who may have a strategic reason to acquire the asset, often in the context of equity funding or business sales.

right of first refusalROFRequity
2w ago

Action by Written Consent of Shareholders

This template is for documenting shareholder decisions made without a formal meeting, using written consent. It captures resolutions passed by shareholders, ensuring legal compliance and clear record-keeping for private companies.

shareholdersresolutionswritten consent
Today

Waiver of Right of First Refusal

This template is a formal waiver of the Right of First Refusal, typically used when a company's shareholders or other parties agree to waive their pre-emptive rights to purchase shares being offered by another shareholder or the company itself.

WaiverRight of First RefusalEquity Funding
Today

Agreement of Purchase and Sale of Shares 2

This template outlines the terms and conditions for the purchase and sale of shares between a seller and a purchaser. It is used when an individual or entity is acquiring shares in a company from an existing shareholder.

share purchaseequity saleprivate equity
Today

Sale of Shares Agreement

This Sale of Shares Agreement facilitates the formal transfer of ownership of shares from a seller to a buyer, outlining the terms and conditions of the transaction. It is used when an individual or entity wishes to sell their shares in a private company.

equity fundingsharessale of shares
Today

Agreement for Redemption of Preferred Shares

This agreement outlines the terms and conditions for the redemption of preferred shares by a company from a shareholder. It is used when a company wishes to repurchase its preferred shares.

redemptionpreferred sharesequity
Today

Offer to Purchase Shares Agreement Venture Capital

This Offer to Purchase Shares Agreement Venture Capital template is used when a venture capital firm offers to purchase shares in a private company. It outlines the terms and conditions of the proposed acquisition.

venture capitalshare purchaseequity funding
1d ago

Preferred Stock Purchase Agreement

This template is a legally binding agreement for the purchase and sale of preferred stock in a company, outlining the terms and conditions between the investor and the company. It is used when a company issues preferred stock to raise capital.

preferred stockequity fundinginvestment agreement
1d ago

Shared Equity Agreement

This Shared Equity Agreement outlines the terms and conditions between a property owner and an investor, detailing the investor's contribution in exchange for a share in the property's future appreciation. It is suitable for arrangements where an investor provides funds for a property in return for a percentage of its future sale price.

shared equityequity agreementproperty investment
2w ago

Exclusive Vendor Agreement

This Exclusive Vendor Agreement establishes a legally binding relationship between a buyer and a single, exclusive vendor for specified goods or services. It is used when a company wishes to procure particular items or services solely from one supplier for a defined period.

exclusive agreementvendor contractsupplier agreement
2w ago

Stock Redemption Agreement

This Stock Redemption Agreement outlines the terms and conditions under which a company agrees to repurchase its own shares from a shareholder. It is used when a shareholder wishes to sell their shares back to the company.

stock redemptionshare repurchaseequity
2w ago

Stock Lending Agreement

This template is a legally binding agreement for the lending and borrowing of securities (stocks) between two parties for a specified period, often used to facilitate short selling or cover failed trades. It outlines terms, conditions, and collateral requirements.

stock lendingsecurities lendingequity finance
2w ago

Affidavit of Lost, Stolen or Destroyed Stock Certificate

This template is an Affidavit of Lost, Stolen or Destroyed Stock Certificate, to be used when a shareholder needs to formally declare that a stock certificate has been lost, stolen, or destroyed, and request a replacement.

equitysharesstock certificate
2w ago

Share Subscription Agreement Venture Capital

This Share Subscription Agreement Venture Capital template is for use when a venture capital firm invests in a company by subscribing for new shares. It outlines the terms and conditions of the investment, including the number and class of shares, the subscription price, and the closing date.

share subscription agreementventure capitalequity funding
2w ago

Assumption Agreement

This Assumption Agreement template is used when one party agrees to take on the obligations or liabilities of another party, often in the context of mergers, acquisitions, or transfers of contracts. It formalizes the transfer of responsibility for specific duties or debts.

assumption agreementliability transfercontract assignment
Today

Waiver of Notice Meeting of Incorporators

This template is used when the incorporators of a company wish to waive the formal notice period required for a meeting, allowing them to convene and conduct business promptly. It is ideal for situations where all incorporators agree to meet without delay.

waiverincorporatorsmeeting
2w ago

Checklist Software Development Contract

This checklist assists small and medium enterprises (SMEs) in Southern Africa to draft comprehensive software development contracts, covering key legal and operational aspects to protect both parties.

software developmentcontractchecklist
1d ago

Convertible Note Agreement

This Convertible Note Agreement facilitates early-stage funding for a startup, allowing investors to provide capital in exchange for a future equity stake, typically upon a subsequent financing round. It is suitable for businesses seeking initial investment without immediately determining a valuation.

convertible noteseed fundingequity
2w ago

Licensee Oriented Software License Agreement

This template is a Licensee-Oriented Software License Agreement designed for use when licensing software to a third party. It prioritizes the rights and interests of the licensee, ensuring clear terms for software usage, intellectual property, and limitations of liability.

software licenselicensee focusedagreement
Today

Source Code License Agreement Fully Paid-Up, Royalty Free

This template is a fully paid-up, royalty-free source code license agreement suitable for use when transferring ownership and rights to source code.

license agreementsource coderoyalty-free
Today

Worksheet Target Market

This worksheet helps businesses define and understand their target market segments, including demographics, psychographics, and needs. Use it when developing marketing strategies or launching new products/services.

marketingtarget marketmarket research
2w ago
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