Start with the deal
A useful outline, not a universal form
There is no single format that fits every transaction. The structure and terms can depend on the parties, the company, the shares, and the circumstances. The fields below reflect the general preparation prompts in this site’s guided builder; they are a starting point for organizing facts, not a complete list of what a transaction may need.
People and company
Identify the seller and buyer, then name the company whose shares are involved. Use details that the parties can check against their own records.
- Seller and buyer names
- Company name
The shares and price
Describe the share class and number being transferred. Capture the agreed price, the currency, whether a figure is per share or a total, and the payment method.
- Share class and count
- Price and currency
- Payment method
Timing and additional terms
Record the expected signing date and closing or completion date. The builder also has an optional space for additional terms the parties want to discuss.
- Signing date
- Closing date
- Additional terms
Intended governing law
The guided draft includes a field for the intended governing law. Entering a jurisdiction is a drafting prompt, not confirmation that the template fits local requirements.
- Intended governing law
Important boundary
A checklist cannot confirm suitability
This list is not exhaustive and is not a guarantee of a suitable agreement. A transaction may raise questions that are not covered by these fields. The builder creates a general editable working draft saved in your browser until you pay; it is not legal advice, attorney-reviewed, or guaranteed to fit your transaction or jurisdiction. Ask qualified counsel to review the terms and document before signing.
Use the outline to prepare a first draft
The guided builder puts the fields in a working order and updates a preview as you go. Your unfinished draft is stored in local browser storage on this device. Buying a PDF sends that draft and your delivery email to our server; see the privacy notice.