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Pulling It All Together with a Partner-Shareholder Agreement

Posted: October 18, 2018 at 8:33 pm   /   by   /   comments (0)

Pulling It All Together with a Partner-Shareholder Agreement Handout.PDF <Handout is password protected: Opens with the password for the video (case sensitive – same as for the live show)>

Description: In “How to Build a Partner Compensation System that Supports Accountability” and “Pulling It All Together with a Partner/Shareholder Agreement” we take you through the common problems firms are facing, the steps that need to be taken to overcome critical obstacles, how to create accountability and sustainability around change processes by reinventing your compensation system and how to tie this process up in a bow by addressing specific topics in your owner agreement.


  • The benefits of developing what we call an SOP framework around your partner agreement,
  • The importance of determining what kind of voting structure you are going to use with each policy
  • The basic policies that we suggest firms include and some common alterations they make,
  • Setting up a review and change process that continually keeps your agreement current and consistent with how you are operating, and more.

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