History/Preamble OWNERSHIP & LEGAL IDENTITY (INSERT) Directors/Shareholders is owned by whose Directors are There are shares issued in the company and the share allocation is as follows. Name: Length of time with the company Functionality within the business: If more than one director in the company is there an up to date partnership agreement? SWOT on each director Last performance review: How are you/they paid? Directors bonus taken in accordance with the shareholders or partnership agreement? Last salary review: Pulse check If applicable, is a shareholders agreement in place? Y / N When was the last shareholders agreement reviewed? When was the last time the business was valued? Is there a succession plan in place? Is there an appetite for future acquisition? Y / N 126 |
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