Business Plan Template

Joint Venture Company / Shareholders Agreement Checklist

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Checklist on issues relating to joint venture agreement. The checklist assumes that there will be a Joint Venture Company (“Company”) whereby two or more parties establish a business, with its own management structure, in which the parties will participate on an "equity" basis - rather than simply a cost-sharing collaboration without an identifiable jointly-run business.

First Thing is to Understand the Purpose of the joint venture for planning purpose:

1. Who are the parties to the joint venture?

2. What are the primary commercial objectives?

3. Is it confined to a particular territory or technological field?

4. What are the key interests of the parties to protect?

5. How do the parties expect to make a commercial return from the venture?

6. What rights of control or participation do the parties expect?

7. Do the parties need or have an exit strategy?

Things to consider in a Joint Venture:

1. Purpose of the Joint Venture

2. Ownership and Funding

3. Management

4. Minority protection

5. Non-compete

6. Distribution policy

7. Termination

8. Options

9. Right of Pre-emption

10. Deadlock

11. Accounting Policies

12. Law, Jurisdiction and Arbitration

13. Due Diligence on Parties and Assets

14. Competition Issues, Regularity consents and Licences

15. Tax

16. Employment

17. Intellectual Property and Information Technology


How to use this Document?

Use this document as a checklist to outline your business plan for the joint venture company. This is useful for planning the business plan and the terms of the shareholders agreement and covers the usual issues of joint ventures.

Please complete the document accordingly with information about the joint venture company.

How to Tailor the Document for Your Need?

  1. Create Document: Click “Create Document” button and the document will be prepared with your account details automatically filled in.

  2. Please fill in any additional information by following the step-by-step guide on the left-hand side of the preview document and click the “Next” button.

  3. When you are done, click the “Get Document” button and you can download the document in Word or PDF format.

  4. Please review the document carefully and make any final modifications to ensure that the details are correct before sending to the addressee.

Document Type:

Checklist / guideline / manual / policy / procedures


Business > Setup of Business / Entity > Joint Venture Agreement








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