GETTING INVESTMENT READY A LEGAL FRAMEWORK SETTING THE TERMS GORDON STÜNZNER SOLICITOR SOUTH...
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Transcript of GETTING INVESTMENT READY A LEGAL FRAMEWORK SETTING THE TERMS GORDON STÜNZNER SOLICITOR SOUTH...
![Page 1: GETTING INVESTMENT READY A LEGAL FRAMEWORK SETTING THE TERMS GORDON STÜNZNER SOLICITOR SOUTH GELDARD LAWYERS.](https://reader035.fdocuments.net/reader035/viewer/2022072009/56649d935503460f94a7aa25/html5/thumbnails/1.jpg)
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GETTING INVESTMENT READY
A LEGAL FRAMEWORKSETTING THE TERMS
GORDON STÜNZNERSOLICITOR
SOUTH GELDARD LAWYERS
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First Steps
• Work out what you are willing to offer• Decide who is involved• Evaluate your skills - do you have the necessary skills
for the proposal?• Look at your current business structure• Look at your proposed business structure• Due diligence• Talk
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What are the relationships?
External Investors
Specific Purpose Vehicle
Joint Venture Participants
Individual Enterprise
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Internal business considerations
• Partnership agreement• Trust deed• Corporate constitution• Shareholders’ agreement • Succession plan• Wills and Enduring powers of
attorneyIndividual Enterprise
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Joint Venture Enterprise
What do we need between entities?
• MOU or Heads of Agreement• Joint Venture agreement• Corporate constitutional
documentation• Shareholders’ /unit holders’
agreements• Corporate governance policy
documents
Individual Enterprise
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External Investor
Specific Purpose Vehicle
Joint Venture Enterprise
What do we need to put in place with investors?
• Contract of sale• Lease of land• Co-ownership agreement• Management agreement• Investment
strategy/management policyIndividual Enterprise
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Example: Sale and Lease back
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Sale and Lease back – Ongoing lease
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Example: Multi-party sale and lease back arrangement
• 3 adjoining Landholders• Separate operations• 10,000 aggregated commercial cattle herd• Agreement to pitch to an international investor• Sale and lease back arrangement
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