If a partner leaves tomorrow, is it clear what happens to the company?
Most partnerships start on trust and without written rules. The problem comes when someone wants to leave, stops working or dies. We help you agree on those rules now, while everyone still agrees, and to put them in the right documents.
- Exit and buyout, and what happens on death or disability
- Profit distribution, pay for working partners and decision-making
- Tax review of distributions and legal drafting with a corporate lawyer
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If a partner wanted to leave today
Simulation with an EBITDA multiple, one of the formulas you can agree on.
How protected is your partnership?
Tick what you already have settled in writing. Whatever you leave unticked is the first thing we'd put in the agreement.
What you already have in writing
Only tick what is signed, not what was discussed.
Your result
Trust is no substitute for written rules
A partner leaves with the clients
Without confidentiality and non-compete rules, a partner can leave and offer the same thing to your clients with your know-how.
A partner dies or becomes disabled
Their heirs become partners even if they don't know the business, or they may sell the stake to someone you didn't choose.
Disputes over work and profits
One works every day and the other barely takes part, yet the split is the same. Without rules on pay and profits, every month is an argument.
What a shareholders' agreement must settle
Contributions and decisions
Who contributes money, who contributes work, and which decisions need a qualified majority: a sale, debt or large contracts.
Profit distribution
When and how profits are distributed, reserves and pay for working partners, with a tax review so distributions are done correctly.
Exit and buyout
A valuation formula agreed in advance, payment terms and a right of first refusal if someone wants to sell.
Death, disability or divorce
Rules for buying the stake and funding options, such as cross-purchase insurance between partners.
Confidentiality and non-compete
With reasonable scope, term and territory, so they hold up.
Dispute resolution
Mediation and, if agreed, arbitration, to settle things before going to court.
Agree on it first avoids the dispute
Why it pays to agree in advance
Without an agreed formula, each partner arrives with their own number and the gap is settled by negotiation or in court. With a formula, it's arithmetic, and the payment term protects the company's cash flow.
Illustrative simulation. The multiple, adjustments and payment terms are set in the agreement according to the company's industry and stage.
Clarity before selling
We'll tell you if it's not right for you
If the assessment shows you don't need the service, we'll tell you and point you to what you do need.
15+ years of experience
Accounting, tax and finance for entrepreneurs, SMEs and foreign companies operating in Mexico.
100% online, anywhere in Mexico
We work by video call and WhatsApp. You send the information; we take care of the rest.
Your numbers and your to-dos, in one place
Your financial statements and profit distribution visible to all partners, with the same information for everyone.
How we do it, without the conversation ending in a fight
30-minute assessment
We review how many partners there are, the type of company, its bylaws and whether there is any disagreement today.
Session with all partners
A moderated video session to discuss the uncomfortable topics: exit, death, work and sale.
Draft with tax and legal review
We draft the agreement and, if needed, the bylaw amendments, and refine them with you.
Signing and formalization
Signing of the agreement and, where applicable, notarization of the bylaw changes.
Let's review your partnership in 30 minutes. No cost.
We tell you what's missing in writing, what belongs in the bylaws and what in a shareholders' agreement. If there is already an open legal dispute, we'll tell you honestly whether this still helps.
- What risks your partnership has today
- What goes in the bylaws and what in the agreement
- Fixed written quote
Prefer to pick a day and time? Book a 30-minute video call.
What clients usually ask us
Is a private agreement between partners valid?
It binds those who sign it. But some rules, such as restrictions on selling shares, rights of first refusal or special majorities, are best included in the bylaws so they bind the company and third parties. Also, in an SA the law limits voting agreements, except in a SAPI. That's why we review what goes in each document.
Does it help if we already disagree?
If the disagreements are about money or work, yes, and it's often the best time. If there is already a lawsuit or a partner is competing, it's no longer preventive; we'll refer you to a litigation lawyer.
Why not use a template from the internet?
Because it isn't tailored to your bylaws, doesn't define how the company is valued when a partner leaves, doesn't cover death or divorce in detail, and doesn't review the tax effect of distributions.
What if a partner won't sign?
That's valuable information: you have a partner who doesn't want rules. We'll explain the alternatives, from adjusting the agreement to an orderly exit.
How much does it cost?
It depends on the scope and the information you already have. After the assessment we send a written proposal with a fixed fee and no hidden charges.
Agree on the rules while everyone still agrees
30-minute assessment at no cost. If it's not right for you, we'll say so.