Legal health check service

The health check involves understanding your business’s current and future commercial operational imperatives, and then assessing constitutional documents, shareholder structure, contracts, policies and procedures against those imperatives. We will provide you with an executive report which clearly identifies where any of these are out of date or non-existent, and what steps are needed to ensure your business is fully compliant and ready for investment or sale.

Your health check can be as detailed as circumstances require and can cover:

• Constitutional documents – are your articles of association fit for purpose? Do you have or need a shareholders’ agreement?
• Shareholder structure – is your shareholder register up to date? Have all of your shares been properly issued?
• Intellectual property – are your IP matters (trade marks, design rights, software, etc) and your commercial rights properly owned, licensed and protected?
• Suppliers – do supplier agreements dovetail effectively without potential points of failure or commercial weakness?
• Data protection – are data protection regulations, policies and marketing strategies all properly aligned?
• Employment – are key personnel bound by employment contracts with appropriate notice periods and non-competes?
• Sales contracts – if sales contracts are negotiated without legal supervision, does the sales force know how to properly identify and mitigate risk?
• Standard terms and conditions – do all terms and conditions and standard form documents reflect what the business does and are they fit for purpose?