Today I added a stock transfer ledger template to the documents available for free user downloads. Corporations can use this template to help track the issuance of shares and transfer (or repurchase) of shares after they have been issued.
At the Downloads page, click on Stock Transfer Ledger. You browser then will make the stock transfer ledger file (an Excel spreadsheet) available for download.
I was prompted to make this file available by a question on Quora (What’s the best way to establish an electronic version of a corporate share register?).
Related post: How Do We Issue Corporate Shares?
Dana H. Shultz, Attorney at Law +1 510-547-0545 dana [at] danashultz [dot] com
This blog does not provide legal advice and does not create an attorney-client relationship. If you need legal advice, please contact a lawyer directly.
This post is based on a question about how to add a co-founder to a corporation that I answered recently on Avvo. The question and answer are paraphrased below.
Q. I would like to add a co-founder to an existing corporation. Does the Founder Agreement need to be changed? How can I make a co-founder designation?
A. The term “add a co-founder” has little or no significance in this context.