beyond MD with Dr. Yatin Chadha

Corporate Shareholder Agreements with Parish Bhumgara

March 21, 2024 Season 1 Episode 67
beyond MD with Dr. Yatin Chadha
Corporate Shareholder Agreements with Parish Bhumgara
Show Notes

In this episode I sit down with Parish Bhumgara from Gardiner Roberts LLP to discuss corporate shareholder agreements (CSA).

Discussion points:
- Parish's background (2:05)
- Corporate shareholder agreements/CSAs: what & when? (2:40)
- CSAs: who should consider this? (3:45)
- CSA structure (6:20)
- CSA share types (8:05)
- Key details to be outlined on a CSA (11:03)
- Unanimous shareholder agreements (16:33)
- Scenarios where CSAs really help (17:33)
- Separate corporation to invest in Real Estate (19:52)
- Corporations as a way to reduce liability (21:55)
- Any disadvantages to CSAs? (23:30)
- CSA set up (24:45)
- CSA cost (25:05)
- Transferring shares (27:18)

This episode features Arya EHR - https://www.aryaehr.com/

**I endorse only products/services I personally use or would use. Any income generated offsets the costs of running this podcast :)

Yatin:


Parish:

  • pbhumgara@grllp.com