Family Business Shareholders Agreement Template for India

1. Family Council: Structure and role of family council - used when the family is large enough to require formal governance

2. Succession Planning: Detailed succession planning provisions - used when specific succession arrangements need to be documented

3. Family Constitution Integration: Reference to family constitution if one exists - used when family has separate family governance document

4. Next Generation Involvement: Specific provisions for involving next generation - used when planning generational transition

5. Family Business Values: Statement of core family and business values - used when family wants to formally preserve culture

6. External Investment Provisions: Framework for accepting external investment - used when future external capital might be needed

7. Family Member Exit Mechanism: Detailed exit provisions for family members - used when specific exit arrangements are needed

8. Incapacity and Death Provisions: Special provisions for handling incapacity or death - used when specific arrangements needed beyond succession planning

1. Schedule 1 - Current Shareholding: Detailed breakdown of current share ownership

2. Schedule 2 - Reserved Matters: List of decisions requiring special approval

3. Schedule 3 - Share Valuation Methodology: Agreed method for valuing shares for transfers

4. Schedule 4 - Family Employment Rules: Detailed rules for family member employment

5. Schedule 5 - Deed of Adherence: Template for new shareholders joining the agreement

6. Schedule 6 - Company Assets: List of key business assets and properties

7. Appendix A - Family Tree: Current family tree showing relationships between shareholders

8. Appendix B - Business Organization Chart: Current management and reporting structure