Share Transfer
Transfer of shares between existing shareholders, to a new investor, or as part of an exit - stamp duty, board approval and register updates handled so the transfer actually holds up.
Transfers must be stamped correctly (typically via Form SH-4) or the transfer is not legally valid.
The board must approve and register the transfer - it's not effective on private agreement alone.
Right of first refusal or tag-along clauses in your SHA may restrict who shares can be transferred to.
The Register of Members must reflect the transfer promptly - delays complicate later diligence.
A transfer that's actually valid on record.
We verify the transfer doesn't breach right of first refusal or other shareholder agreement clauses.
Share transfer form prepared, stamped, and executed by both parties.
Board approves and registers the transfer at a duly convened meeting.
Register of Members and your digital cap table both updated to reflect the new holding.
Part of Layer 2 - EquityOps, for both setup tracks.
Founding shareholder transfers (e.g. a co-founder exit early) need the same rigor as any other transfer - we build the process in from the start.
Start your setup →Investor entry, secondary sale, or founder exit? We process the transfer and reconcile your existing cap table simultaneously.
Run your diagnostic →A transfer your cap table can trust.
We verify right-of-first-refusal and tag-along obligations before any documentation is signed.
Your digital cap table reflects the new holding immediately, not at the next quarterly reconciliation.
Every transfer is documented in a way that holds up under future investor or acquirer scrutiny.
Common questions
No - a valid transfer requires Form SH-4 execution, correct stamping, and board approval to be legally effective.
In some cases yes, particularly if the company's articles grant the board discretion or the transfer breaches SHA restrictions.
Stamp duty is generally calculated on the consideration or market value, at rates that vary by state - we calculate this before the transfer is executed.