Put Option Clause Template (Copy, Paste & Adapt)

Put Option Clause (Sample):

Any shareholder (including a director or partner) in this partnership, startup, or limited liability company may, upon the occurrence of a specified event (such as termination of employment, deadlock, or a set date after incorporation), require the company or other shareholders to purchase all their shares at a price determined by [agreed formula, e.g., fair market value or EBITDA multiple]

What is a Put Option Clause?

A put option clause gives shareholders—especially directors, partners, and minority investors—the right to require the company or other shareholders to buy their shares if certain events occur. This provides a clear exit route and protects against being trapped in a partnership, startup, or limited liability company after incorporation.

Who Needs It and Why?

  • Best for: Minority shareholders, directors, and partners who want a guaranteed exit route from a startup, partnership, or limited company.

  • Key risk if missing: You could be forced to remain a shareholder with no way to realise your investment, especially if relationships break down.

  • Typical UK challenge: If not included in the shareholders’ agreement or articles of association, you have no automatic right to force a buyout.

How It Works in Practice

Example:
You’re a director and minority shareholder in a limited liability startup. If you resign or there’s a deadlock, you can trigger the put option clause, requiring the company or other shareholders to buy your shares at a pre-agreed valuation. Without this, you might be stuck with illiquid shares and no exit.

Common Pitfalls and Legal Nuances

  • The clause must be in the shareholders’ agreement or articles of association to be enforceable for any partnership, startup, or limited company.

  • The valuation formula should be clear and objective to avoid disputes.

  • Funding the buyout can be a challenge—ensure the company or shareholders have the means to pay.

FAQ

1. Does a put option clause guarantee I’ll get paid?
Only if the company or shareholders have the funds. Consider including provisions for staged payments or escrow.

2. Can directors and partners use a put option clause?
Yes, if the clause is drafted to include directors and partners, not just ordinary shareholders.

3. Is a put option clause automatic in UK law for startups or partnerships?
No, it must be written into your shareholders’ agreement or articles of association.

4. What events can trigger a put option?
Common triggers include resignation, dismissal, deadlock, or a set date after incorporation.

5. How is the buyout price set?
The price should be determined by a clear formula—such as fair market value, an independent valuation, or a multiple of profits.

Summary / Action Steps

  • Review your shareholders’ agreement and articles of association for a put option clause, especially if you’re a director, partner, or minority shareholder in a startup, partnership, or limited liability company.

  • If missing, negotiate its inclusion before disputes arise.

  • Use the template above as a starting point, but adapt it to your company’s needs and structure.

Disclaimer: This content is for general information only and does not constitute legal, financial, or tax advice. Outcomes may vary depending on your individual circumstances.

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Artificial intelligence for law in the UK: Family, criminal, property, ehcp, commercial, tenancy, landlord, inheritence, wills and probate court - bewildered bewildering
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