tiktok成人版

Stock Purchase Agreement Term Sheet for the United States

Stock Purchase Agreement Term Sheet Template for United States

A Stock Purchase Agreement Term Sheet is a preliminary, non-binding document that outlines the key terms and conditions for the purchase and sale of company stock in the United States. It serves as a framework for the subsequent definitive agreement, covering essential elements such as purchase price, number of shares, closing conditions, and key investor rights. The document must comply with both federal securities laws and applicable state regulations.

Your data doesn't train Genie's AI

You keep IP ownership聽of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Stock Purchase Agreement Term Sheet

Let tiktok成人版's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

What is a Stock Purchase Agreement Term Sheet?

The Stock Purchase Agreement Term Sheet is commonly used in the United States as a preliminary step in stock acquisition transactions. It provides a structured outline of the fundamental terms and conditions that will form the basis of the final, binding Stock Purchase Agreement. This document is particularly important in private equity investments, mergers and acquisitions, and venture capital transactions. It typically includes details about valuation, governance rights, transfer restrictions, and other key commercial terms while ensuring compliance with federal and state securities regulations. The term sheet helps parties align their expectations and streamlines the negotiation process for the definitive agreement.

What sections should be included in a Stock Purchase Agreement Term Sheet?

1. Parties: Identification of buyer(s) and seller(s), including full legal names and addresses

2. Background: Context of the transaction and company overview, including business purpose and rationale

3. Definitions: Key terms used throughout the term sheet, including defined terms for securities, purchase price, and other material concepts

4. Purchase Price: Total consideration, payment terms, and any adjustments or earn-out provisions

5. Securities to be Purchased: Detailed description of shares/securities being transferred, including class, rights, and restrictions

6. Closing Conditions: Requirements that must be met before closing, including regulatory approvals and due diligence

7. Representations and Warranties: Basic statements of fact from both parties regarding authority, ownership, and compliance

What sections are optional to include in a Stock Purchase Agreement Term Sheet?

1. Board Rights: Terms regarding rights to board representation and board observer rights

2. Anti-dilution Protection: Provisions protecting against future dilution of ownership, including adjustment mechanisms

3. Right of First Refusal: Terms governing preferential rights to purchase shares before third parties

4. Tag-Along Rights: Rights of minority shareholders to join in sale of shares by majority shareholders

5. Drag-Along Rights: Rights of majority shareholders to force minority shareholders to join in sale

What schedules should be included in a Stock Purchase Agreement Term Sheet?

1. Schedule A - Capitalization Table: Current and post-closing ownership structure of the company

2. Schedule B - Disclosure Schedule: Exceptions to representations and warranties made in the agreement

3. Schedule C - Form of Stock Certificate: Template of stock certificate to be issued upon closing

4. Schedule D - Required Consents: List of third-party approvals and regulatory consents needed for closing

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

United States

Cost

Free to use
Clauses






























Industries

Securities Act of 1933: Federal law governing registration requirements, exemption provisions (like Regulation D), and disclosure requirements for securities offerings

Securities Exchange Act of 1934: Federal law covering anti-fraud provisions, reporting requirements, and insider trading regulations for securities trading

Sarbanes-Oxley Act 2002: Federal legislation establishing enhanced corporate governance and financial disclosure requirements for public companies

Internal Revenue Code: Federal tax legislation governing tax implications of stock transfers and capital gains considerations

Blue Sky Laws: State-specific securities laws governing registration requirements, disclosure requirements, and exemptions at the state level

State Corporate Laws: State-level legislation governing corporate governance requirements, shareholder rights, and transfer restrictions

Stock Exchange Rules: Exchange-specific requirements covering listing requirements, trading rules, and disclosure obligations for listed companies

Hart-Scott-Rodino Act: Federal antitrust legislation requiring review of larger transactions to prevent anti-competitive mergers and acquisitions

FINRA Regulations: Rules and regulations governing broker-dealers and securities industry professionals

Delaware General Corporation Law: Specific corporate law framework for Delaware corporations, covering governance requirements and shareholder rights

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks, 聽Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination, 聽Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Money Market Repurchase Agreement

U.S.-governed agreement for short-term secured lending through securities sale and repurchase transactions.

find out more

Investment Club LLC Operating Agreement

A U.S. legal document establishing the governance structure and operating rules for an investment club organized as an LLC.

find out more

Family Investment LLC Operating Agreement

A U.S.-governed legal agreement establishing the structure and operations of a family-owned LLC for investment purposes.

find out more

Term Sheet Venture Capital

A non-binding document under U.S. law that outlines key terms for venture capital investment, serving as a blueprint for final documentation.

find out more

Rental Property LLC Operating Agreement

A US-compliant legal document establishing the structure and operations of an LLC focused on rental property management.

find out more

Investment Agreement Letter

A legally binding document under US law that outlines the terms and conditions of an investment commitment between an investor and a company.

find out more

Silent Partner Investment Contract

A U.S.-governed agreement establishing terms between a silent investor and business operator in a limited partnership structure.

find out more

Real Estate Equity Purchase Agreement

A U.S.-compliant legal agreement for the purchase and sale of real property, outlining transaction terms and conditions.

find out more

LLC Operating Agreement With Investors

A U.S. legal document governing the relationship between LLC members and investors, establishing rights, responsibilities, and operational framework.

find out more

LLC Investment Term Sheet

A U.S.-governed preliminary document outlining key terms and conditions for investing in an LLC.

find out more

Real Estate Syndication Operating Agreement

A U.S.-governed agreement establishing the framework for real estate investment partnerships between sponsors and passive investors.

find out more

Stock Borrowing And Lending Agreement

A U.S.-governed agreement establishing terms for securities lending between parties, compliant with SEC and FINRA regulations.

find out more

Real Estate Private Equity Term Sheet

A U.S.-governed preliminary document outlining key terms and conditions for investment in a real estate private equity fund.

find out more

Private Equity General Partner Agreement

A U.S.-governed agreement establishing the relationship between a private equity fund's general partner and the fund, including management and economic terms.

find out more

Private Equity Fund Agreement

A U.S.-governed agreement establishing the terms and structure of a private equity fund, including investor rights, management obligations, and profit-sharing arrangements.

find out more

Letter Of Intent To Purchase Stock

A preliminary document used in the U.S. that outlines the intended terms for a stock purchase transaction.

find out more

Hedge Fund Limited Partnership Agreement

A U.S.-governed agreement establishing a hedge fund as a limited partnership, defining investor rights, management responsibilities, and operational terms.

find out more

Investment Club Operating Agreement

A U.S.-governed agreement establishing the structure and rules for an investment club's operations and member relationships.

find out more

Hedge Fund Subscription Agreement

A U.S.-governed legal agreement documenting an investor's subscription to a hedge fund, subject to federal securities laws and regulations.

find out more

Simple Agreement For Future Equity Term Sheet

A U.S.-governed term sheet outlining key terms for a SAFE investment instrument used in early-stage startup financing.

find out more

Convertible Equity Term Sheet

A U.S.-compliant preliminary agreement outlining terms for convertible equity investment in a company.

find out more

Real Estate Holding Company Operating Agreement

A U.S.-governed legal agreement establishing the operational framework for a real estate holding LLC, defining member rights, management structure, and profit distribution.

find out more

LLC Share Purchase Agreement

A U.S.-governed agreement for the purchase and sale of LLC membership interests, detailing transfer terms and conditions.

find out more

Investment LLC Operating Agreement

A U.S.-governed legal agreement establishing the operational framework for an investment-focused Limited Liability Company.

find out more

Real Estate Partnership Agreements

A U.S.-governed agreement establishing terms and conditions for real estate partnerships, including partner rights, responsibilities, and operational framework.

find out more

Capital Raising Mandate Agreement

A U.S.-governed agreement appointing a financial advisor to raise capital, subject to federal and state securities laws.

find out more

Share Investment Agreement

A U.S.-governed legal agreement documenting the terms and conditions of a share investment in a company, subject to federal and state securities laws.

find out more

Movie Investment Contract

A U.S.-governed legal agreement establishing terms for financial investment in film projects, subject to federal and state securities laws.

find out more

Stock Contribution Agreement

A U.S.-governed agreement documenting the transfer of shares from a contributor to a receiving entity, ensuring compliance with securities laws and protecting parties' interests.

find out more

Preference Shares Investment Agreement

A U.S.-governed agreement establishing terms for investment in company preferred stock, including shareholder rights and regulatory compliance.

find out more

Personal Investment Contract

A U.S.-governed agreement establishing terms between an individual investor and investment manager, compliant with federal and state securities laws.

find out more

Rental Property Partnership Agreement

A U.S.-governed agreement establishing a partnership for rental property investment and management, defining partner rights, responsibilities, and operational procedures.

find out more

Wholesale Real Estate Purchase Agreement

U.S.-compliant agreement for wholesale real estate transactions enabling property purchase and subsequent contract assignment.

find out more

Stock Purchase Agreement Term Sheet

A preliminary document outlining key terms for stock purchase and sale under U.S. securities laws.

find out more

Equity Shares Agreement

A U.S.-governed agreement establishing terms and conditions for company share ownership, subject to federal and state securities laws.

find out more

Designated Investment Agreement

A U.S.-governed agreement establishing terms for managing designated investment assets under federal and state securities laws.

find out more

Term Sheet For Investors

A non-binding document outlining key investment terms and conditions under U.S. securities laws.

find out more

Placement Agent Agreement Private Equity Fund

A U.S.-governed agreement establishing terms for placement agent services in private equity fund capital raising.

find out more

Limited Partnership Agreement Venture Capital

A U.S.-governed agreement establishing a venture capital fund's structure, management, and operation as a limited partnership.

find out more

Short Term Investment Agreement

A U.S.-governed agreement establishing terms and conditions for short-term investments, compliant with federal and state securities laws.

find out more
See more related templates

骋别苍颈别鈥檚 Security Promise

Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; 骋别苍颈别鈥檚 AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it