What actually has to happen before a private share transfer completes
A private transfer is not a trade. Seven things have to line up, and any one of them can stop it.
Insights
Approvals, verification, rights of first refusal and settlement — written for the people on both sides of a transfer, not for a newsletter.
A private transfer is not a trade. Seven things have to line up, and any one of them can stop it.
The company can buy the shares itself, on the terms already agreed. Here is what that means for each side.
Ticking a box says you believe you qualify. Verification means somebody checked.
Transfer restrictions, vesting, and whether the shares are actually yours to sell yet.
Not bureaucracy for its own sake. Four specific questions, and what each one prevents.
A last-round valuation is a historical fact about one negotiation, not a live quote.
The stages where a transaction can still stop, and what your position is at each one.
A structured window, on your terms, beats a stream of individual notices with clocks attached.