Joint Venture (JV) & Alliance Agreement
The Strategic Alliance Agreement
The strategic alliance agreement should be outlined in a formal document that sets out what each party expects to bring to the alliance. There are two approaches to the agreement. The approach that fits your company probably will depend on your company’s size, your partner’s size, how long you’ve been in business, and the type of product or service being offered through the alliance.
- Loosely defined agreements. "Young" or small businesses may prefer to have an agreement that is broad and loosely defined to allow the partnership to grow in new directions as their business evolves.
- Tightly defined agreements. Larger or older businesses, or those in evolving technology fields, may fare better with an agreement that spells out the precise scope of the alliance and all the details of how it will be accomplished.
Whichever type of agreement fits your business, all agreements should include:
- your common goal
- a strategy to define the role of each partner to accomplish that goal
- the parameters of working toward that common goal.
A tightly defined agreement may also:
- identify key steps that each partner will take to meet the requirements of the agreement
- include a time frame for achieving those key steps
- outline each partner’s accountability by including consequences for "worst-case scenarios" such as missed deadlines, budget overruns, or products not delivered as promised or in the format expected
- provide a framework for resolving conflicts if they occur.
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Agreement Templates |
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Asset Purchase & Sale Agreement- DEF01 |
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Stock Purchase & Sale Agreement: Common Stock, Shorter Version- DEF02 |
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Stock Purchase & Sale Agreement: Common Stock, Longer Version- DEF11 |
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Stock Purchase & Sale Agreement: Preferred Stock, Longer Version- DEF12 |
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Distribution Agreement - DEF03 |
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Exclusive Licensing Agreement - DEF04 |
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Joint Venture Agreement - DEF05 |
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Marketing & Sales Only Joint Venture Agreement - DEF06 |
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License Technology In Exchange For Stock Agreement - DEF13 |
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Partnership Agreement - DEF07 |
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Promissory Note - DEF08 |
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Non-Disclosure Agreement : DEF09 |
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Shareholder Agreement - DEF10 |
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The Term Sheet or Letter of Intent (LOI), which precedes the Definitive Agreement, is a confidential document, usually prepared by the buyer or investor, which outlines in general terms the purchase or investment agreement between the parties. All of the following are the same thing: term sheet, memorandum of understanding (MOU), letter of intent (LOI), heads of agreement, deal points, etc. Most of the time it is not a legally binding commitment to buy, sell, or invest.
However, certain provisions such as confidentiality stand still and payment of consultants during the diligence period should be and usually are binding. I refer to the LOI as a “handshake in writing. The main purpose is to assure that the parties agree on the general terms of the deal before starting due diligence. Without the terms written, the parties will expose themselves to crucial ambiguities and omissions.
Term Sheet/Letter of Intent Template |
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Asset Purchase - M&A01 |
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Asset Purchase - M&A02 |
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Stock For Cash & Stock Purchase - M&A03 |
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Stock For Cash Purchase - M&A04 |
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Stock for Stock Purchase - M&A05 |
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Earnout Purchase - M&A06 |
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Joint Venture - M&A07 |
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Product Distribution - M&A08 |
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Product License - M&A09 |
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Technology Development - M&A10 |
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Series A Preferred - M&A11 |
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Series B Preferred - M&A12 |
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Download Additional Amazing Deal Agreement and Term Sheet Templates For
Annual Subscription Members Only
| Board Resolution Templates | General Business Templates | Intellectual Property (IP) Templates | Merger, Acquisition, and Joint Venture Templates |
| Naming Board Members | Corporate Director Indemnity | IP Development & Transfer | Asset Purchase (2nd Version) |
| Corporate Formation Consent | Employment Agreement | Assignment of Inventions | Acquisition of Joint Venture Interest |
| Authorization of Joint Venture | Software License | Trademark Assignment | Assumption of Debt |
| Limited Partnership (2nd Version) | Bill of Sale | ||
| General Partnership | Checklist For Stock Sale | ||
| Checklist For Asset Purchase | |||
| Indemnity From Shareholder to Buyer |
| Other Templates | File Description |
| Exclusive License Agreement | Template to develop an exclusive license agreement between two parties (Word Document) |
| Agreement For Joint Technology Development, Licensing, & Marketing | Template to develop a comprehensive joint technology development, licensing, and marketing agreement between parties (Word Document) |
| Collaborative Research Agreement | Template agreement to develop the term and conditions for collaborative research between parties (Word Document) |
| How To Prepare A Business For Sale | Step-by-step action plan on the specific tactics of what you need to do prepare your business for a successful sale with the highest potential value (Word Document) |
| Transitioning Your Company Through A Sale Or Merger | Presentation template with the step-by-step issues to be faced and processes involved as a company and the owners go through a business sale or merger. The step-by-step process is complete in that it starts from the first call/meeting and goes beyond post merger/acquisition integration (PowerPoint Document) |