Partnership Finance Fundamentals
A six-month intensive for business owners who want to actually understand the money side of partnerships. We cover what matters—from structuring agreements to managing shared resources without the usual friction.
Discuss Your ParticipationFoundation Months
We start with the basics that most people skip. How equity actually works, what fair contribution really means, and why your partnership agreement needs specific financial clauses.
- Capital contribution structures that prevent future disputes
- Profit-sharing models based on real business scenarios
- Cash flow planning when multiple stakeholders are involved
- Documentation practices that hold up under scrutiny
Practical Application
Theory doesn't help much when you're negotiating with an actual partner. We work through real cases, including ones where things went sideways, so you know what to watch for.
- Valuation methods for partnership interests
- Managing unequal contributions and sweat equity
- Tax implications of different partnership structures
- Exit strategies and buyout provisions
Real-World Testing
You'll bring your own partnership situation or work with provided case studies. We analyse the financial structure, identify weak points, and build better frameworks.
- Detailed analysis of your partnership agreements
- Financial modelling for different business scenarios
- Conflict resolution approaches that preserve relationships
- Building sustainable financial governance systems
What Past Participants Say
"I thought I understood our partnership finances until this program showed me all the gaps. We restructured our profit distribution within three months of finishing, and it's eliminated about 80% of the tension we used to have around money decisions."
"The exit planning section saved us from a potential disaster. My partner wanted out, and without the frameworks from this course, we would've ended up in litigation. Instead, we executed a clean buyout that worked for everyone."
Case Study: The Tech Partnership Restructure
One of our 2024 cohorts worked through a real situation where three founders had informally agreed to split everything equally, but one partner was contributing far more capital while another handled most operations. The initial setup was headed for conflict.
Initial Challenge
Three partners with verbal agreements, unequal contributions, and no clear framework for profit distribution or decision-making authority. Growing revenue was creating tension instead of celebration.
Applied Framework
We built a weighted contribution model that valued both capital investment and operational input, created tiered profit distribution based on business milestones, and established clear governance protocols.
Implementation Process
Rather than ripping up their existing arrangement, we phased in the new structure over six months, allowing everyone to adjust and test the framework before making it permanent.
Key Learning
The most valuable insight wasn't the financial formulas—it was understanding how to have difficult money conversations before they become emergencies. That skill set alone changed how the partners operated.
Twelve Months Later
The partnership is still intact, which might sound like a low bar but isn't. They've successfully navigated two major financial decisions that would've caused serious problems under their old informal system. More importantly, they have a framework they can adapt as the business continues to grow. That's the real measure of success—not avoiding all conflict, but having the tools to work through it constructively.