Licensing, 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.  

     

Agreement Templates

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Distribution Agreement - DEF03

Exclusive License Agreement - DEF04

Joint Venture Agreement - DEF05

Marketing & Sales Only Joint Venture Agreement - DEF06

License Technology In Exchange For Stock Agreement - DEF13

Partnership Agreement - DEF07

Asset Purchase & Sale Agreement- DEF01

Stock Purchase & Sale Agreement: Common Stock, Shorter Version- DEF02

Stock Purchase & Sale Agreement: Common Stock, Longer Version- DEF11

Stock Purchase & Sale Agreement: Preferred Stock, Longer Version- DEF12

Promissory Note - DEF08

Non-Disclosure Agreement : DEF09

Shareholder Agreement - DEF10

 

 

Setting up a Joint Venture Step-by-Step - Click Here To View Buying or Selling a Business Step-by-Step Procedure - Click Here To View

 

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Distributor Agreement Joint Venture Agreement Stock Purchase and Sale Agreement Acquisition Confidentiality Agreement MARKET, INDUSTRY, AND COMPANY, RESEARCH
Merger Agreement -1 Merger Agreement -2 Merger Agreement -3 Merger Agreement -4 Presentation and Report Charts and Graphics - Big Time Saver!
Letter of Intent to Purchase Business Letter of Intent to Joint Venture Basics of Buying or Selling a Business ADDITIONAL TEMPLATES  

 

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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Joint Venture - M&A07

Product Distribution - M&A08

Product License - M&A09

Technology Development - M&A10

Asset Purchase - M&A01

Asset Purchase - M&A02

Stock For Cash & Stock Purchase - M&A03

Stock For Cash Purchase - M&A04

Stock for Stock Purchase - M&A05

Earnout Purchase - M&A06

Series A Preferred - M&A11

Series B Preferred - M&A12

 

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 Other Templates File Description
Exclusive License Agreement - Sample 1 Template to develop an exclusive license agreement with royalties between two parties (Word Document)
Exclusive License Agreement - Sample 2 Another template to develop an exclusive license agreement with royalties between two parties (Word Document)
Exclusive License Agreement - Sample 3 Another template to develop an exclusive license agreement with royalties between two parties (Word Document)
Non-Exclusive License Agreement Template to develop a non-exclusive license agreement with royalties between two parties (Word Document)
Agreement For Joint Technology Development, Licensing - Sample 1 Template to develop a comprehensive joint technology development, licensing, and marketing agreement between parties (Word Document)
Agreement For Joint Technology Development, Licensing - Sample 2 Another 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)
Joint Marketing Agreement - Sample 1 Template to develop a joint marketing and distribution agreement with compensation between two parties (Word Document)
Joint Marketing Agreement - Sample 2 Another template to develop a joint marketing and distribution agreement with compensation between two 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)

 

 

 

 

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