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Cross-Border Equity Transition Agreement (U.S. LLC + Canadian Partner)

Upwork
Contract
Remote
Worldwide
🛃 Customs and Trade Compliance, 📈 International Trade Policy and Analysis, 🚢 Supply Chain and Logistics

We are an early-stage U.S.-based technology startup seeking a licensed attorney with experience in cross-border startup law (U.S. and Canada) to draft a contract transitioning a Canadian partner from profit sharing into performance-based equity ownership over a 5 year period.

Project Overview:
Our Canadian collaborator currently operates under a profit-sharing agreement. We are now ready to formalize a clear, legally binding path to future equity ownership in our U.S. LLC, contingent on defined performance milestones. This contract should protect our intellectual property, minimize tax exposure, and align with U.S. and Canadian regulations.

While we have a CPA available for tax guidance if needed, preference will be given to attorneys who bring working knowledge of financial/tax structuring as it relates to cross-border equity.

Scope of Work:

Draft an agreement that includes:

Performance-based equity vesting over a 5 year period

Terms for continued profit sharing during the pre-equity phase

Equity issuance or conversion process upon milestone achievement

IP protection, confidentiality, and non-compete clauses

Buy-back, clawback, or exit provisions

U.S./Canada legal and tax implications for both parties

Optional guidance on adjustments to our existing LLC structure

Provide a brief memo summarizing key risks and legal protections in plain language


Ideal Candidate:

Licensed attorney in the U.S. (preferred) or Canada

Proven experience drafting startup equity agreements and working with international partners

Strong understanding of U.S. LLC operations and Canadian tax/treaty considerations

Ability to flag long-term risks and recommend protective legal mechanisms


Deliverables:

Consultation calls (30–60 minutes each)

Final legal agreement fully executable in US/North Carolina and Canada/Ontario to our specifications

Summary memo outlining key risks, protections, and important obligations


Timeline:
We require the first draft by the end of August 2025.


Budget:
Open to fixed-price proposals. Please include your legal credentials, jurisdiction(s), relevant experience, and example projects (if available).