All Collections
Business Cases
List of Equity Security Holders
List of Equity Security Holders

How to enter equity security holders in a business case

Katie Stasiulewicz avatar
Written by Katie Stasiulewicz
Updated over a week ago

NextChapter automatically generates the List of Equity Security Holders based on business partners you have added to your case.

Where to enter information: Client Profile > Business Partners > Add current partner of partnership, officer, director, stockholder of corporation

Did this answer your question?