10
PLAYBOOK TEMPLATES
Advisory Board Board Observer
An Advisory Board & Board Observer Agreement sets participation terms for advisors or observers in company governance. This playbook reviews confidentiality, fiduciary boundaries, and compensation considerations.
Conditions Precedent
Negotiation strategy
Ensure all necessary approvals and consents are clearly listed and achievable within the timeline. Negotiate for flexibility in timelines to accommodate potential delays.
Focus on obtaining all required deliverables and approvals promptly. Ensure that the conditions precedent align with your ability to meet them within the specified timeframe.
Essential elements
1
Required Approvals
Necessary consents before closing.
2
Deliverables
Documents needed for transaction closure.
3
Timelines
Deadlines for satisfying conditions.
Action framework
ACCEPT
Propose edits if conditions are unclear or timelines are unrealistic.
EDIT
Reject if conditions are impossible to meet or overly burdensome.
ADD
Add new language if additional approvals or deliverables are identified.
PRO TIP
Always verify that all conditions precedent are realistic and enforceable to avoid unnecessary delays.
Real-world examples
FAVORABLE
Clear Approval Requirements
"Prior to the Closing Date, the Parties shall obtain all necessary approvals and consents from any governmental authorities, third parties, or other entities whose approval or consent is required for the consummation of the transaction. Such approvals and consents shall be in form and substance satisfactory to the Parties."
NEUTRAL
Standard Deliverables Clause
"The Parties shall deliver to each other all documents, certificates, and other deliverables required under this Agreement, including but not limited to, executed copies of all transaction documents, evidence of required approvals and consents, and any other documentation necessary to effectuate the closing of the transaction."
UNFAVORABLE
Unclear Timelines
"All conditions precedent must be satisfied or waived by the Parties no later than [insert specific date], unless otherwise agreed in writing by the Parties. The Parties shall use commercially reasonable efforts to satisfy the conditions precedent within the specified timeline."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, conditions precedent should include additional risk mitigation measures and more stringent approval processes to ensure all potential issues are addressed before closing.
Cross-Border Transactions
For cross-border transactions, ensure conditions precedent account for international regulatory approvals and compliance with foreign laws.
Regulatory Compliance
Transactions involving heavily regulated industries should include specific conditions precedent related to obtaining necessary regulatory approvals and compliance certifications.
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