Bring the agreement, ownership documents, invoices, payment history, and communications that show what each party agreed to do. Identify upcoming notice dates, demands, and any urgent threat to assets or ongoing operations.
- For an unpaid account, separate the amount billed, payments received, and disputed performance.
- For an ownership dispute, collect the operating agreement, amendments, member records, and buyout communications.
- For a contractor or lien dispute, preserve the scope, change orders, payment records, notices, and site evidence.
Detailed contract-enforcement and construction-payment issues belong in our contract dispute guide. For planning before a dispute arises, see ownership agreements and corporate governance.
Partnership, LLC Member and Shareholder Records
A business ownership consultation needs a clear record of who is involved and in what capacity. List each owner, ownership interest, management role and stated position in the disagreement. Gather the signed partnership, operating or shareholder agreement, amendments, ownership records and the communications about the disputed decision, payment or proposed exit.
Prepare a separate chronology of requested records, distributions, contributions and buyout discussions. Identify the practical goal: continued operations, access to information, a negotiated departure or resolution of a pending claim. We review the actual agreements and records before discussing options. For planning an agreed change, see ownership planning records; for court preparation, see our civil litigation process.