Purpose
A holding company can improve reinvestment, succession and sale planning, but only if the contribution, valuation, blocking periods and later cash flows are reviewed before implementation.
Knowledge
Holding structures reviewed before sale, reinvestment or relocation.
Review path for holding companies, partnerships, contributions, share swaps, blocking periods, sale scenarios and distribution planning.
Review points
We review operating companies, shareholding percentages, acquisition costs, hidden reserves, contribution routes, partnerships, trade tax, dividend flows, management services, future sale plans and family transfers.
Typical output
The output is an option comparison with tax assumptions, implementation steps, restrictions, timing and documentation requirements.
Why it matters
A holding that is created too late or with the wrong sequence can lock in tax, banking and governance problems. The structure must fit the transaction horizon and the family plan.
Next step
Turn the topic into a documented review.
Confirm facts and jurisdictionsPrepare ownership and bank documentsMap tax, governance and implementation risksBook a confidential consultation