Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Module 1: Introduction to Holding Companies
1.1 Definition and Types of Holdings:
- Definition of a holding company: Concept and structural framework.
- Distinction between holding companies and operating companies.
- Types of holdings: Financial, industrial, and mixed.
1.2 Advantages and Disadvantages:
- Benefits related to tax efficiency and management.
- Risk mitigation strategies.
- Potential challenges, including conflicts of interest and administrative complexity.
Module 2: Legal and Tax Framework
2.1 Legal Requirements for Incorporation:
- Common legal structures (e.g., Inc., LLC, S.A., adapted to the local context).
- The process of incorporation and registration.
2.2 Tax Regime for Holding Companies:
- Tax consolidation mechanisms.
- Exemptions applicable to dividends and capital gains.
- Tax treatment of interest income.
Module 3: Creation and Operation
3.1 How to Work with Subsidiaries:
- Acquisition of shares or stakes.
- Establishment of new subsidiaries.
- Shareholders' agreements and control agreements.
3.2 Management Strategies:
- Leveraging synergies between subsidiaries.
- Treasury optimization and cash flow management.
- Business reorganization and restructuring.
- Governance policies and internal control measures.
Module 4: Practical Cases and Examples
4.1 Analysis of Successful Holding Companies:
- Case studies of companies utilizing holding structures (e.g., Google/Alphabet, Inditex).
- Key lessons learned.
4.2 Practical Exercise:
- Simulation of a holding company incorporation.
- Decision-making processes in subsidiary management.
Requirements
Prerequisites
- A foundational understanding of finance and business administration.
- Access to a computer or tablet with a reliable internet connection.
- No prior experience with holding structures is necessary.
Target Audience
- Business owners and entrepreneurs seeking to optimize their corporate and tax frameworks.
- Directors and managers in financial, accounting, and administrative roles.
- Corporate lawyers and tax advisors.
- Professionals engaged in strategic planning and business management.
8 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 2600 € + VAT*
Contact us for an exact quote and to hear our latest promotions
Testimonials (1)
it was a very good training based on experience