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:
- What is a holding company? Concept and structure.
- Difference between a holding company and an operating company.
- Types of holdings: financial, industrial, and mixed.
1.2 Advantages and Disadvantages:
- Tax and management benefits.
- Risk reduction.
- Potential for conflicts of interest and administrative complexity.
Module 2: Legal and Tax Framework
2.1 Legal Requirements for Incorporation:
- Common legal forms (Inc., LLC, S.A., etc., adapted to local context).
- Process of incorporation and registration.
2.2 Tax Regime for Holding Companies:
- Tax consolidation.
- Exemptions on dividends and capital gains.
- Tax treatment of interest.
Module 3: Creation and Operation
3.1 How to Work with Subsidiaries:
- Acquisition of shares/stakes.
- Creation of new subsidiaries.
- Shareholders' agreements and control agreements.
3.2 Management Strategies:
- Synergies between subsidiaries.
- Treasury optimization and cash flow management.
- Business reorganization and restructuring.
- Governance policies and internal control.
Module 4: Practical Cases and Examples
4.1 Analysis of Successful Holding Companies:
- Examples of companies with a holding structure (e.g., Google/Alphabet, Inditex).
- Lessons learned.
4.2 Practical Exercise:
- Simulation of a holding company incorporation.
- Decision-making in subsidiary management.
Requirements
Requirements
- General knowledge of finance and business administration.
- A computer or tablet with a stable internet connection.
- No specific prior experience with holding structures is required.
Audience
- Business owners and entrepreneurs looking to optimize their corporate and tax structure.
- Financial, accounting, and administrative directors and managers.
- Corporate lawyers and tax advisors.
- Professionals working in strategic planning and business management.
8 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
Contact us for an exact quote and to hear our latest promotions
Public Training
Please see our public courses
Testimonials (1)
it was a very good training based on experience
