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Duration 8 hours
Course Outline
Module 1: Introduction to Holding Companies
1.1 Definition and Categories of Holdings:
- Defining a holding company: core concepts and structural design.
- Distinguishing between holding companies and operating entities.
- Classification of holdings: financial, industrial, and mixed models.
1.2 Benefits and Challenges:
- Fiscal and managerial advantages.
- Strategies for mitigating risk.
- Navigating potential conflicts of interest and administrative intricacies.
Module 2: Legal and Tax Framework
2.1 Incorporation Requirements:
- Standard legal entities (e.g., Inc., LLC, S.A.), adapted to local regulatory contexts.
- Procedures for incorporation and official registration.
2.2 Taxation of Holding Companies:
- Tax consolidation methods.
- Exemptions related to dividends and capital gains.
- Tax treatment of interest income.
Module 3: Establishment and Operations
3.1 Managing Subsidiaries:
- Acquisition of equity stakes or shares.
- Formation of new subsidiary entities.
- Drafting shareholder and control agreements.
3.2 Management Strategies:
- Leveraging synergies across subsidiaries.
- Optimising treasury functions and cash flow.
- Business reorganisation and structural adjustments.
- Establishing governance policies and internal controls.
Module 4: Practical Applications and Case Studies
4.1 Analysis of Successful Holdings:
- Examining companies with holding structures (e.g., Google/Alphabet, Inditex).
- Key takeaways and strategic lessons.
4.2 Practical Exercises:
- Simulating the incorporation of a holding company.
- Decision-making processes in subsidiary management.
Requirements
Requirements
- Foundational knowledge of finance and business management.
- Access to a computer or tablet with a reliable internet connection.
- No prior specific experience with holding company structures is necessary.
Target Audience
- Business owners and entrepreneurs seeking to optimise their corporate and tax structures.
- Directors and managers in finance, accounting, and administration.
- Corporate lawyers and tax consultants.
- Professionals involved in strategic planning and business leadership.
Testimonials (1)
it was a very good training based on experience
