Build a structure the business can run.

The holding company decision

Compare local and international options against the investment plan, tax position, regulatory requirements and practical cost of operating them.

Operating entities

Form the entities the business needs in its markets, with registrations, records and responsibilities connected to the operating model.

Ownership and founder arrangements

Align shareholder agreements, statutory registers and the cap table, including the rights and commitments agreed between founders.

Agreements between companies

Document services, licensing and money flows across the group, coordinating transfer pricing and repatriation questions with tax advisers.

A structure ready for change

Plan and implement changes ahead of a raise, a new permission or a transaction, accounting for the agreements and approvals affected.

Records and continuing obligations

Put company secretarial work, registered office arrangements and annual compliance into a calendar with named owners.

When the structure needs to change.

Investors want a holding company

An investor’s proposed structure differs from the one you operate today. The change needs to account for existing ownership, agreements, tax and the companies doing the work.

A second country

The next market introduces a new entity, local obligations and different money flows. Those arrangements need to fit the group and the way the product will be delivered.

A structure that has outgrown itself

The business has changed since its first incorporation. Review whether the current entities, ownership and intercompany agreements still support investment and operations.

From the structure chart to everyday operations.

  1. Compare the options

    Set out workable structures and the investment, tax, regulatory and operating consequences of each. Agree a recommendation and the dependencies behind it.

  2. Put the structure in place

    Coordinate formations, agreements, ownership records and registrations in sequence, with banking, approvals and other dependencies tracked alongside them.

  3. Make it operable

    Hand over the structure chart, agreements and records, with continuing obligations assigned to owners and a calendar the team can maintain.

Work your team can use.

A documented company structure, with ownership, agreements and continuing obligations your team can maintain.

  • A group structure chart and the rationale for the chosen arrangement
  • Formation, ownership and intercompany records organised together
  • A calendar of filings and obligations, assigned to named owners

Your next movestarts here.

Tell us how the company is organised today, where it operates and what is changing. We will connect the structure to the investment and operating plan.