Creation of personal holding structures for managers and investor entrepreneurs
The creation of a personal holding structure is a strategic step for managers and entrepreneur investors wishing to structure their professional assets, optimize their taxation and prepare their future investments. INSCIO Avocats assists project leaders in setting up holding companies adapted to their objectives, with a rigorous and pragmatic legal approach.
Why create a personal holding company?
The holding company makes it possible to group together shareholdings in different companies, to facilitate external growth operations, to benefit from an advantageous tax regime (parent-subsidiary regime, tax consolidation), and to anticipate the transfer of professional assets.
The key stages of creation
- Definition of patrimonial and professional objectives
- Choice of the appropriate legal form (SAS, SARL, etc.)
- Drafting of articles of association and shareholders’ agreements
- Structuring of financial flows and intra-group agreements
- Formalities of creation and registration
The support of INSCIO Avocats
Our firm is involved at each stage of the project:
- Strategic advice on legal structuring
- Drafting of constitutive documents and agreements
- Coordination with accountants and notaries
- Securing contribution, transfer or financing operations
- Legal and tax monitoring of regulatory changes
For which profiles?
We support:
- Managers wishing to invest
- Entrepreneurial investors active in several companies
- Business angels structuring their investments
- Founders in the growth or transfer phase