Shevetpreneur

Case Study: Optimizing an Entrepreneur's Assets

Project completed for a client in the construction industry

The Challenge

The entrepreneur owned three commercial companies without a clear holding structure, exposing himself to major fiscal and operational risks. Personal assets were mixed with those of the companies, and succession planning was completely absent.

The Approach

We conducted a complete audit of the financial flows and shareholder structure. Based on this, we proposed a reorganization into a holding company with a parent company and two subsidiaries, clearly separating real estate assets from operational ones.

Implementation

We coordinated the transfer of assets, drafted the new articles of association, and implemented a consolidated financial reporting system. At the same time, we established a personal asset management plan, including a trust structure to protect family assets.

The Result

Fiscal risk was reduced by 40%, and administrative costs decreased by 25%. The entrepreneur now benefits from a clear separation between personal and professional assets, and succession planning ensures business continuity.

Supporting Materials

Audit Report

Financial flow analysis

Holding Structure

Organizational chart

Succession Plan

Trust and asset protection

Our Team of Experts

Experienced professionals in financial mentoring and business strategy

Andrei Popescu

Wealth Management Expert

Over 15 years of experience in structuring holdings and tax optimization for entrepreneurs.

Maria Ionescu

Business Strategy Specialist

Has guided over 50 startups in developing business plans and auditing project viability.

Cristian Dumitrescu

Financial Mentoring Coach

Internationally certified, with expertise in financial education and personal wealth management.