Project completed for a client in the technology sector
An entrepreneur with a growing IT business had personal and corporate assets mixed together, without a clear separation. Tax risks and the lack of a succession strategy threatened their long-term financial stability.
We conducted a complete audit of the financial flows and the shareholder structure. Based on the data, we proposed establishing a holding company and clearly separating personal assets from business assets.
We coordinated the process of setting up the holding company, transferring assets, and updating contracts. We provided legal and tax support over 3 months, ensuring compliance with current legislation.
The client reduced tax risk by 40%, optimized taxation, and created a clear succession plan. Now the assets are protected, and the business can attract investors without personal exposure.
Real feedback from entrepreneurs who applied our strategies and achieved concrete results.
"I managed to structure my holding and reduce tax costs by 30% after the asset management module. I highly recommend it!"
"The business strategy courses helped me validate my project and attract the first investors. Top-notch financial mentoring!"
"The project viability audit gave me a clear perspective on the risks. Now I have a solid long-term plan."
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