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Setting Up a Holding Company

Case Study | Mar 13, 2015

The Problem

Two shareholders had incorporated a corporation to operate a very successful business. They owned all of the shares of the corporation equally and personally and left profits in the corporation to finance its growth. To explore other complementary business opportunities, they needed access to retained earnings in the corporation.

Our Approach

We assisted in restructuring the business to incorporate a holding company and a sister company.

The Result

The restructuring permitted funds to be paid by way of dividend to the holding company and then loaned on a fully secured basis to the sister company to finance the acquisition of a complementary business. All of this was done on a tax-efficient basis.

© 2015 Lawrence, Lawrence, Stevenson LLP

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