Result
A holding structure with protected IP, ready for investment
The structure allows scaling and reduces the tax burden within the limits of the law.
The client’s task
The client develops innovative warehouse management software and was preparing to raise investment and scale. It needed a holding structure that would protect its intellectual property, give flexibility in management and allow tax optimisation.
Challenges and risks
- Risk of losing rights to the software under an incorrect ownership structure
- Investors’ requirements for a transparent structure
- Tax uncertainty in an international set-up
- Risk of scaling being blocked by a rigid corporate model
What we did
- Set up the holding structure
- Protected the intellectual property and prepared the structure for raising investment
- Ensured management flexibility and room to scale
- Minimised tax liabilities within the applicable law
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