Establishing a holding company & strategic asset protection
A professional holding structure is the management team's strongest legal defense against operational risks. We establish a tax-optimized setup that isolates company assets, ensures tax-free dividends, and prepares the structure for a future exit or generational succession.
Your assets are only secure if they are separated from your operations
A proactive holding structure is the most powerful legal tool available for separating operational risk from accumulated capital. By continuously rolling profits tax-free into a holding company, you isolate your assets and effectively protect them against creditors and potential bankruptcy in the operating company.
We design a corporate structure that maximizes your future flexibility. A properly established holding setup provides the foundation for tax-free dividend distributions and ensures maximum liquidity for future succession planning, the onboarding of new partners, or a strategic M&A exit.
The value of a strategic and tax-optimized holding structure
Tax-free corporate profit
Optimize the company's liquidity. If the holding company owns at least 10% of the operating company, the annual profit can be rolled up tax-free. You defer dividend tax until the funds are withdrawn for private use.
Assets protected against operational risk
Protect your accumulated capital. We separate operational risk from your assets, ensuring the liquidity in your holding company is bulletproof against creditors in the event of a bankruptcy in your operating company.
Tax-free capital gains upon exit
A holding company structure is the foundation for a future business sale. If the operating company is sold, the entire proceeds land tax-free in the holding company for future reinvestment.
Tax-free share-for-share exchange
Do you already have an active operating company? We can establish your holding structure retroactively through a tax-free share exchange—fully compliant and without triggering any unintended tax liabilities.
We handle all the paperwork
We prepare all necessary documentation, handle the capital contribution, and ensure mandatory registration with the Danish Business Authority and the Danish Tax Agency. All you need to do is sign.
Specialists when you need them
When establishing complex corporate structures, mergers, or planned successions, we draw on our network of specialists. You will have a single state-authorized contact person throughout the entire process.
For comparison
Strategic holding structure via L&P
- Proactive wealth protection: We monitor your growth and execute the setup of a protective holding company before financial risks arise.
- Future-proof exit strategy: The corporate architecture is explicitly designed to maximize tax-optimized distributions, M&A sales, or generational succession.
- In-house execution of complex matters: We handle all legal aspects, including intricate processes like tax-free share exchanges, without the added cost of external counsel.
Standard incorporation
- Reactive order execution: The holding structure is established solely on your own initiative, which often results in missed tax benefits.
- Short-term mechanics: Performance is limited to the initial setup, without regard for the company's long-term liquidity and dividend strategy.
- Fragmented responsibilities: As soon as there is the slightest corporate complexity or a need for restructuring, the case is passed on to an expensive law firm.
From corporate law analysis to a fully established holding structure
We work according to a rigorous legal methodology to ensure a seamless and tax-optimized setup. You receive a 100% compliant process with full transparency regarding legal matters and timelines, regardless of the complexity of your setup.
Strategic needs assessment
We map out your long-term commercial goals. We analyze whether the primary driver for the holding structure is risk mitigation, wealth preservation, tax-free distributions, or preparation for an M&A exit.
Corporate structuring
You will receive a fixed-price action plan. We determine the legally optimal execution model – whether it requires a straightforward incorporation of a new holding company or a complex tax-free share exchange.
Legal incorporation & compliance
We prepare your articles of association and incorporation documents. We handle capital contributions and guarantee 100% compliance with the mandatory company registration at the Danish Business Authority. All you need to do is sign.
Results speak louder than promises
We can tell you what we deliver, but it is our clients' experiences that show whether we actually make a difference for their business.
Is a strategic holding structure the right move for you?
Our corporate law advisory services are tailored to owner-managers and established companies that require maximum asset protection. We are the ideal strategic partner for those who:
Want to isolate operational risk and protect the company’s accumulated capital from unforeseen losses or creditors. Want to maximize liquidity through tax-free dividend distributions to a protected holding structure. Need to future-proof their corporate architecture ahead of a planned succession, partner admission, or M&A exit.
Do you have a sole proprietorship that needs to be converted into a limited company? Or are you seeking assistance with ongoing tax and VAT accounting? You will see a much better ROI by starting here:
Q&A regarding the establishment of a holding company
How much does it cost to establish a holding company?
It depends on whether the holding is formed as a new company or established via a tax-free share exchange on top of an existing operating company. We will provide you with a fixed price after our first conversation, so you know exactly what it costs.
When is the right time to create a holding company?
The short version: the earlier, the better. Most of the benefits come from having the structure in place before the need arises. We assess your specific situation and advise on when it makes the most sense.
What is the difference between establishing a holding company directly and performing a tax-free share exchange?
If you are starting a new company from scratch, you can establish the holding company at the same time, which is simple. If you already have an operating company, we typically need to perform a tax-free share exchange to place the holding company on top without the restructuring triggering taxes.
Should the holding company be an ApS or an A/S?
For most business owners, an ApS is the right choice. It requires lower initial capital and is more flexible. We will review what suits your situation with you.
How long does the establishment take?
For a new establishment, typically two to four weeks. For a tax-free share exchange, typically six to eight weeks, as there are several formal requirements that must be met.
What specific advantages does a holding company provide?
Tax-free transfer of dividends from operations to holding (with a minimum ten percent ownership stake), separation of operating risk and saved assets, the possibility of tax-free share sales from the holding, and a flexible structure for generational change or exit.
What makes you different from a large audit firm?
You get the professional weight of a state-authorized partner, without becoming just another file in the pile. You have one dedicated advisor who knows your company and your plans, so you don't have to wait in line when you have a question.
A modern accounting firm with a business mindset
Lorentzen & Partners combines the professional expertise of a large accounting firm with the personal touch of a boutique office. We are more than just a compliance body; we are a proactive sparring partner who is always available to take your call and has an in-depth understanding of your business.
Dedicated partners per client
Total experience
Annual reports
Clients we're on a first-name basis with
Get a holding company that is strong from day one.
It starts with a conversation about your company structure and goals. We assess your options and provide a clear recommendation for your next step. Completely non-binding.
We take care of your finances so you can focus on your business.
We have in-depth knowledge of the market's leading accounting and payroll systems. This means you avoid cumbersome system migrations and instead get a seamless solution that works from day one.
We combine auditing, accounting, tax, and strategic consulting under one roof, with an approach that is personal, professionally robust, and tailored to the business you run.
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