A holding structure is usually designed for the business as it was at the time. As the business grows, enters new markets or brings in partners, the structure may stop serving its purpose.
Signs to watch
- Decisions take longer because it is unclear who approves what
- New investors or partners do not fit the existing ownership
- Entities exist that no longer have a clear role
- Intra-group documents do not reflect how the business operates
How to approach a review
- Map the current structure and the owners' objectives
- Identify what no longer works and why
- Compare options and their practical consequences
- Plan the changes and the documents they require
A holding structure review rarely means starting from scratch. In most cases, targeted changes are enough to restore clarity.
