Optional branch
Consider a Holding Company
Use this optional branch when separate ownership layers could serve a real asset-protection, organizational or investment purpose.
You will understand the reasons owners use holding companies, their added costs and why ownership should be planned before transfers.
What to work through
Four decisions, in a sensible order.
Use these as a checklist while you watch the video and review the stage. Open a separate guide only when you want more detail on that issue.
- 01When a holding company may help
- 02New entities vs. existing LLCs
- 03Wyoming vs. Delaware holding company
- 04Ownership, transfers and documentation
Go deeper when needed
Choose only the guide that fits your situation.
Why and how to use a holding company
Understand the structure before forming it.
Open guide →Put an existing LLC under a holding companyReview the sequence and transfer considerations.
Open guide →Form a Wyoming holding LLCReview Wyoming's costs, requirements and formation steps.
Open guide →Form a Delaware holding LLCReview Delaware's costs, requirements and formation steps.
Open guide →CONTINUE THE ROADMAP
Next: Set up the approved LLC →Ready for the next step?
Educational information. The Roadmap provides general education and does not replace legal, tax or financial advice for your circumstances.