II. Company Overview
This Section's Contents
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Who is [Company Name]?
[Company Name], located in [insert location here] is a newly established holding company that was formed to be the controlling stockholder in other companies it has invested in. [Company Name] plans to own assets in both public and private companies, ranging from real estate and manufacturing, to retail and pharmaceutical. By conducting the proper due diligence, [Company Name] will mainly look to hold companies whose balance sheets are stronger than its competition. As long as the subsidiary company is performing well against its competitors, [Company Name] will add it to its list assets it holds. The company solely performs oversight and is not involved in the management or or day-to-day operations.
[Company Name] is owned and managed by [Founder’s Name]. [Founder] has made a career in finance, investments, and hedge fund management. His career spans more than 40 years and over that time he has accumulated a great deal of wealth for himself and the entities he manages. His skills include asset management, corporate takeovers, mergers and acquisitions, and successfully handling stock market volatility.
Throughout his career, [Founder] has networked with hundreds of hedge fund managers and corporate CEO’s. They have all approached him to form a holding company for its newer entities that require that top level in the organization for its board of directors and shareholders. By spreading his interests out across various industries, [Founder’s Name] will be the holding company for multiple assets.
[Company Name]’s History
[Founder’s Name] has hired a consulting firm to conduct the due diligence on the entities requiring a holding company to ensure they have the proper components in place. [Company Name] will require a complete board of directors in place, a strong balance sheet and cash flow statement, established CEO, and a succession plan in place.
Since incorporation, the Company has achieved the following milestones:
- Engaged consulting firm to begin its due diligence
- Developed the company’s name, logo, and website located at [website]
- Engaged a legal and accounting team
- Set up the corporate office as the holding company headquarters
- Began recruiting key employees with previous holding company experience
[Company Name]’s Benefits
Below are [Company Name]’s benefits:
- Risk mitigation
- Asset protection
- Tax minimization
- Central control
- Flexibility for growth and development
- Succession planning
