Built for people who do deals for a living

You spent years building it. Keep the fortune when you sell.

When you sell your company, tax can take a big bite. Or you can keep it all. The difference isn't luck. It's a structure, set up the right way, years before you sell. We build it, and we keep the proof that makes it stick.

10%
How much your holding company must own of the business.
24 mo
Holding period in a row, before you sell.
1
Wrong move on day one that can't be fixed later.
€0
Tax on the sale when it's done right and you qualify.
The point most people miss

You don't do one deal. You do deals.

A one-time seller can miss the window and lose the break for good. You never have to. Build the structure once, the right way, and every holding you take from today is exit-clean by default. Across the whole portfolio. On the next deal, and the one after that. The clock isn't a deadline you race. It's a standing habit that compounds, deal after deal, fund after fund.

The mistake

Most clean exits aren't clean at all.

You set up your company once, cheap, on day one. Years later you sell. The money lands. You spend it. Then a letter shows up and asks one thing your structure can't answer: where's the proof? Here's why so many people get caught.

01

You hold the shares yourself.

Own the shares in your own name and the break was never yours. It only works through the right kind of company. Most learn this far too late.

02

The company is empty.

A company that just holds paper, with every real decision made somewhere else, is a shell. Looked at closely, an empty company fails.

03

The clock hasn't started.

The two-year clock starts the day your company really owns the shares. Not the day you sign a "maybe later." Start it too late and you're short on sale day.

04

The proof was made up later.

Papers you put together after the letter arrives don't count. You can't fake two years of history in a weekend.

05

You sell in the wrong order.

Sell your slices in the wrong order and you drop below the line. The next slice loses the break. The order matters.

06

You wait until the deal is real.

By the time a buyer is at the table, the clock has run and the structure is locked. You can't fix the roof in the storm.

By accident

Hope it lines up.

You set things up, hope it all lines up, and scramble for papers when the letter comes. This is how people lose the break.

On purpose

Build it to stick.

You plan the structure, start the clock the right way, keep real proof every month, and check it again before you sell. This is what holds up.

Your clock

The clock only runs forward. See where you stand.

The break needs a full 24 months of real ownership before you sign. Tell us roughly when you expect to sell, and we'll show you the last date you can safely start, and how much of your window is still open.

I expect to sell in about
36 months
3 months2 years4 years7 years
Last date you can safely start
Window left to start the clock
Proof it's real

We don't describe the structure. We run it.

Most advisers hand you a memo and wish you luck. INVEKL gives you a working system: a tool that maps your whole twenty-four months, and a live workspace that tracks the clock, the three tests behind the exemption, and your defence file, tab by tab. You can open all of it right now, before you ever book a call.

A live matter, today
INVEKL Client Workspace
SampleMy project
16 / 24 mo · 216d to qualify
Sample matter · INV-DX-0142

Holdco s.r.o.

Holding 100% of its operating company, Opco a.s.

16/24months held
Day of acquisition1 Jan 2025
Earliest qualifying sale1 Jan 2027in 216 days
Planned / likely sale30 Jun 2027
Headroom+5 months
Verdict BUILD Exemption protects €0 tax that would otherwise leave first
The exemption · the three testsall three, at once
01
Ownership

Holdco s.r.o. holds 100% of Opco a.s. directly.

Pass
02
Time

Month 16 of 24. Earliest qualifying sale 1 Jan 2027.

On track
03
Substance

Real person, place and decisions, logged each quarter.

On track
This week · Needs your attention
Month 15 overdue — 28 Mar 2026

Monitoring log, quarterly memo and governance decision. Reconstructed proof weakens the history, close this first.

Q1 2026 memo outstanding

Tab E. Quarterly monitoring memos across the holding period.

What you keep

Two numbers. One answer.

Move the sliders. See what stays in your pocket when the structure is in place, instead of leaving as tax before the money even hits your account.

What you sell for€5,000,000
€500,000€20,000,000
Your share of it100%
10%100%

Examples only, to show the size of the gap. Your real number depends on your facts.

You keep, extra
€1,050,000

What stays with you on this sale only because the structure is in place. Without it, that money leaves as tax first.

How we build it

Five things that turn a company into proof that holds up.

Each one is a spot they check. Each one is a spot most setups quietly fail. We close all five, from day one, and keep them closed for the whole hold.

01

The right company

The correct company owns the shares, in the right place, with the start date written down so the clock is provable.

02

A real person

Someone actually runs the investment: watches it, makes the calls, keeps the records. Not a name on a list.

03

A real place

A real office where decisions get made, kept up for the whole hold, not switched on near the sale.

04

Real decisions

The company meets and decides like a true owner. Choices get made, and written down, as they happen.

05

The proof file

One clean file, built as you go in your live workspace, ready to hand over and end the questions on the first letter.

Who it's for

For people who already know what they're doing.

If you make money from deals, you have the most to lose on sale day, and the most to keep.

Funds

VC & PE funds

You run money across Europe. Your holding companies need to survive your investors' checks and the taxman's questions at exit. We build for the hard look, not the hopeful one.

Family capital

Family offices

You hold real businesses and trophy assets for the long run. Your structure has to do three jobs at once: run, save tax, and pass on. We build all three.

Buyers

Companies buying companies

You're buying into Europe, or cleaning up before a sale. Speed counts. Our structures can be live in about three weeks.

Property

Real estate investors

You own property across borders. The rent, the ownership, and the sale all need to run through a structure built on purpose, not patched together.

The math

Why this is an easy call.

A simple example on a €10M sale, over a three-year hold. The cost is tiny next to what it keeps.

Without the structure
−€2.65M
A big chunk of a €10M sale can leave as tax before the money ever reaches you.
What it costs to build
≈ €118K
Set up, kept up, and checked before you sell. About 1.2% of the sale.
Return on the spend
≈ 22×
Every €1 you put in protects more than twenty you'd otherwise lose to tax.
A €10M sale, dividedWhat reaches you
Lost to tax without it — €2.65M The build — €118K Stays with you

Example only, based on a made-up €10M sale. Your real numbers depend on your facts and where things sit.

Engagement

Your spend scales with what it protects.

Most people start with a diagnostic, then build. A few thousand to find out, against millions to keep.

Step zero · free

Readiness Check

€03 minutes · no email wall

Where you stand. Your structure measured against the 24-month clock and the 10% line, with a plain verdict, on the spot.

Take the check
Step one · diagnostic

Pre-Exit Diagnostic

€4,500+ VAT · fixed fee · credited to your build

Whether you qualify, found out fast. Your two-year clock mapped to your sale date, every gap named, and a straight answer: build, fix, or stop.

Book the diagnostic
The build · most popular

The Architecture

from €28,000+ VAT, then from €2,500 / month to keep the proof live

The structure, built right. The right company, a real person, a real place, real decisions, and your proof file kept from day one, audit-ready every quarter.

Book a call
Selling soon · the big one

The Exit Mandate

from €35,000+ VAT · priced to the deal · from 90 days out

We run the whole sale-side file, find the gaps before the buyer's team does, and hand over proof ready on day one. We stand behind what we built.

Talk to a partner
Why the monthly matters

Proof built as you go is the only proof that holds.

The build sets the structure. The monthly is what makes it survive a hard look. Every quarter we record the decisions, refresh the file, and confirm you're still above the line, so when the letter comes years later the history is real and dated, not assembled in a weekend. It is the difference between a structure that looks right and one that is right on the day they ask.

Included with every build

You get the machine, not a folder of PDFs.

Included

Your Client Workspace

A live defence file: the clock, the three tests behind the exemption, and Tabs A to K of dated evidence, ready to hand over on the first letter.

Included

The Substance Calendar

Every quarterly checkpoint scheduled, with an alert the moment something falls overdue, so the history is never reconstructed after the fact.

Included

The 24-Month Autopilot

Your whole timeline mapped from day one: clock start, every proof point and the 90-day sale window, as a calendar file.

We take on a limited number of new builds each quarter; a partner reviews every file personally.
Our promise to you

We hit every date, or you don't pay for the miss.

If we miss something on the agreed schedule, that part of the fee comes straight off your bill, or comes back to you. We can promise this because we've run it more than twenty times without a miss. We stand behind the work and the dates we control. We never promise the taxman's verdict, because no honest adviser can.

Track record

From one company to a billion-euro portfolio.

The same way of building works for a single founder and for a whole fund family.

€1B+
Assets under our ongoing care for our anchor client.
20+
Companies built and kept audit-ready.
€880K+
Average tax kept, per qualifying job.
5+
Years building these structures across the region.
The next move

You built it. Now keep it.

Book a 45-minute call with a partner. We'll tell you straight: can you keep it tax-free, what it would take, and whether it's even worth doing for you.

45 minutes · no obligation · a partner reviews your setup before the call