FAMILYBUSINESSES – VIDEOS

I’ve won, but what next…?

Be inspired by the experience of our experts.

 

I want to sell my company

I’m going to hand over my business to the kids

A trust fund will protect your family wealth

The Foundation Fund is a ticket among successful European families

SICAVs are not just about 5% income tax

...before you watch the video about SICAV - how to legally pay 5% corporate income tax in the Czech Republic, we recommend watching the other videos first to make the context clearer.

Family businesses

Watch the “Family Businesses” video to help you get a better understanding of the topics.

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Sale of the company

Watch the video “How to Sell a Family Business” to help you think strategically about selling .

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Handover of the company

Watch the video “Intergenerational handover” to help you maintain good family relationships.

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Funds

Watch the video on “Restructuring – holding structures, trusts and endowments”.

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SICAV

Watch the two “SICAV” videos, which will change your business perspective and show examples from practice.

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VIDEO 1 – Family business

Intergenerational transfer, sale or transformation into a SICAV?

Ing. Stiva Jokeš | Founder and Managing Partner of CEE Leaders Group

From entrepreneur to investor to rentier

  • The highest goal of every entrepreneur is to become a pensioner
  • Did you know that the Czech Republic is a “tax haven” for successful families?
  • You can pass the company on to your successors, you can sell it, or you can successfully convert it into a SICAV and you or your family members can become annuitants.
Ing. Stiva Jokeš

Ing. Stiva Jokeš

Founder and Managing Partner of CEE Leaders Group

I want to sell my company

  • How the sale of the company is proceeding
  • Don’t make the same mistakes – why most sales are unsuccessful
  • Experience from successful transactions
  • Maximise your company’s value
Mgr. Jiří Špinar

Mgr. Jiří Špinar

Senior Advisor BA4U s.r.o.

VIDEO 2 – How to sell a family business

Motivation, analysis, preparation, approaching investors

Mgr. Jiří Špinar | Senior Advisor BA4U s.r.o.

VIDEO 3 – Intergenerational handover

Succession planning, legal aspects, succession preparation, family relationship management…

Ing. Stanislav Bruna | Senior Advisor BA4U s.r.o.

I want to pass the company on to my children

  • Succession planning is the key to success
  • Legal aspects and context
  • Why the vast majority of intergenerational changes fail
  • Family relationships must be “in line” with your business
Ing. Stanislav Bruna

Ing. Stanislav Bruna

Senior Advisor BA4U s.r.o.

Restructuring - holding structures, trusts and endowments

  • Holding allows you to hand over the family business smartly and not only from a tax perspective
  • Successful families don’t wait for inheritance proceedings that cause fragmentation of assets and breakdown of family relationships
  • Trusts and endowments, or their concept, are designed to manage assets across generations and have been in place for hundreds of years
  • Roles, tools and institutions of successful families: family council, family constitution, trustee, protector, investment protector, arbitrator, beneficiary
Ing. Stiva Jokeš

Ing. Stiva Jokeš

Founder and Managing Partner of CEE Leaders Group

VIDEO 4 – Family businesses – tools for intergenerational transfer / Ing. Stiva Jokeš

Restructuring – holding structures, trusts and endowments

Ing. Stiva Jokeš | Founder and Managing Partner of CEE Leaders Group

VIDEO 5 – SICAV is a solution not only for you, but also for the next generation

Benefits of a qualified investor fund, principles of the solution, SICAV, safe and transparent structure…

Mgr. Adam Juřica | Partner AVANT ADVISORY s.r.o.

Public limited company with variable share capital - SICAV

  • Swap 21% income tax for 5%
  • Get capital to grow your business more profitably
  • Manage your family business professionally
  • How to become an investor and rentier from a family business owner
Mgr. Adam Juřica

Mgr. Adam Juřica

Partner AVANT ADVISORY s.r.o.

SICAV - practical examples

  • SICAV and share capital
  • Sub-funds, regulation and supervision, custodian bank
  • Specifics of the Fund
  • Holding company á la SICAV
  • Intergenerational transfer with SICAV
  • Entry of external capital
  • Remuneration of managers
  • Department of Risk
  • Family structure
  • Tax structure
PhDr. Martina Pěkná

PhDr. Martina Pěkná

Senior Advisor BA4U s.r.o.

VIDEO 6 – SICAV is a solution not only for you, but also for the next generation

Why SICAVs, sub-funds, regulation and supervision, holding company…

PhDr. Martina Pěkná | Senior Advisor BA4U s.r.o.

BA4U s.r.o.
Podkovářská 674/2,
Vysočany, 190 00 Prague 9