All case studies
ImplementationHolding company · 12 Aug 2026
Splitting one Business Central company into an investment entity and a trading entity
The existing company became the investment entity, and a new company took over day-to-day transactions.
Challenge
History, open balances and master data had to be divided between two companies without breaking reporting or audit trails.
Solution and implementation
Defined which balances, open entries and master records stay and which move, then rehearsed the split on a copy before touching production.
What to watch for
Decide how opening balances will be reconciled between the two companies before you decide how to move them.
Results
We publish measured results only where the client has confirmed them and they cannot identify the client. None are published for this project yet.