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Tuesday, April 1
 

7:00am MDT

Breakfast
Tuesday April 1, 2025 7:00am - 8:00am MDT
Sundance Rehearsal Hall
Tuesday April 1, 2025 7:00am - 8:00am MDT
Sundance Rehearsal Hall
  Meal, Breakfast

8:00am MDT

Day 1 Kickoff
Tuesday April 1, 2025 8:00am - 8:10am MDT
Sundance Rehearsal Hall
Welcome to HoldCo Conference!

During this session we'll hear from: 
  • Michael Girdley - How I incubated an 8-figure revenue business
  • Jesse Tinsley - The bench acquisition story
  • Peter Lehrman - Selling a business in 2025
  • Kelcey Lehrich - What happens when it all goes wrong
  • Sieva Kozinsky -  Don't start a PE Fund; start a Holding Company
  • Bryan Rand - The role of capital
Speakers
avatar for Tony Bacigalupo

Tony Bacigalupo

Head of Community, Scalepath
avatar for Michael Girdley

Michael Girdley

Girdley Enterprises
Tuesday April 1, 2025 8:00am - 8:10am MDT
Sundance Rehearsal Hall
  Housekeeping

8:10am MDT

How I Incubated an 8-Figure Revenue Business
Tuesday April 1, 2025 8:10am - 8:45am MDT
Redford Conference Center
Speakers
avatar for Michael Girdley

Michael Girdley

Girdley Enterprises
Tuesday April 1, 2025 8:10am - 8:45am MDT
Redford Conference Center
  Main Meeting Session

8:45am MDT

Selling a Business in 2025
Tuesday April 1, 2025 8:45am - 9:20am MDT
Redford Conference Center
Speakers
avatar for Peter Lehrman

Peter Lehrman

Axial
Peter Lehrman is the founder and CEO of Axial, an online platform that connects business owners and their M&A advisors with potential buyers and capital partners. With over 15 years of experience in building high-growth B2B marketplaces, Peter has established himself as a leader in... Read More →
Tuesday April 1, 2025 8:45am - 9:20am MDT
Redford Conference Center
  Main Meeting Session

9:20am MDT

What Happens When It All Goes Wrong
Tuesday April 1, 2025 9:20am - 9:55am MDT
Redford Conference Center
Speakers
avatar for Kelcey Lehrich

Kelcey Lehrich

365 Holdings
Kelcey Lehrich is the co-founder and CEO of 365 Holdings, a vertically integrated holding company based in Akron, Ohio, specializing in direct-to-consumer (DTC) brands. Under his leadership, 365 Holdings focuses on acquiring and nurturing micro brands that connect deeply with consumers... Read More →
Tuesday April 1, 2025 9:20am - 9:55am MDT
Redford Conference Center
  Main Meeting Session

9:55am MDT

Don't Start A PE Fund; Start A Holding Company
Tuesday April 1, 2025 9:55am - 10:30am MDT
Redford Conference Center
Speakers
avatar for Sieva Kozinsky

Sieva Kozinsky

Enduring Ventures
Sieva Kozinsky is an entrepreneur and investor, best known as the co-founder and CEO of Enduring Ventures, a long-term holding company that acquires and nurtures established businesses with the intention of holding them indefinitely. This approach reflects a commitment to preserving... Read More →
Tuesday April 1, 2025 9:55am - 10:30am MDT
Redford Conference Center
  Main Meeting Session

10:30am MDT

The Role of Capital
Tuesday April 1, 2025 10:30am - 11:00am MDT
Redford Conference Center
Speakers
avatar for Bryan Rand

Bryan Rand

Rand & Co Holdings
Bryan Rand is the CEO at Rand & Co Holdings and President at Vacation Innovations, based in Atlanta, Georgia. He has served as CEO of Rand & Co Holdings since March 2014, leading the company in its focus on acquiring and growing businesses. As President of Vacation Innovations since... Read More →
Tuesday April 1, 2025 10:30am - 11:00am MDT
Redford Conference Center
  Main Meeting Session

11:00am MDT

Rolling Lunch + Activity Time
Tuesday April 1, 2025 11:00am - 2:00pm MDT
Sundance Mountain Resort
Tuesday April 1, 2025 11:00am - 2:00pm MDT
Sundance Mountain Resort
  Meal, Lunch

2:00pm MDT

HoldCo Tax Strategy
Tuesday April 1, 2025 2:00pm - 2:40pm MDT
Sundance Rehearsal Hall
Speakers
avatar for Mark Edler

Mark Edler

Edler Zain
The CPA Firm For EntrepreneursAccounting, Tax, and Advisory services for business owners.
Tuesday April 1, 2025 2:00pm - 2:40pm MDT
Sundance Rehearsal Hall
  Breakout Session

2:00pm MDT

Deal Sourcing in 2025
Tuesday April 1, 2025 2:00pm - 2:45pm MDT
Redford Conference Center
Speakers
avatar for Sieva Kozinsky

Sieva Kozinsky

Enduring Ventures
Sieva Kozinsky is an entrepreneur and investor, best known as the co-founder and CEO of Enduring Ventures, a long-term holding company that acquires and nurtures established businesses with the intention of holding them indefinitely. This approach reflects a commitment to preserving... Read More →
Tuesday April 1, 2025 2:00pm - 2:45pm MDT
Redford Conference Center
  Breakout Session

2:00pm MDT

Hiring Offshore Team Members
Tuesday April 1, 2025 2:00pm - 2:45pm MDT
Screening Room
Speakers
avatar for Hayden Cohen

Hayden Cohen

Near
A 360 solution to find, hire, onboard, pay, and retain top Latin American talent. Fill open positions in under 21 days.
avatar for Franco Pereya

Franco Pereya

Near
A 360 solution to find, hire, onboard, pay, and retain top Latin American talent. Fill open positions in under 21 days.
Tuesday April 1, 2025 2:00pm - 2:45pm MDT
Screening Room
  Breakout Session

2:50pm MDT

Culture Index Workshop: Using Analytics over Instincts
Tuesday April 1, 2025 2:50pm - 3:35pm MDT
Screening Room
Speakers
avatar for Cary Frieden

Cary Frieden

Effective Exec
Founder at https://Effective-Exec.com and advisor to Culture Index
Tuesday April 1, 2025 2:50pm - 3:35pm MDT
Screening Room
  Breakout Session

2:50pm MDT

Financing Options
Tuesday April 1, 2025 2:50pm - 3:35pm MDT
Redford Conference Center
Speakers
avatar for Bryan Rand

Bryan Rand

Rand & Co Holdings
Bryan Rand is the CEO at Rand & Co Holdings and President at Vacation Innovations, based in Atlanta, Georgia. He has served as CEO of Rand & Co Holdings since March 2014, leading the company in its focus on acquiring and growing businesses. As President of Vacation Innovations since... Read More →
Tuesday April 1, 2025 2:50pm - 3:35pm MDT
Redford Conference Center
  Breakout Session

2:50pm MDT

Supporting CEOs/GMs
Tuesday April 1, 2025 2:50pm - 3:35pm MDT
Sundance Rehearsal Hall
Speakers
avatar for Chase Murdock

Chase Murdock

Decada Group
Decada Group is a Salt Lake City-based holding company committed to acquiring, growing, and stewarding small businesses for the long haul. They acquire great companies with untapped potential, driving strategic growth and operational excellence to create lasting value in the community.As... Read More →
Tuesday April 1, 2025 2:50pm - 3:35pm MDT
Sundance Rehearsal Hall
  Breakout Session

3:40pm MDT

Automation and AI
Tuesday April 1, 2025 3:40pm - 4:20pm MDT
Screening Room
Speakers
avatar for Chris Koerner

Chris Koerner

CoFounders
Chris Koerner is a serial entrepreneur based in the Dallas-Fort Worth (DFW) area with a deep passion for business, writing, and real estate. Over his career, he has started over 75 businesses, with 10 achieving seven to eight-figure valuations. Learn more: The Koerner OfficeHe c... Read More →
Tuesday April 1, 2025 3:40pm - 4:20pm MDT
Screening Room
  Breakout Session

3:40pm MDT

HoldCo Tax Strategy
Tuesday April 1, 2025 3:40pm - 4:20pm MDT
Sundance Rehearsal Hall
Speakers
avatar for Mark Edler

Mark Edler

Edler Zain
The CPA Firm For EntrepreneursAccounting, Tax, and Advisory services for business owners.
Tuesday April 1, 2025 3:40pm - 4:20pm MDT
Sundance Rehearsal Hall
  Breakout Session

3:40pm MDT

Recruiting Operators for your HoldCo
Tuesday April 1, 2025 3:40pm - 4:20pm MDT
Redford Conference Center
Speakers
avatar for Tighe Burke

Tighe Burke

Srch Partners
We help good companies find good people.srch offers customized, turnkey executive recruiting services for rapidly growing businesses.Our searches are swift, comprehensive, and bespoke. No flash, no bullshit.We are a boutique agency that focuses on simplicity and results. Our team... Read More →
Tuesday April 1, 2025 3:40pm - 4:20pm MDT
Redford Conference Center
  Breakout Session

6:00pm MDT

Dinner Service
Tuesday April 1, 2025 6:00pm - 8:00pm MDT
Sundance Rehearsal Hall
Tuesday April 1, 2025 6:00pm - 8:00pm MDT
Sundance Rehearsal Hall
  Meal, Dinner

8:00pm MDT

Happy Hour
Tuesday April 1, 2025 8:00pm - 10:00pm MDT
The Lookout
Tuesday April 1, 2025 8:00pm - 10:00pm MDT
The Lookout
  Social, Drinks
 
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Redford Conference Center
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