HoldCo Conference: Full Schedule

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7:00am MDT

Breakfast

Wednesday April 2, 2025 7:00am - 8:00am MDT

Sundance Rehearsal Hall

Wednesday April 2, 2025 7:00am - 8:00am MDT
Sundance Rehearsal Hall

Meal, Breakfast

8:00am MDT

Day 2 Kickoff

Wednesday April 2, 2025 8:00am - 8:05am MDT

Sundance Rehearsal Hall

Topics we'll cover in this session:

Logan Leslie - Lessons in Leadership from an Army Green Beret
John Wilson - Using media as an accelerant to your core business
Walker Deibel - Recent trends on advising over $400,000,000+ in acquisitions
Eric Pacifici (SMB Attorney) - HoldCo Legal Structuring
Connor Groce - The case for franchising in your HoldCo
Reg Zeller - The case for rollups

Speakers

Michael Girdley

Girdley Enterprises

Wednesday April 2, 2025 8:00am - 8:05am MDT
Sundance Rehearsal Hall

Housekeeping

8:05am MDT

Lessons in Leadership From an Army Green Beret

Wednesday April 2, 2025 8:05am - 8:30am MDT

Redford Conference Center

Speakers

Logan Leslie is the Founder and CEO of Northern Rock, where he leads a team of more than 750 professionals across over 90 businesses, serving approximately 350,000 customers each year. With twenty years in uniform as an Army Green Beret, he brings a disciplined, mission-focused approach... Read More →

Wednesday April 2, 2025 8:05am - 8:30am MDT
Redford Conference Center

Main Meeting Session

9:13am MDT

Multiple Verticals in your HoldCo

Wednesday April 2, 2025 9:13am - 9:38am MDT

Redford Conference Center

Speakers

Al Goldstein

StoicLane

Co-Founder, Chairman & CEO @ StoicLane; Co-Founder & Executive Chairman @ Amount, Avant, Pangea.Serial entrepreneur and business builder of tech-enabled companies in the Finance, Insurance and Real Estate (FIRE) verticals.

Mike Foran

StoicLane

Jake Nice

StoicLane

Wednesday April 2, 2025 9:13am - 9:38am MDT
Redford Conference Center

Main Meeting Session

9:39am MDT

Recent Trends on Advising Over $400,000,000+ in Acquisitions

Wednesday April 2, 2025 9:39am - 10:02am MDT

Redford Conference Center

Speakers

Walker Deibel

Acquisition Lab

Walker Deibel is a serial acquisition entrepreneur, WSJ & USA Today bestselling author, an Emmy-nominated film producer, and an award-winning M&A advisor. He is the creator of Acquisition Lab, the premier business buying accelerator for entrepreneurs. Walker acquired seven companies... Read More →

Wednesday April 2, 2025 9:39am - 10:02am MDT
Redford Conference Center

Main Meeting Session

10:00am MDT

The Case for Franchising in Your HoldCo

Wednesday April 2, 2025 10:00am - 10:30am MDT

Redford Conference Center

Speakers

Connor Groce

FranChoice

Connor Groce is a seasoned franchise consultant, multi-brand franchisee, and entrepreneur based in Raleigh, North Carolina. His journey into franchising began at the age of 20 while pursuing his undergraduate studies at the University of North Carolina at Chapel Hill. During this... Read More →

Wednesday April 2, 2025 10:00am - 10:30am MDT
Redford Conference Center

Main Meeting Session

10:03am MDT

Holdco Legal Structuring

Wednesday April 2, 2025 10:03am - 10:27am MDT

Redford Conference Center

Speakers

Eric Pacifici

SMB Law Group

Eric B. Pacifici is a founding partner of SMB Law Group LLP, helping business owners navigate the complexities of buying, building, operating, scaling, and exiting their companies.Prior to founding SMB Law Group LLP in May 2022, Eric honed his skills at several prestigious law firms... Read More →

Wednesday April 2, 2025 10:03am - 10:27am MDT
Redford Conference Center

Main Meeting Session

10:30am MDT

The Keys to a Great Partnership

Wednesday April 2, 2025 10:30am - 11:00am MDT

Redford Conference Center

Speakers

Nik Hulewsky

CoFounders

Nik is an Entrepreneur, Investor and Creator, who loves problem solving, helping people and having fun.His experience is broad; from working as an Executive in Home Health and Hospice to owning and operating companies across multiple industries, including healthcare, e-commerce, and... Read More →

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 →

Wednesday April 2, 2025 10:30am - 11:00am MDT
Redford Conference Center

Main Meeting Session

11:00am MDT

Rolling Lunch + Activity Time

Wednesday April 2, 2025 11:00am - 2:00pm MDT

Sundance Mountain Resort

Wednesday April 2, 2025 11:00am - 2:00pm MDT
Sundance Mountain Resort

Meal, Lunch

2:00pm MDT

Building Your Legacy (Generational HoldCo)

Wednesday April 2, 2025 2:00pm - 2:45pm MDT

Sundance Rehearsal Hall

Speakers

Charlie Dolan

DSQ Technology

Charles D. Dolan (“Charlie”) is CEO and Manager of SEQ Holdings, a Pittsburgh based data services and waste management holding company. He leads DSQ Technology (“DSQ”, dsqtechnology.com), an operating subsidiary of SEQ Holdings, which builds technology products focused on... Read More →

Wednesday April 2, 2025 2:00pm - 2:45pm MDT
Sundance Rehearsal Hall

Breakout Session

2:00pm MDT

Financing Options

Wednesday April 2, 2025 2:00pm - 2:45pm MDT

Redford Conference Center

Speakers

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 →

Wednesday April 2, 2025 2:00pm - 2:45pm MDT
Redford Conference Center

Breakout Session

2:50pm MDT

How to approach equity or profit sharing with A players

Wednesday April 2, 2025 2:50pm - 3:05pm MDT

Redford Conference Center

Speakers

John Wilson

The Wilson Companies

John Wilson is the CEO of The Wilson Companies, an eight-figure, Ohio-based company that includes HVAC, plumbing, electrical, restoration, and septic services.He's grown his family business by many multiples and is on the way to $100 million in revenue.In 2021, he embarked on this... Read More →

Wednesday April 2, 2025 2:50pm - 3:05pm MDT
Redford Conference Center

Breakout Session

2:50pm MDT

The Case for Decentralization

Wednesday April 2, 2025 2:50pm - 3:35pm MDT

Screening Room

Speakers

Nik Hulewsky

CoFounders

Wednesday April 2, 2025 2:50pm - 3:35pm MDT
Screening Room

Breakout Session

2:50pm MDT

The Case for Rollups

Wednesday April 2, 2025 2:50pm - 3:35pm MDT

Sundance Rehearsal Hall

Speakers

Reg Zeller

CaneKast

Reg Zeller is the Founder and CEO of CaneKast, a company based in Minneapolis, Minnesota, that is building a coast-to-coast network of non-ferrous casting facilities. Founded in January 2017, CaneKast uses advanced technology to offer scalable casting solutions, ensuring quality products... Read More →

Jeff Homer

Finley & Associates

Jeff Homer founded Ensemble Music Schools while working at Independence Capital, a Denver-based multi-family office he joined in 2018. There he was one of three employees responsible for managing the firm’s public equity portfolio across all sectors. Prior to joining Independence... Read More →

Wednesday April 2, 2025 2:50pm - 3:35pm MDT
Sundance Rehearsal Hall

Breakout Session

3:40pm MDT

Business Incubation session followup

Wednesday April 2, 2025 3:40pm - 4:20pm MDT

Sundance Rehearsal Hall

Speakers

Michael Girdley

Girdley Enterprises

Wednesday April 2, 2025 3:40pm - 4:20pm MDT
Sundance Rehearsal Hall

Breakout Session

3:40pm MDT

Recruiting Operators for your HoldCo

Wednesday April 2, 2025 3:40pm - 4:20pm MDT

Redford Conference Center

Speakers

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 →

Wednesday April 2, 2025 3:40pm - 4:20pm MDT
Redford Conference Center

Breakout Session

3:40pm MDT

When to Exit a PortCo

Wednesday April 2, 2025 3:40pm - 4:20pm MDT

Screening Room

Speakers

Justin Turner

Traction Capital

Traction is a permanent equity firm based in Seattle, WA.We look to acquire companies based in the Pacific Northwest where we think there are opportunities for long term growth.How are we different? We are not a private equity group; we are not looking for companies that we can grow... Read More →

Wednesday April 2, 2025 3:40pm - 4:20pm MDT
Screening Room

Breakout Session

7:00pm MDT

Networking Dinner

Wednesday April 2, 2025 7:00pm - 9:00pm MDT

The Tree Room

Wednesday April 2, 2025 7:00pm - 9:00pm MDT
The Tree Room

Meal, Dinner

9:00pm MDT

Happy Hour

Wednesday April 2, 2025 9:00pm - 11:00pm MDT

The Owl Bar

Wednesday April 2, 2025 9:00pm - 11:00pm MDT
The Owl Bar

Social, Drinks