HoldCo Conference: Grid

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Sundance Rehearsal Hall	The Owl Bar

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Welcome Reception 6:30pm - 7:30pm

Dinner Service 7:30pm - 9:30pm

Happy Hour 9:30pm - 11:00pm

Exit

Redford Conference Center	Screening Room	Sundance Mountain Resort	Sundance Rehearsal Hall	The Lookout

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How I Incubated an 8-Figure Revenue B... 8:10am - 8:45am

Selling a Business in 2025 8:45am - 9:20am

What Happens When It All Goes Wrong 9:20am - 9:55am

Don't Start A PE Fund; Start A Holdin... 9:55am - 10:30am

The Role of Capital 10:30am - 11:00am

Deal Sourcing in 2025 2:00pm - 2:45pm

Financing Options 2:50pm - 3:35pm

Recruiting Operators for your HoldCo 3:40pm - 4:20pm

Hiring Offshore Team Members 2:00pm - 2:45pm

Culture Index Workshop: Using Analytics over Ins... 2:50pm - 3:35pm

Automation and AI 3:40pm - 4:20pm

Rolling Lunch + Activity Time 11:00am - 2:00pm

Breakfast 7:00am - 8:00am

Day 1 Kickoff

HoldCo Tax Strategy 2:00pm - 2:40pm

Supporting CEOs/GMs 2:50pm - 3:35pm

HoldCo Tax Strategy 3:40pm - 4:20pm

Dinner Service 6:00pm - 8:00pm

Happy Hour 8:00pm - 10:00pm

Exit

Redford Conference Center	Screening Room	Sundance Mountain Resort	Sundance Rehearsal Hall	The Owl Bar	The Tree Room

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Lessons in Leadership From an Army Green Beret

Multiple Verticals in your HoldCo

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

The Case for Franchising in Your... 10:00am - 10:30am

Holdco Legal Structuring 10:03am - 10:27am

The Keys to a Great Partnership 10:30am - 11:00am

Financing Options 2:00pm - 2:45pm

How to approach eq...

Recruiting Operators for your HoldCo 3:40pm - 4:20pm

The Case for Decentralization 2:50pm - 3:35pm

When to Exit a PortCo 3:40pm - 4:20pm

Rolling Lunch + Activity Time 11:00am - 2:00pm

Breakfast 7:00am - 8:00am

Day 2 Kickoff

Building Your Legacy (Generational HoldCo) 2:00pm - 2:45pm

The Case for Rollups 2:50pm - 3:35pm

Business Incubation session followup 3:40pm - 4:20pm

Happy Hour 9:00pm - 11:00pm

Networking Dinner 7:00pm - 9:00pm

Exit

Redford Conference Center	Sundance Mountain Resort	Sundance Rehearsal Hall

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Breakouts Shareback 8:05am - 8:30am

Managing Remote/Distributed Comp... 8:30am - 9:00am

Using Media as an Accelerant to... 9:00am - 9:30am

Building and Maintaining a Gener... 9:30am - 10:00am

Closing Remarks + Q&A 10:00am - 11:00am

Hotel Checkout & Guest Departure... 11:00am - 11:30am

Breakfast 7:00am - 8:00am

Day 3 Kickoff