HoldCo Conference: Full Schedule

2:00pm MDT

HoldCo Tax Strategy

Tuesday April 1, 2025 2:00pm - 2:40pm MDT

Sundance Rehearsal Hall

Speakers

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

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

Hayden Cohen

Near

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

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

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

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

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

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

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

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

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

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

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 →

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

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