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Venue: Sundance Rehearsal Hall clear filter
Monday, March 31
 

6:30pm MDT

Welcome Reception
Monday March 31, 2025 6:30pm - 7:30pm MDT
Sundance Rehearsal Hall
Monday March 31, 2025 6:30pm - 7:30pm MDT
Sundance Rehearsal Hall
  Social, Reception

7:30pm MDT

Dinner Service
Monday March 31, 2025 7:30pm - 9:30pm MDT
Sundance Rehearsal Hall
Monday March 31, 2025 7:30pm - 9:30pm MDT
Sundance Rehearsal Hall
  Meal, Dinner
 
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

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

2:50pm 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

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

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
 
Wednesday, April 2
 

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
avatar for Tony Bacigalupo

Tony Bacigalupo

Head of Community, Scalepath
avatar for Michael Girdley

Michael Girdley

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

2:00pm MDT

Building Your Legacy (Generational HoldCo)
Wednesday April 2, 2025 2:00pm - 2:45pm MDT
Sundance Rehearsal Hall
Speakers
avatar for Charlie Dolan

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

2:50pm MDT

The Case for Rollups
Wednesday April 2, 2025 2:50pm - 3:35pm MDT
Sundance Rehearsal Hall
Speakers
avatar for Reg Zeller

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 →
avatar for Jeff Homer

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
avatar for Michael Girdley

Michael Girdley

Girdley Enterprises
Wednesday April 2, 2025 3:40pm - 4:20pm MDT
Sundance Rehearsal Hall
  Breakout Session
 
Thursday, April 3
 

7:00am MDT

Breakfast
Thursday April 3, 2025 7:00am - 8:00am MDT
Sundance Rehearsal Hall
Thursday April 3, 2025 7:00am - 8:00am MDT
Sundance Rehearsal Hall
  Meal, Breakfast

8:00am MDT

Day 3 Kickoff
Thursday April 3, 2025 8:00am - 8:05am MDT
Sundance Rehearsal Hall
Final session! What we'll cover:
  • Chris Munn - Managing remote/distributed companies
  • Nik Hulewsky & Chris Koerner - The keys to a great partnership
  • Charlie and James Dolan - Building and Maintaining a Generational HoldCo
  • John Wilson, Michael Girdley - Closing Remarks
Speakers
avatar for Tony Bacigalupo

Tony Bacigalupo

Head of Community, Scalepath
Thursday April 3, 2025 8:00am - 8:05am MDT
Sundance Rehearsal Hall
  Housekeeping
 
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