Michael Girdley – The Complete HoldCo Course 2023
Welcome to The Complete HoldCo Course: A 5-step complete holding company course for HoldCo owners, business owners, and the aspiring, who want to leverage 25+ years of experience to make more money, pay less taxes, and have more free time with their HoldCo structure.
This course is built by and designed for…
- Current HoldCo Owners
Existing HoldCo owners wanting to scale, improve operations or plan for a successful exit - Business Owners
Single business owner-operators who want to become a HoldCo owner - Aspiring HoldCo Owners
Aspiring HoldCo owners stepping towards buying your first company
Why a Holding Company Lifestyle
Until recently, there were only two ways to practice wealth-building: own and operate a company or be an investor.
Now, the concept of Holding Companies emerges as an appealing third path.
You can live an interesting life of parallel entrepreneurship in a Holding Company structure with multiple companies in your portfolio.
Instead of primarily focusing on operations or allocating capital, you get to do both for big rewards in your professional and personal lives.
45% of businesses in America are owned by the Silver Tsunami of Baby Boomers reaching retirement age needing to be sold.
Now is a perfect time to shift to owning your Holdco model.
If you’ve come across successful Holdco owners, you’re likely looking at decades of experience and mentorship that have helped inform the business leaders’ actions.
The Complete HoldCo Course is built based on 25+ years of experience from Michael Girdley building a $100M a year holding company.
By enrolling, you can expect to set up a plan to start, operate, grow & exit your HoldCo while enjoying direct access to industry expertise and community guidance.
What You’ll Learn In The Complete HoldCo Course 2023?
Module 1: What is a Holding Company?
In this module you will…
- Understand the meaning, purpose, types, examples, advantages and disadvantages of a holding company.
- Compare and contrast different types of HoldCo.
- Get familiar with the daily routine of a HoldCo CEOs, and how it differs from the CEO of an operating business.
- Identify the key opportunities to allocate capital.
- Know how to solve the dreaded ‘cold start problem’ to launch and scale your HoldCo.
Module 2: Starting your HoldCo
In this module you will learn 7 steps of starting your HoldCo including…
- How to make a plan.
- Analyze your needs.
- Develop a proposed organizational design.
- Hire a structuring attorney.
- Engage a tax advisor.
- Review with your HoldCo team of advisors.
- File and operate.
Module 3: Operating your HoldCo
In this module you will…
- Appreciate the standardized playbook for companies to get the variability out of the business operations and achieve maximum results.
- Understand the interaction model to define the way your portfolio companies will interact with each other as well as holding company.
- Learn how to run productive board meetings.
- Know everything about shared services and information dependence between companies to build efficiency and lower cost.
Module 4: Growing your HoldCo
In this module you will…
- Learn different steps to recruit CEOs for your HoldCo and how it is different from normal hires.
- Get insights into best practices of CEO compensation strategy in line with business needs.
- Master strategies to drive organic growth.
- Learn to leverage M&A for inorganic growth and most powerful models to incubate new companies to maximize their potential.
- Understand how to act as a CEO of your portfolio company.
- Learn key methods to finance your HoldCo growth.
Module 5: Exiting your HoldCo
In this module you will…
- Get to know about different ways to exit your HoldCo – as a whole, in pieces, or generational transfer
- Understand the tax implications when exiting your HoldCo.
- Learn the common mistakes new HoldCo owners make and how to avoid them.
- Know about the best online communities to get help.
About Michael Girdley
Hi, I’m Michael Girdley.
I’m a business entrepreneur and investor. I’m currently the Chairman and co-founder of Dura Software, the second-largest software company in San Antonio, Texas. My Holding Company includes a variety of businesses including Codeup, Effectual Ventures (a venture studio), Red Runner Coffee, Near (a talent platform), and others.
I have enabled the creation of 1,000+ new tech jobs in the San Antonio area through entrepreneurial and leadership roles at numerous companies and nonprofits. As the ex-CEO of Alamo Fireworks, the largest consumer fireworks’ retailer in Texas, where I am Chairman of the Board, I was instrumental in transitioning my family business beyond the third generation and that was my launching pad to become a successful Holding Company owner.
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