Take Five #126: HoldCo building blocks to minimize risk and lower taxes, and more
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Take Five #126: HoldCo building blocks to minimize risk and lower taxes, and more
1. Don’t let those business byproducts go to waste
2. Lender insights: What happens when a seller funnels a ton of personal expenses through the business, wants to use add-backs for valuation
3. “Searcher Profiles - Who Are You?”
Impatient CEOs
Prior Job: Top 5 Business School (and some form of consulting or corporate strategy role before that)
Question on Day One of Learning About ETA: So you’re saying the seller never used any marketing?
Age: 28-38
Description: The impatient CEO has been around incompetent corporate lackeys their whole career. You’re underwhelmed by the talent you’ve seen at your client companies and have often thought “I could do this better.”
You decide you need an MBA to launch the next phase of your career and steepen your professional trajectory — you catch the ETA bug when an alum comes back to give a talk about their $2 million EBITDA search deal that’s now throwing off $7 million of EBITDA. You join the ETA club.
Find the rest of Big Deal Small Business’s post here.
4. Can you get an SBA loan to buy a SaaS business?
5. HoldCo building blocks to minimize risk and lower taxes
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We want to minimize risk and taxes. Simple as that.
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LLCs
C-Corps
S-Corps
QSBS
Gotchas
Structuring a HoldCo
Read Colin Keeley’s post here.
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