HoldCo. Dealmakers Training

An exclusive training program for individuals who want to learn how to use their holding companies to structure creative deals.

  • 1

    Introduction to The HoldCo. Dealmaker

    • What is the goal of HoldCo. Dealmakers?

    • What does it mean to be a HoldCo. Dealmaker?
  • 2

    HoldCo. Dealmaker vs Business Entrepreneur

    • The biggest difference between the two

    • Deprogramming yourself about business legacy

    • Sell or be sold

    • What if I'm not a HoldCo. Owner?

    • HoldCo. Dealmaker Exercise

    • Exercise Recap

    • HoldCo. Dealmaker Exercise (text)
  • 3

    HoldCo. Dealmakers Private Coaching Call

    • Week 1

  • 4

    4 Profiles Within a Business Enterprise

    • Laborer, Operator, Owner, & HoldCo. Dealmaker

    • How to recondition & reposition your mind as a HoldCo. Dealmaker

    • Exercise on 4 profiles
  • 5

    HoldCo. Dealmakers Private Coaching Call

    • Week 2
  • 6

    The 4 Pillars of Mastering Dealmaking

    • Pillar 1. Mastering The HoldCo. Pillar 2. Mastering Assets

    • Pillar 3. Mastering Acquisitions. Pillar 4. Mastering The Exit

    • Exercise on 4 pillars
  • 7

    HoldCo. Dealmakers Private Coaching Call

    • Week 3
  • 8

    Characteristics of a HoldCo. Dealmaker

    • 5 Characteristics Part.1

    • 5 Characteristics Part.2

    • Exercise on 5 Characteristics
  • 9

    HoldCo. Dealmakers Private Coaching Call

    • Week 4
  • 10

    Top 10 Places To Find The Best Deals

    • Part 1. The First Three (1-3)

    • Part 2. The Middle Four (4-7)

    • The Final Three (8-10)
  • 11

    HoldCo. Dealmaker Strategies

    • Pt.1 of Strategy 1

    • Pt.2 of Strategy 1

    • Pt.1 of Strategy 2

    • Pt.2 of Strategy 2

    • Strategy 3

    • Strategy 4

    • Strategy 5

    • Strategy 6

    • Strategy 7

    • Strategy 8

    • HoldCo. Dealmaker Strategies (text)
  • 12

    HoldCo. Dealmakers Private Coaching Call

    • Week 5
  • 13

    5 Things that HoldCo. Dealmaking Requires

    • The first requirement

    • The second requirement

    • The third requirement

    • The fourth requirement

    • The fifth requirement
  • 14

    HoldCo. Dealmakers Private Coaching Call

    • Week 6
  • 15

    The Superpower of Financial Engineering

    • Understanding how money works

    • The flow of financial engineering

    • 3 Things financial engineering does for you

    • What is financial engineering all about?
  • 16

    9 Things Financial Engineering Involves

    • 1. Identifying

    • 2. Risk Assessment

    • 3. Productivity

    • 4. Concept

    • 5. Calculation

    • 6. Forecasting

    • 7. Reverse Engineering

    • 8. Reengineering

    • 9. Results From Engineering
  • 17

    FREE Bonus Session on Common Assets that can increase your Net Worth

    • Trademarks

    • Copyrights

    • Intellectual Property

    • Stocks and Bonds

    • Ownership Interests

    • Digital Currency

    • Real Estate

    • Licenses and Royalties

    • Equipment Platforms Technology

    • Inventory

    • Leases and Contracts

    • Recruit Talent

    • Transfer Assets

    • Automate Accelerate Perpetuate

    • Lower Taxes and Expenses

    • Reposition Yourself

    • Improve (CSE) Customer Service Experience

    • Increase Sales

    • Leveraging

    • Personal Belongings
  • 18

    The RP Balance Sheet

    • Balance Sheet (5 asset categories)

    • Balance Sheet Walkthrough
  • 19

    The RP Ecosystem of Wealth Building

    • Ecosystem worksheet (7 steps)

    • Ecosystem of wealth building Walkthrough
  • 20

    My Top 10 HoldCo. Entity Structures

    • My Top 10 (text version)

    • My Top 10 HoldCo. Entity Structures
  • 21

    The Power of Collaboration

    • 6 Types of Collaboration

    • Exercise on collaboration
  • 22

    Legacy HoldCo. vs Acquisition HoldCo.

    • The difference between Legacy Holdco. & Acquisition HoldCo.

    • Using Multiple Acquisition HoldCo. Structures

    • Acquisition HoldCo. Structure Breakdown

    • Engineering Your Legacy HoldCo.

    • Expanding Your Legacy HoldCo.
  • 23

    HoldCo Dealmakers Mastermind (Live Replay)

    • HoldCo Dealmakers Mastermind Part 1

    • HoldCo Dealmakers Mastermind Part 2
  • 24

    The HoldCo. Dealmakers Workshop

    • The HoldCo. Dealmakers Workbook

    • Session 1

    • Session 2

    • Session 3

    • Session 4