Course Curriculum

  • 1

    The Power of a Holding Company

    • The Power of a Holding Company Pt.1

    • The Power of a Holding Company Pt.2

    • The First Steps In Creating Your Holding Company

    • The Power of a Holding Company Pt.3

    • The Power of a Holding Company Pt.4

    • Holding Company Concept Workshop
  • 2

    Understanding A Holding Company

    • Understanding A Holding Company Pt.1

    • Understanding A Holding Company Pt.2

    • Understanding A Holding Company Pt.3

    • Summarizing The Holding Company "Concept"

    • Leveraging A Holding Company Pt.1

    • Leveraging A Holding Company Pt.2

    • Holding Company Concept Workshop
  • 3

    5 Reasons For Starting A Holding Company

    • 1. Your Legacy

    • 2. The Greatest Wealth Transfer

    • 3. The 4 P's

    • 4. Consolidation & Centralization

    • 5. Allocation & Distribution
  • 4

    5 Ways To Make Money Through A Holding Company

    • 1. Dividends or Owner Draws

    • 2. Offering Services

    • 2a. Drafting Documents

    • 3. Sale & Purchase Assets

    • 4. Interest or Rent/Lease Payments

    • 5. Patents, Rights, & Royalties
  • 5

    5 Common Documents For A Holding Company

    • 5 Common Documents For A Holding Company

    • Asset Purchase Agreement

    • Equipment Lease Agreement

    • Residential Lease Agreement

    • Loan Agreement

    • LLC Operating Agreement

    • Consulting Agreement
  • 6

    The Primary Purpose Of A Holding Company

    • The Primary Purpose of a Holding Company Pt.1

    • The Primary Purpose of a Holding Company Pt.2

    • The Primary Purpose of a Holding Company Pt.3

    • The Primary Purpose of a Holding Company Pt.4

    • Primary Purpose Workshop
  • 7

    The SMS Matrix - A Creative Holding Company Concept

    • The SMS Matrix 1

    • The SMS Matrix 2

    • The SMS Matrix 3

    • The SMS Matrix 4

    • The SMS Matrix 5

    • The SMS MATRIX Guide
  • 8

    Mastering The Holding Company

    • Mastering The Holding Company

    • 10 Common Ways To Use A Holding Company Pt.1

    • 10 Common Ways To Use A Holding Company Pt.2

    • A Guide For The 10 Common Ways To Use A Holding Company Pt.1

    • A Guide For The 10 Common Ways To Use A Holding Company Pt.2

    • Mastering Workshop
  • 9

    Using The Holding Company For Asset Management

    • What Is Asset Management?

    • What Is The Goal of Asset Management?

    • What Are The Benefits of Asset Management?

    • The 3 Levels of Growth Within An Organizational Enterprise

    • Asset Management Workshop
  • 10

    Using A Holding Company For Partnerships

    • How To Use A Holding Company For Partnerships

    • How To Determine Ownership Interests In Partnerships

    • How To Manage The Corporate Operations of Partnerships

    • Questions About Partnerships
  • 11

    Things To Know About Holding Companies Pt.1

    • Can I transfer my existing LLC to a holding company?

    • Who's the responsible party for signing documents for subsidiaries?

    • Do I need insurance for my holding company or my subsidiary?

    • Should I use a subsidiary for investing in stocks, bonds or other paper assets?

    • How does a holding company sign for or proves ownership for subsidiaries?

    • Does a holding company file taxes?

    • Does my holding company need to file for a DBA for other business ventures?

    • Is it wise to use your government name as the title for a holding company?

    • Why do entrepreneurs register holding companies in other states?

    • Can you change the name of a holding company?

    • Can you operate business activity out of a holding company?

    • What are the main components of a holding company?

    • How does managing the day to day operations of a holding company work?
  • 12

    Things To Know About Holding Companies Pt.2

    • Can a holding company own a nonprofit?

    • Why do you consider owning a holding company a form of asset management?

    • Should W2 employees and 1099 Independent Contractors own holding companies?

    • Why aren't more people using the holding company as a business strategy?

    • Why should all subsidiaries be separated with EIN numbers and bank accounts?

    • Can a trust own a holding company?

    • How should the EIN application be filed or worded for a holding company?

    • How should the articles of organization be filed or worded for a holding company?

    • Can your existing LLC be owned by your new holding company?

    • What are the differences between a series LLC and a holding company?

    • Does the holding company have to be in the same bank as the subsidiaries?
  • 13

    Things To Know About Holding Companies Pt.3

    • Can a LLC own a S Corp or C Corp?

    • How many separate entities do you "need" under a holding company?

    • What percentage of ownership do I need to "control" and "consolidate" my tax returns?

    • What is the primary role of the CEO of a holding company?

    • Should my holding company or my subsidiary pursue "Funding"?

    • Can I use an existing LLC as a holding company?
  • 14

    Things To Know About Holding Companies Pt.4

    • How many businesses can I have under my holding company?

    • What is the concept of the holding company? Pt.1

    • What is the concept of the holding company? Pt.2

    • What's the best state to register a holding company?

    • How do you license intellectual property, equipment, or other assets?

    • What is the best way to invest through a holding company?

    • How should We Position Our Kids & Families in our Holding Company?
  • 15

    Things To Know About Holding Companies Pt.5

    • What is the best way to layer a holding company?

    • What is the best way to get funding for your holding company?

    • How do income categories work within a holding company?

    • How does real estate work within a holding company?

    • Can a holding company actually do business?

    • What is the biggest disadvantage of owning a holding company?

    • Who's the responsible party for a subsidiary's EIN on the SS-4 form

  • 16

    Things To Know About Holding Companies Pt.6

    • Why Do Entrepreneurs Need A Holding Company?

    • What Are The Tax Advantages of a Holding Company?

    • What Is The Difference Between An Investment Company and A Holding Company?

    • What Is An Asset Transfer Agreement Within A Holding Company?

    • What Is A Lease Agreement Within A Holding Company?
  • 17

    Managing The Day-to-Day Operations of a Holding Company

    • The Day-to-Day Operations Pt.1

    • The Day-to-Day Operations Pt.2

    • The 5 Day-to-Day Operation Systems

    • The First Steps in Managing The Day to Day Operations Your Holding Company
  • 18

    The 4 P's of a Holding Company - Web Mastermind

    • Pt.1 Every Family Should Own a Holding Company

    • Pt.2 The Basic Functions of a Holding Company

    • Pt.3 The P of Protection

    • Pt.4 The P of Preservation

    • Pt.5 The P of Production

    • Pt. 6 The P of Purchasing

    • Holding Company Concept Workshop
  • 19

    The VIP Holding Company Workshop

    • The VIP Holding Company Workshop Handouts

    • The Virtual VIP Holding Company Workshop
  • 20

    Do-It-Yourself Holding Company Start-Up Kit

    • LLC Procedures, Articles, & Transmittal Tutorial Pt.1

    • LLC Procedures, Articles, & Transmittal Tutorial Pt.2

    • LLC Business Filing Procedures (Ga)

    • LLC Business Articles of Organization (Ga)

    • LLC Business Transmittal Form (Ga)

    • Business SS-4 Form Tutorial

    • Business SS-4 Form Instructions

    • Business SS-4 Form

    • LLC Operating Agreement Tutorial

    • LLC Operating Agreement (Single Member)

    • LLC Operating Agreement (Multiple Member)

    • Business Links, DUNS#, Seal Kit Tutorial

    • Link To Any Legal Form (All States)

    • D-U-N-S Number

    • LLC Corporate Seal Kit
  • 21

    Live Sessions On The Holding Company

    • How to accumulate assets under a holding company

    • How To Master The Holding Company

    • How to increase your net-worth using a holding company

    • How To Manage The Day to Day Operations of a Holding Company

    • 4 Reasons Why You Need A Holding Company

    • HOLDING COMPANY EIN's and Articles of Organization

    • Managing a HOLDING COMPANY

    • HOLDING COMPANY Divisions & Subsidiaries

    • Common Questions for HOLDING COMPANIES