HOLDco

Епизоде

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  All-Cash PE Exit vs. Sale-Leaseback Plus Rolled Equity: The After-Tax Math 23.09.2026 4мин

  When two exit offers look close on paper but diverge by eight figures after tax, the structure is doing all the work. This episode breaks down the real after-tax math between an all-cash PE exit and a sale-leaseback paired with rolled equity.
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  Capital Recycling: Moving Money With Discipline, Not Drama 20.09.2026 4мин

  Capital recycling is the discipline of moving money away from slow, tired assets and putting it back to work where it matters. This episode breaks down how holding companies can make that shift with structure, not sentiment.
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  Buy-Sell Agreements: The Document You Hope Never Leaves the Folder 16.09.2026 4мин

  A buy-sell agreement is the document every co-owner hopes to ignore — until a partner exits, dies, or divorces and suddenly it's the only thing standing between order and chaos. This episode breaks down how to build one that actually works.
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  Building Investor Confidence Without a Stock Price to Hide Behind 15.09.2026 4мин

  Private holding companies can't rely on a stock price to signal health — so what actually earns investor trust? This episode breaks down the four disciplines that replace the missing ticker: decision quality, reporting consistency, governance clarity, and honest capital allocation.
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  Managing Cross-Border Holdings Without Losing Your Mind 10.09.2026 4мин

  Running a holding company across multiple jurisdictions is less about smart deal-making and more about disciplined management. This episode breaks down the operational, legal, and tax realities that determine whether a cross-border structure works — or quietly unravels.
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  Structuring Internal Reporting Without Bureaucracy 08.09.2026 5мин

  Most internal reporting in portfolio companies creates busywork without driving better decisions. This episode breaks down how holding company leaders can build lean, effective reporting systems — without the bureaucracy.
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  Covenant Review in Diligence: Reading the Debt Before You Own It 07.09.2026 8мин

  Before you own a business, you need to understand the debt it's already carrying. This episode breaks down how buy-side deal teams should approach covenant review as a financial discipline — not a legal afterthought — so nothing blindsides them at close.
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  10 Pitfalls That Can Derail a Business Acquisition — And How to Dodge Them 06.09.2026 8мин

  Even well-researched acquisitions can unravel — not from bad strategy, but from predictable, avoidable mistakes. This episode maps the ten most common deal-breaking pitfalls and the disciplined habits that keep buyers on the right side of closing day.
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  Culture Is Built in Small Decisions 05.09.2026 8мин

  Company culture isn't shaped by mission statements or team offsites — it's built one micro-decision at a time. This episode breaks down how the smallest daily choices, from calendar habits to rejection emails, quietly define who you are as an organization.
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  Real Estate Investment: What Middle-Market Deals Actually Look Like 04.09.2026 7мин

  Middle-market real estate deals are far more structurally complex than most investors expect. This episode breaks down capital stacks, valuation mechanics, deal strategies, and what separates disciplined sponsors from over-leveraged ones in today's rate environment.
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  Clean-Team Walls: How to Run One Without Blowing Up the Deal 03.09.2026 7мин

  Clean teams are one of the most operationally demanding parts of competitive M&A — and one of the easiest to get wrong. This episode breaks down exactly how to structure, staff, and sustain a clean-team wall from first document to deal close (or collapse).
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  Churn Analysis: The Silent Killer of Your Tech Valuation 02.09.2026 9мин

  High churn quietly destroys tech valuations long before diligence begins. This episode breaks down how buyers really stress-test retention data — and what founders can do to control the narrative before entering a deal process.
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  Why "Hassle-Free" Turnkey Real Estate Is Often a Costly Lie 01.09.2026 6мин

  Turnkey real estate promises passive income with zero headaches — but inflated prices, hidden fees, and misaligned property managers often turn a "hands-off" investment into a slow financial drain. This episode breaks down exactly how the model works against buyers.
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  Consumer Products M&A: What Middle Market Founders Need to Know 31.08.2026 7мин

  Selling a consumer products brand is rarely as straightforward as founders expect. This episode breaks down what actually drives valuation, how earnouts can erode deal value, and why preparation is the most underrated advantage in middle-market M&A.
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  The Diligence Request List: How to Build One That Actually Gets Answered 30.08.2026 7мин

  A poorly structured diligence request list can stall a deal before it starts. This episode breaks down how to build a DRL that gets answered — fast, completely, and in the right order.
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  Materials & Chemicals M&A: Multiples, Megadeals, and the New Buyer Mindset 29.08.2026 9мин

  Materials and chemicals M&A in 2025 is a quality-over-volume story: deal counts are well below their 2021 peak, yet disclosed deal value surged 78% year-over-year as megadeals dominate and strategic buyers pay premium multiples for the right specialty assets.
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  Why Bigger Isn't Always Better in Acquisitions 28.08.2026 7мин

  Bigger acquisitions aren't automatically better ones — deal size discipline is a deliberate strategy that compounds returns over time. This episode breaks down why smaller, well-chosen targets often outperform headline-grabbing mega-deals.
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  Why Financial Services M&A Is One of the Most Complex Deals You'll Ever Do 27.08.2026 7мин

  Financial services M&A carries a level of regulatory, structural, and valuation complexity that catches even experienced sellers off guard. This episode breaks down exactly what middle market owners need to understand before going to market.
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  Lender Package Prep: What the Bank Needs Before It Will Credit the Deal 26.08.2026 8мин

  Between signing and credit committee, a scrambled lender package can stall even a well-underwritten deal. This episode breaks down exactly what banks need — and how to have it ready before they ask.
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  Sell, Defer, and Leave a Legacy: How CRTs Change the M&A Game 25.08.2026 8мин

  Charitable Remainder Trusts can turn a business sale into a multi-dimensional win — deferring capital gains, generating lifetime income, and funding a lasting legacy. This episode breaks down how CRTs work and what founders must get right before the deal closes.