1007Course · Practitioner

Holding Companies

The disciplined portfolio.

The Course

The holdco is the structure sophisticated owners use to separate ownership from operation. This course teaches when it makes sense, how to build one, and the common mistakes that turn it from an asset to a liability.

Outcomes
  • 01

    State why a holding company.

  • 02

    Structure a holdco defensibly.

  • 03

    Manage across subsidiaries.

Pacing

1 week · ~3 hours.