Anthony Fiedler
@fiedlerfyi
Anthony Fiedler
Family Office List: The Accurate Family Office Database
familyofficelist.org
Family Office Database
Fundraising List
Optifino - proper, optimized Life Insurance policies
Converting Term, decreasing or reducing premiums
Expanding Death Benefits
A Look at Search Funds and Section 1202 Qualified Small Business Stock | Insights | Holland & Knight
Kevin Christmashklaw.com
QSBS walkthrough and setup
Where are advantages of passthrough entity vs double taxations
How to start a Holding Company (full tutorial)
youtube.comM&A and
Michael Girdley on HoldCo’s - building, designing, types, starting ones, and examples
M&A and ETA - Entrepreneurship through Acquisition
Decada Group - Utah Holdco (stumbled onto it from Michael Girdley’s newsletter)
Community-based holdings, acquisitions and growth around building forever
For anybody starting a business, here's all of the tools that we use at aragon.ai. (We hit $1M ARR in 4 months, $4M+ ARR in 1+ years):
Admin:
• Clerky - incorporation
• Brex - credit card and banking
• Notion - personal task management, team kanban board, and company documentation
• Google Workspace
• Stripe - payments
• Slack
• Rippling - payroll
• Deel -
Startup Building and Writing and AI Creation
Tech stack for software as a service AI generator
New Deal Checklist - Andy Vandenberg (Twitter)
docs.google.com
ETA - Entrepreneurship through Acquisition and M&A
New Deal Checklist
Setting values/metrics/criteria for deals
Ranking/Priorities
Sourcing
Adam Blumberg on LinkedIn: The Bitcoin Gift Recently a close friend's daughter had her Bat Mitzvah…
linkedin.com
Digital Assets and Cryptocurrency
Bitcoin / cryptocurrency gifting to those without wallets / addresses.
OpenDime as hardware / key solution.
Indemnification: What Exactly Is a Seller Responsible for When Selling Its Business? | Middle Market Growth
Paul Pincus, Esq.middlemarketgrowth.org
M&A and Insurance and Risk Related
LMM M&A - Selling business, liability around reps & warranties, indemnification.
$20mm and under - not common.