Trifecta™ Strategy for Mergers & Acquisitions (M&A)

Mark & Matt,

You guys are awesome, and your content is amazing!!

Combo question: If someone wanted to structure a Holding Company (LLC) for Mergers & Acquisitions (M&A) within their own Trifecta™, and as the holding company is paid dividends from the stock it holds in the subsidiary companies, could this LLC technically fall under the passive/investment side of the Trifecta™ and filter back up to your Solo-K? Or would that break the operational business guidelines, and creep into UBIT territory?

Thanks! Appreciate you both helping us all live the American dream!

  • Justin

San Antonio, TX