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

**URL:** <https://discussion.mainstreetbusinesspodcast.com/t/trifecta-strategy-for-mergers-acquisitions-m-a/299>\
**Category:** Retirement Accounts and Strategies\
**Created:** [May 24, 2023, 5:46pm UTC](https://discussion.mainstreetbusinesspodcast.com/t/trifecta-strategy-for-mergers-acquisitions-m-a/299 "2023-05-24T17:46:42Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![justinhosford](https://avatars.discourse-cdn.com/v4/letter/j/f4b2a3/32.png) [@justinhosford](https://discussion.mainstreetbusinesspodcast.com/u/justinhosford)\
**Post date:** [May 24, 2023, 5:46pm UTC](https://discussion.mainstreetbusinesspodcast.com/t/trifecta-strategy-for-mergers-acquisitions-m-a/299/1 "2023-05-24T17:46:42Z")

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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