About LD Holdings, Inc.

LD Holdings, Inc., (Symbol LDHL), is a Financial and Management Holding Company that has identified a significant business opportunity that will fill a void in the small business world. That void is the sale and transfer of businesses from one generation (the Baby Boomer) to the next.

With over 25 million small businesses in the USA and 15 trillion dollars worth of businesses to be sold over the next 15-20 years, there will be many opportunities for wealth generation. The following services will be needed:

  1. There will be a need for Marketing, Sales and other Business Services to prepare the businesses for sale.
  2. There will be a need for buyers for these businesses as described further in (2) below.
  3. There will be a need for entrepreneur managers to manage these businesses as described further in (3) below.
  4. There will be a need for the financing of these businesses as described further in (4) below.
  5. There will be a need for competent money managers to manage the money of these business sellers.

LD Holdings, Inc., as a Financial and Management Holding Company, will take advantage of this opportunity with its two operating divisions under the parent holding company. These divisions are the Financial Services Division (LD Financial, Inc.) and the Operating Division that will manage the portfolio companies that LD Holdings, Inc. will have varying percentages of ownership.

The Financial Services Division (LD Financial, Inc.) will concentrate on businesses with sales between $2 million and $20 million and EBITDA between $500,000 and $3 million. This is where the real void exists. Owners of these businesses have a difficult time getting full value because the financing of these companies is too large for most individuals to finance, too risky for banks based upon the company’s individual merits (as opposed to the buyer’s personal balance sheet) and too small to interest most institutional investors (hedge funds and private equity groups) to consider. The lack of liquidity makes it difficult to raise funds privately from anyone but relatives.

The Financial Services Division provides the following services:

(1) The Marketing, Sales and Other Business Services represent specifically target services to position client companies for both sales and profit growth in preparation for their eventual sale. The lead service involves the client company outsourcing some portion of the sales function to us as an Independent Sales Organization (ISO). This enhances the value of the company because it is no longer dependent upon the selling management’s relationship with the company’s customers. We provide this service under a variety of formats and compensation arrangements. Typically, these are long-term joint-venture marketing efforts that result in recurring revenue streams to the company. The auxiliary consulting services provided include helping the client company to finance its growth and to prepare it for sale under the most advantageous terms possible to the client. In many cases, we will participate in the incremental value created.

(2) Financial Services will maintain an ongoing data base of businesses for sale. This allows the company to look for synergistic opportunities to combine one or more acquisition candidates at some future date. This database also provides the company with a historical perspective of different industries and distribution channels along with any type of geographical variation in the valuation of businesses. If a business in its data base is acquired by a party other than LD Holdings, then Financial Services will act as an agent in the acquisition and receive a fee.

(3) Financial Services maintains a database of individuals with specific backgrounds and expertise that will be available for both acquisition evaluation, and strategizing the post-acquisition business model for each potential acquisition candidate, once the financial aspects of the transaction are determined. Particular attention will be given to developing relationships with those entrepreneurs and managers that want to perform in a results-driven environment, which has the associated incentives in place to create personal wealth for them and an above average return for the company’s stockholders. What distinguishes these individuals is that they are looking for a career opportunity and are not focused on just having a job, benefits or entitlements. Their motivation is on results, not time.

(4) Financial Services maintains an ongoing data base of investors that share the company’s vision and objectives. The company is looking for long-term investors who are willing to hold their positions for a year or more for superior rates of return. Investors that want to participate in ground floor investment opportunities that the company’s Business Model represents have a special wealth building vehicle available to them. The company’s stock is thinly traded with a relatively small float. This will allow the company to look for synergistic opportunities to combine one or more acquisition candidates at some future date. This database also provides the company with a historical perspective of different industries and distribution channels along with any type of geographical variation in the valuation of businesses. If a business in its data base is acquired by a party other than LD Holdings, then Financial Services will act as an agent in the acquisition and receive a fee.

(5) The Wealth Management department of the Financial Services offers both proprietary financial and portfolio management services and has available tightly screened third party sources that offer specific money managers that offer alternative management styles and expertise in certain assets classes. We will generate fee income either on a direct basis or from the referral.


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