The SMB Show

Dee Ludlow

🎙️ Helping entrepreneurs & dealmakers navigate SMBs & M&A | Tips, trends & real-world stories from the front linesSend in your questions to live@thesmbshow.com 

  1. 2D AGO

    Helping An 8-Figure Consultant Switch From Fees To Equity Deals

    Send a text My M&A advisory firm, 5DCP, helps buyers model cash flow before and after acquisition so deals don’t fall apart post close https://5dcapitalpartners.com/ If you want to work directly with me and my team to get acquisitions done, visit https://app.iclosed.io/e/Zak5D/5d-private-strategy-session Join our Skool community https://www.skool.com/5d-program-6807 In this video, I sit down with 8 figure consultant Usman Kayani and break down how to structure consulting for equity deals properly, using real world examples to shift the mindset of consultants who want to move beyond fees and start building long-term ownership. Most consultants trade time for money. The smartest ones trade expertise for equity, but only if the deal is structured correctly. Get it wrong, and you end up underpaid, overworked, or legally exposed. Get it right, and you create asymmetric upside without taking unnecessary risk. Timestamps: 0:00 - Introduction 0:50 - Current Retainer Model & Value Creation 3:42 - Client Types & Service Offerings 5:11 - The Churn Problem at 12 Months 11:12 - The 3-Month vs 12-Month Offer 12:34 - Small Business Equity Structure 14:40 - Setting Up Equity Triggers & KPIs 17:41 - Target EBITDA & Valuation Multiples 21:00 - Amplifying Returns with Hurdle Rates 24:02 - Understanding the 50/50 Hurdle Split 27:22 - Legal Framework & Value Creation Budget 28:34 - Founder Selection & Risk Management 31:00 - Founder Buyout Mechanism 32:10 - Implementation Discover Smarter Investing with the Teaminvest Wealth Builders PodcastExpert insights and proven strategies from Australia's top investors. Build your wealth.Listen on: Apple Podcasts   Spotify Work with me: https://go.deeludlow.com/vsl

    34 min

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🎙️ Helping entrepreneurs & dealmakers navigate SMBs & M&A | Tips, trends & real-world stories from the front linesSend in your questions to live@thesmbshow.com 

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