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

EPISODE · Feb 23, 2026 · 33 MIN

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

from The SMB Show · host Dee Ludlow

Send us Fan MailMy 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-sessionJoin our Skool community https://www.skool.com/5d-program-6807In 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 - Introduction0:50 - Current Retainer Model & Value Creation3:42 - Client Types & Service Offerings5:11 - The Churn Problem at 12 Months11:12 - The 3-Month vs 12-Month Offer12:34 - Small Business Equity Structure14:40 - Setting Up Equity Triggers & KPIs17:41 - Target EBITDA & Valuation Multiples21:00 - Amplifying Returns with Hurdle Rates24:02 - Understanding the 50/50 Hurdle Split27:22 - Legal Framework & Value Creation Budget28:34 - Founder Selection & Risk Management31:00 - Founder Buyout Mechanism32:10 - ImplementationWork with me: https://go.deeludlow.com/vsl

Episode metadata supplied by the publisher feed · Published Feb 23, 2026

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Send us Fan Mail 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 equit...

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

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