Most consultancy owners never plan their shareholder structure. 
 

And when they don’t? 
 

Here’s what happens: 

 - The founder gets stuck carrying the business long after they want out. 

 - Growth stalls because no one else has skin in the game. 

 - When it’s time to retire, there’s no exit plan - just a business that’s worth far less than it should be. 

In other words, the default plan is messy exits, stalled growth, and leaving millions on the table. 

That’s why in this episode I break down the exact framework we train our Boardroom clients on… 

a process that ensures your business scales and gives you a clean, profitable exit when the time comes. 

Here’s what we cover: 

 - The Who: How to choose the right people to sit at the shareholder table - so you’re not locked into the wrong partners. 

 - The How: The 7 steps to structure it - from setting up your company, to valuations, discounts, share classes, and agreements - without creating costly complexity. 

 - The Why: How this strategy compounds growth today while securing your exit tomorrow. 

This isn’t theory - it’s the same process I’ve used with consultancies scaling past $10M+. 
 

The ones who do it right have a team financially invested in driving growth. 
 

The ones who ignore it? They burn out… and walk away from a business worth half what it could’ve been. 

If you’re aiming to scale to $10M+, you can’t afford to leave shareholder structure to chance. 
This is the blueprint that keeps you in control now - while setting you free later. 

PS: If you’re interested, here are 4 ways I can help you right now: