The Shareholder Mistake Costing Millions | EP 142

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: 

1.  Grab a copy of my new book | Profitable Engineering Consultant | 9 strategies to grow with confidence, get your time back & consistently hit 30% plus net profit margins – Click Here

2. Subscribe to our podcast | Learn how to run a more profitable consultancy and grow successfully – no fluff, just actionable and practical advice from someone who grew a consultancy to $30M and exited successfully – Watch Here or Listen Here + make sure you subscribe! 

3. Download our free Business Plan template | Map out your Business Plan & grow your consultancy with confidence – Click Here to download now 

4. Book a 20-minute Business Audit Call | We’ll do a full review & audit of your business, uncover the #1 bottleneck that's holding you back right now & develop a 3-step action plan together for how you can get results faster. You'll leave this call with a clear and actionable plan for what to do next in your business – Book Here