Consulting for Equity: How to Build Value and Close Deals

Consulting for Equity: How to Build Value and Close Deals

Consulting for Equity: How to Build Value and Close Deals

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In the world of business consulting, mastering the art of Consulting for Equity (CFE) can transform how you build partnerships and generate wealth. In this article, I’ll share how to structure a consultation effectively, position yourself for long-term value, and close equity deals without sounding pushy.

Setting the Stage: Focus on Value First

The key to successful CFE deals begins before the actual consultation. When meeting with potential partners, focus entirely on adding value first. A strategic move I often use is deferring any conversations about working together until the end of the consult.

I position it like this:

“Right now, I’m focused on adding value for you. Let’s not get distracted by discussing how we might work together yet. If we decide there’s a great fit later, we’ll explore that together.”

This strategy shifts the attention to their needs while building trust and credibility from the start.

The Power of Pre-Framing the Consult

One of the most critical components often missed in consulting conversations is pre-framing the session correctly. By clearly stating your value and the reason for the consult upfront, you avoid the common pitfall of clients feeling like they’re getting free advice with no next steps.

Before the consult, I say something like:

“I’m not offering this consult for the money—my goal is to demonstrate so much value that you’ll feel I’m indispensable to your business success.”

This positioning reduces objections and frames the conversation as a mutual discovery process rather than a sales pitch. The consult itself should be outcome-driven, with questions designed to uncover pain points, goals, and areas where you can offer transformational value.

Building Credibility During the Consultation

During the consultation, focus on these key elements:

  • Active Listening: Ask open-ended questions that encourage the client to share their challenges.
  • Identify Pain Points: Help them articulate their challenges more clearly than they have before.
  • Offer Strategic Insights: Provide value by offering unique insights, frameworks, or strategies they can immediately implement.

By the end of the consult, 80% of prospects should be asking: “How can we work together further?”

At this point, I still resist diving straight into equity discussions. Instead, I maintain the focus on them and their needs, further reinforcing my position as a trusted advisor.

The Close: Introducing the Consulting for Equity Offer

When it’s time to present the equity offer, I guide the conversation with statements like:

“I’m glad you found value in today’s session. Based on our conversation, I see significant ways we could collaborate for long-term success. Would you be open to discussing how we can partner further?”

If they don’t immediately inquire about working together, a simple follow-up works:

  • “How did you feel this session went?”
  • “Would you like my continued support to help you implement these strategies?”

The goal is to position yourself as the missing piece to their continued success. If they’re hesitant, offer to follow up in 90 days—often, they’ll circle back after realizing the difficulty of implementing your strategies alone.

Why This Works: Shifting from Consultant to Partner

This method works because it shifts the dynamic from consultant-for-hire to strategic partner. By focusing on results and impact rather than selling services, you can:

Command Higher Fees: Whether you charge $5K or $25K, clients see you as a premium advisor.
Secure Equity Deals: You’re not just selling advice—you’re positioning yourself for long-term partnership and wealth-building opportunities.
Reduce Resistance: By delaying the pitch and focusing on value first, objections naturally decrease.

Final Thoughts

Mastering Consulting for Equity is about balancing value delivery with strategic positioning. When done right, it not only generates immediate revenue but also opens doors for long-term wealth creation through equity partnerships.

If you’re ready to take your consulting game to the next level and secure equity-based deals with confidence, explore more about the EPIC Consulting for Equity program.

Additional Resources on Consulting for Equity:


Ready to explore acquisition strategies that fit your needs?

Book a Free Strategy Session with the EPIC Network to discover customized solutions to support your success.

👉 Schedule Your Free Strategy Session Now

Picture of Meet Roland Frasier

Meet Roland Frasier

Roland Frasier is an investor and business strategist with over 1,000 acquisitions and exits completed for himself and his clients.

His current portfolio companies include real estate, restaurants, business and home services, events, eLearning, e-commerce, franchise and SaaS businesses.

He has been a principle of 6 different Inc. fastest growing companies and serves on the Stanford University Advisory Board for Global Projects and their Family Office Steering Committee.

He has been featured in Business Insider, Fast Company, Forbes, Entrepreneur, Inc, Yahoo Finance and has appeared on all major television networks.

Roland has interviewed Sir Richard Branson, Sarah Blakely, Arnold Schwarzenegger, Martha Stewart, Magic Johnson and other business celebrities, many on his award winning Business Lunch podcast.

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