Ace Chapman – Equity Consulting

WHAT YOU GET?

We provide education for every step of the equity consulting process:

• Identifying Opportunities – Analyze your skills and determine the target opportunities based on factors such as size, industry, and more. Learn how to establish a legal entity.
• Sourcing and Evaluation – Build a pipeline of potential deals through various channels. Gain access to evaluation strategies, financial indicators, and effective sourcing techniques to assess opportunities.
• Negotiation and Due Diligence – Explore case studies of successful deals. Acquire negotiation strategies, due diligence checklists, and valuable legal templates to navigate negotiations and ensure a thorough evaluation process.
• Financing and Completion – Learn techniques to fund and structure your deals for maximum returns. Explore tax strategies, asset transfer methods, and effective investor management techniques to optimize the financial aspects of your transactions.
• Growth and Expansion – Master the art of operating and expanding your portfolio. Identify growth opportunities, create comprehensive go-to-market plans, protect intellectual property (IP), and reinvest wisely for sustained growth.
• Exit Strategies – Evaluate optimal exit strategies to maximize returns. Streamline operations, shift investments, and enhance the intrinsic value of your projects through competitive differentiation.

What You’ll Learn:

How to source and obtain equity through equity consulting:
Identifying the perfect opportunities to secure equity that aligns with your skill set is challenging. I’ll guide you on how to source, evaluate, and optimize deal flow to maximize options and obtain equity through consulting.

How to negotiate and secure equity:
Finding a project is only the beginning; now you must negotiate the terms and secure equity. Utilize battle-tested legal templates and email scripts to help you secure the best deal and obtain equity in the process.

How to contribute to growth and maximize returns:
Congratulations on closing a deal! Now it’s time to scale and generate a healthy return on your investment. I’ll assist you in becoming an efficient operator and developing a 100-day marketing plan to contribute to the growth and success of the venture.

Course Modules

Module 1: Identifying Opportunities

In this module, you will learn how to identify lucrative opportunities for equity consulting. We’ll cover key indicators to look for in a potential project, including industry trends, market size, and competition. You will also explore strategies for establishing a legal entity and setting yourself up for success in the long term.

Module 2: Sourcing and Evaluation

Sourcing deals is a vital skill. This module focuses on how to build a strong pipeline of opportunities. Learn various channels for sourcing deals, evaluation techniques to assess their potential, and how to use financial indicators to identify the best options. You’ll also dive into risk assessment and due diligence best practices.

Module 3: Negotiation and Due Diligence

Effective negotiation can make or break a deal. This module helps you master the art of negotiation, with actionable tactics that you can use immediately. Learn about legal templates for securing equity, as well as proven strategies for managing due diligence and making informed decisions that benefit you and your clients.

Module 4: Financing and Completion

Master the financial side of equity consulting with this module. You’ll explore financing options and methods for structuring deals to maximize your returns. Topics include tax strategies, asset transfers, and managing investor relations. You’ll walk away with a strong understanding of how to handle the financial aspects of any deal.

Module 5: Growth and Expansion

Learn the steps for growing and expanding your portfolio once you’ve secured your deals. This module covers everything from identifying growth opportunities to creating a go-to-market strategy. You’ll also explore how to protect intellectual property and wisely reinvest profits for sustainable growth.

Module 6: Exit Strategies

Maximizing your returns is essential, and this module explores the best exit strategies for equity consultants. Learn how to streamline operations, reallocate investments, and differentiate your projects for higher market value. This is your key to closing deals successfully and securing the financial future of your business.

Additional Benefits

As part of the course, you will gain exclusive access to additional resources that complement your learning journey. These include customizable templates, checklists, and frameworks that can be used to streamline your equity consulting process. Plus, you’ll have access to a peer-led community where you can interact with other professionals and exchange valuable feedback.

This comprehensive course doesn’t just provide theory; it gives you practical tools and techniques to help you succeed. With real-world case studies, expert guest speakers, and actionable lessons, you’ll be equipped with everything you need to thrive in the competitive world of equity consulting. Whether you’re looking to scale your consulting business or break into this lucrative industry, this course will provide the guidance and support you need every step of the way.