Free Checklist
Is Your Business Ready for a Strategic Equity Partner?
Consulting-for-equity is not free help — it's a serious partnership where an operator trades expertise for ownership. Before you pitch, know the 10 factors operators evaluate. This checklist tells you whether you're ready.
- The 10-factor operator readiness assessment
- Revenue threshold check — is your business big enough to attract a partner?
- Owner readiness diagnostic — are you really ready to share equity?
- Documentation checklist — what operators expect to see day one
- Cap table readiness — is your equity structure partner-ready?
- The trust audit — can you work with a partner for 3-7 years?
- Pitch deck outline — how to present your business to an operator
Ready to Explore a Partnership?
Learn more about consulting-for-equity or apply for a discovery conversation.
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Educational information only. Consulting-for-equity partnerships involve complex legal, tax, and business considerations. Consult qualified legal and financial professionals before entering any equity arrangement.