We recognize that your business is more than just a company—it’s a legacy that has been built over years of hard work and dedication.
We pride ourselves on working with business owners who value the importance of family, tradition, and community.
Our approach ensures that your legacy remains intact while helping your business reach new heights.
We are entrepreneurs and operators first and foremost. We've operated and exited apparel businesses, hardware stores, car dealerships, and technology companies.
Our depth of experience operating businesses from zero-to-one and experience running family-owned businesses makes us keenly aware of the founder's needs and creating optimal deals.
Every business is unique, and so is every seller’s journey. At Zion Peak, we take the time to understand your specific needs and concerns, crafting solutions that reflect your vision for the future.
Whether you’re planning to retire or seek continued involvement, we’ll work with you to create a plan that honors your goals and safeguards your business.
We'll initially ask for a teaser, financials, or CIM to quickly determine whether your business fits our initial criteria for acquisition.
We want to get to know you and the business in depth and why you are interested in selling. We love to do dinners, coffees, and understand your day-to-day.
We want to build trust that we are aligned in your vision for the business, what involvement you may/may not have, and making sure all equity holders are alignment.
We will negotiate and send an LOI (Letter of Intent) which outlines the terms of the proposed deal (e.g., purchase price, financing terms, contingencies).
The LOI means we are seriously interested in putting forth an offer after we conduct more due diligence including reviewing contracts, examining legal liabilities, and reviewing the business's assets and operations.
Based on our due diligence , we finalize the offer by structuring any financing, determining payment terms and earn outs, and resolving any contingencies from due diligence.