B2B Services

Step 1: Confidential Consultation & Business Valuation

Zeal will begin by understanding your business in depth:

• What services you offer (e.g. marketing, IT, logistics, consulting, HR, printing)

• Client types (SMBs, corporate, government)

• Revenue structure (project-based, retainer, recurring)

• Profit margins and owner’s role

You receive:

• A confidential business valuation

• EBITDA or SDE-based pricing models

• Advice on how to improve buyer appeal (e.g., removing owner dependency)

Step 2: Strategic Packaging & Positioning

We prepare a Confidential Information Memorandum (CIM) that includes:

• Business overview, history, and key services

• Client contracts and revenue sources (without identifying clients)

• Staff/contractor structure

• Growth opportunities for a buyer

Focus is on:

• Scalability

• Systems/processes in place

• Client diversification

• Repeatable revenue model

Step 3: Targeted Buyer Search

Zeal targets both financial buyers and strategic buyers, including:

• Existing companies in the same space (horizontal acquisition)

• Companies serving the same clients (vertical integration)

• Private equity firms and individual investors

We promote via:

• Confidential listings on multiple domestic and international platforms

• Buyer lists built over years of deal flow

• Industry-specific outreach (e.g., IT MSP forums, HR networks, agency rollups)

Step 4: Buyer Screening & NDA Process

• Screens each inquiry for financial qualifications & industry background

• Requires signed NDA + buyer profile

• Filters time-wasters, ensuring only qualified conversations

Step 5: Offer Negotiation

Zeal helps:

• Review and negotiate Letter of Intent (LOI) terms

• Structure earn-outs, seller financing, or consulting agreements if needed

• Protect your interests (e.g., client retention clauses, non-competes)

Step 6: Due Diligence & Closing Support

Zeal coordinates:

• Buyer due diligence (financials, contracts, systems, staff)

• Lease transfers or asset reassignment

• Escrow and legal coordination

• Client transition plan and communication strategy

Step 7: Post-Sale Support

Zeal helps negotiate and manage your post-sale responsibilities, such as:

• Transition period (30–90 days)

• Introduction to key clients or vendors

• Optional consulting agreement