Prepare Your LOI & Diligence Toolkit

Prepare Your LOI & Diligence Toolkit

Offered by Zonta O.

5.0

()

I have purchased 3 companies ($5M total value) and sold 1 (10x return)

Harvard Business School Logo

Studied at Harvard Business School

Bain & Company Logo

Worked at Bain & Company

Package Description:

Once you’ve identified a target, moving quickly and confidently is essential. This package provides the legal and analytical tools you need to structure offers, conduct due diligence, and secure favorable terms. With templates, checklists, and practice scenarios, you’ll feel equipped to handle negotiations and diligence like a seasoned operator. Key components of this package can include, but aren’t limited to: • Draft a reusable Letter of Intent (LOI) template • Build a diligence checklist across financial, legal, and operational areas • Learn negotiation frameworks to manage seller dynamics • Walk through a mock diligence process for practice


What you'll get from this package

Reusable LOI Template

Due Diligence Checklist

Mock Diligence Memo Example


Additional details

Coaching delivered via live sessions.

Refund Policy

Services included:

Due Diligence


Zonta O.

Offered by Zonta O.

Joined December 2025

5.0

I have purchased 3 companies ($5M total value) and sold 1 (10x return)

Welcome to my profile! I have 5+ years of experience in ETA & consulting. I founded Pondr Group where I bought 3 digital marketing companies via self funded searches and sold 1 for a 10x return in 2 years prior to attending Harvard Business School where I have personally met 50+ people who have bought companies via traditional and self funded searches and 50+ investors in the space. I also founded a company Midstone Service Group that buys and holds essential service businesses. I can assist you in searching, due diligence and closing acquisitions With a robust background in both consulting and entrepreneurship, I am well-equipped to guide you through the intricacies of search-fund ventures. As a former Associate Consultant at Bain & Company, I honed my skills in private equity due diligence and growth strategy, which are crucial for identifying and scaling successful acquisitions. Currently, as a Co-founder of Midstone Service Group and Managing Partner at Pondr, I have firsthand experience in building and scaling businesses through strategic acquisitions. My academic journey includes an MBA from Harvard Business School, further solidifying my expertise in business strategy and operations. Let's connect to discuss how I can help you navigate your search-fund journey and achieve your entrepreneurial goals!

Experience level: Executive

20+ people coached for Search Fund & ETA

$190

5h of coaching

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