Investor FAQ
FAQ for Accredited Investors
Answers to common questions about Zion Wealth, private credit, owner-led acquisitions, investor qualification, risks, liquidity, and next steps.
Common questions
Who is Zion Wealth built for?
Zion Wealth is built for accredited investors evaluating private credit and owner-led acquisition opportunities who can tolerate illiquidity and conduct careful diligence.
What does the diligence package include?
The package generally discusses opportunity structure, underwriting considerations, key documents, risks, fees, conflicts, liquidity, and next steps for qualified prospective investors.
Are returns guaranteed?
No. Private investments involve risk, including loss of capital. Example structures are historical or illustrative only and are not promises of future results or current availability.
How does private credit work?
Private credit opportunities may involve lending supported by borrower obligations, collateral, stated terms, and monitoring. Collateral can reduce some risks but does not eliminate them.
How do acquisition opportunities work?
Acquisition opportunities are evaluated around operator alignment, business quality, transaction structure, reporting, investor rights, fees, conflicts, and exit uncertainty.
How liquid are these opportunities?
Private opportunities are generally illiquid. Investors should be prepared for defined terms, long hold periods, limited transferability, and uncertain exit timing.
How are fees and conflicts handled?
Referral, management, acquisition, or other economics may apply depending on the opportunity. These should be disclosed and reviewed before an investor proceeds.
How do I start?
Submit the Investor Inquiry form or email info@zion-wealth.com to request the diligence package.