IH ConsultantsI.H. Consultants·Beverly Hills Formula — Client Intake

Acquisition Advisory · IH Consultants

Good to have you here, Fouad.

Following our conversation about the Beverly Hills Formula opportunity, I have put together this brief to capture the key details we discussed and a few open points I would like your input on. This will allow me to move forward with structuring the capital raise and approaching the right investors on your behalf.

Section 01

The Assets — IP & Manufacturing

As we discussed, you are not buying the Irish company itself — you are acquiring the trademark and formula only, which is the right approach to avoid inheriting any liabilities. I want to make sure we have full clarity on exactly what the $400,000 USD covers.

1.Can you walk me through exactly what the $400,000 USD buys? For example, does it include global trademark rights, specific regional rights (GCC only?), the chemical formula, domain names, social media accounts, or anything else?

2.The products are manufactured in Italy. Do you know whether the current Irish owner has a manufacturing agreement with the Italian factory that can be transferred to you as the new owner? And would the Italian manufacturer be willing to continue producing for you at the same cost and minimum order quantities?

3.Is there any existing inventory included in the deal, or is the $400,000 purely for the IP assets?

4.Are the trademarks currently registered in Saudi Arabia and the GCC? If not, this is something we will need to budget for and factor into the timeline, as registration can take several months.

Section 02

Saudi Operations & Distribution

Investors will want to see that there is already a working operation on the ground in Saudi Arabia. Your two months as the sole distributor are your proof of concept — let us make sure we capture that story clearly.

5.In the two months since you started distributing Beverly Hills Formula in Saudi Arabia, what have the sales figures and profit margins looked like? Even rough numbers are helpful at this stage.

6.Where are the products currently being sold? (e.g., Nahdi, Whites, independent pharmacies, online, TikTok shop, etc.)

7.Once you own the brand outright, what are your realistic sales projections for the next 12 to 24 months? What assumptions are those based on?

8.You mentioned the product line will expand beyond toothpaste and whitening strips. What new products are being considered, and what would the timeline and cost look like to develop and launch them with the Italian manufacturer?

9.You mentioned that COVID had a significant impact on the brand's performance. To give investors the full picture, it would be very helpful to have the financials from both before and after COVID. Could you share those?

Pre-COVID Financials (2018–2019)

Drop file here or browse

PDF, Excel, Word accepted

Post-COVID Financials (2022–2024)

Drop file here or browse

PDF, Excel, Word accepted

Section 03

Capital Requirements & Use of Funds

You have $200,000 USD in place and are looking to raise the remaining $200,000 USD. Before I approach any investor, I need to be able to show them exactly where every dollar goes.

10.Of the $200,000 USD you are raising, how much goes directly toward completing the acquisition payment, and is any portion earmarked for working capital or other costs?

11.If there is a working capital component, what specifically will it be spent on? (e.g., new inventory order from Italy, marketing campaigns, SFDA registration, hiring a sales rep)

12.Have you accounted for the costs of transferring the IP? Things like legal fees for the Asset Purchase Agreement, trademark transfer fees, and any SFDA re-registration under the new owner can add up quickly. Do you have a rough estimate?

Section 04

Investor Preferences & Structuring

Before I recommend a structure to you, I need to understand your red lines. The clearer you are here, the better I can negotiate on your behalf.

13.Are you open to giving the investor actual ownership (equity) in the new entity that holds the brand, or would you prefer a profit-sharing arrangement — for example, a Mudaraba structure where the investor receives a percentage of profits until they have earned a defined return, after which you own the brand outright?

14.You are contributing $200K and the investor is contributing $200K — that is a 50/50 cash split. However, you are also bringing the operational expertise, the existing distribution network, and the two-month track record. With that in mind, what percentage of the company are you willing to offer the investor for their $200K?

15.If we find a strategic investor rather than a purely financial one, what would you want them to bring beyond the money? For example, connections to major retail chains like Nahdi or Panda, supply chain experience, or marketing capabilities?

16.Are you comfortable giving the investor a board seat or veto rights over major decisions — such as new product launches, additional fundraising, or selling the company — or do you need full operational control?

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