Book a Free
Consultation
Book a
Consult

As an entrepreneur experienced in sales, you know the importance of making a great first impression on buyers. So do we.

What is a Confidential Information Memorandum?

A Confidential Information Memorandum, or CIM, is a comprehensive overview of your business. CIMs are the vehicle of choice for large M&A firms and investment banks that are dealing with sophisticated buyers, and we believe they are just as important for your business.

This report plays a pivotal role in conveying vital information, facilitating informed decision-making, and maximizing the potential of successful transactions.

Professionally Presenting Your Business

When you sell a business, the company becomes a “product.” Your goal is to show potential buyers just how great the product—your business—is, so you can reach your goals.

Once we have completed the preparation stage of the sale process, we begin working on your CIM. We create a professionally written, attractively bound Confidential Information Memorandum (CIM) that does your business justice. Using information you provide through in-depth interviews and a site visit, we produce a comprehensive, book-sized CIM that gives potential buyers a great first impression of your business.

The purpose of the CIM is:

  • To show your business in the best light possible
  • To provide potential buyers with everything they need to know in order to move forward
  • To minimize the number of meetings a vendor needs to have with a buyer
  • To speed up the process and get rid of “tire-kickers” as soon as possible

The CIM is an extremely important document. Done correctly, your CIM will prevent you from having to answer the same questions over and over again from each interested buyer and may even reduce the length of time it takes to receive an offer.

We put a great deal of work into the creation of your CIM. But we cannot make a great first impression without you. Preparing the CIM is typically the most intense part of the process for sellers because you need to provide a great deal of information. As we cannot begin marketing your business until the CIM is complete, responding to our requests for information in a timely manner keeps the sale process moving forward.