See what serious buyers receive about your business.
The 20-page Confidential Information Memorandum we prepare for every listing, shown here for a fictional HVAC contractor. Buyers see it only after signing a non-disclosure agreement.
Executive summary, industry outlook and customer base
Operations, location and team structure
Three years of financials with every add-back explained
Growth levers, driver tree and acquisition highlights
What the CIM covers
The CIM is the document that sells your business. It answers the questions a buyer and their lender will ask before they make an offer, in the order they ask them, so that the first conversation starts from a shared set of facts. Summit Ridge Mechanical is fictional; the structure is real.
- Overview. Executive summary, industry size and growth, products and services, and the customer base with concentration shown.
- Operations. How a job flows from inquiry to payment, the premises and lease, and the team with an organisation chart.
- Financials. Three years of income statements and a line-by-line explanation of every add-back, matching the valuation.
- Opportunity. The acquisition highlights, a driver tree of what moves earnings, and the three growth levers a buyer would pull.
- Process. How offers, diligence and closing run, and what the data room contains.
We write the CIM in the preparation stage, before marketing begins, and pre-qualify the business for SBA financing at the same time.
Thinking about selling?
Every engagement includes a CIM like this one, prepared before your business is shown to a single buyer. Start with a free, confidential 15-minute call.