Confidential Information Memorandum

A confidential information memorandum (CIM) is a document that compiles pertinent information about your business to prepare it for sale or investment. This sales & marketing document, similar to a business plan, provides details on company history, products/services, industry & market, operations, management team, and a financial overview and projections.

A strong, professional CIM will ensure the business is valuated at maximum value and garners interest from multiple parties. This ensures the business is sold for or receives the highest investment price possible.

Our team of senior consultants have extensive experience in capital raising and M&A. They have applied this experience in a variety of capacities, always acting in the best interest of their clients to facilitate business sales and investments that exceed expectations.

In addition to working directly with business owners, we also offer white label CIM services to M&A firms to help them focus on recruiting more clients and closing more deals.