Confidential Information
Memorandum (CIM)


We develop the CIM to position our clients company to attract serious buyers at the highest possible price.

The CIM is a critical disclosure document that provides prospective buyers with an accurate, in-depth, first impression of the business as it currently exists, as well as its growth potential for the future . It assists buyers make a quick decision on whether to pursue the company, but more importantly, it creates the framework for the company’s value to the buyer.

With access to industry leading tools and a lineup of investment experts, we offer vast expertise working directly with clients to create an effective document. In fact, we work daily on CIM’s for clients across the country, and understand the key elements that investors/buyers look for. Our client’s can be absolutely certain that their Confidential Information Memorandum will be written, stylized and illustrated to the highest standard.

Tim K.

Senior Investment Analyst

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