Sale Preparation & Confidential Information Memorandum
The 60–90 days before going to market determine whether your sale is a beauty contest or a slog. We build your Confidential Information Memorandum (CIM), structure your data room, normalize your financials, prepare the management story and ready every document a sophisticated buyer will ask for. By the time we go to market, due diligence runs at our pace, not the buyer's.
What's Included
Comprehensive service designed to maximize your success
Key Benefits
How this service helps you achieve a successful sale
Pre-built data rooms cut buyer due diligence by 60–90 days.
Confident, well-documented businesses attract premium multiples.
Surprises during DD cause buyers to renegotiate. We surface and address risks first.
Anonymized teaser lets us market broadly without exposing your identity until NDAs are signed.
How It Works
Our proven process for this service
Information Gathering
Three-week intensive: financials, contracts, operations, customer data, IP, employee structure.
CIM Drafting
Professional document covering business overview, financials, growth opportunities, transaction summary.
Data Room Build
Indexed, permission-controlled secure platform. Every document a buyer will request, pre-loaded.
Pre-Market QA
Mock buyer review by our team identifies and fixes weaknesses before real buyers see anything.
Industries Where This Service Matters Most
Sale Preparation applies differently across sectors. See how we tailor it for your industry.
Frequently Asked Questions
Common questions about sale preparation
Ready to Get Started?
Contact us today for a free consultation and learn how we can help you achieve a successful business sale.