The CIM Builder

The document that sells your business, told in your words.

A Confidential Information Memorandum is the document serious buyers read first. M&A firms charge thousands of dollars to write one, and they start by interviewing you, because the owner is the only person who knows the real story. The CIM Builder starts the same way. You answer, we draft, and James Bell reviews every page before it reaches you.

How it works.

  1. Step 1

    Tell your story

    A guided questionnaire walks you through eight short sections: what you do, who buys from you, your team, your numbers, and why you are selling. You answer in your own words, in as many sittings as you need. Everything saves as you type.

  2. Step 2

    We draft your CIM

    Your answers become a full Confidential Information Memorandum in the same structure M&A firms use: executive summary, operations, customers and markets, a recast earnings picture, and growth opportunities. Nothing is invented; every figure comes from you.

  3. Step 3

    James reviews it with you

    James Bell has bought and sold companies for 47 years. He reads every draft, verifies the numbers with you against your real statements, and polishes the story before the document is finished. No CIM leaves without his review.

Your answers are confidential. They are stored securely, they are never shared outside the team preparing your document, and the finished CIM goes only to you, through a private link.

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