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Review Sample CIMs Long Before Selling Your Business

Doing so can help you see how to build the value of your business prior to exiting

One of the steps we take early on in engaging with new clients is sharing with them samples of CIMs (Confidential Information Memorandum). This very simply step a year or more before trying to sell your company can help trigger fantastic ideas for generating greater value, or company worth, with your business.

A CIM is the document that will ultimately be developed that will articulate for potential acquirer’s what your business is all about and why it’s an exciting investment opportunity for them. We refer to the CIM as your silent salesperson as a potential acquirer will receive the CIM (after signing a confidentiality agreement) and they will go through it in detail to determine what interest they will have in acquiring your company and what valuation they may place on it. Certainly, your broker or banker who is representing you in the process will be talking with potential suitors and adding valuable color to the CIM, but the document itself has a very important job to do in exciting an acquirer.

Well in advance of having the CIM written about your company, review a few solid examples. Doing so will help you in thinking of ways that you’ll want to present your business one day. The types of data and information you will want to effectively portray in your CIM that will tell your compelling company story. In my years as an operating CEO, we periodically reviewed CIMs of businesses and invariably doing so gave us great ideas for how we should mold our own business so that it would shine one day when we developed our CIM.

Contact us and we can share great examples of CIMs (company names redacted) that have helped prior sellers get the euphoric exit outcomes they desired. Don’t reinvent the wheel in selling your business one day, learn from others that know how best to prepare you and your company for your euphoric exit event.

Use Greenpoint Testing to Achieve Your Desired Exit Valuation

It only takes 106 questions, scanning 10 essential business functions, to stress test your readiness for a successful exit.

However, these questions require thoughtful commitment to achieve your desired exit valuation.

During this up to hour-long online testing, you'll see questions such as the following.

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Then, complete the Greenpoint questionnaire to unlock your personalized report, which will reveal any gaps in your planning, pointing to the action steps needed to maximize your desired exit valuation.

Format: Digital

Delivery method: Email

Report included: Your Greenpoint results

Stethoscope Frees You to Work On Your Business, Beyond In It

120 questions, scanning 10 essential business functions, free you to work ON your business, rather than solely IN your business.

With each question requiring thoughtful commitment to identify opportunities to further your success.

During this up to hour-long digital Q&A, you'll see questions such as the following:

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Complete the Stethoscope questionnaire to unlock your personalized report, which will expose gaps [if any] in your planning, and tips for future growth, resulting in action steps needed to maximize your thinking as a business leader.

Format: Digital

Delivery method: Email

Report included: Your Stethoscope results

Be Ready for The Probe of Due Diligence

109 questions, scanning 10 essential due diligence disciplines, to prepare for a roadblock free Probe of your business in anticipation of sale.

And to potentially increase the value of your business by your professional transparency.

With each question requiring thoughtful commitment to identify opportunities to further your success.

During this up to hour-long digital Q&A, you'll see questions such as the following:

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Complete the Probe Diagnostic Tool questionnaire to unlock your personalized report, which will expose gaps [if any] in your planning for a due diligence Probe, resulting in action steps needed to maximize your readiness when diligence is due.

Format: Digital

Delivery method: Email

Report included: Your Probe results