Information Memorandum / Business Plan Preparation

If you are planning to sell your company or raise funds for growth, you need to keep a Confidential Information Memorandum (CIM) or a Business Plan ready to be shared with potential buyers/investors. We help you put together a CIM or a Business Plan with all important information about your company and industry usually required by potential buyers/investors. Based on our experience, we understand the key elements which investors/buyers look for in a good company before investing. We bring out the highlights of your company and position it appropriately to attract the best investors/buyers.

We focus on the following sections – Industry Data, Industry Trends, Company Details, Company Highlights and Positioning, Financial Projections and Analysis, Key Executives, Competitor Analysis, and more depending on the industry.

We conduct a detailed market study to understand buyers/investors in your industry better. Post which we prepare a detailed CIM positioning your company appropriately. We share the CIM with you for review. Implement any changes if required and finalize the CIM which can be shared with potential investors/buyers.

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Frequently
Asked
Questions

What is a Confidential Information Memorandum (CIM)?

A CIM or a Business Plan is a document highlighting all aspects of a business including past performance and projected future growth. It is to be shared with serious investors, …read more
How long would it take to prepare a CIM by Team SMERGERS?

It takes 20 business days to deliver a CIM from the date of receipt of all the necessary documents / information.
What is the cost of preparing a CIM?

Please visit Information Memorandum page to check the latest price for the same.
Do you offer any discount on preparation of CIM?

We offer a professional plan which includes all our three professional services namely i) Business Valuation ii) CIM/ Business Plan and iii) Account Manager. The plan also allows you to …read more
What is the process of creating a CIM or a Business Plan?

1. Team SMERGERS would send business owner a checklist required to prepare the CIM.
2. The information / documents received from the business owner would be reviewed by SMERGERS …read more
What are the common mistakes while preparing a CIM?

A CIM can be an extremely effective document if one can avoid the most common mistakes listed below
1. Unrealistic projections by the business.
2. Underestimating or claiming no competition. …read more