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Pitch Book / CIM

About this report:

Prepared in-house by BizWorth’s Marketing Team, a Confidential Information Memorandum (CIM), also referred to as “Pitch Book”, is a 20+ page marketing and sales document that details the main attributes of a business for sale. It includes key information such as asking price, company history, products and services, investment highlights, industry & market analysis, key employees and financials. Ideal for business owners, brokers & advisors who want to send professional–grade marketing collateral to potential buyers. Here’s what’s included:

Executive & business summary
Company highlights
Growth opportunities
Company history & ownership
Products & services
Fixed & intangible assets
Industry overview
Marketing & sales methods
Operations overview
Legal compliance
Available options:
  • Custom Branding: Apply your company's brand and colors. Recommended for advisors who prefer to resell the report under the advisor's brand.
  • Financial Transcription: BizWorth requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to BizWorth to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.
  • Expedited Delivery: Need your report faster than standard turnaround time? We offer a 1 week guaranteed delivery.
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