Pitch Book / CIM
Are you tired of spending hours creating marketing collateral that doesn’t attract serious buyers? BizWorth takes the stress out of the process with our Confidential Information Memorandum (CIM) solution. Simply fill out a quick form, and our in-house marketing team will handle everything, professionally writing and designing the materials for you. Our CIM design has been refined through years of experience working with business brokers and M&A advisors across the country, ensuring it effectively converts leads into serious buyers.
This 20+ page "Pitch Book" includes all the key details potential buyers need—asking price, company history, products and services, investment highlights, market analysis, key employees, and financials. With a two-week standard turnaround (rush orders available) and one complimentary revision, our CIM saves you time while delivering professional, high-impact marketing materials that help close deals faster. Let us handle the workload and help you secure serious buyers with ease.
About this Report
How to Order
Here's an easy-to-understand explanation of the process to order and provide the information needed to obtain your report:
Step 1: Click the Green Get Started Button
Initiate the process by clicking "Get Started" and provide essential details about yourself and the company. This includes specifying the reason for the report, number of legal entities, annual sales, and property ownership.
Step 2: Select and Customize Your Report
After entering company details, our system matches your needs with suitable reports. Choose your desired report, customize it if needed, and add it to your cart. Review additional recommendations, enhance your report options, and proceed to checkout. Pay securely with major credit cards, Affirm, or ACH.
Step 3: Provide Additional Information
On the "Information We Need from You" page, submit the required details about the company. Subsequently, you’ll receive an email inviting you to the Data Collection Portal.
Step 4: Accept Invite to Data Collection Portal
Check your email for an invitation from officeadmin@datacollectionportal.com to the secure Data Collection Portal. Accept the invite to create your account.
Step 5: Complete Portal Intake Form
Navigate through the portal, filling out required forms and carefully following instructions. Save your progress if needed. Once finished, click "I've finished" to notify BizWorth that your valuation application is ready to commence. This initiates the appraisal, starting the countdown for delivery within the specified turnaround time. Check your email for updates.
This process is designed to be simple, efficient, and tailored to your business valuation needs.
How to Prepare
Here’s the information you’ll want to start gathering to help our marketing team complete the report:
Business Information Business type. Primary Address. Asking Price and Cash Flow. Summary of the business, background and history. Primary product or service description. Total number of employees. Days/hours of operation. Top customers. Growth Opportunities. Reasons to buy. Key personnel, compensation and benefits. Ownership duties and hours per week. Reason for Sale. Training available. Facilities and real estate. Tangible and intangible assets. Inventory. Assets excluded from sale. Market competitors and customers. Competitive advantages. Marketing methods. Legal claims pending. Operations.
Marketing Collateral: Company logo. Images available of products, buildings and employees.
Recast Financials: Financials you want shown in the report. Note: 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.
Payment Options
What We Offer
Get the reports you need
Business Valuations
Get an unbiased, highly-reliable business valuation to preserve your most valued asset - your business.
PreQualified Business Appraisals
Secure prequalified financing for selling your business with up to 3 lenders from our national network.
Pitch books / CIMs
Send professional–grade marketing collateral to maximize interest in your business for sale.
Equipment Appraisals
Get an unbiased, certified appraisal of the operational machinery and equipment assets of a business.
Commercial Real Estate Appraisals
Get a certified appraisal of a commercial property based on objective criteria and in-depth knowledge of the local market.
Quality of Earnings
Support the due diligence phase with a fast, affordable way to validate the past financial performance of a business.
