Confidential Information Memorandum
The purpose of the CIM is to attract the interest of potential buyers. It is a marketing document used by bankers and M&A advisors to convey important information about a business such as its operations, finances, management team, products & services, target markets, competitors and other data to a prospective buyer.
Executive Summary;
Investment Thesis or Transaction Objectives;
Overview of the Target Company’s operations;
Summary of the Industry;
Overview of the Market;
Products and Services;
Supply Chain Management;
Revenue Profile;
Employee Profile;
Customer Profile;
Facilities, Equipment and Intangible assets;
Analysis of historical results and future projections;
Management Structure and Strength of management team;
Risk factors (often missed out);
Description
Unlimited telephone consultation with your Account Executive to identify your needs and gather the necessary information.
Drafting and sending of your report in draft form
Second phone call with your professional for an explanation of the report and the modifications to be made if necessary.
Follow-up of your file in real time via your Online Portal, no need to travel.
Accessibility throughout Canada.
How does it work?
1- Your registration
2- Your portal
3- Consult a professional immediately
Why Zen Valuations?
Your Zen professional will produce a customized valuation report specific to your company and your needs.
Your valuation report will not only conform to the standards of the CBV Institute, but will also be adapted to the specifics of your industry and sector of activity.
You will receive your valuation Report for review and final approval, as well as a professional accompaniment to explain the details of the report.
As a professional client, you have a professional account manager, so any changes or future transactions with Z&N will be executed with your account manager who is familiar with you and your business.
In our effort to democratize access to consulting services, all our rates are fixed and affordable (no hourly rate!).
Z&N offers a full range of services to help you with all aspects of your company's financial advice (business valuation, reporting, litigation support, transactional, financing, negotiation, etc.).
Guarantee
" Zen Zero Stress Guarantee
If we realize after your purchase that this product is not suitable for you, you will of course receive a full refund or we will offer you a more suitable product."