How do you write a good CIM?

How do you write a good CIM?

The structure of a CIM varies by firm and group, but it usually contains these sections:

1. Overview and Key Investment Highlights.
2. Products and Services.
3. Market.
4. Sales & Marketing.
5. Management Team.
6. Financial Results and Projections.
7. Risk Factors (Sometimes omitted)
8. Appendices.

What should be included in a CIM?

Contents of a Confidential Information Memorandum

1. Executive Summary.
2. Investment Thesis.
3. Overview of the Market.
4. Overview of the Target Company.
5. Products and Services.
6. Revenue Profile.
7. Employee Profile.
8. Customer Profile.

What is a confidential offering memorandum?

The Confidential Offering Memorandum (COM) is a document used for selling a business. The seller and the intermediary will work together on this document, combining a knowledge of the business and experience in the M&A industry.

What is IM in M&A?

The Information Memorandum (‘IM’) is the key document for buying or selling a business via the M&A process. A good ‘no-names 1-pager’ will give buyers just enough information to decide if they’re really interested while not letting them identify the specific company.

Is a PPM required?

PPM Required. A PPM is not technically required for Rule 506(b) offers to only accredited investors and Rule 504 offers to either accredited or non-accredited investors. However, a PPM is usually advisable, even in those cases where it is not technically required. An issuer should view the PPM as a type of insurance.

Is a CIM a Pitchbook?

A pitchbook, in the context of the sale of a private, middle market business, is similar to a Confidential Information Memorandum or “CIM.”

When to use a confidential information memorandum ( CIM )?

A Confidential Information Memorandum (CIM) is a document used in mergers and acquisitions to convey important information about a business that’s for sale including its operations, financial statements, management team, and other data to a prospective buyer. This guide will break down all…

Which is an example of a professional disclaimer?

For example, a lawyer who runs a personal blog dissecting legal cases and explaining laws would use this disclaimer to let her readers know that there is no professional relationship formed between her and her readers. Her blog is simply there for information and entertainment purposes, not professional purposes. 4.

What does it mean to have a disclaimer on a website?

The “errors and omissions” disclaimer is commonly found on blogs and websites, and works to let users know that if there are any errors in the material, or omission of information that turns out to be material, the site-owner/author isn’t to be held liable for damages that arise out of them. At Forensic…

When do you need to put a disclaimer on a presentation?

If you’re giving a presentation, you may want to (or even be required to) include a “views expressed” disclaimer. This type of disclaimer will inform viewers that you created the presentation, not your employer.