Confidential Information Memorandum

Confidential Information Memorandums or CIM's

Confidential Information Memorandums or "CIM's" are detailed Business Profiles ideal for larger and more complex businesses that require, together with a thorough overview of the business and its operations, a degree of analysis.

Download a sample

What are the features of Confidential Information Memorandums?

Size: 40-60 Pages
Standard Turnaround Time: 5-7 Business Days (Content) + 3-4 Business Days (Design)
Ideal for: Mid-Market Business Sales

  • Executive Summary;
  • Key Considerations;
  • Business Profile;
  • Product/Service Range;
  • Staff Schedule/Roster;
  • Ownership Details;
  • Client Details;
  • Supplier Details;
  • Lease Summary;
  • Map;
  • Logistics;
  • Demographics;
  • Full Financial Statements (3 years);
  • Financial Trends;
  • Photo Gallery;
  • Information on Agency;
  • Broker Profile.

What is the process for creating Confidential Information Memorandums?
Step 1

The Broker lists the business and collects the information required;

Step 2

The Broker/Firm e-mails BBMS Media the documents required and requests that a specific type of Business Profile be built;

Step 3

BBMS Media provides a first draft of the content (in a Word file), to allow for easy editing/corrections by the Broker or Seller;

Step 4

The Broker returns the corrected/amended file to BBMS Media;

Step 5

BBMS Media adds it to the template, adding graphs and photos and e-mails it back to the Broker;

Step 6

The Broker/Seller can have one more round of alterations and then the final product is completed.

What documents are required to produce Confidential Information Memorandums?

1. "About the Business" Questionnaire;
2. Lease Agreement;
3. Financial Statements for last 3 years;
4. Add-Back Schedule for last 3 years;
5. Staff Schedule (including Gross Wages, Roster, Positions, etc);
6. Asset List;
7. Intellectual Property List;
8. Franchise Agreement (if applicable);
9. Sales by Client Breakdown;
10. Sales by Product/Service Breakdown;
11. Purchases by Supplier Breakdown;
12. List of Business Milestones, History and Awards;
13. Licences and Permits;
14. Photos of Business.

We understand that getting documents out of Sellers can sometimes be challenging. So, the rule of thumb here is this:

a. The more documents we have, the better the final product will be;
b. Having said that, we will work around whatever we are provided with.

What are the terms & conditions of producing Confidential Information Memorandums?
Documents & Supporting Information

Documents & Supporting Information: All documents for this project must be submitted to BBMS Media prior to the project commencing, not during or afterwards, as it may require us to have to re-write different sections each time. Any additional work undertaken as a result of documents or information being submitted after the order has been lodged and the first draft of the project has been submitted will incur additional charges.

Scanned Documents or Screenshots

If the documentation received comes in the form of a scanned document or a screenshot, whose information cannot be copied out, but rather must be typed up, BBMS Media will consult with the client and advise that either we can add the scanned document or screenshot directly onto the profile or we can type up the information which would incur additional charges on a per hour basis.

Single sale of multiple businesses

If two or more businesses are being sold as one, additional charges may apply for the production of a Business Profile, as the time required for production will, accordingly, be longer.


BBMS Media produces Business Profiles and Brochures in a format that is appropriate for distribution as an online PDF attachment - the specifications to have the file made "print-ready" may be different and, if so, will incur additional charges.


If business photos have not been provided for use in Brochures or Business Profiles, we will attempt to source them from the website, Social Media or through other Internet Sources. If none are available, we will add Stock Images. If you wish to make different arrangements, please advise us immediately.


BBMS' pricing for clients include the creation of a template to be used for the Business Profiles in line with each firm's corporate identity. Additional template designs for specific projects or new ones altogether will incur additional charges.


BBMS Media will issue an invoice for the project/s above once the first draft is submitted, with the standard Payment Terms of 15 business days from invoice. Rest assured that even once the payment is received, we can alter/review/correct the project until you are satisfied with it. If you wish to have the project completed prior to payment being made (within 15 days of Draft #1's submission), please note that it will be incumbent on you to request any corrections/ammendments immediately upon receiving each version.

Get in Touch

Australian Office

Waterman Business CentreLevel 2 UL40, 1341 Dandenong Rd, Chadstone VIC 3148 (Melbourne, Australia)

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+61 428 846 322

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