When preparing to sell your business, one of the most critical documents in the process is the Confidential Information Memorandum (CIM)—also referred to as an Offering Summary Report. This document is not just a formality; it’s the strategic foundation for how your business is presented to qualified buyers. A well-prepared CIM can elevate perceived value, accelerate buyer interest, and reduce friction throughout the transaction.

Selling a small business is one of the most important financial decisions an owner will make. This guide outlines the essential steps to prepare, position, and execute a successful sale maximizing value while minimizing risk.

Have you ever wondered about the roles of real estate brokers and business brokers? In this podcast, we break down the key differences between these two vital professions. Real estate brokers specialize in property transactions, including residential and commercial real estate, offering expertise in market trends, zoning laws, and property management. On the other hand, business brokers facilitate the buying and selling of businesses, providing services like business valu