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.

Many business owners pour their heart and soul into their companies, often believing they'll run them indefinitely. The reality? No one owns their business forever. Whether due to retirement, health concerns, changing market conditions, or family transitions, every entrepreneur will eventually face an exit.