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What is in a Buyer Confidential Memorandum?
A buyer confidential information memorandum (CIM) is a marketing document designed to attract buyers. It provides prospective buyers with general information about the business for sale and that the information the potential buyer will see is confidential, valuable, proprietary information owned by the seller. CIMs can be 50+ pages; buyers must perform due diligence.
Source: DealGate http://biws-support.s3.amazonaws.com/CIM/CIM-08-Checklist.pdf
Summary: An overview of the business being sold, key financials, transaction background, investment considerations
Company: History and highlights, legal structure, business model, corporate vision
Business: Business segments, products and services, customers and networks
Operations: Suppliers, production
Quality Management: R&D and engineering, logistics, systems and processes
Sales & Marketing: Sales strategy, customer support
Resources: Management team, employees, wages, unions
Infrastructures: Locations, IT, assets and properties, environmental issues
Industry: Market, industry players, competitors, competitive position
Financials: Profit and loss statement, trading, balance sheet, cash flow
Outlook: Projections, goals, growth
Risk Factors: Negative aspects of the business
Authors of the CIM: Who compiled, verified and published the CIM
This creates a private checklist in your account.