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PITCH BOOK / CIM

About this report:

Prepared by Hardstone's Marketing Team affiliates, a Confidential Information Memorandum (CIM), also referred to as “Pitch Book”, is a 20+ page marketing and sales document that details the main attributes of a business for sale. It includes key information such as asking price, company history, products and services, investment highlights, industry & market analysis, key employees and financials. Ideal for business owners, brokers & advisors who want to send professional–grade marketing collateral to potential buyers. Includes (1) complimentary revision. Here’s what’s included:

EXECUTIVE & BUSINESS SUMMARY

GROWTH OPPORTUNITIES
PRODUCTS & SERVICES
INDUSTRY OVERVIEW
OPERATIONS OVERVIEW
COMPANY HIGHLIGHTS
COMPANY HISTORY & OWNERSHIP
FIXED & INTANGIBLE ASSETS
MARKETING & SALES METHODS
LEGAL COMPLIANCE

Available options:

  • Custom Branding: Apply your company's brand and colors. Recommended for advisors who prefer to resell the report under the advisor's brand.

  • Financial Transcription: Hardstone requires all financials to be provided in Microsoft Excel (.xls) format before starting the valuation. If you do not have financials in the required format, select this option to Hardstone to convert your annual financial statements (up to the last 5 years) into Microsoft Excel (.xls) format for you.

  • Expedited Delivery: Need your report faster than standard turnaround time? We offer a 1 week guaranteed delivery.

  • Additional Revisions: standard report includes one complimentary revision. Fees apply for additional revisions.

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Business Valuations

Get an unbiased, highly-reliable business valuation to preserve your most valued asset - your business.

Pitch books / CIMs

Send professional–grade marketing collateral to maximize interest in your business for sale.

Quality of Earnings

Support the due diligence phase with a fast, affordable way to validate the past financial performance of a business.

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