Preparation / English starting point
Confidential information memorandum template
Free small business CIM outline in Word and PDF. Organize the business story, financial evidence, transaction and disclosure review.
Document preview
What’s included
- Executive summary, business description and investment highlights
- Products, customers, market, operations and management
- Historical financials, adjustments and clearly labeled projections
- Transaction structure, transition and source/disclosure review
Editable Word · PDF
A starting point for the actual deal.
Use the CIM outline to explain a business to authorized prospective buyers. It supplies writing prompts for the business, customers, operations, team, financials and transaction. Populate it with supported facts, identify the source and period of financial figures, and review confidentiality before sharing. A polished narrative does not verify the underlying information.
Generic English edition. Governing law and transaction details require your review.
How to use this template
- Collect the source financials and business records before drafting claims.
- Complete the outline with dated facts and clearly identified seller statements.
- Review accuracy, material omissions, personal information and disclosure authority.
- Share only through the appropriate confidentiality and access process.
Common questions
Is a CIM the same as a business valuation?
No. A CIM presents the business and proposed opportunity. A valuation assesses value using its stated evidence, methods and assumptions. They can share sources without being the same document.
Will Venturu invent missing financials?
No. Missing evidence must stay visible. Native CIM editing and generation use the available business and valuation context; narrative text does not replace source records.
Keep the next step in view.
Use the business buying guide for the full process, or review the due diligence guide for deeper checks.
Download the general buyer checklist PDF
These English resources are general starting points. Adapt them to the business, transaction and governing law with your advisers. They are not jurisdiction-specific legal documents or a substitute for professional advice. Free to adapt for your own business or transaction. Redistribution as a template product is not included.