Baseworth Package (CIM)
A confidential information memorandum, built from your own financials. It is the document a serious buyer, their lender and their accountant will all ask to see first.
What's in the package
What the business does, with its financial highlights
Up to three years of results, and every add-back beside the line it came from
Your industry's multiple applied to your SDE, who that price is for, and where you sit in it
Pages from a sample package, made from a fictional restaurant's test financials. See the full sample (PDF) →
Questions
What's included in the CIM?
Six sections: business summary, financial highlights, an add-back and owner-benefit schedule, your SDE calculation showing every figure with the document line it came from, growth opportunities for a buyer to explore, and an asking price range. Delivered as a print-ready PDF.
How long does it take?
Minutes, not days. You upload your financials, answer a short set of questions about the things a P&L can't show, and the package is generated and emailed to you straight away.
Can my broker or CPA work from it?
Yes — it's built in the format they expect, with an add-back schedule that cites the document line behind every figure. That citation trail is what makes it reviewable rather than something they have to rebuild from scratch.
Do I need the valuation first?
No. The free valuation is a three-minute estimate; the package is the full document. You can go straight to the package if you already know your numbers.
Who sees my financials?
Your documents are used to generate your package and are not shared or sold. Full detail is in the privacy policy.