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May 19, 2025 β€’ 15 mins

Want to maximize your business exit value? This episode reveals the exact 11-section document that helped me generate over 20 serious offers from 65 inquiries. I break down the complete CIM (Confidential Information Memorandum) structure that successful sellers use to showcase their business to potential buyers.

RECOMMENDED RESOURCES: β†’ Get the Exit Ready Business Assessment: https://www.dubos.me/exit-assessment β†’ Access Free Exit Ready Business Training: https://www.dubos.me/training

πŸ“Œ WHAT YOU'LL LEARN: β†’ The complete 11-section framework for a professional CIM document β†’ How to structure your business information to attract serious buyers β†’ The exact process that generated 20+ LOIs for my company β†’ What financial information buyers actually care about most β†’ How to showcase growth opportunities that make buyers compete for your business

🎯 WHO THIS IS FOR: β†’ Business owners planning to sell in the next 1-5 years β†’ Entrepreneurs who want to maximize their exit value β†’ CEOs seeking a strategic partner or growth investment β†’ M&A professionals looking to refine their documentation process β†’ Advisors helping clients prepare for business transitions

⏱️ CHAPTERS: 00:00 Introduction & Welcome 00:18 What Is A CIM (Confidential Information Memorandum) 00:58 From 65 Responses to 20 LOIs 02:21 Section 1: Executive Summary Components 02:54 Section 2: Company Overview Details 03:58 Section 3: Products and Services 04:48 Section 4: Customers and Market Analysis 06:13 Section 5: Operations Structure 06:59 Section 6: Management and Employees 07:48 Section 7: Financial Information 09:10 Section 8: Growth Opportunities 10:20 Section 9: Legal and Regulatory 11:04 Section 10: Deal Structure and Process 11:46 Section 11: Appendices 12:55 CIM Creation Process & Timeframe 14:13 Final Advice & Contact Information

πŸŽ™οΈ About Jim DuBos & The DuBos Group: With over 35 years of entrepreneurial experience, Jim DuBos is a serial entrepreneur, business growth strategist, and exit planning expert. Jim has founded 10 companies, navigated 7 successful exits, and orchestrated 20+ acquisitions. His practical, no-fluff approach helps business owners build systems that increase company value and create successful exit strategies.

Connect with Jim: β†’ Website: https://www.dubos.me β†’ LinkedIn: https://www.linkedin.com/in/jamesdubos/ β†’ Email: Entrepreneurship@dubos.me β†’ Free Exit Ready Business Training: https://www.dubos.me/training β†’ Take The Exit Ready Business Assessment: https://www.dubos.me/exit-assessment

#BusinessExit #SellingYourBusiness #ExitStrategy #ConfidentialInformationMemorandum #MandA #BusinessSale #ExitPlanning #BusinessValuation #DealStructure #BusinessBroker

Topics discussed: confidential information memorandum, CIM document structure, selling a business, exit strategy, business valuation, M&A process, deal structure, Jim DuBos, exit planning, business sale documentation, letters of intent, executive summary, company overview, financial information, growth opportunities, legal compliance, business sale timeline, exit ready business, business transition, acquisition strategy, investment banking

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