Fill in four short sections and get a clean one-page profile to send to M&A advisers and brokers. It covers what advisers check before they put a buyer on a shortlist: how you fund the deal, what you look for, how you run a process, and how fast you move.
Nothing you type leaves your browser. No account, no upload, no storage on our side.
Prints one page with a white background and black text. In the print dialog, choose Save as PDF.
Meet 15 to 20 advisers in your niche before there is a mandate. Keep it to a 20-minute call with this one-pager and no pitch. Then send them the 3-line quarterly update, so you are the buyer they remember when a fitting business comes in.
Financing. An adviser acts for the seller and needs to know a buyer can close. A clear line on funding and deal size saves a round of questions and keeps you off the "unsure if they can pay" pile.
Focus. Brokers match buyers to listings. A one-sentence search profile lets them recognise a fit at once, and a reason you are the right owner gives the seller something to picture.
Process discipline. Sellers want confidentiality and a calm process. Returning the NDA quickly, reading before asking, and going through the adviser tell them you will not disrupt the business or the staff.
Speed. Deals stall when buyers go quiet. Stating how fast you answer and when you can meet shows you will keep a deal moving.
This page is a presentation aid, not advice, and it does not promise any outcome.
Once you have a CIM (Confidential Information Memorandum) in hand, run your first CIM check free to see every figure traced to its page before you spend adviser time.
Writing to many sellers at once. A message with no link to the specific business reads as a mass enquiry and usually gets no answer.
Raising the money only after the CIM. If the funding is still open once you have the documents, the purchase looks unplanned.
Asking what the documents already answer. It tells the adviser you have not read them, and it uses up their time.
Going around the adviser. Contacting the owner directly costs the adviser's trust, often for good.
Renegotiating after the LOI with no new finding. Changing the price without new facts damages your name beyond that one deal.
Two of these come down to reading the documents properly. A free first CIM check traces every figure to its page, so your questions are the ones the CIM does not answer, and any change you ask for after the LOI rests on a finding you can show.
No. Everything you type stays in your browser. Nothing is posted to our servers and nothing is saved. Close the tab and it is gone.
No. It is a clear way to present facts advisers already ask for. Each adviser decides for their own client.
Press Print / Save as PDF and choose Save as PDF as the destination in your browser's print dialog.
