Prepare my CIM
This tool turns the key sections a CIM usually has and the pitfalls that weaken the document into a checklist, so you can review them with your advisor before sending it to buyers.
Review your CIM
Mark each item as covered, pending, or not applicable based on your current draft.
For a cleaner PDF, turn off "Headers and footers" in the browser print dialog.
- EBITDA without normalization or documented bridge
- Customer concentration omitted or downplayed
- Owner dependency without transition plan
- Projections without support
- Does the EBITDA bridge have a line item, justification and data room reference for every adjustment?
- Is customer concentration (top 3–5) disclosed with contract tenor where relevant?
- Is owner dependency stated and is there a concrete transition plan with timeline?
Address the gaps above before sending the CIM to buyers.
Why use this CIM outline?
The CIM is the central document the seller gives to qualified buyers after the NDA. It is not a teaser: it includes the normalized EBITDA bridge, investment thesis and transaction structure. This outline is for mid-market buy or sell processes in Mexico.
- When you already have NDAs signed and are about to send detailed information to one or more buyers.
- When you want the CIM to reflect M&A mid-market standards, not just an internal document.
- When you need a checklist so you do not omit sections buyers expect to see.
What sections does a CIM usually have?
A solid CIM for a sale process in Mexico typically includes an executive summary, business description, team and structure, historical financial performance, documented normalized EBITDA bridge, proposed transaction structure and closing conditions with appendices. The tool lets you mark each as covered, pending or not applicable.
What common pitfalls weaken a CIM?
A CIM without a documented EBITDA bridge, with customer concentration omitted or downplayed, with owner dependency and no transition plan, or with projections without support loses credibility and lengthens diligence. The tool helps you spot those gaps before sending.
What does the tool deliver?
An actionable checklist, a summary of gaps if you send as-is, questions for your advisor and a PDF version to share with partners or the board.
How to use this outline with your advisor?
Complete the checklist before sending the CIM. Mark which sections you have and which are missing or weak.
Take the summary to your advisor. Share the gaps and priorities view so the review is precise.
Adjust the CIM before sending it to buyers. The goal is for the document to reflect market standards and reduce surprises in diligence.
What are the limitations?
This outline does not replace an M&A advisor’s work and is not advice. Its purpose is to bring clarity to that conversation about what the CIM should cover. It does not address tax, labour or regulatory specifics.
What other tools and guides to review?
A well-prepared CIM shortens timelines and protects the price agreed in the LOI. To see how it fits in the full flow, see the guide to selling a business in Mexico.