The Lender-Ready CIM
A Confidential Information Memorandum your buyer's bank will already accept — written by a 15-year banker who knows what underwriters score.
Most CIMs aren't built for the bank.
A polished CIM that can't survive a buyer's Quality of Earnings or a lender's underwriting doesn't close a deal — it stalls one. We build CIMs banker-first, so the same document that markets your business also passes the tests that come next.
Not just sell the business — sell it to a buyer whose financing won't fall through at close.
Built by a 15-year banker, structured the way underwriters score it. Lender objections are pre-handled.
The CIM doesn't get faster — the deal does. Banks accept the package on first read instead of bouncing it back.
One point of contact for CIM, Credit Approval Request, and lender intro — instead of three separate vendors.
One offer. Fixed price. Fixed timeline.
No hourly billing, no scope creep, no “starting at” pricing.
The full sell-side document — written so the buyer's bank can underwrite it on the first read. One flat price, one week, one guarantee.
- 45–60 page institutional CIM
- Adjusted EBITDA bridge with itemized add-backs (pre-emptive QoE-style normalization)
- Working capital + capex analysis
- Market sizing with cited third-party sources
- Buyer-perspective review pass before delivery
- Data-room index — the 80-item checklist banks expect
- Anonymous teaser + NDA template
- Unlimited revisions during the engagement
If you're not happy, you don't pay.
The Money-Back Guarantee
“If you're not happy with the finished CIM, you get every dollar back. No clawback on time spent, no partial-refund games — full refund, your choice.”
Decision is yours, made within 14 days of final delivery. We'd rather you walk away whole than carry a deliverable you don't believe in.
Jacob Hyde
Jacob spent 15 years on the lender side of business and commercial transactions before founding Honor Financial Services. He's built the credit packages banks underwrite, sat in the rooms where deals are priced, and watched dozens of CIMs get rejected for things their authors didn't know to look for.
Every CIM Honor delivers is partner-led from first interview to final draft. That's how the money-back guarantee can be real.
Start with a 20-minute discovery call.
Tell us about your deal. We'll respond within one business day with whether we're a fit and what the next 7 days look like.
Prefer to skip the form?
jacob@honorfinancialservices.com