New Website Upcoming


Your Cart is Empty

Information Memorandum (IM)

This IM can be provided as a stand-alone service or in conjunction with our Valuation product, or our service to enable your business to become Investment Ready.

An IM is a document provided by a company to prospective investors after the investors have reviewed a Pitch Deck, and signed a Confidentiality Agreement. Some business owners and financial advisors look at an IM as a marketing document that provides a selective overview of the attractive features of a company.  

A company and its advisor(s) must strike a balance when preparing an IM.  The document is a marketing document, in the sense that it should motivate investors to want to invest in the company – but it needs to avoid hype, exaggeration, or omission, and provide complete disclosure of all material facts.  Hype or exaggeration will only diminish the credibility of the company and its management in the eyes of investors, and may also create legal liability for the Directors of the company.

Why do you need it?

In general, an IM allows the owners of a company to present a comprehensive, accurate, and attractive picture of a company.

An IM also helps to ensure that all investors receive the same information.  This is particularly crucial when a seller is running a competitive process.  The more information that finds its way into the IM, the less need there is for investors to pose written questions, saving time for both buyer and seller.

From an investor’s point of view, a good IM demonstrates the professionalism and motivation to sell to the sellers, as well as the quality of the management—all important factors when deciding whether to invest in or buy, a company. The omission of any key facts or factors may distort the valuation attached to the bid.

When Creative CFO prepares an IM, we will provide investors with information that, to the best of our knowledge, details qualitative and quantitative aspects of your business, as well as risks and any other relevant information, sufficient for them to prepare a non-binding bid, with an indication of the bidder’s valuation of the company.

When you check out you may select a quantity of 1 and we will get in touch with a confirmation of what information we will need from you to get started.