Executive Summary Consulting
Executive Summary Consulting to help with your Confidential Information Memorandum.
Get a quote3 minutes — that’s how long it takes most investors…
…to decide whether your business is a good acquisition opportunity. Your executive summary is a gateway to your potential buyers’ hearts and a make-or-break moment for your M&A efforts. No pressure, but you either get it right from the first go or risk losing the potential buyer’s interest for good.
The problem is, creating strong executive summaries
is hard. In two-three pages, you need to:
We provide executive summary consulting services…
…to help you craft a winning CIM executive summary that firmly hooks potential buyers’ interest.
Here is how we do that:
- Start with an intro consultation to understand your business and objectives.
- Deeply analyze your company’s strengths, opportunities, and market positioning.
- Draft a captivating executive summary that presents your business in the best possible way.
- Review the draft in our feedback sessions.
- Finalize and deliver a polished, buyer-ready executive summary.
Why Waveup’s executive summary consulting?
Unparalleled experience
We’ve sat on both sides of the buy and sell table and can boast extensive M&A experience.
Wide expertise
Our unmatched expertise spans corporate finance, venture capital, strategy, design, and business storytelling, all backed by a track record of successful projects.
Unique approach
We provide competitive pricing and a hands-on approach, supporting you from concept to execution.
Need help crafting an end-to-end Confidential
Information
Memorandum?
You’re in the right place. We can help you create a cogent, comprehensive CIM document that does your business justice and helps you secure the highest possible bid from potential buyers.
What will you get?
1. Executive summary
- Company overview
- Key financials and company drivers
- Scope of transaction
- Key investment considerations
2. Company
- History and milestones
- Legal structure
- Business model
- Corporate vision and strategy
3. Business
- Business units and markets
- Products and services
- Customers, references, and networks
4. Resources
- Organization
- Employees
- Infrastructure
5. Operations
- Suppliers and procurement
- Production and distribution
- Quality management
- Research and development
- Logistics
- Systems and processes
- Marketing and sales
- ABC analysis
6. Customers
- Overview of key customers
- Analysis of customer concentration
- Summary of attrition trends and projections
- Detailed account of current market share
7. Industry
- Industry structure
- Competitors
- Competitive position
- Strategic position
8. Financials
- Overview
- Profit/Loss statement
- Current trading
- Balance sheet
- Cash flow statement
9. Outlook
- Summarize existing state of affairs
- Highlight long and short term goals
- Summarize main strategies utilized in market trends
- Summarize main growth strategies
One of our unique advantages lies in our constant exposure to the new & emerging industries and sectors, thus giving us an unparalleled expertise in the areas of innovative business models, disruptive technologies and latest industry trends.