Executive Summary
Consulting

Executive Summary Consulting to help with your Confidential Information Memorandum.

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3 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:

Demonstrate the company’s strong potential for growth.
Provide the right amount of detail without compromising readability.
Convince prospective buyers to read your CIM.

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.
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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
Learn more about our CIM service
Ready to talk? Get in touch with our experts

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.

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