Your next CIM, ready in 72 hours.

Send the seller's tax returns, a year-to-date P&L and your notes. Three business days after we have them, you get a CIM, a blind teaser and a recast workbook in your firm's branding. $1,500 per listing.

Get a free teaser See a sample CIM

Free: a one-page teaser from one of your current listings, in your colors, within two business days.

Sample pages for three fictitious brokers. One deal, three looks.

  • NDA firstSigned before you send files
  • Your brand onlyQuire Desk appears nowhere
  • Tied to the returnsEvery add-back with its support
  • Pay on deliveryOn your first listing

From the seller's files to a finished CIM.

Three business days, one approval from you, and every figure traced to a file you sent.

Stock footage and sample data.

Every number ties out across all three files.

All three come from one workbook, so the CIM, the teaser and the recast never disagree. Download the samples and check.

Cover and executive summary of the sample CIM

The CIM

About 20 pages: highlights, customers, team, market, the bridge to SDE, the add-back schedule and the deal terms. Named the way you name it: CIM, CBR or offering memorandum.

PowerPoint and PDFSample CIM
First page of the sample blind teaser

Blind teaser

Two pages without the company name: key figures, highlights and the financial summary, ready for your buyer list.

PowerPoint and PDFSample teaser
Recast sheet of the sample workbook

Recast workbook

Excel with live formulas: reported to adjusted EBITDA and SDE, every add-back with its support and your approval, the tie-out to the tax returns, and debt service coverage at your asking price.

ExcelSample workbook

Try us on a live listing. The teaser is on us.

Paste the link to one of your current listings. Within two business days you get a one-page teaser in your colors, built only from what the listing shows. No call, and it's yours to use.

Send a listing link

No public listing? Send a blind teaser you've already used and we rebuild it. See an example.

Example one-page teaser built from a public listing

Files in on Monday. CIM back on Thursday.

72 hours from complete files to finished CIM. Your only job in between: approve the add-backs, by email or on a short call.

  1. 0

    Day 0: files in

    Three years of tax returns or financial statements, a year-to-date P&L and your notes. PDFs are fine, no spreadsheet needed. Private upload link only.

  2. 1

    Day 1: the recast

    We tie the returns to the P&L, recast EBITDA and SDE and propose each add-back with its support. You approve them by email or on a call.

  3. 2

    Day 2: the CIM

    CIM and teaser in your logo, colors, fonts and disclaimer. Every figure comes from the workbook.

  4. 3

    Day 3: delivery

    PDF, editable PowerPoint and Excel, ready to send. One round of changes is included.

The clock starts when we have every file on the list and pauses while the add-backs wait for your OK. Weekends don't count.

Your branding on every page. Ours on none.

We set up your logo, colors, fonts and disclaimer once. Every CIM after that looks like it came out of your own office.

  • Your logo, colors, fonts and contact details
  • Your name for it: CIM, CBR, offering memorandum or business profile
  • A look we don't give another broker in your metro area
  • Editable PowerPoint, so you can change any page
  • Quire Desk appears nowhere, not even in the file properties

One sample deal for three fictitious brokers.

Numbers a buyer's lender can check.

SBA lenders underwrite from the tax returns, and buyers go straight to the add-backs. Our recast starts from the returns and shows the support for every add-back.

  • Tax returns tied out to the P&L, year by year
  • Every add-back by year, with its support
  • Estimates marked as estimates
  • Debt service coverage at your asking price
Sample bridge from reported EBITDA to SDE Reported EBITDA of 536 thousand dollars plus four add-backs (owner pay above market 170, family payroll 52, rent to market 24, personal expenses 33) gives adjusted EBITDA of 815 thousand dollars. Adding back one owner's market salary of 150 gives seller's discretionary earnings (SDE) of 965 thousand dollars. Owner pay and rent are estimates. 536 ReportedEBITDA +170 Owner payabove market estimate +52 Familypayroll +24 Rentto market estimate +33 Personalexpenses 815 AdjustedEBITDA +150 One owner'ssalary 965 SDE $ in thousands, trailing twelve months, sample data Sample bridge from reported EBITDA to SDE Reported EBITDA of 536 thousand dollars plus four add-backs (owner pay above market 170, family payroll 52, rent to market 24, personal expenses 33) gives adjusted EBITDA of 815 thousand dollars. Adding back one owner's market salary of 150 gives seller's discretionary earnings (SDE) of 965 thousand dollars. Owner pay and rent are estimates. Reported EBITDA 536 Owner pay above marketestimate +170 Family payroll +52 Rent to marketestimate +24 Personal expenses +33 Adjusted EBITDA 815 One owner's salary +150 SDE 965 $ in thousands, trailing twelve months, sample data

Pricing

$1,500per listing

Everything below, 72 hours after we have complete files. Your first listing is paid after delivery.

  • CIM of about 20 pages, PowerPoint and PDF
  • Two-page blind teaser
  • Recast workbook with live formulas
  • Your logo, colors, fonts and disclaimer
  • One round of changes
  • NDA signed before you send files, yours or ours
Order a CIM

Takes two minutes. Within one business day you get our NDA, or we sign yours, and a private upload link. No subscription.
Larger deal, longer CIM? We quote it before you send files.

Questions brokers ask

What do you need from me?

Tax returns or financial statements for the last three years, a year-to-date P&L and your notes on the business. PDFs are fine. Send the add-backs you already know about; we look for others in the returns and flag them for you.

Why do you start from the tax returns?

Because that is where a buyer's SBA lender starts. Lenders check the seller's returns against IRS transcripts, so our recast starts from the same numbers the lender verifies. Where the internal P&L differs from the returns, the workbook shows the difference and the reason.

When does the 72-hour clock start?

When we have every file on the list. It pauses while the add-backs wait for your OK, and weekends don't count: files that are complete on a Friday come back on Wednesday.

Who decides the add-backs?

You and your seller. We propose each one with its support and mark estimates as estimates. You approve them by email or on a short call, whichever suits you. Nothing goes into the CIM without your OK.

Can you follow our existing format?

Yes. Send a past CIM and we follow its structure, look and name.

How do you keep seller files confidential?

We sign your NDA, or send ours, before you share anything. Files come in through a private upload link, never by email, and are deleted 30 days after delivery or the day you ask. Please black out Social Security numbers first; we don't need them. The teaser never names the company.

What size of listing do you take?

Main Street businesses up to the lower middle market. $1,500 covers a CIM of about 20 pages; when a deal needs more, we quote a fixed price before you send files.

Do you contact my seller or my buyers?

No. We work only with you. Questions about the business go through you, and nothing reaches a buyer from us.

What if the numbers change later?

One round of changes is included. For later updates, such as a new quarter, send us the workbook you have; we add the new numbers and quote the update before we start.

How does payment work?

We invoice per listing, by card or bank transfer, with no subscription. Your first listing is paid after delivery, once you've seen the files. After that, payment is due when you place the order.

Are the samples real deals?

No. Project Keystone, Project Harbor, the three broker brands and every number in the samples are fictitious.

Start with one listing.

A free teaser from a live listing, or the full package in 72 hours for $1,500. Your first listing is paid after delivery.

Order a CIM Get a free teaser

Or write to alex@quiredesk.com