“The success of any project is intricately linked to the uncovering, understanding and delivery of the clients needs”


Confidential Information Memorandum (CIM)

The CIM is a critical disclosure document that provides prospective buyers with an accurate, in-depth, first impression of the business as it currently exists, as well as its growth potential for the future . It assists buyers make a quick decision on whether to pursue the company, but more importantly, it creates the framework for the company’s value to the buyer.

With access to industry leading tools and a lineup of investment experts, we offer vast expertise working directly with clients to create an effective document. In fact, we work daily on CIM’s for clients across the country, and understand the key elements that investors/buyers look for. Our client’s can be absolutely certain that their Confidential Information Memorandum will be written, stylized and illustrated to the highest standard.

Colleen Ohl

National Operational Excellence Practice Lead

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Each one of our packages has been designed as a foundation upon which we build our client’s customized solutions. We work together with ambitious entrepreneurs and industry leaders alike to develop realistic action plans around sustainable growth that leverage our their core strengths.


Suspended Ceilings

Glass Wall

A CIM tells a company’s story and lays out important facts and figures for prospective buyers.
Buyers receive a CIM after signing a non-disclosure agreement (“NDA”) and after passing our screening process. One of the CIM’s main purposes is to help buyers make informed, confident and swift go/no-go decisions.
A CIM discusses a company’s products and services; history; customer base; end markets; operations; technologies, systems, processes and capabilities; management and personnel; facilities and fixed assets; key contracts and certifications; IP and intangible assets; strategic relationships; growth plans; and more. It presents and analyzes several years of financial statements with normalization adjustments, and may include financial projections.
A professional CIM improves business sale outcomes in several ways: Sets expectations. More interest. Perceived value. Speed Persuade stakeholders. Save your time. Less renegotiation. Secure your proceeds. Confidence in your team.


Above all, Jevo Advisors is committed to delivering the highest quality on every assignment. To support and achieve this goal, we have implemented a quality management policy that is systematically applied to all our assignments. Our policy is underpinned by the following components:

As a firm, we believe that sustained success is achieved when we attract and retain the confidence of our clients. Every aspect of client interaction provides an opportunity for us to create more value for the client. Our primary focus is on understanding the current and future needs of our clients and striving to exceed their expectations.
Our leaders are responsible for establishing unity of purpose and direction and creating conditions in which our people are engaged in achieving our firm’s quality objectives. We believe that focusing on a common purpose and engaging our people enables us to more effectively align our strategies, policies, processes and resources to achieve our objectives.
Competent, engaged and empowered people at all levels throughout our firm are essential to enhance our capabilities to create and deliver value to our clients. For this reason, we involve our people at all levels in achieving our quality objectives through recognition, empowerment and enhancement of competence.
Our quality management system consists of interrelated processes. Understanding how results are produced by this system enables us to optimize the system and its performance.
Continual improvement is our core objective. Improvement is essential for us to maintain our current levels of performance, to react to changes in our internal and external conditions and to create new opportunities.
From experience, we have learned that Decision making can be a complex process, and it always involves some uncertainty. Decisions based on the analysis and evaluation of data and information are more likely to produce desired results and lead to greater objectivity.
Sustained success is more likely to be achieved when we manage our relationships with all of our partner network, and vendors to optimize their impact on performance.
Each assignment undertaken by the firm must deliver a response that completely satisfies the expectations of the client. An assignment is considered complete only when the client is fully satisfied.

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