The CIM
$2,000+*
The confidential information memorandum with basic data room assembly.
Professional CIMs, financials, and data rooms that get transactions closed.
Dealready Books builds the deal package: the confidential information memorandum, the normalized financials behind it, and the data room that holds up when a buyer, lender, or investor starts asking questions.
Full packages delivered within 10 days.
$2B+
Deals packaged or underwritten
100+
Packages created
PE
Former private equity
15 YRS
Institutional finance and accounting
One package standard, every side of the transaction.
Business brokers
Listings that go to market with numbers a buyer's accountant can't shake.
M&A advisors
Institutional grade materials without institutional overhead.
Loan brokers
Files that clear underwriting the first time.
SBA advisors
Packages built to SBA documentation standards.
Debt advisors
Debt service coverage and cash flow analysis that hold up in credit committee.
Equity advisors
Raise materials investors take seriously.
Business sellers
Your business, presented the way buyers pay for.
One complete package. Every price on the table.
The complete deal package is the CIM plus the financial package behind it. Together they form the data room that holds up when a buyer, lender, or investor starts asking questions. Beyond the package, we also do the work that keeps a deal alive. No quotes, no games: here is exactly what each piece costs.
Confidential Information Memorandum
Meridian Field Services, LLC
Commercial landscaping and grounds maintenance · Southeast US
- Revenue
- $8.4M
- Adj. EBITDA
- $1.9M
- Founded
- 2004
PREPARED BY DEALREADY BOOKS
The Financial Package
$1,500+*
The recast, the defensibility memo, and the exhibits with financial data room assembly.
Best value
The Full Package
$2,950+*
Everything above plus the complete data room, within 10 days.
Readiness Report
$6,500*
The diligence pass before diligence starts: proof of cash tying deposits to reported revenue, working capital analysis with a suggested peg, payroll reconciliation to filed 941s, concentration, margin trend, and a support binder attaching a source document to every adjustment.
Cleanup and Defense
Billed hourly*
Books remediation quoted as a fixed block after the free file review. Live defense of the package when a buyer's accountant or a lender pushes back.
Back Office on Retainer
$950/mo*
Ongoing support for advisors with live listings: refreshed financials, buyer qualification summaries, drafted responses to buyer and lender questions, and add-back reviews. One flat amount, co-branded under your firm.
* Pricing scales with company revenue and complexity. The free file review returns your fixed quote before anything starts.
Four steps from messy file to market.
01
Free file review
Thirty minutes. Send the financials, we tell you whether they can support a package, what needs cleanup, and exactly what it will cost. No charge, no commitment.
02
Build
Our analysts build the recast, the exhibits, and the data room structure. Our writers build the book. Every adjustment gets a source document.
03
Review and deliver
You get the complete package: the CIM, the financials, and the data room, reviewed and ready for market.
04
Support through close
Buyer questions, lender pushback, working capital arguments. We stay behind the numbers until the wire clears.
Asked before, answered here.
Send us the file. We'll tell you what it needs.
The file review is free, takes thirty minutes, and comes back with a straight answer and a fixed price.
Book a free file review