What you get from one upload
Sixteen sections, from company overview to reason for sale, with an SDE recast and a list of the diligence items buyers will ask for.
A short overview to send before the full book. Customers are described by type, and figures can be shown as ranges.
P&L and balance sheet spreads, items to verify, the SDE bridge, valuation range and debt service coverage at the asking price.
A live model. Change an expense, the multiple or the loan terms and the price and coverage recalculate.
How it works
Federal returns, P&Ls, balance sheets, an interim statement and the seller's intake form.
RapidCIM builds the spread, normalizes owner compensation, separates add-backs and annualizes the interim period.
The documents are written from those figures. The prose is drafted by AI; every number is taken from the spread.
You check the figures and the open items, edit anything you like, and send the package under your own letterhead.
Built for confidential work
Company, owner and customer names are swapped for placeholders before anything is sent to the AI model, and put back afterwards.
The model writes sentences around certified numbers. It does not calculate them, and the CIM says so in its financial section.
Every export is recalculated and compared with the underlying calculations. If they disagree, the file is not produced.
RapidCIM produces drafts. You approve each document before it leaves your office.
Sample deal
A commercial HVAC service contractor with one owner, eighteen people and 64 maintenance-contract sites. Every document below was produced by RapidCIM from the same set of figures.
CIM
The full book: sixteen sections and twenty-one open items for diligence.
5,079 words · 16 sections
Executive Summary
Six sections with financial highlights shown as ranges, ready to send to interested buyers.
770 words · 6 sections
| ODCF - Model (excerpt) | 2023 | 2024 | 2025 |
|---|---|---|---|
| Sales | 2,085,000 | 2,240,000 | 2,412,000 |
| Gross profit | 1,355,000 | 1,456,000 | 1,568,000 |
| Total expenses | 1,326,400 | 1,407,500 | 1,440,500 |
| Profit (loss) | 32,800 | 52,300 | 132,600 |
| EBITDA | 99,400 | 120,500 | 202,000 |
| Owner's wages | 180,000 | 180,000 | 180,000 |
| Total owner's discretionary cash flow | 297,400 | 318,500 | 400,000 |
| Valuation and assumptions | Value |
|---|---|
| ODCF multiple | 4.0× |
| LTV | 85% |
| Annual rate | 7.75% |
| Term | 15 years |
| Average ODCF (2023–2025) | 338,633 |
| Business price (4× avg ODCF) | 1,354,532 |
| Loan amount (85% LTV) | 1,151,352 |
| Annual debt service | 130,049 |
Blue figures are inputs a broker can change. Everything else is calculated, so the price and the loan figures move with them.
The full sample pack is available on request — support@rapidcim.com
Private preview
RapidCIM is in private preview with a small group of brokers. Write to us and we'll walk you through it.
support@rapidcim.com