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CSB (Confidential Summary Booklet)

The Fastest, Smartest and Most Economical Way to Impress Main-Street Buyers and Convert Interest into Action

A High-Impact, Professionally Crafted
Business Profile FOR MAIN-STREET LISTINGS

12–16 pages. Digital Format. Delivered in just 3-4 business days. No AI generic content. Only expert storytelling,
analysis and stunning visuals – all aimed at helping you sell the business.


When a buyer signs an NDA, you have a narrow window to keep them engaged and serious. The Confidential Summary Booklet (CSB) is your chance to make an outstanding first impression. Crafted by business-brokerage-trained copywriters and financial analysts—not AI—it transforms raw business information into a compelling narrative that builds buyer confidence and drives inquiry.


Whether you’re listing a small Main Street business or need a cost-effective alternative to a full-length CIM, the CSB delivers sophistication, clarity, and buyer-readiness in one sharp, branded PDF.

Why  Brokers Love It

  • Fully Branded

    to your brokerage

  • Professionally Written & Designed

    by specialists in the business sales industry, in a Corporate tone

  • Fast Turnaround

    – Delivered in just 3-4 business days

  • Cost-Effective

    At only USD349, this is perfect for listings with tighter marketing budgets

  • Comprehensive Detail

    – Provides an in-depth look at the business

  • Client Confidence

    – Impress sellers with a polished, tangible marketing asset

  • Buyer Clarity

    – Qualify leads and reduce time-wasting inquiries

What Is Included?

  • Executive Summary

  • Key Considerations / Investment Highlights

  • Business Overview

  • Location & Lease Summary

  • Franchise Overview (if applicable)

  • Operational Summary

  • Financial Analysis & Add-Backs (up to 3 years)

  • Brokerage and Broker Profiles

  • Acquisition Process Overview

  • Disclaimers & Legal Notices

  • Striking Visual Design – Clean, modern layout aligned with your brand

  • Unlimited Revisions for 6 Months

  • Zoom Interview with Seller (Optional, but included in Price)

How Do I Order It?

It’s simple! Send us an e-mail with the order to projectmanagement@bbms.media with any documents collected and either the questionnaire or a request for a Zoom Interview with the Seller and… That’s it! We’ll take care of the rest!

For further details on this product, including Terms & Conditions, or to see our “Preferred Documentation List”, “About The Business Questionnaire”, please click the button below:

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