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:
Download Now

