Streamline your back office with CIMs, buyers lists, comprehensive business reviews, and more.

Empowering M&A Firms

At Phonix, we’re all about giving your M&A efforts a solid backbone with top-notch documentation. Think of us as the architects behind the scenes, drafting up the Confidential Information Memorandum (CIM), Teaser, and Buyers List that pave the way for your deals. We’re here to size up the value of your ventures with sharp Opinion of Value reports and detailed Financial Modeling. And when it’s time for a deep dive, our Comprehensive Business Reviews lay it all out on the table, so you know exactly where you stand.

Every document we deliver is built with precision, designed to help you and your clients see the full picture and make informed decisions. We tailor each piece to the unique story of your deal, transforming complex information into clear, actionable insights. It’s not just about getting the job done; it’s about arming you with the clarity and detail needed to move forward with confidence.

So, whether you’re gearing up for negotiation or setting the stage for a seamless acquisition, our documents are your stepping stones to success.

Food & Beverage M&A Firm

Phonix is a big reason we’ve been able to grow our firm. After our first few projects together, we couldn’t imagine using anyone else for our CIM, teaser, and other business document creation. They deliver great documents, when we need them, without any hassle and at a fair price.

Mark Holdreith

Media Advisory Partners

We reached out to Phonix to create a CIM for an important M&A assignment that required a quick turnaround during the pandemic. We challenged them to create a compelling narrative as well as a visually creative representation of our client’s business and were able to achieve this, working seamlessly with the Phonix team. They were consistently accommodating, and their price was quite reasonable.

Leading Healthcare M&A Firm

I have been working with the team at Phonix for over 3 years. I know I can rely on them to be professional, timely and reliable – all traits that are paramount in business. They have truly become a trusted partner, allowing us to focus on more deals instead of getting slowed down in document creation.

Are you under a very tight deadline? Use our Rush business plan writing service. We will deliver the highest quality business plan within days. Contact us and order the Rush service today.

Our products For M&A Firms

Tailored services and high-quality documents designed specifically for M&A firms.

Popular Products and Services

1- Confidential Information Memorandum (CIM)

Our solutions for CIMs

2- Buyers List

Our solutions for Buyers List

3- Opinion of Value

Our solutions for Opinion of Value

All Products and Services

• Financial Modeling
• Opinion of Value
• Buyers List
• Teaser
• Confidential Information Memorandum (CIM)
• Comprehensive Business Review

Close more deals and take more volume by streamlining your back office with CIMs, buyers lists,

financial

• Confidential Information Memorandum (CIM) Starting Price$ 2,500
• Buyers List Starting Price$ 2,000
• Business Valuation Starting Price$ 2,500