appraisal builder

Win The Listing Before You Leave The Room

Your appraisal is your first impression.

Show up with a polished, methodology-backed valuation — and walk out with the mandate. CIM-PRO delivers a professional appraisal in the time it used to take you to open Excel.

THE OLD WAY

Still Building appraisals in Word and Excel?

Every broker on your team is applying different multiples, different assumptions, and different formatting. There’s no standard. There’s no quality control. And sellers notice.

Writing commentary takes hours you don't have.

Pulling industry context, justifying your valuation, formatting the report — you’re spending a full day on work that should take thirty minutes. That time belongs on your next listing.

Your appraisal visually undersells your expertise.

No charts. No interactivity. No visual engagement. You’re handing a seller a static PDF and hoping it impresses. It doesn’t. Your competitors are doing the same thing.

Stock sale appraisals require a completely separate process.

Every time a seller asks for a stock sale appraisal, you’re rebuilding from scratch in a different tool — or winging it. That’s risk. That’s inconsistency. That’s time you’re billing for and shouldn’t be.

You finish the appraisal and start the CIM from scratch.

All that financial work — every assumption, every adjusted figure, every metric — gets left behind the moment you open a blank CIM template. You copy-paste. You reformat. You rebuild. There is a better way.

THE SOLUTION

Interactive, Accurate, Web-Based Appraisals

MULTIPLE METHODOLOGIES

Select The Relevant Methodology. Defend Every Number.

Choose from a full range of built-in, industry-standard valuation methodologies — complete with comprehensive financial analysis, normalized balance sheet, multiples calculator, and business risk calculator — ensuring every appraisal is consistent, rigorous, and defensible.

STOCK SALE APPRAISAL

Business Sale and Stock Sale. One Tool. No Workarounds.

Present both both business sale and stock sale outcomes side-by-side within a single appraisal. No switching tools, no rebuilding assumptions, no separate spreadsheet hidden on someone’s desktop. 

COMPREHENSIVE REPORTS

Appraisals That Justify the Number and Impress the Seller

Dynamic, interactive reports bring your valuation to life — with charts that visualize key financial metrics, embedded video overviews, and the ability to embed your company website directly into the appraisal. And when you win the mandate, the financial analysis transfers directly into the CIM with one click. No rework required.

AI-POWERED CONTENT

Stop Writing. Start Advising.

Advanced AI integrations instantly generate high-quality appraisal commentary — industry context, valuation justifications, risk factors, and narrative framing. What used to take hours of writing and formatting is ready before your coffee gets cold. 

GLOBAL TOOLS

Win Mandates Across Borders.

Built-in language and currency converters allow clients to view your appraisal in their preferred language and currency — instantly, with no manual reformatting. No reformatting for international buyers or cross-border deals. Your appraisal speaks their language, literally.

ACCESS CONTROL

Lead Gone Cold? Cut Access in One Click.

Shared an appraisal and the lead went cold? Disable it with a single click. The moment you pull access, the document is longer viewable by external parties. You control your materials at all times.

EVERYTHING IN ONE PLATFORM

No Separate Tools. No Copy-Paste. No Reformatting.

CIM-PRO combines everything into a single, seamless listing workflow. A full valuation using multiple proven methodologies. A polished, interactive appraisal pack generated in minutes. And when the seller signs — your appraisal becomes the foundation of the CIM in seconds. No rework. No copy-paste. No starting over.

OUTCOME: You outclass the competition, convert more mandates, and launch the CIM without wasting a single hour of the work you’ve already done.

CIM-PRO Appraisal Builder - website image showing everything in one platform

the old way vs the cim-pro way

why leading advisors have made the switch

The old way

Inconsistent Valuation Methodologies
Each broker picks their own multiples and assumptions.

Static, Forgettable Appraisals
PDFs and spreadsheets that fail to impress and lose momentum before the first meeting.

Separate Tools for Each Sale Structure
Rebuild the appraisal from scratch for asset and share sale scenarios.

Manual, Time-Intensive Content Creation
Hours spent writing, formatting, and pulling together industry insights.

No Access Control After Sending
Once a PDF is shared, it’s out there. There’s no way to track or revoke access.

Inconsistent Disclaimers & Easy to Miss
Manual processes lead to missing or incorrect disclaimers.

Standalone Disconnected Documents
Appraisals sit outside your workflow with no connection to deals or data.

The CIM-PRO way

Multiple Industry-Standard Methodologies
Plus multiples calculator, business risk calculator, normalised balance sheet, and financial analysis — all in one tool.

Interactive, World-Class Web-Based Appraisals
High-impact, easy-to-navigate reports with charts, tables, and embedded media. Designed to engage and convert.

One Appraisal. Two Sale Structures
Evaluate both asset and share sale outcomes side-by-side in the one appraisal.

Quality Content in a Flash
Advanced AI-integrations that delivers polished outputs in minutes.

Instantly Access Control
Revoke access to any appraisal at any time with a single click.

Built-In Compliance, Every Time
Automated controls ensure every appraisal includes the correct disclaimers.

Fully Integrated in Your Deal Workflow
Seamlessly sits alongside your notes, CIM, appraisal, and VDR in one platform.

what advisors sare saying

Real Results. Real Mandates. Real Time Saved.

get started

Your Next Listing Deserves Better Than a Spreadsheet

You’re competing against brokers who are still building appraisals in Word and Spreadheets. Show up with something better. Win the mandate. Convert the appraisal into a CIM without starting over. Close the deal faster.

CIM-PRO gives you the tools. Your process runs itself — while you focus on negotiations, not admin.

Join the advisors across North America who are winning more mandates, spending less time on admin, and building better businesses with CIM-PRO.

Frequently Asked Questions

CIM-PRO is purpose-built for M&A. Every feature – from CIMs to valuations to VDR – is designed specifically for deal execution, not sales pipelines.

Click here to speak to our sales team to find out more about how CIM-PRO compares to other CRMs.

Most firms are live within 3-5 days. Our white-glove onboarding ensures your team is productive immediately.

Start by booking a 15 minute demo here with one of our friendly team members.

Dedicated full-time US based onboarding and support

Absolutely. Start with a free 14 day trial and see CIM-PRO in action on your actual deals.

Simply click here to book a call with our team and they can get you started.

SOC 2 compliant with bank-grade encryption. Granular permissions and detailed analytics on each interaction.

An online version of a Confidential Information Memorandum that lives securely in the browser instead of as a static PDF you email around. Think of it like your online banking workspace but purpose built for M&A.

Everything. CIMs, valuations, VDR, Bespoke M&A AI Powered CRM. No per-deal fees or hidden charges. Simply pay per user.

CIM-PRO integrates beautifully with both Google and Microsoft calendars and Mail

Absolutely. CIM-PRO was built with large teams in mind. Although it works equally as well for single users, high level investment banks, or smaller M&A Firms.

Proudly sponsoring

Copyright CIM-PRO 2026 – Privacy PolicyContact Us