CIM Page Sections Reference

This document describes all available page section types for CIM (Confidential Information Memorandum) templates and profile display templates.

Table of Contents

1. Overview Sections
   • hero
   • description
   • asking_price
   • key_metrics
2. Photo Sections
   • image_gallery
   • image_upload
3. Document Sections
   • excel_table
   • pdf_viewer
   • document_upload
   • document_list
   • document_embed
4. Location Sections
   • map
   • address
5. Financial Sections
   • financial_summary
   • financial_table
   • recasting
   • revenue_chart
   • revenue_line_chart
   • revenue_bar_chart
   • financial_comparison_chart
   • profit_margin_chart
   • profit_margin_bar_chart
   • growth_rate_chart
6. Industry Analysis Sections
   • business_type
   • risk_factors
   • comparables
7. Valuation Sections
   • valuation_result
   • valuation_methodology
8. Description Sections
   • all_descriptions
9. CIM-Specific Sections
   • cover_page
   • executive_summary
   • welcome_letter
   • entity_info
   • license_cert_table
   • contact_info
   • confidentiality
   • section_divider
   • deal_structure

Overview Sections

hero

Displays a hero banner with the business name and primary image.

description

Displays a text description section with markdown support.

asking_price

Displays the asking price prominently.

key_metrics

Displays key business metrics in a card layout.

Photo Sections

image_gallery

Displays a gallery of business photos.

image_upload

Provides an image upload interface (edit mode only).

Document Sections

excel_table

Displays data from an uploaded Excel file.

pdf_viewer

Embeds a PDF viewer for document viewing.

document_upload

Provides a document upload interface (edit mode only).

document_list

Displays a list of uploaded documents.

document_embed

Embeds a document (PDF) inline within the page, rendering it as part of the CIM content. This is ideal for regulatory documents, certificates, and supporting materials that should be viewed directly rather than downloaded.

Document Resolution: - document_type: Looks up media by its assigned document type - makes templates reusable across profiles - media_id: References a specific file by UUID - use when you need a particular file

Display Modes: - full - Renders all pages of the PDF inline - thumbnail - Shows a small preview thumbnail - first_page - Renders only the first page with option to expand

Example using document_type (recommended for templates):

{
  "section_type": "document_embed",
  "order_index": 1,
  "config": {
    "document_type": "secretary_of_state",
    "title": "Statement of Information",
    "display_mode": "full",
    "show_title": true,
    "show_download": true
  }
}

Example using media_id (for specific files):

{
  "section_type": "document_embed",
  "order_index": 1,
  "config": {
    "media_id": "514289a9-de43-4042-b392-fc0a101ef250",
    "title": "Statement of Information",
    "display_mode": "full"
  }
}

Use Cases: - Regulatory documents (Secretary of State filings, licenses) - Certificates (CDPH, CLIA, NPI) - Tax status letters (FTB Entity Status) - Medicare/Medicaid reports (Hospice Compare) - Supporting documentation that buyers need to review

Best Practice: Use document_type with section_divider to create reusable template pages:

{
  "title": "CDPH License",
  "slug": "cdph-license",
  "order_index": 5,
  "settings": { "pdf_page_break": true },
  "sections": [
    {
      "section_type": "section_divider",
      "order_index": 0,
      "config": {
        "title": "CDPH License",
        "section_number": "V",
        "style": "full"
      }
    },
    {
      "section_type": "document_embed",
      "order_index": 1,
      "config": {
        "document_type": "cdph_license",
        "title": "CDPH License Certificate",
        "display_mode": "full",
        "show_title": true,
        "show_download": true
      }
    }
  ]
}

Location Sections

map

Displays an interactive map with business location(s).

address

Displays the business address in text format.

Financial Sections

financial_summary

Displays a summary of key financial metrics.

financial_table

Displays detailed financial data in table format.

recasting

Displays a financial recasting table showing the calculation from reported P&L to Seller’s Discretionary Earnings (SDE). This section automatically matches expenses with their corresponding addbacks and displays them in aligned rows.

Features: - Automatically displays revenue, COGS, and gross profit summary at top - Matches expenses with addbacks using intelligent name-based matching - Shows unmatched addbacks in a separate section - Calculates and displays total operating expenses and total addbacks - Shows Net Income row with addbacks applied - Displays final SDE calculation in a highlighted summary box - Color-coded values: red for expenses (negative), green for addbacks (positive)

Expense-Addback Matching: The section uses fuzzy matching to pair expenses with their corresponding addbacks: - Exact name matches (e.g., owner_salary ↔︎ owner_salary_addback) - Normalized name comparison (strips _expense, _addback suffixes) - Partial name matching with scoring threshold

Table Structure:

*Net column only shown when showNetColumn: true

Data Requirements: - Requires financial data with allYears containing at least one year - Year must have fields with type: 'expense' or type: 'opex' - Year must have fields with type: 'addbackExpenses' - Section is hidden if no addback fields are present

Example Configuration:

{
  "section_type": "recasting",
  "config": {
    "showNetColumn": true
  }
}

Example with Section Divider:

{
  "pages": [
    {
      "title": "Financial Recasting",
      "slug": "recasting",
      "sections": [
        {
          "section_type": "section_divider",
          "config": {
            "title": "Financial Recasting",
            "section_number": "V"
          }
        },
        {
          "section_type": "recasting",
          "config": {
            "showNetColumn": true
          }
        }
      ]
    }
  ]
}

revenue_chart

Displays a revenue chart (generic).

revenue_line_chart

Displays revenue as a line chart.

revenue_bar_chart

Displays revenue as a bar chart.

financial_comparison_chart

Compares multiple financial metrics over time.

profit_margin_chart

Displays profit margin trends.

profit_margin_bar_chart

Displays profit margins as a bar chart.

growth_rate_chart

Displays year-over-year growth rates.

Industry Analysis Sections

business_type

Displays the business type/category information.

risk_factors

Displays business risk factor assessment.

comparables

Displays comparable business listings.

Valuation Sections

valuation_result

Displays the business valuation results.

valuation_methodology

Explains the valuation methodology used.

Description Sections

all_descriptions

Displays all profile descriptions in one section.

CIM-Specific Sections

cover_page

Professional cover page for CIM documents.

Example Configuration:

{
  "section_type": "cover_page",
  "config": {
    "show_logo": true,
    "show_date": true,
    "show_confidentiality": true,
    "accent_color": "#E5B93C",
    "intro_text": "This report was made to deliver key aspects of the business opportunity..."
  }
}

executive_summary

Professional executive summary page.

Example Configuration:

{
  "section_type": "executive_summary",
  "config": {
    "accent_color": "#E5B93C",
    "business_overview_type": "Business",
    "history_type": "History",
    "show_header_image": true
  }
}

welcome_letter

Displays a welcome letter from the broker/seller.

entity_info

Displays legal entity information.

Available Fields: - legal_name - Legal entity name - entity_type - Corporation, LLC, etc. - formation_state - State of formation - formation_date - Date of formation - ein - Employer Identification Number - state_entity_number - State filing number - good_standing - Good standing status

license_cert_table

Displays licenses and certifications in table format.

contact_info

Displays broker/seller contact information.

Custom Contact Object:

{
  "name": "John Smith",
  "title": "Senior Business Advisor",
  "company": "ABC Business Brokers",
  "email": "john@example.com",
  "phone": "(555) 123-4567",
  "address": "123 Main St\nCity, ST 12345",
  "website": "www.example.com",
  "photo_url": "https://..."
}

confidentiality

Displays confidentiality notice or disclaimer.

section_divider

Visual divider between major sections.

Example Configuration:

{
  "section_type": "section_divider",
  "config": {
    "title": "Financial Information",
    "show_section_number": true,
    "section_number": "IV",
    "style": "full"
  },
  "style": {
    "background_color": "#E5B93C"
  }
}

deal_structure

Displays transaction terms and deal components.

Available Components: - asking_price - Total purchase price - down_payment - Cash required at closing - seller_financing - Seller-provided financing - earn_out - Performance-based payout - inventory - Inventory value included - real_estate - Real estate component - training_period - Owner training included - non_compete - Non-compete agreement terms

Example Configuration:

{
  "section_type": "deal_structure",
  "config": {
    "layout": "cards",
    "show_visualization": true,
    "show_percentages": true,
    "show_components": [
      "asking_price",
      "down_payment",
      "seller_financing",
      "training_period",
      "non_compete"
    ]
  }
}

Section Style Options

All sections support a style object for visual customization:

Example:

{
  "section_type": "key_metrics",
  "config": { ... },
  "style": {
    "background_color": "#f8f9fa",
    "padding": "24px",
    "border_radius": "8px"
  }
}

Template Page Settings

Each TemplatePage can have settings that affect all sections within it:

Creating a CIM Template

Here’s an example of a complete CIM template structure:

{
  "name": "CIM Template",
  "description": "Professional Confidential Information Memorandum",
  "settings": {
    "theme": {
      "layout": "cim",
      "show_photos": true,
      "show_financials": true
    },
    "cim": {
      "cover_branding": {
        "accent_color": "#E5B93C"
      },
      "watermark": {
        "enabled": true,
        "text": "CONFIDENTIAL"
      }
    }
  },
  "pages": [
    {
      "title": "Introduction",
      "slug": "introduction",
      "order_index": 0,
      "sections": [
        {
          "section_type": "cover_page",
          "order_index": 0,
          "config": {
            "show_confidentiality": true,
            "accent_color": "#E5B93C"
          }
        }
      ]
    },
    {
      "title": "Executive Summary",
      "slug": "executive-summary",
      "order_index": 1,
      "settings": { "pdf_page_break": true },
      "sections": [
        {
          "section_type": "section_divider",
          "config": { "title": "Executive Summary", "section_number": "I" }
        },
        {
          "section_type": "executive_summary",
          "config": { "show_header_image": true }
        }
      ]
    }
  ]
}

Document generated for AlphaBiz CIM Template System Version 1.3 - December 2025