Centervert
Proposal · v1.0 · May 2026
Prepared for Premier Business Brokers

A platform to replace the third party, built for how your team works.

Bring CIM production in house. Keep the margin you're paying out today. Build a faster, cleaner workflow your brokers actually control.

Prepared by
Centervert
For
Mike Lidskin
Total investment
$275,000
Build window
~8 months
01 · Where you are today

We did our homework. Here's what we understand.

Before we propose a platform, here are the six things about your current CIM production that shape every decision in this document.

F.01
Production is currently outsourced.
CIMs are produced by a third party vendor, with charges accruing per report. Bringing this in house is the central business case for this platform.
F.02
The interview is the input.
Today, sellers are interviewed and the recording flows into a structured production process. We design around this proven intake.
F.03
Industry data has no clear source.
The vendor sources its own market research. You have an opportunity to build a transparent, auditable research pipeline you control.
F.04
Financial data already flows from sellers.
Sellers provide P&L and balance sheet data directly, or via accounting software. Our platform ingests both paths from day one.
F.05
Volume is significant and tiered.
High-quality CIMs run 10 per month for top clients, 10 per quarter for the rest, with additional lower-tier reports on top. Roughly 200 reports per year across all tiers.
F.06
The current output is "fine, but repetitive."
Your team has called out that the existing CIM lacks variation. Our generated output is tailored per business, not template padded.
02 · The opportunity

You're paying for software you don't own.

Every CIM produced by the third party is margin walking out the door. The platform we're proposing pays for itself against that ongoing cost, then keeps paying you back every year after.

ROI ANCHOR · BASED ON YOUR STATED VOLUME
At 200 reports per year, the platform replaces a recurring cost line with a one time investment.
If vendor charges $500/CIM
$100K
Annual savings · ~33 month payback
If vendor charges $750/CIM
$150K
Annual savings · ~22 month payback
If vendor charges $1,000/CIM
$200K
Annual savings · ~16 month payback
03 · The build plan

Three phases. Each one earns the next.

The platform learns to do more in each phase. Crawl lays the foundation and replaces the vendor for your most important use case. Walk adds the intelligence layer. Run scales the platform to its full shape. Each phase ships a working product, and each one builds on the last.

SPRINT 01 · ~12 WEEKS
Crawl
The foundation

A working platform that produces Full CIMs end to end. Replaces the third party for your highest-value tier.

  • Structured intake form
  • Auto-research from public data sources
  • CSV financial upload
  • Full CIM generation
  • Designed PDF export
SPRINT 02 · ~10 WEEKS
Walk
The intelligence layer

AI does the heavy lifting. Upload a recording, the platform pre-fills the form. Pull financials directly from QuickBooks.

  • Recording upload + AI transcription
  • Auto-fill intake from interview
  • QuickBooks Online integration
  • Google + Yelp reputation pull
  • All three CIM tiers (Full, Micro, CBR)
SPRINT 03 · ~10 WEEKS
Run
The full shape

The platform at maturity. Hybrid intake, paid research, additional integrations, advanced exports.

  • Hybrid intake reconciliation
  • Paid research provider integration
  • Xero, Google Meet, MS Teams
  • Trustpilot + industry reviews
  • Word + PowerPoint export
CRAWL → WALK → RUN · SEQUENTIAL ROADMAP
04 · The user journey

From new project to finished CIM, in six steps.

What a broker does in the platform, start to finish.

01
Start a project
Broker opens the platform, names the engagement, picks the CIM tier.
02
Capture seller data
Upload a recorded interview or fill the structured intake form.
03
Pull research
Industry data, market sizing, reputation pull. Broker reviews and approves.
04
Generate
AI composes the CIM section by section, using your captured and curated data.
05
Review & edit
Broker walks each section, confirms every number, edits anything that needs tweaking.
06
Export
Designed PDF (Crawl), plus Word and PowerPoint exports in Run.
05 · How it works

AI does the heavy lifting. Your broker is the final word.

The platform uses AI to transcribe, research, and write. Your team controls every output. We are transparent about what the technology does, what it does not do, and exactly where human judgment lives in the workflow. The current vendor's process is a black box. Ours is not.

AI HANDLES
The heavy lifting
  • Transcribing the seller interview (AssemblyAI)
  • Pulling and structuring industry research from public sources
  • Pre-filling the intake form from the interview transcript
  • Composing narrative around your captured data (Claude, from Anthropic)
  • Tagging uploaded photos by section
  • Suggesting financial add-backs from QuickBooks categories (Walk)
BUILT-IN SAFEGUARDS
Every number, every claim, traceable
  • Numbers in the output match your source data verbatim. AI does not originate financial figures.
  • Every industry statistic carries a citation back to its source.
  • Your seller's confidential data is never used to train AI models.
  • Generation cannot complete without your broker's approval at every section.
YOUR BROKER CONTROLS
The judgment calls
  • Approves the auto-pulled research before it lands in the CIM
  • Confirms every number in the financial section against the source
  • Reviews each generated section, flags or rewrites anything that needs human judgment
  • Curates which reviews surface (Walk)
  • Signs off before any CIM leaves the platform
06 · The build, sprint by sprint

What each sprint adds to the platform.

Each sprint extends what came before. Sprint 1 builds the foundation. Sprint 2 layers intelligence on top of it. Sprint 3 brings the platform to its full operational shape. Nothing is rebuilt; everything is added.

Sprint 1Crawl Sprint 2Walk Sprint 3Run
By end of sprint, you have Production Full CIM workflow, replacing the vendor for your most important use case Everything from Sprint 1 plus AI-driven intake, all three tiers, and accounting integration Everything from Sprint 2 plus hybrid intake, advanced exports, and full integration coverage
Tiers supported Full CIM + Micro CIM, + CBR All three, production hardened
Intake method Structured form + Recording upload (separate path) Hybrid: recording pre-fills the form
Financial data input CSV upload + QuickBooks Online + Xero, + AI-suggested add-backs
Industry research Free public sources (BLS, Census, BEA, FRED) + AI-assisted analysis with cited sources + Paid provider integration if applicable
Meeting tool integrations Direct file upload + Fathom, Zoom Cloud Recording + Google Meet, Microsoft Teams, Otter (enterprise)
Reputation data (not in Sprint 1) + Google Business Profile, + Yelp ratings + Trustpilot, + industry-specific (Angi, HomeAdvisor, etc.)
Collaboration Single account, multiple broker logins + Roles, comments, version history + Audit logging, conflict resolution
Export formats Designed PDF (PDF carries forward) + Word, + PowerPoint
Sprint duration ~12 weeks ~10 weeks ~10 weeks
SPRINT 1 KICKS OFF
Crawl
→
SPRINT 1 SHIPS, SPRINT 2 BEGINS
Walk
→
SPRINT 2 SHIPS, SPRINT 3 BEGINS
Run
→
PLATFORM AT FULL SHAPE
You own it
07 · Commercials

One investment. Two ways to pay it. Premier owns it.

$275,000 total, priced to reflect the real scope of work. Choose the payment structure that fits your cash flow. Premier owns the software outright as final payment clears. No recurring software fees, no SaaS, no per-CIM costs. The platform is yours.

SPRINT 01 · CRAWL
The Foundation
$120K
~12 weeks · the structural phase
The largest phase by investment. Architecture, data model, design system, intake workflow, research pipeline, generation engine, and PDF rendering all get built here. Walk and Run extend this foundation.
SPRINT 02 · WALK
The Intelligence Layer
$90K
~10 weeks · the AI layer
AI-driven features layer onto the foundation. Recording upload, transcription, field extraction, accounting integration, multi-tier templates. Begins after Crawl delivery and review.
SPRINT 03 · RUN
The Full Shape
$65K
~10 weeks · advanced features
Hybrid intake reconciliation, additional integrations, advanced exports, and operational polish. Begins after Walk delivery and review.
TOTAL INVESTMENT
$275,000
The full three-sprint build, spread across roughly eight months. Each sprint ships a working system before the next one begins.
CHOOSE YOUR PAYMENT STRUCTURE

Two paths to the same total.

Same scope, same deliverables, same ownership. Pick the schedule that fits Premier's cash flow.

OPTION A
50/50 per sprint
Six payments tied to project milestones.
Sprint 1 kickoff (Crawl)$60,000
Sprint 1 delivery (Crawl)$60,000
Sprint 2 kickoff (Walk)$45,000
Sprint 2 delivery (Walk)$45,000
Sprint 3 kickoff (Run)$32,500
Sprint 3 delivery (Run)$32,500
Total over ~8 months$275,000
Best for: predictable spend tied to working deliverables. Standard agency structure.
OPTION B
12 equal monthly payments
Same scope, smooth cash flow.
Months 1 through 12$22,917 / month
First paymentAt contract signing
Subsequent paymentsSame calendar day, each month
Late payments1.5% monthly interest
Software ownershipTransfers at final payment
Total over 12 months$275,004
Best for: smoother monthly cash flow. Premier uses the platform throughout the build; ownership transfers at month 12.
PRICING APPROACH
Honest from the start. Our pricing reflects what the project genuinely takes to build well.
OWNERSHIP
Premier owns the software as final payment clears. Source code, IP, and all derivative work transfer at that moment.
PLATFORM ARCHITECTURE
AWS-native end-to-end. Built for clean handoff to Premier's IT environment with the security and audit posture enterprise buyers expect.
HOSTING DURING BUILD
Centervert covers infrastructure during active build of each phase. At delivery, Premier takes over hosting and operations.
AI AND API COSTS
Included during build. After delivery, Premier covers AWS infrastructure (~$150-$300/mo at your volume) and modest AI usage. The platform is yours, hosted in your AWS account.
PHASE REVIEWS
Each phase ends with a working system delivered, plus a short review before the next phase kicks off.
CHANGE REQUESTS
Out-of-scope work is handled through a written change order process at a defined hourly rate. In-scope refinements during build are included.
WARRANTY
30 days post-delivery on each phase, Centervert addresses bugs and defects at no charge.
ONGOING SUPPORT (OPTIONAL)
Managed operations available at a monthly rate if Premier prefers Centervert to host, maintain, and update the platform post-delivery. Opt-in any time.
08 · Who we are

Centervert builds software that runs your business.

Founded Greenville, SC
Team size 22 developers
Specialization AI-native software
Sectors served Professional services, SMB
Approach Sequenced phases, owned outcomes

We build production software for firms that want the efficiency of modern AI without giving up control of their operations. Our work pairs disciplined engineering with deliberate AI integration, designed for businesses that have a real workflow, real volume, and a real reason to bring software in house. We focus on outcomes, not features. Every phase we deliver leaves Premier with a working system you own outright, not a dependency you can't escape.

09 · Next steps

What happens after you say yes.

01
Working session with Mike
A 60-minute call to walk through the proposal, answer questions, validate a few last assumptions, and lock the kickoff date for Crawl.
02
Master Services Agreement
Centervert's attorney prepares the MSA covering scope, IP transfer, payment, confidentiality, and termination terms. Premier reviews. Two-week typical turnaround.
03
Crawl kickoff
First payment clears, team mobilizes, design system kickoff, intake form prototyping starts in week one. Working prototype available for broker review by week four.
Reply to this proposal → Schedule a working session →