Advisory & Consulting
Valuation, M&A, restructuring, and client advisory services.
61 prompts
SOW (Statement of Work): ERP Implementation
Defines the deliverables and milestones for a technical consulting project.
D&O Insurance Adequacy Review
Advises clients on whether their Directors and Officers insurance is sufficient.
Expert Witness Report Outline (Forensic)
Structures a formal report for litigation support regarding financial damages.
Client update email for advisory engagement (status, next steps)
Drafts a polished client status update email with progress, blockers, and next steps. Useful for consultants maintaining client confidence and alignment.
Business Combination: Purchase Price Allocation (PPA)
Drafts the technical logic for allocating a purchase price to identifiable assets.
Valuation sensitivity table generator (WACC, growth, margins)
Creates a sensitivity matrix and narrative explaining how key assumptions affect value. Useful for boards and audit committees reviewing valuation uncertainty.
DCF valuation model blueprint with assumptions checklist
Outlines a DCF model structure, key assumptions, and validation checks. Useful for valuation analysts producing defensible valuations for boards, investors, or disputes.
Market multiples valuation: peer set screening and adjustments
Creates a peer screening framework and calculates valuation multiples with normalization adjustments. Useful for quick valuation triangulation and fairness work.
Valuation report executive summary (client-ready, non-technical)
Drafts a concise valuation report executive summary translating methods and results into client-friendly language. Useful for final deliverables and presentations.
Quality of Earnings (QoE) adjustments schedule and narrative
Builds a QoE bridge from reported EBITDA to adjusted EBITDA and drafts the narrative support. Useful for M&A diligence teams and buyer decision-making.
Net working capital (NWC) target analysis with seasonality
Analyzes working capital history to propose an NWC target and identifies seasonality and anomalies. Useful for SPA negotiations and closing mechanics.
Debt-like items checklist and identification from TB
Scans trial balance and notes to identify debt-like items and drafts a checklist for further diligence. Useful for purchase price adjustments and negotiations.
Customer concentration and churn diligence: risk memo
Analyzes customer concentration, churn, and contract terms to produce a risk memo. Useful for buyers assessing sustainability of revenue and margins.
Engagement Letter: Transaction Advisory
Drafts a legal agreement for M&A advisory services, including success fees.
Cost reduction opportunity map: quick wins vs structural
Identifies cost reduction opportunities, sizes them, and categorizes quick wins vs structural changes. Useful for turnaround plans and board decisions.
Working capital release plan: AR, inventory, AP levers
Quantifies working capital release levers and creates an execution plan with owners and timelines. Useful for short-term liquidity improvements.
Three-statement model build plan (P&L, BS, CF) with checks
Outlines a clean three-statement model build with common integrity checks and best practices. Useful for analysts and consultants creating reliable models.
Operating model: unit economics to financial statements
Connects unit economics (volume, pricing, conversion) to full financial statements and cash. Useful for SaaS/e-commerce and growth-stage models.
SPA purchase price adjustment (PPA) tracker and close mechanics
Creates a tracker for purchase price adjustments (NWC, cash, debt-like) and a step-by-step close mechanics timeline. Useful for deal teams coordinating finance/legal.
Stakeholder interview guide for advisory discovery phase
Builds an interview guide to capture goals, pain points, and process realities from stakeholders. Useful for scoping, diagnosing issues, and building buy-in.
Statement of Work (SOW) builder with deliverables and acceptance criteria
Drafts a Statement of Work including deliverables, acceptance criteria, responsibilities, and change control. Useful for protecting scope and improving project execution.
Agribusiness: Biological Asset Valuation (IAS 41)
Values livestock or crops at fair value less costs to sell.
Drafting a 'Value-Based' Engagement Letter
Moves away from hourly billing to a fixed-fee model based on results.
Net Working Capital (NWC) Peg Negotiation
Strategic advice for setting the NWC target in a purchase agreement.
SaaS: Deferred Revenue Waterfall Model
Forecasts the recognition of contracted revenue over future months.
Advisory proposal outline with scope, approach, and fees
Creates a proposal outline including scope, methodology, timeline, team, and fees with assumptions. Useful for partners/managers drafting proposals quickly.
Comparable Company Analysis (Comps) Table
Generates a peer group analysis to determine market valuation multiples.
Firm 'Vision & Values' Workshop Agenda
Facilitates a strategy session to define the firm's culture and long-term mission.
Make-vs-Buy (Outsourcing) Decision
Compares the incremental costs of internal production versus external procurement.
DCF Valuation Model Framework
Builds a multi-year Discounted Cash Flow (DCF) model including Terminal Value.
Buy-Side Financial Due Diligence Checklist
A comprehensive list of requests to identify 'red flags' and quality of earnings (QofE).
Quality of Earnings (QofE) Adjustment Log
Identifies non-recurring, out-of-period, or non-operating items to find the 'Pro-Forma' EBITDA.
Client Proposal: Outsourced CFO Services
A persuasive pitch for fractional CFO services highlighting strategic value.
Synergy Valuation (Cost & Revenue)
Quantifies the '1+1=3' value of a business combination.
Business Valuation Memo (Asset-Based Approach)
Values a company based on the fair market value of its individual assets and liabilities.
Business Model Canvas Analysis for Clients
Helping clients visualize their value proposition and revenue streams.
M&A Teaser (Blind Profile)
A 1-page document sent to potential buyers that keeps the seller anonymous.
Client Rejection of Proposal (Follow-up)
A professional email to maintain the relationship after losing a bid.
Divestiture / Carve-Out Financials Logic
Isolates a segment of a business for sale, including allocated costs.
Client Communication: Explaining a Complex Valuation
Simplifies technical valuation concepts for a non-financial business owner.
Buy-Side Synergy 'Walk' Table
Bridges the standalone value of a target to the post-synergy value for the acquirer.
Strategic Pivot: SWOT to Action Plan
Turns a SWOT analysis into a concrete consulting roadmap.
Synergy model template for M&A (revenue, cost, one-time)
Builds a synergy model structure with assumptions, timing, and one-time costs, plus a tracking plan. Useful for integration planning and deal thesis validation.
Restructuring & Turnaround: 13-Week Cash Flow
A critical tool for distressed companies to manage daily liquidity and prioritize payments.
Board Governance: Skill Matrix Builder
Helps the Nominating Committee identify gaps in Board expertise.
Real Estate: Fair Value of Investment Properties (IAS 40)
Values commercial real estate holdings based on capitalization rates and net operating income.
Retail: Inventory Turnover by Category
Identifies the 'hero' and 'zero' products based on velocity.
Professional Fee Increase Communication
A delicate, value-focused email to existing clients announcing a price adjustment.
Master Service Agreement (MSA) for Consulting
A long-term legal framework for ongoing advisory relationships.
13-week cash flow for turnaround with covenant/stakeholder plan
Creates a turnaround-oriented 13-week cash model plus a stakeholder and covenant communication plan. Useful for restructuring advisors and CFOs under liquidity pressure.
Model audit checklist: errors, consistency, and presentation
Creates a model audit checklist to catch formula errors, circularity issues, and presentation problems. Useful for final review before sharing with clients/investors.
Sensitivity Analysis: 'What-If' Scenarios
Tests how changes in one variable (like raw material costs) impact the bottom line.
Audit Strategy & Materiality Planner
Calculates overall and performance materiality based on financial benchmarks and sets the scope for the engagement.
Restructuring plan narrative and lender presentation outline
Drafts a restructuring plan narrative and a lender deck outline with key exhibits. Useful for advisor deliverables and lender negotiations.
Feasibility Study: New Product Launch
Determines the financial and operational viability of a client's new venture.
Diligence request list (VDR) builder by workstream
Generates a comprehensive but prioritized VDR request list by workstream, tailored to the target’s profile. Useful for diligence kickoff and coordinating advisors.
Debt schedule model: amortization, covenants, and waterfalls
Builds a debt schedule including amortization, interest, covenants, and a cash waterfall. Useful for refinancing, restructuring, and lender models.
409A-style valuation inputs checklist and common pitfalls
Creates a checklist of inputs and pitfalls for valuing common stock/options, helping teams prepare for independent valuations. Useful for finance leaders and advisors coordinating with valuation specialists.
Purchase price allocation (PPA) high-level approach and data needs
Outlines a PPA approach and a detailed data request list for acquired intangibles, fixed assets, and goodwill. Useful for post-deal accounting advisory.
Post-Merger Integration (PMI) Finance Roadmap
Plans the first 100 days of financial system and policy integration after an acquisition.
Capital Structure Optimization Study
Advises on the best mix of debt and equity to minimize the cost of capital.