Intermediate

Engagement Letter: Transaction Advisory

Drafts a legal agreement for M&A advisory services, including success fees.

Draft an Engagement Letter for {firm_name} to provide Transaction Advisory services to {client_name}. Include: 1. Scope of work (Buy-side DD), 2. Fee structure (Retainer of {retainer} + Success Fee of {percent}%), 3. Limitation of Liability, and 4. Termination clauses.

Related Prompts

Advisory & Consulting
Advanced

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.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
28
Advisory & Consulting
Advanced

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.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
25
Advisory & Consulting
Beginner

Retail: Inventory Turnover by Category

Identifies the 'hero' and 'zero' products based on velocity.

GPT-4oGemini 1.5 Pro
0
0
18