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

Business Combination: Purchase Price Allocation (PPA)

Drafts the technical logic for allocating a purchase price to identifiable assets.

Claude 3.5 SonnetGPT-4o
0
0
77
Advisory & Consulting
Intermediate

Audit Strategy & Materiality Planner

Calculates overall and performance materiality based on financial benchmarks and sets the scope for the engagement.

GPT-4oClaude 3.5 Sonnet
0
0
74
Advisory & Consulting
Intermediate

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.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
95