Advanced
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.
Outline a purchase price allocation (PPA) approach for acquisition of {target_name}.
Inputs:
- Deal overview (price, structure, close date): {deal_overview}
- Target financials and forecasts: {target_financials}
- Identified intangibles list (if any): {identified_intangibles}
- Working capital and debt-like items: {wc_debt_like}
- Valuation date: {valuation_date}
Deliver:
1) PPA process steps and roles (valuation vs accounting).
2) Data request list by asset class (customer lists, tech, trademarks, PP&E).
3) Methods overview (MPEEM, relief-from-royalty, cost approach) and required inputs.
4) Timeline and audit support expectations.
5) Common pitfalls (double counting, tax amortization, useful lives).
Keep it practical for deal integration.Related Prompts
Advisory & Consulting
IntermediateCustomer 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.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
55
Advisory & Consulting
IntermediateM&A Teaser (Blind Profile)
A 1-page document sent to potential buyers that keeps the seller anonymous.
GPT-4oGemini 1.5 Pro
0
0
49
Advisory & Consulting
AdvancedDebt 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.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
37