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
AdvancedDCF 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
27
Advisory & Consulting
AdvancedOperating 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
BeginnerRetail: Inventory Turnover by Category
Identifies the 'hero' and 'zero' products based on velocity.
GPT-4oGemini 1.5 Pro
0
0
18