Advanced

Quality of Earnings (QofE) Adjustment Log

Identifies non-recurring, out-of-period, or non-operating items to find the 'Pro-Forma' EBITDA.

Analyze the following P&L items for {target_company} to determine EBITDA adjustments: {item_list}. Classify each as 'Non-recurring,' 'Pro-forma,' or 'Owner's Discretionary.' Calculate the Adjusted EBITDA and explain the bridge from the reported EBITDA of {reported_ebitda}.

Related Prompts

Advisory & Consulting
Intermediate

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.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
55
Advisory & Consulting
Intermediate

M&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
Advanced

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.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
38