Advanced

Quality of Earnings (QoE) adjustments schedule and narrative

Builds a QoE bridge from reported EBITDA to adjusted EBITDA and drafts the narrative support. Useful for M&A diligence teams and buyer decision-making.

Prepare a Quality of Earnings (QoE) analysis for {target_name} for {periods_covered}.

Inputs:
- Income statement detail: {income_statement_detail}
- Management add-backs list: {management_addbacks}
- Nonrecurring/unusual items evidence: {nonrecurring_evidence}
- Accounting policy notes: {accounting_policies}
- Revenue and margin by segment: {segment_data}

Output:
1) EBITDA bridge table: Reported → adjustments → Adjusted EBITDA (with evidence references).
2) Adjustment detail table: item, amount, recurring? (Y/N), buyer view, support needed.
3) Narrative summary (key drivers, risks, sustainability).
4) Follow-up data requests and questions.

Be skeptical and evidence-driven.

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

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

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