Advisory &amp; Consulting

Client update email for advisory engagement (status, next steps)

Drafts a polished client status update email with progress, blockers, and next steps. Useful for consultants maintaining client confidence and alignment.

DCF 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.

Market multiples valuation: peer set screening and adjustments

Creates a peer screening framework and calculates valuation multiples with normalization adjustments. Useful for quick valuation triangulation and fairness work.

Valuation report executive summary (client-ready, non-technical)

Drafts a concise valuation report executive summary translating methods and results into client-friendly language. Useful for final deliverables and presentations.

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.

Valuation sensitivity table generator (WACC, growth, margins)

Creates a sensitivity matrix and narrative explaining how key assumptions affect value. Useful for boards and audit committees reviewing valuation uncertainty.

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.

Net working capital (NWC) target analysis with seasonality

Analyzes working capital history to propose an NWC target and identifies seasonality and anomalies. Useful for SPA negotiations and closing mechanics.

Debt-like items checklist and identification from TB

Scans trial balance and notes to identify debt-like items and drafts a checklist for further diligence. Useful for purchase price adjustments and negotiations.

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.

Diligence request list (VDR) builder by workstream

Generates a comprehensive but prioritized VDR request list by workstream, tailored to the target’s profile. Useful for diligence kickoff and coordinating advisors.

13-week cash flow for turnaround with covenant/stakeholder plan

Creates a turnaround-oriented 13-week cash model plus a stakeholder and covenant communication plan. Useful for restructuring advisors and CFOs under liquidity pressure.

Cost reduction opportunity map: quick wins vs structural

Identifies cost reduction opportunities, sizes them, and categorizes quick wins vs structural changes. Useful for turnaround plans and board decisions.

Restructuring plan narrative and lender presentation outline

Drafts a restructuring plan narrative and a lender deck outline with key exhibits. Useful for advisor deliverables and lender negotiations.

Working capital release plan: AR, inventory, AP levers

Quantifies working capital release levers and creates an execution plan with owners and timelines. Useful for short-term liquidity improvements.

Three-statement model build plan (P&L, BS, CF) with checks

Outlines a clean three-statement model build with common integrity checks and best practices. Useful for analysts and consultants creating reliable models.

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.

Operating 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.

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.

Advisory proposal outline with scope, approach, and fees

Creates a proposal outline including scope, methodology, timeline, team, and fees with assumptions. Useful for partners/managers drafting proposals quickly.

Statement of Work (SOW) builder with deliverables and acceptance criteria

Drafts a Statement of Work including deliverables, acceptance criteria, responsibilities, and change control. Useful for protecting scope and improving project execution.

409A-style valuation inputs checklist and common pitfalls

Creates a checklist of inputs and pitfalls for valuing common stock/options, helping teams prepare for independent valuations. Useful for finance leaders and advisors coordinating with valuation specialists.

Synergy model template for M&A (revenue, cost, one-time)

Builds a synergy model structure with assumptions, timing, and one-time costs, plus a tracking plan. Useful for integration planning and deal thesis validation.

SPA purchase price adjustment (PPA) tracker and close mechanics

Creates a tracker for purchase price adjustments (NWC, cash, debt-like) and a step-by-step close mechanics timeline. Useful for deal teams coordinating finance/legal.

Stakeholder interview guide for advisory discovery phase

Builds an interview guide to capture goals, pain points, and process realities from stakeholders. Useful for scoping, diagnosing issues, and building buy-in.

Audit Strategy & Materiality Planner

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

Make-vs-Buy (Outsourcing) Decision

Compares the incremental costs of internal production versus external procurement.

Sensitivity Analysis: 'What-If' Scenarios

Tests how changes in one variable (like raw material costs) impact the bottom line.

DCF Valuation Model Framework

Builds a multi-year Discounted Cash Flow (DCF) model including Terminal Value.

Buy-Side Financial Due Diligence Checklist

A comprehensive list of requests to identify 'red flags' and quality of earnings (QofE).

Quality of Earnings (QofE) Adjustment Log

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

Comparable Company Analysis (Comps) Table

Generates a peer group analysis to determine market valuation multiples.

Post-Merger Integration (PMI) Finance Roadmap

Plans the first 100 days of financial system and policy integration after an acquisition.

Restructuring & Turnaround: 13-Week Cash Flow

A critical tool for distressed companies to manage daily liquidity and prioritize payments.

Engagement Letter: Transaction Advisory

Drafts a legal agreement for M&A advisory services, including success fees.

Client Proposal: Outsourced CFO Services

A persuasive pitch for fractional CFO services highlighting strategic value.

Synergy Valuation (Cost & Revenue)

Quantifies the '1+1=3' value of a business combination.

Business Valuation Memo (Asset-Based Approach)

Values a company based on the fair market value of its individual assets and liabilities.

Net Working Capital (NWC) Peg Negotiation

Strategic advice for setting the NWC target in a purchase agreement.

Expert Witness Report Outline (Forensic)

Structures a formal report for litigation support regarding financial damages.

Business Model Canvas Analysis for Clients

Helping clients visualize their value proposition and revenue streams.

M&A Teaser (Blind Profile)

A 1-page document sent to potential buyers that keeps the seller anonymous.

Client Rejection of Proposal (Follow-up)

A professional email to maintain the relationship after losing a bid.

Feasibility Study: New Product Launch

Determines the financial and operational viability of a client's new venture.

SOW (Statement of Work): ERP Implementation

Defines the deliverables and milestones for a technical consulting project.

D&O Insurance Adequacy Review

Advises clients on whether their Directors and Officers insurance is sufficient.

Divestiture / Carve-Out Financials Logic

Isolates a segment of a business for sale, including allocated costs.

Client Communication: Explaining a Complex Valuation

Simplifies technical valuation concepts for a non-financial business owner.

Buy-Side Synergy 'Walk' Table

Bridges the standalone value of a target to the post-synergy value for the acquirer.

Strategic Pivot: SWOT to Action Plan

Turns a SWOT analysis into a concrete consulting roadmap.

Capital Structure Optimization Study

Advises on the best mix of debt and equity to minimize the cost of capital.

Board Governance: Skill Matrix Builder

Helps the Nominating Committee identify gaps in Board expertise.

Business Combination: Purchase Price Allocation (PPA)

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

Real Estate: Fair Value of Investment Properties (IAS 40)

Values commercial real estate holdings based on capitalization rates and net operating income.

SaaS: Deferred Revenue Waterfall Model

Forecasts the recognition of contracted revenue over future months.

Agribusiness: Biological Asset Valuation (IAS 41)

Values livestock or crops at fair value less costs to sell.

Retail: Inventory Turnover by Category

Identifies the 'hero' and 'zero' products based on velocity.

Professional Fee Increase Communication

A delicate, value-focused email to existing clients announcing a price adjustment.

Drafting a 'Value-Based' Engagement Letter

Moves away from hourly billing to a fixed-fee model based on results.

Firm 'Vision & Values' Workshop Agenda

Facilitates a strategy session to define the firm's culture and long-term mission.

Master Service Agreement (MSA) for Consulting

A long-term legal framework for ongoing advisory relationships.