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.

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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.

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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.

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