financial-diligence

Installation
SKILL.md

Financial Diligence

The Quality of Earnings report directly dictates final purchase price adjustments and protects buyers from overpaying for inflated performance. This skill automates the foundational labor of financial due diligence.

When to Use

  • Performing a Quality of Earnings analysis on a target
  • Validating management-proposed EBITDA adjustments
  • Reconciling trial balances against audited financials and tax returns
  • Identifying off-balance-sheet liabilities and debt-like items
  • Analyzing net working capital for purchase agreement peg negotiations

Quality of Earnings Report Structure

Section Focus
Quality of Earnings Summary Bridge between reported and run-rate adjusted EBITDA
Revenue & Margin Analysis Customer concentration, product mix, volume vs. price trends
EBITDA Adjustments Validate or refute each management add-back
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