Made for CPAs
Advise on a Transaction Before the Client Signs
Also useful for: Tax Advisors, people in Finance
150 min
Advanced
Decisions
Make a Financial Decision
Comparing Financial Options
Pressure-test a proposed transaction and deliver a clear recommendation with conditions, research gaps, documentation needs, and next actions.
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Use this when
A client is considering an acquisition, sale, restructuring, contribution, redemption, rollover, earnout, or other significant transaction and wants advice before signing.
You'll need
- Client objective
- Transaction type
- Deal stage
- Parties and tax profiles
- Jurisdictions
- Proposed terms
- Reporting framework
- Known facts
- Current assumptions
- Documents available
- Decision deadline
- Research cutoff date
You'll get
- The proposed transaction restated accurately
- Confirmed facts separated from assumptions
- Material missing facts assigned for follow-up
- Tax and reporting consequences mapped
- Material elections and deadlines identified
- Key assumptions pressure-tested
By the end of this playbook
You will have:
- The proposed transaction restated accurately
- Confirmed facts separated from assumptions
- Material missing facts assigned for follow-up
- Tax and reporting consequences mapped
- Material elections and deadlines identified
- Key assumptions pressure-tested
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
My client is a domestic C corporation negotiating to acquire all shares of an S corporation. The draft price is $8 million at closing, a $2 million seller note, and an earnout of up to $3 million. The agreement requires a joint Section 338(h)(10) election, but the allocation, earnout treatment, state consequences, and working capital adjustment aren't settled. The client reports under US GAAP and wants tax basis without taking on unpriced exposure. Signing is planned for October 13, 2026.
Sample assembled prompt
Current recommendation: Don't sign the... Continue toward the stock acquisition only... Decision drivers: - The proposed election... - The allocation affects depreciation, amortization,... - The seller note and earnout... - The current draft doesn't assign... - US GAAP analysis requires measurement... Signing blockers: 1. Confirm election eligibility and obtain informed... 2. Agree on an allocation method... 3. Model federal and material state... 4. Clarify earnout conditions and whether... 5. Complete tax diligence on S... 6. Add responsibility, cooperation, consistency, and... Confidence: Moderate until eligibility, state treatment,...