Hire an AI seller adviser fee and proceeds checker

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• The success fee worked out slice by slice, with the minimum applied
• The retainer credit used and the invoice still to pay
• The seller's unpaid expenses with the adviser invoice counted once
• A tie to the draft closing statement
• A list of missing facts and checks that could not run

How it does the job well

• Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.
• Show the calculation, inputs and period for every figure.
• Label actuals, estimates and forecasts clearly.
• Send tax, legal and regulatory questions to a qualified professional.

Mistakes it avoids

• Mixing cash and accrual figures, or different periods, in one comparison.
• Rounding or formula errors that do not tie back to totals.
• Giving personal investment advice.

What a good result looks like

An example, not your task: A sale price is agreed and the adviser's invoice arrives.

• outputs/step-1-adviser-fee-tier-checker.md. The fee by slice, the minimum, the retainer credit used and the invoice still due.
• outputs/step-2-closing-equity-proceeds-checker.md. Seller proceeds after unpaid expenses, tied to the draft closing statement.
• HAND-BACK SUMMARY. Files saved, sources used, assumptions, MISSING lines, checks missed and one suggested next step.

How the work is checked

• The tier 2 rate is applied only to the value above the band limit, not to the whole price.
• Only the unpaid invoice enters the seller's expenses. The prepaid retainer is not deducted again.
• Seller proceeds tie to the draft closing statement, or each difference is explained.
• Each input traces to its source, date, currency and scale. A real zero, missing evidence and a ratio that does not apply are three different things. Say which one it is.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Adviser fee tier checker. Computes the two-slice fee, applies the minimum and the retainer credit the letter allows. Saves the gross fee, the credit used and the remaining invoice as separate lines. Hands step 2 the unpaid invoice.
• Closing equity proceeds checker. Adds the unpaid invoice to the other seller expenses, with currency and scale made explicit. Ties the total to the draft closing statement. Paid retainer cash appears nowhere in the deductions.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id check-adviser-fees-in-seller-proceeds only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/check-adviser-fees-in-seller-proceeds/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The engagement letter with the fee tiers, the minimum fee and how deal value is defined
• Proof of the retainer paid, and what the letter says about crediting it
• The agreed deal value and the price bridge from the signed agreement
• The draft closing statement, including other unpaid seller expenses

Helpful context (optional)

• The adviser's invoice, to compare with the result.
• The signed purchase agreement, for the deal value definition.

Tools and access

• A spreadsheet tool and an AI that reads files: The fee is slice-by-slice arithmetic. The AI should recalculate it and show each line.
• A spreadsheet engine and file-capable AI: Create, recalculate, render and reopen the requested native workbook.
• Node.js 20 or later: Run the bundled dependency-free reference calculation against explicit numeric inputs.
• Claude, ChatGPT or Gemini: Any of them can build the bridge in a chat.
• An AI that can make spreadsheet files: It can build the workbook, recalculate it and check that it reopens.
• Node.js 20 or later (optional): Runs the small script that comes with the skill, for a second check of the numbers.

Functions and deliverables

• Seller adviser fee and proceeds checker: Work out the adviser fee and credit for fees paid. Check that only the unpaid bill comes off the seller's closing cash.
  • The success fee worked out slice by slice, with the minimum applied
  • The retainer credit used and the invoice still to pay
  • The seller's unpaid expenses with the adviser invoice counted once
  • A tie to the draft closing statement
  • A list of missing facts and checks that could not run
• Deal adviser fee checker: Share the signed fee terms and deal value. Check two fee bands, retainer credit and the amount still due.
  • The gross success fee, split by tier
  • The retainer credit applied and the amount left to invoice
  • An editable workbook with your inputs, the sums and test cases
  • A list of missing inputs and the checks that did not run
• Business sale proceeds checker: Share the signed price terms and closing balances. Check what sellers receive after cash, debt and costs.
  • What the sellers receive at closing
  • A bridge from deal price to that figure, each line with its source
  • Each item in one bucket, with any item counted twice flagged
  • A tie to the draft closing statement, with each difference explained
  • A list of missing facts and checks it could not run
  • A small workbook with the same bridge, if your AI can make files
• Seller rollover ownership calculator: Share sale proceeds and rollover terms. Check seller cash, reinvested value and ownership after the deal.
  • The rolled amount: proceeds times the rollover share
  • The seller's cash: proceeds less the rolled amount
  • Total equity: rolled amount plus the buyer's cash
  • The seller's ownership share, with the sum shown
  • A list of terms to confirm in the documents, and what is missing
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up

Tasks you can use it for

• A sale price is agreed and the adviser's invoice arrives.
• The draft closing statement shows an adviser fee line you cannot trace.
• You paid a retainer and are not sure how much the letter credits.
• A seller wants to know the cash they will receive after fees.

Limits to check before starting

• You want the whole seller cash bridge, with working capital and escrow: use the Seller closing proceeds and retained cash checker workflow.
• Your price depends on leakage between the locked-box date and closing: use the Locked-box deal price checker workflow.
• The adviser charges a flat fee with no tiers: read the letter and check the invoice by hand. No tier check is needed.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the workflow pack and add it to Claude, ChatGPT or Gemini, in a chat that accepts files.
• Attach the engagement letter, retainer proof and draft closing statement. Say the currency and whether figures are in thousands.
• Ask your AI to follow the pack and save each step's file.
• After step 1, compare the fee, credit and invoice with the adviser's invoice. A difference is a question for the adviser.
• After step 2, check the retainer is not deducted again at closing. Finish every MISSING line before the statement is agreed.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/check-adviser-fees-in-seller-proceeds for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.