Hire an AI seller closing cash and escrow reviewer

Everything it can hand back

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

• A list of what changed since the last review, with the source and date of each change
• An updated seller cash picture with what was paid at closing, what is held, what is owed back and the total expected
• The working capital settlement, worked out as final less estimate, with its sign and who pays
• The escrow split into paid out, held for claims and ready to release
• A fee check with the gross success fee, the retainer credit and the remaining invoice, when the fee changed
• A pass or fail on each double count test
• A MISSING list, CHECKS MISSED and a short record to paste into the next review

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 revised closing statement arrives after you approved an earlier review.

• Changed since last review. Each source that is new or changed, with its date, and the figure it moved.
• Seller cash picture. What was paid at closing, what is held in escrow, what is owed back and the total expected, with who pays each.
• Working capital settlement. The peg, the estimate and the final figure on one definition, the settlement as final less estimate, its sign and who pays.
• Escrow split. The deposit, what was paid out, what is held for pending claims and what is ready to release, with each claim ID once.
• Fee check. The gross success fee, the retainer credit and the remaining invoice. It appears only when the fee changed, otherwise it says why it was skipped.
• Double count tests. A pass or fail for each test, with the line that fails.

How the work is checked

• Every input traces to a source, date, currency, scale and sign, or appears as MISSING.
• The five double count tests each say pass, or name the failing line.
• The final settlement shows its sign and who pays, or MISSING: payer.
• A scenario never replaces an approved figure.
• 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.

A second opinion

Before it hands back, your AI reviews the draft the way Warren Buffett would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Compare with the last review. Reads the saved record if it belongs to this deal, or sets a first baseline. Lists each source that is new or changed. If nothing changed, it says so and stops.
• Rerun the seller cash workflow. Builds equity proceeds from the closing statement, settles only final less estimate for working capital, then splits escrow into paid, held and ready to release. Each step passes the next its figure, its sign and who pays.
• Run the fee check only if the fee changed. Works out the success fee in two tiers, takes off only the retainer already paid and never goes below zero. It updates unpaid seller expenses with the remaining invoice. If the fee did not change, it skips this step and says why.
• Test for double counts. Checks that each paid amount and each escrow claim appears once, that the fee is deducted once, and that the old approved figures are still shown beside the new ones.
• Save and hand back. Saves the review files and a proposed new record, and keeps the old one. Lists every MISSING line and every check that did not run.

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 seller-closing-revision-assistant 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/seller-closing-revision-assistant/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

• Your last approved review and its record (optional on a first run)
• The signed closing price bridge with the closing cutoff date, from the closing statement
• Working capital for the peg, the estimate paid at close and the final figure, all on the same contract definition
• The escrow deposit, what was paid out, and the claim list with one ID per claim, from the escrow agent
• The signed fee amendment and the record of the retainer already paid (only if the adviser fee changed)
• The changed files, each with its date
• The currency, the scale (such as thousands) and the name of who signs off

Helpful context (optional)

• The signed closing statement and the final working capital statement, not drafts.
• The agreement's wording on working capital and on who pays a negative settlement.
• A named person who knows the agreement and will check the definitions.

Tools and access

• A spreadsheet engine and file-capable AI: Builds, recalculates and reopens a workbook, and can save the record file. In plain chat it returns the same tables as text.
• The escrow agent's statement: Gives the real deposit and payments, which are facts and not estimates.
• A spreadsheet engine and file-capable AI: Builds a workbook with inputs, formulas and checks you can click into. In plain chat it returns the same tables as text.
• The escrow agent's statement: Gives the actual deposit and payments, which are facts, not estimates.
• 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.

Functions and deliverables

• Seller closing cash and escrow reviewer: Recheck seller closing cash when a statement, working capital figure, escrow claim or fee changes. See what is paid, held and owed, each counted once.
  • A list of what changed since the last review, with the source and date of each change
  • An updated seller cash picture with what was paid at closing, what is held, what is owed back and the total expected
  • The working capital settlement, worked out as final less estimate, with its sign and who pays
  • The escrow split into paid out, held for claims and ready to release
  • A fee check with the gross success fee, the retainer credit and the remaining invoice, when the fee changed
  • A pass or fail on each double count test
  • A MISSING list, CHECKS MISSED and a short record to paste into the next review
• Seller closing proceeds and retained cash checker: Share the signed price bridge, working-capital records and escrow ledger. Get cash paid, later settlement, retained proceeds and unresolved items.
  • Equity proceeds at closing, built line by line from enterprise value
  • The working-capital settlement, as final less estimate, with its sign and who pays
  • The escrow split: deposited, paid out, held for pending claims, ready to release and any claims above the balance
  • One seller cash picture: paid at closing, still held, owed back and total expected, each counted once
  • Every MISSING item, and any check 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
• Escrow release balance checker: Share deposits, paid claims and approved reserves. Check what stays in escrow and what could be released.
  • The balance left, the reserve to keep and the amount that can be released
  • Any claims above the balance, shown as a shortfall
  • A list of claim IDs, matched to the claim notices
  • A check of the release conditions
  • A list of missing facts and checks it could not run
  • A small workbook with the same sums, if your AI can make files
• 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
• Warren Buffett: Review a business using Warren Buffett’s recorded principles. Check how it earns, what protects it, how managers use cash and which facts remain uncertain.
  • Your problem worked on the way Warren Buffett would: their questions, their method, their push-back
  • The answer or the work, in Warren Buffett's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• A revised closing statement arrives after you approved an earlier review.
• The final working capital figure is agreed, and you need to know who pays whom.
• An escrow claim is paid or a new claim is added, and the release amount needs redoing.
• An adviser signs a fee amendment, and you must update seller expenses without taking off the paid retainer twice.

Limits to check before starting

• You are the buyer and want the buyer's closing cash. This reviews the seller's side only.
• The price bridge is not signed yet. Use the Seller closing proceeds and retained cash checker once for a first draft, and label every figure a draft.
• The deal used a locked-box price with no working capital peg. Use the Locked-box deal price checker.
• You only need the adviser fee. Use the Deal adviser fee checker.
• There is a dispute, a tax question or an earnout. For an earnout held in escrow, use the Earnout payout and escrow cash checker. For the rest, ask a lawyer or tax adviser.

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 agent pack and add it to Claude, ChatGPT or Gemini. Use one that can read files. The agent will not run without the closing cash workflow (reconcile-seller-closing-cash) and the fee checker (adviser-fee-tier-checker), so add both from the pack too.
• Say if this is a first run. If not, attach your last approved review and paste its record.
• Attach the changed documents and the figures above. State the closing date, the currency and the scale once.
• Read "Changed since last review" first. Check each change against its source document.
• Read the double count tests. Each says pass, or names the line that fails. Fix that line and run it again.
• Fill every MISSING line before anyone acts. This agent pays nothing and sends nothing. For a workbook, use an AI that can build spreadsheets. In plain chat you get the same tables as text.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/seller-closing-revision-assistant 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.