Hire an AI seller rollover and incentive checker

Everything it can hand back

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

• Rolled amount, seller cash and seller ownership, with each sum shown
• A closing sources and uses table with the rollover counted once and a signed funding gap
• The management payout above the hurdle, kept apart from bought equity
• A list of terms to confirm in the documents
• Missing facts and the 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 seller is rolling part of its sale proceeds into the buyer's new company and you need each side's cash and ownership.

• Step 1 rollover. Rolled amount, seller cash, total equity and seller ownership, each with its sum.
• Step 2 funding. Uses and sources at closing, the rollover counted once, and the signed funding gap.
• Step 3 management. Equity above the hurdle, the participation and vested shares, and the payout.
• To confirm. Price per share, share class, fees, voting and preferred return the documents must show.
• MISSING and CHECKS MISSED. Every gap and the line it stops, and every check that failed or could not run.

How the work is checked

• The rollover cut seller cash once and appears once in funding, and purchase use was not reduced by it again.
• The management award stays apart from purchased equity and is never called current voting ownership.
• Trace each material input to its source, date, currency, scale, sign and reporting period. Retain unresolved MISSING: lines.
• Keep hardcoded inputs separate from live formulas. Inspect changed inputs, actual recalculation, exported formulas and saved-file reopening.
• 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

• Rollover equity ownership checker. Confirms both sides buy the same class at the same price. Rolled amount is proceeds times the rollover share. Seller cash is what is left. Seller ownership is the rolled amount over total equity. Hands step 2 the rolled amount.
• Deal funding gap checker. Adds the uses: equity purchase, debt payoff, fees and closing cash. Adds the sources: debt cash after fees, buyer cash, sponsor cash and the rollover as a noncash source. Shows uses less sources as a signed gap.
• Management equity hurdle checker. Takes a separately sourced exit equity value. Subtracts the fixed hurdle, floors the rest at zero, then applies the participation share and the vested share. Reconciles the payout with the other holders' residual.

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 separate-rollover-and-management-incentives 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/separate-rollover-and-management-incentives/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

• Seller proceeds before rollover and the rollover share (from the purchase agreement or term sheet)
• Proof that seller and sponsor buy the same share class at the same price
• Sponsor cash, new debt after fees, buyer cash, debt payoff, deal fees and required closing cash (from the funds flow and commitment letters)
• The management award terms: hurdle, share paid and vested share (from the incentive plan), plus an exit equity value to test
• The closing date, currency and scale

Helpful context (optional)

• The funds flow memo with sources and uses.
• The incentive plan's hurdle, participation and vesting wording.
• A named reviewer who knows the deal.

Tools and access

• 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 and says no workbook was made.
• The signed or draft deal documents: They give the class, price, hurdle and vesting terms. Use the pages themselves, not a summary.
• Any good chat AI: The sums are short, so the AI can show them line by line in the chat.
• A file-capable AI or a spreadsheet app: Needed only if you want an editable workbook with a checks tab.
• Node.js 20 or later (optional): Runs the bundled script that repeats the sums, as a second check.
• Claude, ChatGPT or Gemini: Any of them can add up the two lists 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.
• 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 rollover and incentive checker: Share cash, share terms and award rights. Get checks of the seller's ownership, deal funding and a separate award scenario.
  • Rolled amount, seller cash and seller ownership, with each sum shown
  • A closing sources and uses table with the rollover counted once and a signed funding gap
  • The management payout above the hurdle, kept apart from bought equity
  • A list of terms to confirm in the documents
  • Missing facts and the checks that could not run
• 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
• Deal funding gap checker: Share deal costs and funding sources. Check the closing cash gap and how rollover value is counted.
  • Total uses and total sources
  • The funding gap as a signed number (positive means short)
  • A table showing how each line was classified, with rollover counted once
  • A trace of any plug line to a real funding commitment
  • A list of missing facts and checks it could not run
  • A small workbook with the same balance, if your AI can make files
• Management equity payout checker: Share award terms and sale proceeds. Check the vested management payout above a fixed value threshold.
  • The vested management payout.
  • The equity value left for other holders.
  • The hurdle shortfall, if equity value is below the hurdle.
  • An editable spreadsheet with your inputs and formulas.
  • A list of missing inputs and checks that did not run.
• 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 seller is rolling part of its sale proceeds into the buyer's new company and you need each side's cash and ownership.
• Your closing funds flow shows a gap and you suspect the rollover is counted twice.
• Managers get an award above a hurdle and you need what it pays at a given exit value.
• A lender or investor asks who owns what at closing and how it was paid for.

Limits to check before starting

• There is no rollover and no management award. Use the Deal funding gap checker on its own.
• The seller and the sponsor buy different share classes. Step 1 will not give an ownership figure.
• You want deal returns or an exit model. This checks one closing and one payout case.
• You want to check a locked-box price or seller closing cash. Use Locked-box deal price checker or Seller closing proceeds and retained cash checker.

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 give it to an AI that can read files, such as Claude, ChatGPT or Gemini. Pick one that can make spreadsheets if you want a workbook.
• Attach the term sheet or purchase agreement pages, the funds flow and the incentive plan terms. Say the closing date, currency and scale.
• After step 1, check that seller cash plus the rolled amount equals the seller's proceeds, and that ownership was worked out only for the same class and price.
• After step 2, check the rollover appears once, as a source that is not cash, and purchase use was not cut by it again.
• After step 3, check the award is apart from bought equity. Fill every MISSING line before anyone relies on it. Nothing here pays, sends or signs anything.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/separate-rollover-and-management-incentives 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.