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Check adviser fees in seller proceeds
Carry the signed success-fee invoice into seller closing proceeds.
Check adviser fees in seller proceeds is a free AI workflow for the job "Handle money and investing". It guides your AI through several skills in order, passing each step's output to the next.
Free · No account · Made by AI Blocks · Level: advanced · Thinking: high
What it does
An adviser fee calculation and reconciled seller cash deduction. Investment banking fees. The governing file preserves the component methods, input coverage and acceptance checks through each handoff.
You give it
- Adviser engagement and transaction-value definition, paid retainer evidence, marginal tiers and actual closing price bridge with unpaid seller expenses.
- Reporting date, currency and scale, fiscal calendar, accounting basis and authorized scope.
- Available spreadsheet tools and required native output format.
You get
- An adviser fee calculation and reconciled seller cash deduction.
- Original step files, financial assumptions, source coverage and a governing handoff summary.
- Reconciliation results, unresolved inputs and actual checks completed.
Use it when
- You need an adviser fee calculation and reconciled seller cash deduction.
- You work on investment banking fees and need traceable calculations.
- A reviewer needs to trace the result back to inputs and assumptions.
Steps
- Adviser fee tier checker: Check a two-tier marginal success fee and the retainer credited against it.
- Closing equity proceeds checker: Reconcile enterprise value to seller equity proceeds under the signed closing definitions.
How to use it
- Download the complete pack and read its governing SKILL.md.
- Share the actual sources and the financial question you need answered.
- Ask your AI to follow the methods, preserve original files and stop affected work on missing evidence.
- Review assumptions, reconciliations and CHECKS MISSED before relying on the result.