Wang Advisory Financial Due Diligence Claude Agent Skill

The Excel databook. Twenty tabs of live formulas: Executive Summary, Review with every tie out as a live PASS or FAIL formula, the QoE and EBITDA bridge, P&L in analytical format, Balance Sheet with economic versus reported equity, Net Working Capital with the peg, Net Debt with debt-like items graded definite, probable and possible, a derived Cash Flow, the Equity Bridge with multiple sensitivity, KPIs, Key Findings, the Data Request tracker, the Open Questions log, Basis of Preparation, Charts and the blue input sheets.

The management report. Nineteen sections in PowerPoint and PDF on the Wang Advisory master. Pages one to seven are fixed: cover, contents, executive summary, then four pages of findings and what they mean taken together. The rest runs in five parts: scope and information, trading and quality of earnings, net debt working capital and cash, related parties and separation, and price, the agreement and next steps.

The method behind both. The adjustment catalogue with sector specific traps, the net debt and working capital definition switches, the data intake playbook for any input format, chart of accounts mapping for IFRS, US GAAP and HGB, and the final audit checklist that runs before anything is delivered.

The intake script. First pass extraction from a messy CSV or spreadsheet. It handles German and English number formats, parentheses and trailing minus, thousands scaling, and period column recognition, and it reports what it could not map rather than guessing.

It refuses to build on broken data. A model built on a bad extraction does not surface the error, it cements it, and every number downstream inherits it while looking authoritative. If the balance sheet does not balance, or the P&L does not walk to reported net income, the build stops and names the period, the delta and the likely cause.

Evidence before adjustment. No add-back, reclassification or debt-like item without a named source: an account, a contract, a note reference, a named management statement. An add-back with no evidence behind it is recorded as a finding, not quietly accepted as an adjustment.

The verification is genuinely independent. The builder and the verifier are two separate implementations. A model that writes its own computed values into cells and then compares them back proves nothing at all.

It never invents a number. A figure that is not in the source is a request, not an estimate. A report section with no data behind it is marked pending, its slide is dropped, and the missing data is raised as an information request automatically. What was not examined is the more important half of any diligence report.

It is honest about what it proves. Verified means arithmetically verified, not professionally concluded. Every output is a draft for professional review and says so on the page, with an authorship note that cannot be deleted.

1. Point Claude at whatever you have. A text PDF, a scan, an Excel export, a trial balance, a management pack, a table pasted into chat. One year or five, in any language.

2. It establishes the ground truth first. Accounting framework, P&L format, currency and unit, which periods and their end dates, and the assurance status of each. Then it maps every printed line to a canonical key and records each mapping decision as an audit trail.

3. You set the deal definitions. Pensions, tax provisions, leases, shareholder loans and related party payables in or out of net debt. These are negotiated positions, not facts. The model prints the ones applied on the cover and the executive summary and applies them consistently everywhere.

4. It proposes adjustments and asks before accepting any. Only what it can actually see in the accounts. Rejected items stay in the model, because what was not accepted and why is the most informative part of a bridge.

5. It builds, then tries to break its own answer. Every headline figure is recalculated and compared against a second independent computation, every input cell is echoed back, and the review sheet is read back. A mismatch aborts the build.

6. The report is built from the same validated data, so the workbook and the deck cannot drift apart.

Corporate development and M&A teams running buy side diligence in house.

Private equity deal teams who need a defensible EBITDA bridge and net debt position before the IC paper, not after it.

Transaction services and advisory professionals who want the mechanical work done and verified, so the hours go into judgement instead of into cell references.

CFOs and owners preparing for a sale who would rather find the problems before the buyer does.

Scope. Any accounting framework, either P&L format, any sector, any currency, one to eight periods including year to date stubs and an LTM column. Consolidations and carve-outs are modelled as separate entities and combined deliberately, never by summing columns.

A Claude account. Skills work on the Free, Pro, Max, Team and Enterprise plans, and in Claude Code. Code execution and file creation must be switched on under Settings, Capabilities.

Microsoft Excel and PowerPoint to open and edit the outputs. Numbers, Google Sheets and Google Slides open them with some formatting loss.

No coding needed. Installation is uploading one zipped folder. The included guide shows each step.

On the build environment. The model builder runs Python and recalculates through LibreOffice, so it needs an environment that provides both. Claude's own code execution environment is the tested one. Agent Skills is an open format, so the package is also read by ChatGPT and Codex, Gemini CLI, GitHub Copilot, VS Code and Cursor, where the same requirement applies.

Single user licence. One named person, unlimited projects.

Commercial use included. Use it on client engagements and bill for the result. The analyses, models, reports and decks you produce are yours.

Team licences available. Write to info@wangadvisory.com for multi seat pricing.

No resale or redistribution. The package, its methods, templates and scripts may not be shared, published, resold, or used to build a competing product.

Professional responsibility stays with you. Every output is a draft working document for professional review. It carries no audit opinion and no third party assurance, and must not be presented as one.

Available soon. This product is listed ahead of release. Write to info@wangadvisory.com and you will be told the day it ships.

Instant download at release. The link appears on the confirmation page and arrives by email the moment payment clears.

Updates included. Improvements to a version you have bought are sent to the email address on the order at no extra cost.

Something wrong with the file? A failed download, a missing file or an incomplete package is replaced or refunded without an argument. Write to info@wangadvisory.com with your order number.

Customisation is a separate engagement. Your own house standard, templates, definitions, workstream structure, reporting format or sector calibration: these are scoped and quoted separately. Write to proposal@wangadvisory.com.