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strategic-advisory

Provide strategic financial advisory services covering M&A due diligence and succession planning for C-corporations.

Updated Mar 13, 2026
Search Tags:#compensation#valuation#insurance#capital allocation#succession planning#mergers and acquisitions#debt covenants
One-click install
npx skills add https://github.com/AeyeOps/aeo-basis-plugin-marketplace --skill strategic-advisory-aeyeops
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: strategic-advisory
Source: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/tree/main/plugins/financial-planning/skills/strategic-advisory
Command: npx skills add https://github.com/AeyeOps/aeo-basis-plugin-marketplace --skill strategic-advisory-aeyeops

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill provides expert guidance on critical strategic financial decisions, helping C-corporations navigate mergers, acquisitions, ownership transitions, and optimize their capital structure and advisory pricing.

Core Features & Use Cases

  • M&A Due Diligence: Guides through the phases of M&A diligence, quality of earnings adjustments, and transaction structuring.
  • Succession Planning: Offers valuation approaches, buy-sell agreement structures, and transition paths for ownership changes.
  • Compensation Benchmarking: Establishes reasonable officer compensation using IRS frameworks and market data.
  • Insurance Adequacy: Reviews and identifies gaps in core and specialized business insurance coverage.
  • Debt Covenant Compliance: Monitors and advises on meeting financial covenants in loan agreements.
  • Advisory Pricing: Provides models and benchmarks for pricing consulting engagements.
  • Capital Allocation: Framework for optimizing reinvestment, acquisitions, distributions, and compensation.
  • Use Case: A closely-held C-corp is considering selling. This Skill can help them prepare by valuing the business, structuring the deal, benchmarking executive pay for audit defense, and ensuring adequate insurance is in place.

Quick Start

Use the strategic-advisory skill to analyze the quality of earnings for a potential acquisition target based on provided financial statements.

Frequently Asked Questions about strategic-advisory

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prepare a C-corporation for M&A due diligence and quality of earnings adjustments?▼

M&A due diligence for a C-corp involves analyzing financial statements to calculate quality of earnings adjustments and structure the transaction properly. This ensures accurate valuation and deal structuring during mergers and acquisitions.

What is the best way to establish reasonable officer compensation for a closely-held C-corp?▼

Reasonable officer compensation is established using IRS frameworks and market data benchmarking. This approach defends against audit scrutiny by aligning executive pay with market standards for C-corporations.

How does succession planning work for ownership transitions in a C-corporation?▼

Succession planning for ownership transitions uses specific valuation approaches and buy-sell agreement structures. This mechanism facilitates smooth ownership changes while maintaining C-corp financial stability.

Can I use this approach to review debt covenant compliance and insurance adequacy?▼

Yes, you can monitor debt covenant compliance by reviewing financial metrics against loan agreements, and assess insurance adequacy by identifying gaps in core and specialized business coverage for C-corporations.

What framework should I use for capital allocation across reinvestments, distributions, and acquisitions?▼

Capital allocation frameworks optimize the distribution of funds across reinvestments, acquisitions, distributions, and compensation. This structured approach maximizes strategic financial outcomes for C-corporations.

How do I price advisory engagements and consulting models for financial services?▼

Advisory engagement pricing utilizes specific models and benchmarks to determine consulting fees. This method provides standardized pricing structures for strategic financial advisory services.

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