Claude Business Acquisition — 10 Finance Agents & Deal Workbook
Evaluate the financial case for buying a small business with ten specialized Claude agents and an editable Excel deal workbook. Designed for acquisition entrepreneurs, business buyers, CFOs and finance advisers.
Work through historical statement reconciliation, EBITDA normalization, revenue quality and customer concentration, operating working capital, debt and debt-like items, CAPEX, entry valuation, sources and uses, cash debt coverage and an investment decision memo.
Included in the free pack
- 10 project agent definitions with required inputs, actions, outputs and acceptance checks.
- An editable Excel workbook with one Base/Downside operating-case selector, a seven-year debt schedule, valuation assumptions and source-linked financial questions.
- A quick-start guide, shared project instructions, a seller question CSV and a completed fictional investment memo.
In the fictional example, seller-claimed EBITDA of $720,000 becomes buyer-normalized EBITDA of $610,000. An assumed 4.0x entry multiple gives $2.44 million enterprise value, $1.75 million seller equity proceeds and $2.73 million total closing uses. Year 1 planning debt coverage changes from 1.32x in Base to 0.74x in Downside. The seller note balloon remains a separate decision condition.
The multiples and financing terms are editable illustrative assumptions, not market quotes or financing commitments. The financial review preserves evidence gaps and unresolved questions. Claude access and an Excel-compatible calculation engine are required for the corresponding automated steps. The workbook can also be edited directly.
Created by Henry Sheykin / FinModelsLab. Independently produced; no affiliation with Anthropic is claimed.