M&A Playbook: free AI skill for operations & leadership

What the skill covers

The sections of its instructions, in order.

01 Keywords
02 Quick Start
03 When You're Acquiring
Strategic Rationale (answer before anything else)
Due Diligence Checklist
Valuation Approaches
Integration Frameworks
04 When You're Being Acquired
Readiness Signals
Preparation (6-12 months before)
Negotiation Points
05 Red Flags (Both Sides)
06 Verification Loop (before any LOI or signature)
07 Integration with C-Suite Roles
08 Resources

Reference files

2 files Phở can open while it uses the skill.

references/due-diligence-checklist.md
references/integration-playbook.md

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Frequently asked questions

What does M&A Playbook do?

Buy a company or sell yours: diligence, valuation, terms, integration. Use whenever M&A or an exit comes up.

Is M&A Playbook free to use?

Yes. M&A Playbook is published by Alireza Rezvani under the MIT licence, and you can use it with a free Phở account.

How do I use M&A Playbook in Phở?

Press Open in Phở, then Try to apply it to your next message, or add the Executive advisor set so Phở loads it whenever a request matches.

Does M&A Playbook need other tools?

No. It works in a normal Phở chat with what you type or upload.