From financial-analysis
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
npx claudepluginhub yuping322/financial-services-plugins-new --plugin financial-analysisThis skill uses the workspace's default tool permissions.
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This skill uses templates for LBO models. Always check for an attached template file first.
Before starting any LBO model:
examples/LBO_Model.xlsx as your starting point and populate it with the user's assumptionsIMPORTANT: When a file like LBO_Model.xlsx is attached, you MUST use it as your template - do not build from scratch. Even if the template seems complex or has more features than needed, copy it and adapt it to the user's requirements. Never decide to "build from scratch" when a template is provided.
examples/LBO_Model.xlsx or the user's provided template. Do not invent your own layout.=B4*B5, =SUM(), =-MAX(0,B4))=B9, =B45)=Assumptions!B5, ='Operating Model'!C10)$#,##0;($#,##0);"-" or $#,##0.0 depending on template0.0% (one decimal)0.0"x" (one decimal)0.00"x" (two decimals for precision)Before filling any formulas:
Before filling any formulas, examine the template thoroughly:
Map the structure - Identify where each section lives and how they relate to each other. Note which sections feed into others.
Understand the timeline - Which columns represent which periods? Is there a "Closing" or "Pro Forma" column? Where does the projection period start?
Identify input vs formula cells - Templates often use color coding, borders, or shading to indicate which cells need inputs vs formulas. Respect these conventions.
Read existing labels carefully - The row labels tell you exactly what calculation is expected. Don't assume - read what the template is asking for.
Check for existing formulas - Some templates come partially filled. Don't overwrite working formulas unless specifically asked.
Note template-specific conventions - Sign conventions, subtotal structures, how sections are organized, whether there are separate tabs for different components, etc.
For each cell that needs a formula, follow this hierarchy:
The following calculation patterns frequently cause issues across LBO models. Pay special attention when you encounter these:
python /mnt/skills/public/xlsx/recalc.py model.xlsx
Must return success with zero errors.
| Error | What Goes Wrong | How to Fix |
|---|---|---|
| Hardcoding calculated values | Model doesn't update when inputs change | Always use formulas that reference source cells |
| Wrong cell references after copying | Formulas point to wrong cells | Verify all links, use appropriate $ anchoring |
| Circular reference errors | Model can't calculate | Use beginning balances for interest-type calcs, break the circle |
| Sections don't balance | Totals that should match don't | Ensure one item is the plug (calculated as difference) |
| Negative balances where impossible | Paying/using more than available | Use MAX(0, ...) or MIN functions appropriately |
| IRR/return errors | Wrong signs or incomplete ranges | Check cash flow signs and ensure formula covers all periods |
| Sensitivity table shows same value | Formula not varying with inputs | Check cell references - need mixed references ($A5, B$4) |
| Roll-forwards don't tie | Beginning ≠ prior ending | Verify links between periods |
| Inconsistent sign conventions | Additions become subtractions or vice versa | Follow template's convention consistently throughout |
This skill produces investment banking-quality LBO models by filling templates with correct formulas, proper formatting, and validated calculations. The skill adapts to any template structure while ensuring financial accuracy and professional presentation standards.