casemark/disclosure-schedules
skills/legal/disclosure-schedules/SKILL.md
Drafts and populates M&A disclosure schedules that except known items from representations and warranties in definitive agreements (merger, stock purchase, asset purchase). Use when drafting, reviewing, or negotiating disclosure schedules, reps and warranties exceptions, seller disclosures, or transaction closing schedules.
$ install --global
skillsauthnpx skillsauth add casemark/skills disclosure-schedulesInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: May 27, 2026, 8:10 AM379.6s1 file scanned
SKILL.md
- name:
- disclosure-schedules
- language:
- en
- description:
- >-
M&A Disclosure Schedules
Drafts seller disclosure schedules that carve out known exceptions from representations and warranties, defining the boundary between accepted risk and indemnifiable breach.
Prerequisites
- Definitive agreement — near-final draft with numbered R&W sections (schedule numbers must match)
- Cap table and stock ledger — for ownership schedule
- Material contracts — customer, vendor, IP license, credit, employment
- Corporate records — minute books, org docs, equity plan documents
- Due diligence materials — financials, tax returns, litigation files, IP registrations, leases, insurance, environmental reports, benefit plans
- Closing checklist — identifies which schedules need pre-closing updates
Quick Start
- Map each R&W section in the definitive agreement to a numbered schedule
- Draft document header and general interpretive provisions
- Populate each schedule with factual detail from source documents
- Cross-reference overlapping disclosures across schedules
- Attach all referenced exhibits
- Add certification block; negotiate certification standard
Document Structure
Header
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