Financial Analysis Summary

financial-analysis-summary

Generates structured summaries of financial analyses for commercial litigation. Use when summarizing expert financial reports, economic damages analyses, lost profits calculations, business valuations, or financial dispute evidence for litigation support.

CaseMark/skills·0installs44stars

SKILL.md

Full skill instructions

Financial Analysis Summary

Distills forensic accounting reports, economic damage studies, and expert financial findings into structured litigation summaries.

Prerequisites

Source analysis — expert reports, forensic accounting workpapers, or damage studies
Financial records — statements, tax returns, transaction ledgers relied upon by the expert
Case context — dispute type, relevant time period, jurisdiction, intended use (settlement, trial, appellate)

Quick Start

Identify the dispute type and damage theory
Extract principal conclusions and dollar figures from the expert report
Map each conclusion to its methodology and supporting evidence
Build the summary following the output structure below
Calibrate tone to the target audience (jury, judge, opposing counsel)

Output Structure

1. Executive Overview

Table with: nature of dispute, examination time period, principal conclusions (top-line damages or valuation range), expert name/credentials/scope.

2. Methodology

For each analytical approach, document:

Method name and plain-language explanation
Why selected for this case
Applicable standards (GAAP, AICPA, ASA, NACVA)
Key assumptions and inputs

Reference by claim type:

Claim Type	Typical Methods
Lost profits	Before-and-after, yardstick, sales projection
Business valuation	DCF, market multiples, asset-based
Economic damages	But-for analysis, mitigation offset
Fraud/disgorgement	Tracing, net equity analysis

3. Key Financial Findings

Present in causal sequence:

Wrongful act — financial impact chain
Quantification — calculations with stated assumptions
Supporting evidence — source documents, corroborating data
Damage period — start/end dates with rationale
Total damages/valuation — breakdown by component

Use tabular format: damage component, amount, method, period.

4. Data Sources & Limitations

List each source with reliability assessment
Identify record gaps and how addressed (interpolation, proxy data, conservative assumptions)
Note documents requested but not produced

5. Sensitivity Analysis

Table comparing scenarios: base case, conservative, aggressive, and opposing expert position — each showing variable changed and resulting range.

6. Visual Exhibits

Include where they clarify analysis: trend charts, actual-vs-projected tables, waterfall charts, timeline diagrams. Number sequentially and cross-reference in text.

7. Summary of Opinions

Restate each conclusion in clear, quotable language with dollar amounts and basis.

Pitfalls & Checks

Daubert/Frye readiness — confirm methods are generally accepted and reliably applied to case facts; flag the jurisdiction's admissibility standard
Audience calibration — settlement: leverage points and ranges; trial: clarity for lay jurors; appellate: methodological soundness
Objectivity — present persuasively within the bounds of evidence; never overstate certainty
Precision — all dollar amounts at appropriate precision; always include time periods and qualifications
Citations — reference source documents, expert report page numbers, and supporting financial records for each conclusion
Competing experts — acknowledge opposing methodologies and explain divergence points
Jurisdiction — U.S.-focused by default; adapt admissibility standards and professional frameworks for non-U.S. matters

Install skill

Copy and run in your terminal

npx -y skills add https://github.com/CaseMark/skills --skill financial-analysis-summary

View on GitHub

skills/legal/financial-analysis-summary/SKILL.md

joint-operating-agreement
>-
0 installs
employee-handbook
>-
0 installs
dividend-declaration-resolution
Drafts a board of directors resolution authorizing a cash, stock, or property dividend to shareholders. Enforces solvency testing (equity and balance sheet), WHEREAS/RESOLVED clause structure, critical date triad (declaration/record/payment), officer authorization, and Secretary certification und...
0 installs
assignment-and-assumption-of-leases
Drafts an Assignment and Assumption of Leases transferring tenant leases from seller (Assignor) to buyer (Assignee) as a closing document to a commercial property PSA. Trigger when closing a commercial property sale with existing tenant leases or when a user needs lease assignment/assumption lang...
0 installs

More skills from CaseMark

CaseMark/skills

writing-operative-reports

Creates structured operative notes with findings, technique, specimens, and estimated blood loss. Use when dictating operative reports, documenting surgical procedures, or recording intraoperative findings.

44 0

View

CaseMark/skills

hipaa-privacy-notice

Drafts a HIPAA-compliant Notice of Privacy Practices per 45 CFR § 164.520 for covered entities. Produces patient-accessible documents covering permitted PHI uses/disclosures, individual rights, breach notification, and complaint procedures. Use when drafting HIPAA privacy notices, NPP documents, ...

44 0

View

CaseMark/skills

case-briefs

Generates structured case briefs from judicial opinions. Use when the user provides a court opinion and needs a case brief, case summary, or distillation of a judicial decision for legal research.

44 0

View

CaseMark/skills

enterprise-api-addendum

Negotiates bespoke enterprise API addenda that override standard click-wrap terms for high-value partners. Covers document precedence, indemnification and liability caps, SLA/service-credit design, exclusivity, API versioning governance, data rights, and internal alignment. Triggers when user men...

44 0

View

CaseMark/skills

aviation-law-summary

Produces structured aviation law summaries with Bluebook citations covering U.S. and international regulatory frameworks, treaties, and case law. Use when drafting an aviation law summary, FAA/DOT/TSA compliance overview, Montreal/Warsaw Convention liability analysis, air service agreement review...

44 0

View

CaseMark/skills

appellate-formatting

Generates appellate-filing-ready Tables of Contents, Tables of Authorities, and Certificates of Compliance under FRAP 32(g) and related rules. Produces defensible word-count calculations with transparent exclusions and anti-hallucination guardrails for pagination and citations. Covers federal cir...

44 0

View

CaseMark/skills

transcription

Transcribes audio and video files through case.dev with speaker diarization. Supports MP3, WAV, M4A, FLAC, OGG, WEBM, MP4 up to 5GB. Use when the user mentions "transcribe", "transcription", "deposition recording", "hearing audio", "speaker labels", or needs to convert audio/video to text.

44 0

View

CaseMark/skills

employee-dispute-summary

Produces a structured, source-cited summary of U.S. employment disputes for HR and litigation review. Trigger when asked to summarize an employee dispute, employment litigation, HR investigation, EEOC/agency matter, discrimination, harassment, retaliation, wrongful termination, wage-hour dispute,...

44 0

View

CaseMark/skills

auth-packet-summary

Validates and summarizes the four required authorization forms in a personal injury matter (retainer, HIPAA release, insurance authorization, employment record release). Confirms signatures, dates, scope, and completeness to determine readiness for the investigation phase. Use when reviewing clie...

44 0

View

CaseMark/skills

field-of-use-restriction-clause

44 0

View

CaseMark/skills

cbp-binding-ruling

Drafts U.S. Customs and Border Protection binding ruling requests under 19 CFR Part 177 for tariff classification, valuation, origin, and marking determinations. Trigger when input mentions "binding ruling," "CBP ruling request," "19 CFR Part 177," "classification request," "HTSUS analysis," "tra...

44 0

View

CaseMark/skills