disclosure-schedules

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.

11 stars

Best use case

disclosure-schedules is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

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.

Teams using disclosure-schedules should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

  • You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

  • You only need a quick one-off answer and do not need a reusable workflow.
  • You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/disclosure-schedules/SKILL.md --create-dirs "https://raw.githubusercontent.com/CaseMark/skills/main/skills/legal/disclosure-schedules/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/disclosure-schedules/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How disclosure-schedules Compares

Feature / Agentdisclosure-schedulesStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

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.

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

# 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

1. Map each R&W section in the definitive agreement to a numbered schedule
2. Draft document header and general interpretive provisions
3. Populate each schedule with factual detail from source documents
4. Cross-reference overlapping disclosures across schedules
5. Attach all referenced exhibits
6. Add certification block; negotiate certification standard

## Document Structure

### Header

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