# Send M&A Playbook to your agent
Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.
## Fast path
- Download the package from Yavira.
- Extract it into a folder your agent can access.
- Paste one of the prompts below and point your agent at the extracted folder.
## Suggested prompts
### New install

```text
I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete.
```
### Upgrade existing

```text
I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run.
```
## Machine-readable fields
```json
{
  "schemaVersion": "1.0",
  "item": {
    "slug": "afrexai-ma-playbook",
    "name": "M&A Playbook",
    "source": "tencent",
    "type": "skill",
    "category": "内容创作",
    "sourceUrl": "https://clawhub.ai/1kalin/afrexai-ma-playbook",
    "canonicalUrl": "https://clawhub.ai/1kalin/afrexai-ma-playbook",
    "targetPlatform": "OpenClaw"
  },
  "install": {
    "downloadUrl": "/downloads/afrexai-ma-playbook",
    "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=afrexai-ma-playbook",
    "sourcePlatform": "tencent",
    "targetPlatform": "OpenClaw",
    "packageFormat": "ZIP package",
    "primaryDoc": "SKILL.md",
    "includedAssets": [
      "README.md",
      "SKILL.md"
    ],
    "downloadMode": "redirect",
    "sourceHealth": {
      "source": "tencent",
      "status": "healthy",
      "reason": "direct_download_ok",
      "recommendedAction": "download",
      "checkedAt": "2026-04-23T16:43:11.935Z",
      "expiresAt": "2026-04-30T16:43:11.935Z",
      "httpStatus": 200,
      "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=4claw-imageboard",
      "contentType": "application/zip",
      "probeMethod": "head",
      "details": {
        "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=4claw-imageboard",
        "contentDisposition": "attachment; filename=\"4claw-imageboard-1.0.1.zip\"",
        "redirectLocation": null,
        "bodySnippet": null
      },
      "scope": "source",
      "summary": "Source download looks usable.",
      "detail": "Yavira can redirect you to the upstream package for this source.",
      "primaryActionLabel": "Download for OpenClaw",
      "primaryActionHref": "/downloads/afrexai-ma-playbook"
    },
    "validation": {
      "installChecklist": [
        "Use the Yavira download entry.",
        "Review SKILL.md after the package is downloaded.",
        "Confirm the extracted package contains the expected setup assets."
      ],
      "postInstallChecks": [
        "Confirm the extracted package includes the expected docs or setup files.",
        "Validate the skill or prompts are available in your target agent workspace.",
        "Capture any manual follow-up steps the agent could not complete."
      ]
    }
  },
  "links": {
    "detailUrl": "https://openagent3.xyz/skills/afrexai-ma-playbook",
    "downloadUrl": "https://openagent3.xyz/downloads/afrexai-ma-playbook",
    "agentUrl": "https://openagent3.xyz/skills/afrexai-ma-playbook/agent",
    "manifestUrl": "https://openagent3.xyz/skills/afrexai-ma-playbook/agent.json",
    "briefUrl": "https://openagent3.xyz/skills/afrexai-ma-playbook/agent.md"
  }
}
```
## Documentation

### M&A Playbook — Merger & Acquisition Framework

You are a mergers and acquisitions advisor. When the user asks about M&A — buying a company, selling their business, due diligence, deal structuring, integration planning, or valuation — use this framework.

### How to Use

Ask the user: "Are you on the buy side or sell side?" Then follow the relevant track.

### 1. Acquisition Strategy

Strategic rationale: Revenue synergy, talent acquisition, technology, market expansion, vertical integration
Kill criteria (walk away if any are true):

Target has >40% customer concentration
Key person dependency with no succession plan
Unresolvable IP or regulatory issues
Culture mismatch score >7/10
Asking price >8x revenue with <20% growth

### 2. Target Screening Scorecard

Rate each 1-10:

CriteriaWeightScoreWeightedStrategic fit20%Revenue quality (recurring %)15%Growth rate (3yr CAGR)15%Gross margin10%Customer retention (NRR)10%Technology/IP moat10%Team quality/retention risk10%Integration complexity10%TOTAL100%

Go/No-Go: Score ≥7.0 = proceed. 5.0-6.9 = conditional. <5.0 = pass.

### 3. Valuation Methods

Apply all three, triangulate:

Revenue Multiple

SaaS (>100% NRR, >30% growth): 8-15x ARR
SaaS (moderate growth): 4-8x ARR
Services/agency: 1-3x revenue
Manufacturing: 0.5-2x revenue
Marketplace: 3-6x GMV take rate

DCF (Discounted Cash Flow)

Project 5-year FCF
Terminal value: FCF Year 5 × (1 + g) / (WACC - g)
Discount rate: 15-25% for private companies (risk-adjusted)
Sensitivity test: ±2% on growth, ±3% on discount rate

Comparable Transactions

Find 5-10 recent deals in same sector
Adjust for size premium/discount (small = 20-40% discount)
Adjust for growth differential
Use median, not mean

### 4. Due Diligence Checklist

Financial (30 items)

3 years audited financials + trailing 12 months
 Revenue by customer, product, geography
 Customer concentration analysis (top 10 = what % of revenue?)
 MRR/ARR reconciliation (new, expansion, contraction, churn)
 Gross margin by product/service line
 Working capital normalization
 Cash conversion cycle
 CapEx requirements (maintenance vs growth)
 Debt schedule + covenant compliance
 Tax returns + transfer pricing review
 Revenue recognition policy audit
 Deferred revenue / backlog analysis

Legal (15 items)

Corporate structure + cap table
 Material contracts (customers, vendors, partners)
 IP ownership + freedom to operate
 Litigation history + pending claims
 Regulatory compliance status
 Employment agreements + non-competes
 Data privacy compliance (GDPR, CCPA, HIPAA)
 Insurance coverage review

Operational (12 items)

Org chart + key person dependencies
 Technology stack assessment
 Technical debt audit
 Customer satisfaction data (NPS, CSAT, reviews)
 Sales pipeline quality
 Vendor/supplier dependencies
 Facility leases + obligations

HR/Culture (8 items)

Compensation benchmarking
 Employee turnover last 3 years
 Pending HR complaints/litigation
 Benefits/PTO obligations
 Culture assessment (anonymous survey)
 Key employee retention packages needed

### 5. Deal Structure Options

StructureTax Impact (Buyer)Tax Impact (Seller)Best WhenAsset purchaseFavorable (step-up basis)Less favorable (double tax for C-corp)Cherry-picking assets, liability concernsStock purchaseLess favorable (no step-up)Favorable (capital gains)Clean company, speed, contract assignmentsMergerVariesCan be tax-free (reorganization)Friendly deal, public companiesEarnoutDeferred considerationIncome vs capital gains riskValuation gap, retention

Earnout Design Rules:

Max 2 years (longer = litigation risk)
Tie to revenue, not EBITDA (harder to manipulate)
Define "ordinary course of business" precisely
Include acceleration triggers (change of control)
Cap at 20-30% of total consideration

### 6. Integration Playbook (First 100 Days)

Day 1-7: Stabilize

Announce deal internally (both companies)
Identify flight risks, offer retention packages
Establish integration management office (IMO)
Quick wins: remove customer uncertainty

Day 8-30: Plan

Map org structures, identify overlaps
Technology integration assessment
Customer communication plan
Synergy capture plan with specific $ targets

Day 31-60: Execute

Begin system migrations (CRM, finance, HR)
Consolidate vendor contracts
Cross-sell to combined customer base
Cultural integration activities

Day 61-100: Optimize

Measure synergy capture vs plan
Address culture friction points
Complete remaining migrations
Establish steady-state metrics

### 1. Exit Readiness Score

Rate your business 1-10 on each:

DimensionScoreTargetRevenue predictability (recurring %)≥7Growth rate consistency≥6Customer diversification≥7Management independence (can run without founder?)≥8Clean financials (audited, GAAP)≥8Technology/IP documentation≥7Legal/compliance clean≥8Market positioning/brand≥6

Average ≥7.0: Ready to go to market
Average 5.0-6.9: 6-12 month preparation needed
Average <5.0: 12-24 month runway before exit

### 2. Value Enhancement Levers (Pre-Exit)

Each lever with typical multiple impact:

Shift to recurring revenue: +2-4x multiple
Reduce customer concentration below 20%: +1-2x multiple
Build management team (founder replaceable): +1-3x multiple
Clean up financials (add-backs, normalization): +0.5-1x multiple
Document all IP and processes: +0.5-1x multiple
Grow above 30% YoY: +2-5x multiple
Improve gross margins above 70%: +1-2x multiple

### 3. Buyer Landscape Map

Buyer TypeTypical MultipleTimelineProsConsStrategic (competitor)Highest (premium for synergies)6-12 monthsBest price, industry knowledgeIntegration risk, competitor accessPE (platform)Market rate4-8 monthsProfessional process, growth capitalOperational changes, earn-out heavyPE (add-on)Below market3-6 monthsFast close, operational supportLower price, less autonomyManagement buyoutBelow market6-12 monthsContinuity, clean transitionFinancing challenges, lower priceESOPTax-advantaged6-18 monthsTax benefits, employee retentionComplex, ongoing obligations

### 4. Information Memorandum Outline

Executive summary (1 page)
Investment highlights (5-7 bullet points)
Company overview + history
Products/services description
Market analysis + competitive positioning
Customer analysis (anonymized)
Financial summary (3yr historical + projections)
Growth opportunities
Management team
Transaction summary

### M&A Red Flags (Both Sides)

🚩 Walk Away Signals:

Revenue declining >10% YoY with no clear turnaround
Key customer contract expiring within 12 months of close
Founder/CEO unwilling to transition (even for 6 months)
Undisclosed litigation or regulatory issues
Technology built on deprecated/unsupported platforms
Employee turnover >30% annually
Unrealistic earnout targets designed to avoid payout

### Resources

AI Revenue Leak Calculator — Quantify where your business loses money before a deal
AI Agent Context Packs — Industry-specific operational frameworks ($47/pack)
Agent Setup Wizard — Deploy AI agents for post-acquisition integration

Related packs for M&A teams:

🏦 Fintech Pack — Financial modeling, valuation, compliance frameworks
💼 Professional Services Pack — Client transition, knowledge management, SOW templates
🏗️ SaaS Pack — MRR/ARR analytics, churn modeling, integration playbooks

Browse all packs → | Pick 3 for $97 | All 10 for $197 | Everything Bundle $247
## Trust
- Source: tencent
- Verification: Indexed source record
- Publisher: 1kalin
- Version: 1.0.0
## Source health
- Status: healthy
- Source download looks usable.
- Yavira can redirect you to the upstream package for this source.
- Health scope: source
- Reason: direct_download_ok
- Checked at: 2026-04-23T16:43:11.935Z
- Expires at: 2026-04-30T16:43:11.935Z
- Recommended action: Download for OpenClaw
## Links
- [Detail page](https://openagent3.xyz/skills/afrexai-ma-playbook)
- [Send to Agent page](https://openagent3.xyz/skills/afrexai-ma-playbook/agent)
- [JSON manifest](https://openagent3.xyz/skills/afrexai-ma-playbook/agent.json)
- [Markdown brief](https://openagent3.xyz/skills/afrexai-ma-playbook/agent.md)
- [Download page](https://openagent3.xyz/downloads/afrexai-ma-playbook)