17/54 runs · avg score 48%
Cross-benchmark category
Tax Due Diligence
Compare AI agent runs for Tax Due Diligence: prompts, scores, grades, and public traces. This page showcases APEX-Agents tasks that test whether AI agents can identify tax diligence issues, including S-corp defects and acquisition structuring risks.
Tax law AIS-corp defects, private equity acquisition structuring
54Tasks
50Primary
1Benchmarks
Published model evidence
A quick view of shareable runs in this category. Open task and trace pages for the prompt, response, files, and grading details.
4/13 runs · avg score 70%
15/54 runs · avg score 45%
14/54 runs · avg score 41%
13/54 runs · avg score 37%
2/18 runs · avg score 41%
Primary tasks
50 tasks with this category as their main focus.
Using the REIT model re-calculate the Implied REIT Price Per Share using the the 25th Percentile EV/EBITDA and 2025E Revenue Growth percentage of 5%. Return to me right here the price in $ for the sa…
If CompliSure experiences the changes outlined in the attachment starting in 2026, what is the expected impact to free cash flow in 2030? Assume Interest Expense remains the same % of EBIT, and Inco…
Assume a scenario where CompliSure can achieve best-in-class R&D rates (low) and gross margin rates based on 2024 competitor benchmarks for years 2025 through 2030, if best-in-class is better than the…
Can you please help me re-evaluate and state the adjusted 2030 net income for Complisure? The 2030 adjusted net income will be based on the three key assumptions: 1) New Sales and marketing spend, a…
Using the REIT model, recalculate the fair value of Golden Everest with C-Corp status using a three-stage unlevered DCF. For Stage 1, use the unlevered cash flows from 2025E to 2029E on the “Projectio…
Using the information in the REIT model, create a new sheet: - Re-run the Scenario3: REIT Conversion analysis in sheet "Valuation Summary" using FFO multiples in place of the current EBITDA multiples …
Forecast operational expenses are impacted by a rising inflation of 2% in the REIT model. The increase is able to be passed on only for Services revenues. Assume the proportion of operating expenses d…
Golden Everest's management team plans to issue a 10-year debenture of $3,000 million at an interest rate of 5% at the end of 2025E. Use the REIT model to model Golden Everest's year-end cash balances…
Calculate the weighted average cost of capital (WACC) for Golden Everest. Write back your reply, accounting for the following: - Utilize the REIT structure mid case scenario for 2025E in the model. - …
Calculate the unlevered beta for Haleon (HLN) using Total Debt and Market Capitalization as of the end of FY2024. Assume 0.227 levered beta for HLN and a 21% Tax rate. Using the unlevered beta for HL…
What if BBDC change target and achieve a partial merger with FIDUS Investment Corporation (FDUS) instead of TriplePoint Venture Growth BDC Corp. (TPVG)? Use the FDUS SEC filings as of Q3 2025 and Q4 …
Under Scenario 1 in the Accretion / Dilution Model, 3M will use 50% debt / 50% equity. $250 million in pre-synergies were identified. Use the following assumptions in the Assumptions S1 tab of the Acc…
Estimate impact to EPS of MMM divesting 1/3, 2/3 or 100% of its holdings in SOLV. Using the accretion dilution model, calculate the EPS impact of selling the different amounts of shares. Assume that …
Assume that no transaction happens with SOLV. Now, calculate the impact of a large investment in AI for MMM shareholders as an alternative capital allocation strategy using the accretion dilution mode…
Calculate Unlevered Free Cash Flow in 2025E, 2026E, 2027E, 2028E and 2029E. In the Golden Everest Financial Model, there is an error in the unlevered free cash flow build in the Projections, "Project…
Using the REIT model, consider the following assumptions for the projected period between 2025 to 2029: 1) Assume the revenue growth for its service business equivalent to the overall company revenue …
Perform a DCF analysis for Golden Everest using the REIT model with the following parameters: - Hold EBITDA margin constant at 42% throughout the projection period - Hold Capex % of Revenue constant a…
For each year, calculate Levered FCF less Dividends Paid. Assuming a 9% discount rate, output the net present value (NPV) of Levered FCF less Dividends Paid over the projection period, rounded to a f…
Model out the NPV of distributions shareholders would receive under REIT conversion. - There's the $1.2 billion E&P purge that gets taxed as ordinary income at 37% (E&P purge occurs at Year 0, annua…
Using the 'Projections (C-Corp)' tab in Golden_Everest_REIT_Analysis compute the Net Income for 2029E given the following scenario: - Assume tax rates are 15.0% for 2025E through 2029E - If net incom…
Calculate the price per share that a strategic buyer would need to offer for Golden Everest to consider an acquisition instead of a REIT conversion. Reply to me here with the minimum required share pr…
Using the REIT model, assess the downside REIT scenario for Golden Everest if data center REIT multiples compress 30% during a longer than expected conversion period of 12 months. Reply to me in here …
In the existing sheet for the REIT model, create a sensitivity table for 2029E Net Income. Show Revenue Growth Step-up at 50 basis points and 100 basis points. Show EBITDA Margin Step-up at 20 basis p…
I want the Output Levered FCF for 2029E, rounded to the nearest million. - Revenue growth: starts at 7.0% and increases by 0.5% per year in the projection period - EBITDA margin %: starts at 44.0% and…
Edit the Valuation Summary tab of the REIT model, showing the implied upside/downside percentage for the Mid case of Scenario 1: Current Valuation. - EV/EBITDA multiple: use 50% and 55% of the averag…
Planet Fitness is looking to divest its entire 281 stores, which it owns as of September 30, 2025, to a franchise owner. Round all results to two decimal places and present it in $mm. Using the LBO m…
Planet Fitness is considering the acquisition of 100% stake in The Gym Group and taking it private in order to expand its presence within the UK. Using GYM H1 2025 and GYM annual 2024 docs, consider…
Using the LBO analysis, conduct a Purchase Price Allocation to show the amount of pro-forma goodwill created from this transaction. Also show the allocable purchase premium. Round all monetary values …
The Private Equity Sponsor wants to extract cash via a "Dividend Recapitalization" at the end of 2027. Using the MFC model, you must size the Maximum Special Dividend the company can pay while remaini…
Use the MFC model to return Implied Total Enterprise Value (in Canadian dollars, C$, rounded to the nearest million) under the following assumptions. 1. Refinancing + EPP - Decrease the Refinancing +…
Please calculate the total value of a MFC privatization by the provincial government at a bid value of 11x LTM EBITDA, which composes of both the (a) upfront proceeds from the sale and (b) value of th…
You have access to the accretion dilution model. Create a new sheet and tell me the Proforma Interest Coverage for 2027 and 2028. In doing so, assume: - Aptar's Interest expense as a percentage of s…
The current standalone DCF valuation does not include synergies. In the valuation model, re-run the analysis to include synergies, integration, and transaction costs. In the accretion dilution model p…
Determine the effective interest rate of The Aptar Group acquiring Gerresheimer at a 35% premium. Then compare that effective interest rate to the effective interest rate of The Aptar Group as a stan…
Update the base-case DCF model of KVUE with U.S. total equity risk premium of 4.33%, the risk free rate with the 5-Year Treasury rate and the KVUE Close share price on 2025-12-15. Let's measure the im…
Take the average close price for KVUE for the week of 12/15/2025 to 12/19/2025, apply a 10% premium, and input that figure in the DCF model. Re-calculate both the 1) cost of equity and 2) after-tax co…
Update the DCF model with the following changes - tax rate for the entire projection period (2025E-2029E) and the WACC build is now the implied tax rate from the second quarter of 2023, calculated as …
Replace the risk-free rate in the DCF model with the average of the 10 year and 20 year treasury rates as of 12/22/2025, and assume that the cost of debt is this average value plus 150 basis points. F…
Summit filed Form 2553 (Rev B) with the Internal Revenue Service ("IRS") on February 19, 2019. Do you see any potential problems under Treasury Regulation 1.1362-6(b)? Give me your analysis back her…
Assume that the Internal Revenue Service denies relief for the transfer of shares to Carrie Canuck, an ineligible shareholder. What amount of taxes (federal plus state) would be owed by Summit Filing…
Summit Filing Solutions, Inc. bought a building in 2018 for $350k. It spent $250k on the buildout. It sold the building on June 20, 2022 for $1.2M. Review the diligence memo and current cap table. Sta…
Revise the Stock Purchase Agreement. I want you to edit the existing file. I want you to protect the Buyer given a potential $399,540 tax exposure tied to Summit’s potentially invalid S-Corp election…
Review Summit's records to determine how Summit can correct any potential questions about the validity of its S corporation tax election. Write a tax memo and put it in a New document (docx) for me t…
We need to review Summit's historical distributions. Write me a memo analyzing whether Summit's shareholder distributions are in accordance with US tax code. Cite the exact tax code in each instance (…
Review the due diligence file for Summit Filing Solutions, Inc. and identify any potential deficiencies relative to its claimed status as an S-Corporation. Draft a set of indemnities, for incorporati…
Review the due diligence file relative to the S-Corp election of Summit Filing Solutions. Determine whether the S-Corporation election was timely made, the date on which it became effective, and any …
Harbor Bridge has recently expressed concern that certain provisions of Summit's Amended and Restated Shareholder Agreement may be inconsistent with Summit's S-Corp election under 26 U.S.C. § 1361 and…
As you know, Harbor Bridge Private Equity sent initial inquiries to Summit Filing Solutions ("Summit") on matters related to Summit's S-Corp election. Laura Kensington, Summit's Acting CEO, responded…
We have been asked to determine whether the S-corporation election of Summit Filing Solutions, Inc. ("Summit"), which Summit claims was effective on 1/1/19, was terminated. Please analyze Summit's Sha…
Determine the current Capital Account for Pacific Pension Fund in HarborView Fund I, LP. The following financial events have occurred since inception of the Fund (unless otherwise stated, assume Gross…
Related tasks
4 tasks that also exercise this work as part of a broader assignment.
Our client, William Ito, shares custody of a child with Sarah Rodriguez. Can you please review his email (pasted below) and tell me how much child support needs to be paid and by whom? Assume the gr…
Using the 2024 ATR annual report, analyze the results of a 15% tariff on Aptar Group’s FY2024 net income. Assume the 15% applies only to Cost of Sales, exclusive of depreciation and amortization. Roun…
Review the shareholders agreement and identify any provisions that may cause issues with Summit's S-corp status. Identify corrective procedures that may be available to Summit. Print back what you fin…
On 12/1/2028 our client, Summit, informed us they received a claim from Harbor Bridge for failure to disclose a phantom stock plan during the sale transaction we helped them with back in 2025. The cla…