Workflow
Excluded Assets Liabilities
Overview
CaseMark's Excluded Assets & Liabilities skill automates the drafting of categorized APA exhibit schedules that delineate which assets are retained by the seller and which liabilities remain unassumed by the buyer. The AI produces item-level specificity across asset and liability classes, cross-references your principal agreement's defined terms, and generates accompanying representations and miscellaneous provisions. The result is a deal-ready exhibit that accelerates closing preparation and reduces negotiation friction.
Drafting excluded asset and liability schedules for asset purchase agreements is one of the most tedious yet critical tasks in M&A transactions. Associates spend hours manually categorizing retained assets and unassumed liabilities, cross-referencing defined terms, and ensuring nothing material falls through the cracks—all under intense deal timeline pressure.
CaseMark automates this painstaking process by analyzing your APA and asset-liability allocations to produce a fully categorized, item-specific exclusion schedule. The AI handles defined-term cross-referencing, category organization, and representation drafting, letting deal teams focus on negotiation strategy rather than document assembly.