Workflow
Excluded Assets Liabilities
Overview
CaseMark's Excluded Assets & Liabilities skill automates the drafting of categorized APA exhibits that delineate retained assets and unassumed liabilities by class. It cross-references your principal agreement's defined terms and organizes exclusions with item-level specificity, producing a closing-ready schedule in minutes rather than hours.
Drafting excluded assets and liabilities schedules for asset purchase agreements is one of the most tedious yet critical tasks in M&A transactions. Associates must manually cross-reference defined terms, categorize dozens of asset classes with item-level detail, and ensure no material retained asset or unassumed liability is inadvertently omitted—a process that often takes hours and is highly prone to human error.
CaseMark automates the entire schedule drafting process by analyzing your APA and asset/liability inventory to produce a professionally categorized exhibit with proper cross-references, item-level specificity, and gap flagging. What previously required hours of painstaking manual work is completed in minutes, freeing deal teams to focus on negotiation strategy and substantive legal analysis.