Opens in a new tab

07: Savings Projection & Assumptions Disclosure

A template for the deliverable that carries your seal. Twelve required sections with their required content, a minimum-content assumptions schedule covering every input a result depends on, and a model reliance-and-limitations paragraph for adaptation with counsel. The organizing principle is stated up front: the assumptions schedule is not an appendix, it is the part of the document that makes the opinion defensible, and it belongs in front of the reader. Closes with a before-it-leaves-the-office checklist, including a search for “will save” and “guaranteed.”

Download PDF