# Strategy discussion on facility consolidation, valuation, and future planning

**March 17, 2026 at 03:13 PM** · 49m 27s

### Bottom Line
The team is focused on consolidating operations into a key Hollywood facility (Stage 5) to maximize commercial revenue before a perceived market decline, while pushing back on unnecessary investments in other locations. They are also demanding better asset valuation data from a counterparty to finalize a deal.

### Key Takeaways
- **Facility Strategy:** The plan is to consolidate commercial operations into Stage 5 in Hollywood, dropping Avon and one-day business there, to capture all remaining revenue in a shrinking market.
- **Valuation Impasse:** The team needs either carrying values or a detailed asset list from the other party to proceed with their valuation methodology for a potential deal.
- **Contingency Planning:** Securing a contingency plan in West Hollywood is considered crucial for the 3-5 year plan, especially regarding the future of the Kuanga/Coenga location.
- **Investment Philosophy:** The team is adamantly against making new capital investments in facilities they plan to exit, rejecting requests for upgrades as misaligned with their strategy.

### Decisions Made
- Discuss the future of cooling/pro supplies on Thursday — *decided by Speaker A*
- Respond to valuation data request by insisting on asset values or a fleet list — *decided by Speaker A & B*
- Provide high-level ownership info (like Bearcat table) but not full cap table — *decided by Speaker A & B*

### Action Items
- [ ] Send the crafted response to the counterparty regarding the need for asset values or a fleet list for valuation. — @Speaker B `high`
- [ ] Discuss the future plan for cooling/pro supplies in the scheduled Thursday meeting. — @Speaker A `medium` (due 2024-05-23)
- [ ] Follow up with the ADC contact by end of day tomorrow if no response is received regarding the outcome of his potential outreach. — @Speaker A `medium` (due 2024-05-22)
- [ ] Use Dodgers tickets as a sales tool to invigorate deals and conversations with clients ahead of the season. `medium`
- [ ] Investigate and potentially challenge the appraisal value (11B) related to Georgia inventory. — @Speaker A & B `low`

### Topics
Facility Consolidation, Asset Valuation, Lease Negotiations, Contingency Planning, Revenue Strategy, Investment Philosophy

**Sentiment:** neutral

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*Generated by Call Assistant on 2026-04-09 10:07*