Tasks

243 tasks

All Open Done High Medium Low
Collaboratively analyze combined sales structure and identify potential savings beyond the ops/fleet focus in the initial model. medium
Sean / JD Bs call
Provide more detailed personnel information for a deeper analysis of duplicative roles and true payroll synergy potential. medium
Ste / HPP Team call
Analyze the Atlanta footprint (TR vs. counterparty's operation) to decide on a consolidation/shutdown strategy and quantify the potential rent/expense savings. medium
call
Clarify and validate the specific list of assets and 'relevant supporting liabilities' (e.g., operating leases, union agreements) to be contributed in the reorganization. medium
call
Request the detailed personnel information from the counterparty to validate the $15M payroll savings projection and headcount reduction plan. medium
call
Clarify the status and potential future inclusion of the 'Transportation Resources' entity/assets, which were held back from the current contribution plan. medium
call
Establish the new OpCo for non-fleet assets and liabilities and the single asset company for all fleet assets as outlined in the structure. medium
call
Coordinate delivery of a stake bed truck for Tony Greasley's show *Gearheads*, charging a $100 delivery fee each way. medium
Julie Lawson call
Contact Chris Kusiak regarding the *Mr. & Mrs. Smith* show to pursue rental business. medium
Daniel call
File for the EIN for the new entity (MT Studio Services) mentioned during the call. medium
james call
Send January rent payment to Valhalla after they reported not receiving it. medium
JD Busfi call
Investigate and fix financial model issues preventing 2Family and HSS account data from pulling into the consolidated view. medium
call
Ask Coyote/Stephanie for clarification on why they have asset companies and the potential tax implications of moving assets. medium
James Adcock call
Gather and understand the scope of Coyote's union agreements (LA commercial, NY commercial, fleet) to assess potential liabilities. medium
call
Finalize the list of Packet Co. entities and assets to be contributed, confirming which should be contributed as entities vs. assets. medium
call
Follow up with the intended recipient to determine if the call was dropped and reschedule if necessary. medium
Speaker A call
Prepare a moderated question set for a potential future interview with key customer Mark Simon. medium
JD's team call
Investigate the two identified PE-backed consolidators in the life care planning space as part of the competitive analysis. medium
JD's team call
Define the scope, budget, timeline, and responsibilities for the "Avon Doesn't Suck" commercial project in a breakout session. medium
Richard Cahng call
Investigate the status and timeline for implementing the RentalWorks Storefront feature for online ordering. medium
JD Busfield call
Develop the Hollywood Site Services website/landing page with a 'request a quote' form and integrate it with the HDR domain. medium
J call
Obtain updated photography of the Zhao bathroom trailers for the new website. medium
call
Formalize the process for applying customer deposits/credits ('depleting deposits') to invoices, ensuring consistency with the existing KARS+ method. medium
call
Train the team on using the payment memo field to document critical details (e.g., double payments, external references) when creating receipts. medium
call
Define daily sales routine requirements for Sean including minimum call expectations, contact list management, and reporting structure medium
Speaker A (Richard) call
Develop strategic recommendations and next phase proposal for Verity Group based on 6 weeks of research insights to maintain revenue continuity medium
Speaker A and Speaker B call
Execute qualitative research outreach to schedule interviews with personal injury attorney, independent life care planner, and insurance carrier legal department representative medium
Ja and JD Busfield call
Research industry trends and risk factors including impact of self-driving cars on accident rates, AI disruption potential, and expert witness/legal services market outlook medium
Ja and JD Busfield call
Send VS Rentals OpCo MSA agreement (37 pages) to accountants for review before May tax preparation begins medium
JD B call
Send summary of outstanding 2025 tax payments, 2026 tax payments due, and prior year balance carryovers to client medium
Mike Stauffer call
Review compilation requirements and begin preparation work for year-end compilation (target completion by April) medium
LOTTIE call
Clarify exact breakdown of personnel between forensic voc (8) and life care planning (13) with specificity on 1099 vs full-time medium
Brent Sitarski call
Send data book from the acquisition with historical financials broken down by business lines medium
Brent Sitarski call
Conduct keyword analysis and PPC/SEO potential for customer acquisition with ROI projections medium
JD Busfield call
Prepare document request list for Verity Group materials needed for analysis medium
James Adcock call
Provide feedback on Lockton's Legal Day event after JD attends. low
JD next month call
Connect with contacts in Georgia and New York jurisdictions to assess clearing the small footprints there. low
Speaker A call
Investigate and potentially challenge the appraisal value (11B) related to Georgia inventory. low
Speaker A & B call
Schedule a follow-up if endpoint adjustments are needed after initial testing of the API data. low
Speaker A call
Investigate and systematize the quarterly rebate process to ensure it is paid on time and accurately. low
Sean French call
Clarify the procedure for handling invoices that appear missing due to being processed 'outside of QuickBooks' to prevent recurring errors. low
call
Send link to Life Care Planning Professionals (San Antonio PE-backed competitor) low
James Adcock call
Dig up information on the independent practitioner who wanted to sell her $275K book of business low
Brent Sitarski call
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