Tasks — Assistant

Schedule follow-up meeting in early March at LA office to discuss valuation methodology for specialized equipment and liquidation scenarios medium

James 2024-03-01 call

Design a comprehensive dashboard/screen view pulling from RentalWorks and a master Google Sheet to display schedules, priorities, and SOPs for warehouse visibility. medium

Speaker A (Mike) 2024-03-22 call

Schedule and plan the shoot for a promotional video for the following week while Mike is in town. medium

Speaker B (Mike) and Speaker A (Sean) 2024-04-02 call

Follow up with the ADC contact by end of day tomorrow if no response is received regarding the outcome of his potential outreach. medium

Speaker A 2024-05-22 call

Discuss the future plan for cooling/pro supplies in the scheduled Thursday meeting. medium

Speaker A 2024-05-23 call

Schedule a follow-up meeting for Monday to review the plan for marketing and operational organization. medium

2024-06-03 call

Complete deep dive sessions on DOT project and bathroom trailer project medium

Speaker A and Speaker B 2025-01-XX call

Have lunch with Roxanne at Disney to discuss a potential deal for being first call for trailer rentals. medium

Julie Lawson 2025-02-25 call

Review and provide commentary on the standard rental agreement (AICP PERG) to unblock deals like the one with Smuggler. medium

Jamesw 2025-02-27 call

Complete compilation for specified entities and prepare consolidated books for all entities for tax preparation medium

JD B 2026-04-30 call

Double-check and confirm the correctness of an endorsement and share it with the team. medium

Speaker C later today call

Let Speaker A know the end time of the baby's last nap tonight if they want to get started with a consultant-timed bedtime and overnight plan. medium

Speaker B call

Integrate the separate revenue/pipeline tracking view into the main management dashboard for accurate financial visibility. medium

Speaker B call

Review the old safety task list with Sean to ensure critical items are addressed and documented procedures are created. medium

Speaker A call

Reach out to new financing opportunities from Eckhaus medium

Respond to US Bank questions medium

Provide the total amount of payroll and other costs paid by Silverco on behalf of affiliate Versatile Studios for 2025 for related party disclosure. medium

Speaker B (JD) call

Send executed sublease agreements for new subleases entered into in 2026 (subsequent events). medium

Speaker B (JD) call

Provide amortization schedules/payment plans for the NC&T sales tax liability and the principal maturities for the NC&T and Two-Family debt to footnote disclosures. medium

Speaker B (JD) call

Analyze Coyote's fleet list to tag trucks for likely disposition to estimate potential cash distribution from asset sales. medium

Speaker C call

Develop a clear strategic path (milk vs. grow) for the life care planning business, addressing its debt and growth model. medium

Speaker A call

Look into updating ARH asset values to make sure we have the correct fair values medium

Update the NCNT rental asset module in Closebook to match the schedule and QB medium

Provide Veronica with a detailed team list including names, roles, seniority, and FTE allocation for each company to understand resource structure. medium

Speaker B (Lottie) call

Veronica to send a proposed meeting schedule for handover topics, and Lottie to populate it with the best contacts and their available time zones. medium

Speaker A (Veronica) and Speaker B (Lottie) call

Provide a sample of the new rental contract for the insurance/renewal process. medium

Speaker E call

Review the work comp information shared by Katie. medium

Speaker A call

Follow up on two tiny amounts in the system (roughly $150) and provide an update. medium

Anthony call

Send Speaker A an updated org chart and entity structure chart to clarify reporting lines and intercompany relationships. medium

Speaker B call

Finalize the handover cutoff date with the outsourced firm within the next week, based on Speaker A's readiness assessment. medium

Speaker B call

Clarify the address and property details for 12312 Osborne Street and add it to the question list for Hudson. medium

Speaker A call

Further analyze the competitive threat from Galpin's Star Wagons carve-out bid and its implications for Hudson's decision-making. medium

Speaker A / Team call

Request Ryan's (Speaker B) formal opinion on the timeline and feasibility of subleasing specific problematic properties (Norris, Balboa, Ralston). medium

Speaker A call

Add a cost per square foot column to the current lease analysis workbook. medium

Speaker B call

Share the raw lease data from Coyote with Speaker A for their analysis. medium

Speaker B call

Clarify the specifics of what real estate (e.g., the lot vs. stages) would actually be part of the deal for the Norris location. medium

call

Clarify and tighten billing expectations for Versatile, addressing the current delays and establishing a clearer process. medium

Speaker C (Katie) call

Obtain a copy of the union 'black book' to understand standard rates and rules, aiding in the analysis of the problematic legacy agreements. medium

James call

Investigate and document the missing definitions for 'major' and 'minor' disciplinary offenses within the union agreements to assess liability. medium

James call

Analyze the unit-level breakdown of assets from the Hudson team to assess the true state and maintenance needs of the trailer fleet. medium

call

Refine the financial model to target a break-even cash flow to equity position using defensible, no-growth assumptions, incorporating the revised cost structure and aligned CapEx treatment. medium

jd & ste call

Share updated model with detailed revenue drivers (rate, utilization, asset count) and upside scenarios (e.g., live event expansion) to build a more tactical J-curve projection. medium

jd call

Mike to draft and send a proposed deal structure (commission/incentive) for the sales rep who reps production companies. medium

Speaker A (Mike) call

Speaker D (JD) to modify the permit dashboard to filter out duplicates from Cars Plus reservations and provide a cleaner view of filming activity. medium

Speaker D (JD) call

Mike and team to conduct a financial review of the Summerjacks deal after Q1 to assess its profitability and renegotiate terms if necessary. medium

Speaker A (Mike) call

Use Dodgers tickets as a sales tool to invigorate deals and conversations with clients ahead of the season. medium

call

Develop and share SOPs for rental agent processes and equipment testing/loading. medium

Richar call

Analyze Versatile's February revenue mix (stage vs. supply vs. vehicle) for the month-end financial package. medium

JD Bsufield call

Confirm the scope of the accounting compilation (specifically if notes to financial statements are included) with the accounting firm, involving Ryan/Christy to ensure clarity. medium

Speaker D / Speaker A call

Internally discuss and finalize position on the proposed accounting cost savings plan (outsourcing and compilation change). medium

Speaker E / Speaker C / Speaker F call