Signed PSA Stage

Email Accounting to send EMD: Chris, Cathleen, Payton

• CC seller, sellers attorney, and if there is a broker involved 

Kick Off Call With Department Heads

To discuss high level details involving deal 

Have Business Summary 1 Pager Ready Link

Have Construction Due Diligence Sheet Ready Link 

Accounting: Chris  (Send invite even if calendar is booked)

Due Diligence  : Payton 

Provide to DD team

• Folder to the deal supporting doc

                     (Eval, LOI, PSA, 1 Pagers, Construction DD, etc)

Finance : Alex Schnese

Pre-Construction : Stephane and Alex

• 10k max on site plan work 
• To be included if there is heavy cap-ex (expansion, development, etc)

Update

• Mondays Board: Leads, Non-Compete, and Confidentiality Agreement
• 2024 Revenue Projections Ghseet - Monthly Update Sheet & Fee sheet
• Closing Bonuses Gsheet- ACQ Projections
• 90's Scorecard