Change priority / status / stage here. Overrides beat stale sync data and save to Redis.
P0 = highest urgency (do / send today). P1 this week · P2 later · backlog parked.
C:\Users\jonat\Clinton Harbor\ETA - Documents\___Current Deals\Mozzarita
Opens in OneDrive on the web (or Explorer on jewtop)
No broker on file
No seller contact on file
Shared list: 232 lending groups (36 with multiple contacts → To + Cc).
Opens a deal-specific composer: check lenders, AI-draft the body, attach OneDrive files (e.g. Anonymous Lender One-Pager v2), create unsent Outlook drafts (To + Cc). Nothing auto-sends.
No DRAFT_*.md files found (local disk or OneDrive)
C:\Users\jonat\Clinton Harbor\ETA - Documents\___Current Deals\Mozzarita\HANDOFF.md
Obtain annual and monthly P&Ls, tax returns, trial balance, balance sheet, and bank/lender materials.
Obtain broker CIM/workbook/addback schedule and reconcile EBITDA/SDE to source financials.
Confirm whether the real estate is included in the transaction and at what value.
Obtain LOI/APA or broker support for the user-provided $6.5M purchase price, and confirm transaction fee budget, NWC peg, debt terms, seller-note terms, and investor terms.
Confirm customer concentration, Publix/Whole Foods contracts, distributor margin leakage, payroll/subcontractor classification, production capacity, capex needs, and food-safety compliance history.