Calendar

Request seller/broker support for asking price, addbacks, QoE-style normalization, AR aging, backlog/open jobs, franchise transfer requirements, debt schedule, equipment list, and updated monthly 2026 financials, then rerun:

Replace the inferred financing/valuation/tax assumptions with LOI, lender, tax-return, balance-sheet, and seller-support data, then rerun python build_model.py and the live validator.

Request the source financial package and rerun python build_model.py after replacing CIM-only claims with direct tax/QB support and confirmed financing / real-estate terms.

Obtain readable tax returns, broker/CIM package, asking price, seller add-back support, lender feedback, and balance-sheet / working-capital support, then rerun build_model.py and review the refreshed audit summary.

Review Adams_SDE_Five_Agent_Deep_Dive_2026-07-09.md and use labor-normalized case (~$2.44M) as the operating ceiling pending GL/payroll/bank support.

Review combined 02_PnL_Historical layout in Excel; then diligence tax OCR and NWC peg.

Jonathan: Review draft; send to Leanne or edit before send

Human review IOI / broker email; flag Y1 cash DSCR ~1.15x and $1.40M op NWC vs $350K close injection.

Send pre-LOI questions first; do not send LOI until tax/P&L bridge is verified

Review and send DRAFT_email_to_zach_mcgillis.md; attach LOI if ready

Confirm whether Viking requires standard BOA; send IOI to Rob Flack / Justin Pines

Contact: Dino

Contact: Zach McGillis

Contact: Rob Flack