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Adams Health: Review Adams_SDE_Five_Agent_Deep_Dive_2026-07-09.md and use labor-normalized cas…
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.
Adams Health: If this model will be used for IC, lender, or investor review, rebuild build_mod…
If this model will be used for IC, lender, or investor review, rebuild build_model.mjs to the latest hardened ETA architecture so model_audit_summary.json clears source provenance, defined names, formula hardcodes, monthly debt schedule integrity, DSCR-engine tie-out, normalized projection-chain, cash-waterfall, tax, and investor-waterfall scans.
Gold Atlanta: Review combined 02_PnL_Historical layout in Excel; then diligence tax OCR and NW…
Review combined 02_PnL_Historical layout in Excel; then diligence tax OCR and NWC peg.
Marine: If TTM received: Re-underwrite against finalized peg; decide whether to counter …
If TTM received: Re-underwrite against finalized peg; decide whether to counter or walk
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Restoration 1 Southern Connecticut: Human review IOI / broker email; flag Y1 cash DSCR ~1.15x and $1.40M op NWC vs $…
Human review IOI / broker email; flag Y1 cash DSCR ~1.15x and $1.40M op NWC vs $350K close injection.
101 Boston: Request seller/broker support for asking price, addbacks, QoE-style normalizatio…
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:
Mulching: Obtain readable tax returns, broker/CIM package, asking price, seller add-back s…
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.
Gold Jay: Replace the inferred financing/valuation/tax assumptions with LOI, lender, tax-r…
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.
Insulation: Request the source financial package and rerun python build_model.py after repla…
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.
Marine: If archive confirmed: Move Marine to Old Stuff archive posture in workspace-os; …
If archive confirmed: Move Marine to Old Stuff archive posture in workspace-os; close broker thread
Adams Healthcare: send pre-LOI questions to Dino
Send pre-LOI questions first; do not send LOI until tax/P&L bridge is verified
Restoration 1 SoCT: confirm Viking BOA and send IOI
Confirm whether Viking requires standard BOA; send IOI to Rob Flack / Justin Pines
Gold Atlanta: send broker email to Zach McGillis
Review and send DRAFT_email_to_zach_mcgillis.md; attach LOI if ready
Adams Health: Review and send DRAFT_pre_loi_email_to_dino.md to Dino with Adams Healthcare Pre…
Review and send DRAFT_pre_loi_email_to_dino.md to Dino with Adams Healthcare Pre-LOI Financial and Operating Questions.docx attached. Draft now includes explicit 24-month bank statement request (Jan 2024 – Dec 2025).
Adams Health: Do not send the LOI until the seller provides enough support to bridge the $2.99…
Do not send the LOI until the seller provides enough support to bridge the $2.997M book net income, ~$151K tax income, and ~$2.4M CIM cash-flow claim.
Marine: Jonathan: Review draft; send to Leanne or edit before send
Jonathan: Review draft; send to Leanne or edit before send
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