Timeline

Adams Health — LOI

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.

Marine — LOI

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

Gold Atlanta — LOI

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

Restoration 1 Southern Connecticut — LOI

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

Insulation — Diligence

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.

Gold Jay — LOI

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.

101 Boston — Diligence

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 — LOI

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.

Mozzarita — LOI

Replace OM-only operating support with source financial statements and rebuild using the same build_model.py workflow.

CFG Compass — Active

No HANDOFF.md found

Mobility — Active

No HANDOFF.md found

Dino

Send pre-LOI questions before any LOI

Leanne Erwin (Transworld / Southern Cross)

Send counter-reply or formally archive Marine deal

Justin Pines (Viking M&A)

Confirm Viking BOA requirement; send IOI

Rob Flack (Viking M&A)

Confirm Viking BOA requirement; send IOI

Zach McGillis (Website Closers)

Send DRAFT_email_to_zach_mcgillis.md; LOI discussion