General Information

Chapter 8 Checklist
Checked tasks:
Overdue Tasks
Due: 01/23/2024
Copy of the stock ledger and stock transfer certificates. List of all owners of the company
Assigned to Lynn Johnson

Location: https://docs.google.com/document/d/1234
Due: 02/24/2024
Explain the key basis of the competition (e.g., price, service, technology, quality, distribution, location).
Assigned to Tyson Hachtel

Location: https://docs.google.com/document/d/asdfasdf
Incomplete tasks
Due: 03/01/2024
A schedule of the names and resumes of the current officers, directors and other key employees of the company.
Assigned to Tracy Lowe

Location: https://docs.google.com/document/d/asdfasdf
Due: 03/01/2024
Minutes, resolutions and written consents of shareholders, directors and officers for the past five years.
Assigned to John Edwards, ESQ

Location: https://docs.google.com/document/d/1234
Due: 03/01/2024
Any agreement related to voting, issuance of equity, registration rights, preemptive rights, rights of first refusal or option rights of the company and its subsidiaries.
Assigned to Fred Smith, CPA

Location: https://docs.google.com/document/d/56789
Due: 03/30/2024
Copy of all buy-sell agreements and any owner agreements.
Assigned to Kevin Thomas

Location: https://docs.google.com/document/d/1234
Completed tasks
Completed
Contract words and lorem ipsum.
Assigned to Tracy Lowe

Location: No location set
Completed
Describe the company's branding, marketing and public relations plan
Assigned to no one

Location: No location set
Completed
List new or future competitors of the company and a projection of the sales that competition might take from the Company
Assigned to Andy White

Location: No location set
Completed
List all real property owned, leased or operated by the company or subsidiaries in the past
Assigned to no one

Location: No location set
Completed
Articles or certificates of incorporation or organization including bylaws and operating agreements of the company and any subsidiary as originally filed.
Assigned to John Edwards, ESQ

Location: https://docs.google.com/document/d/asdfasdfasdf
Completed
List of foreign countries in which the company and its subsidiaries are authorized or registered to do business
Assigned to Tyson Hachtel

Location: https://docs.google.com/document/d/234234
Completed
A schedule of all options, warrants, rights and any other potentially dilutive securities with exercise prices and vesting options
Assigned to Tom Wertz

Location: https://docs.google.com/document/d/wxyz
Completed
List all locations the company has operated in during the past 10 years
Assigned to Tracy Lowe

Location: https://docs.google.com/document/d/asdf
Completed
List the number of authorized and issued stock or owners interests
Assigned to Joe Green, CPA

Location: https://docs.google.com/document/d/asdf
Completed
List all lawsuits filed against the company as a Defendant or Co-Defendant for the past five years, along with the results, the name and contact information of the company’s law firm. Include parties involved, subject matter and amounts claimed
Assigned to John Edwards, ESQ

Location: https://docs.google.com/document/d/1253
Completed
Describe hardware planned for expansion to new site (put on hold during due diligence)
Assigned to Tom Wertz

Location: No location set
Completed
Narrative description of the full revenue from call to cash
Assigned to Sharon Fleming

Location: No location set
Completed
List the original name of the company and any name changes during the past 10 years
Assigned to John Edwards, ESQ

Location: https://docs.google.com/document/d/qwerty
Completed
List the rights of each class of stock or owners interests
Assigned to Sharon Fleming

Location: https://docs.google.com/document/d/1234
Completed
List any DBA (doing business as), AKA (also known as) and any fictitious name filings for the past 10 years
Assigned to Andy White

Location: https://docs.google.com/document/d/1234
Completed
A diagram of the organizational structure of the company and any subsidiaries or affiliates, including percentage ownership of voting securities of any subsidiaries
Assigned to Tracy Lowe

Location: https://docs.google.com/document/d/asdf
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