How KM Supports AFAs Part III - Toolsilta.personifycloud.com/webfiles/productfiles/1987/... · •...
Transcript of How KM Supports AFAs Part III - Toolsilta.personifycloud.com/webfiles/productfiles/1987/... · •...
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How KM Supports AFAsPart III - Tools
Michael Mills
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Manage AFAs so we don’t Manage matters so we don't Tools to . . .
Manage AFAs so we don’t propose insane feesManage matters so we don't lose our shirts
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Not a new questionq
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Tools To Manage AFAsSo We Don’t Propose Insane Fees
• Matter ProfilesMatter Profiles• Spreadsheet Estimator
N• LexisNexis Redwood Planning• ThomsonReuters Engage
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Matter ProfilesMatter Profiles
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Abacus / Barron Acquisition : Cost EstimateTotal Person 1
Hours Cost Hours RatePreliminary Due Diligence 100 $24,000 25 $185Term Sheet 100 $34,875 15 $550$ , $Due Diligence 180 $44,000 50 $185Documentation
Basic AgreementsAgreement & Plan of MergerEscrow AgreementSpreadsheet EstimatorEscrow AgreementStockholders AgreementRegistration Rights AgreementEmployment & Non-Competition Agreement
Other Closing DocumentsSeller Officer's Certificate as to Represenations & Warranties
Spreadsheet Estimator
Seller Officer's Certificate as to Represenations & WarrantiesAssignment of Trademarks & Service Marks
Hart-Scott-Rodino FilingsBuyer's HSR FilingSeller HSR FilingFTC Early Termination Letter
SEC FilingsProxy Statement ProspectusRegistration Statement
OpinionsSeller CounselTax CounselBuyer Counsel
Organization, Existence, et al.Buyer CertificatesySeller Certificates
ClosingPost-Closing Adjustments
Total 380 $102,875 90
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LexisNexis RedwoodLexisNexis Redwood Planning
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ThomsonReuters EngageThomsonReuters Engage
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Tools To Manage Matters'So We Don't Lose Our Shirts
• Traditional MethodsTraditional Methods• Spreadsheet Project Tracker• Microsoft Project• Microsoft Project• Swiftlight
Sh P i t• SharePoint• Basecamp• SitePoint• LiquidPlanner
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Traditional MethodsTraditional Methods
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Abacus / Barron Acquisition : StatusHours Est'd Status Hours Actual
Preliminary Due Diligence 150 Completed 140Term Sheet 25 Completed 40Due Diligence 250 In Progress 80g gDocumentation
Basic AgreementsAgreement & Plan of MergerEscrow AgreementStockholders AgreementSpreadsheet Project TrackerStockholders AgreementRegistration Rights AgreementEmployment & Non-Competition Agreement
Other Closing DocumentsSeller Officer's Certificate as to Represenations & WarrantiesAssignment of Trademarks & Service Marks
Spreadsheet Project Tracker
Assignment of Trademarks & Service MarksHart-Scott-Rodino Filings
Buyer's HSR FilingSeller HSR FilingFTC Early Termination Letter
SEC FilingsProxy Statement ProspectusRegistration Statement
OpinionsSeller CounselTax CounselBuyer Counsel
Organization, Existence, et al.Buyer CertificatesSeller Certificates
ClosingPost-Closing Adjustments
Total 425 260
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Microsoft ProjectMicrosoft Project
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SwiftlightSwiftlight
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SharePointSharePoint
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BasecampBasecamp
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SitePointSitePoint
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LiquidPlannerLiquidPlanner
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