Current Logged in as
Task Tracker
Task
Date
Task Type
Assigned To
Contact/Business/Valuation
Task Details
Date Completed
2013-03-13
Phone Call
Pix Print
Anthony called to say that he rejects the Manuel Press offer ($7000) as it is far too low. I mentioned that I have a new prospect (Roger Mao) that I am talking to.
2013-03-13
2013-05-17
Phone Call
Sydney\'s Finest Boutique Catering
contacted sarah and discussed the lead situation.
2013-05-17
2013-05-27
Phone Call
Alexander Hamill
David Gummer called. He said that he contacted Doug Hamill directly last week. He said that following due diligence, he has offered $160k. $100k would be payable on settlement. The remaining $60k would be paid over 6 months subject to performance hurdles. Apparently Doug said that he would get back to him on this Monday.
2013-05-27
2013-07-31
Phone Call
Ezymart Group
Spoke to Andrinto, he said they will close business if no buyer. Will pay $200 this week I have readvertised at $30k all offiers considered
2013-07-31
2013-08-14
Phone Call
Wholesale Direct Restaurant Supplies
I called Joseph and explained that Chris Barr and Margaret McKenzie are potentially interested in purchasing the business. I let Joseph know that there is a potential conflict of interest. I let him know that I had been engaged by them to find a business to purchase. I also let him (and Margaret) know that in this instance I would be representing Joseph. Margaret and Chris anticipated this prior to engaging me. They said that they were happy to be introduced to businesses on our books outside of the buyers' agent arrangement.
2013-08-14
2013-09-23
Phone Call
Commodore Press
Spoke to Frank Whelan regarding questions from David See. Frank said that rent expense was lower in 2013 due to concessions from the landlord. Frank said that delivery times to customers are around 1 week and have not really changed as a result of the fire. Frank said that his wife takes a drawing out of the business that is off the balance sheet, rather than through wages in the P&L. I went through the businesses included in the target mailout.
2013-09-23
2013-09-25
Phone Call
Laurie Tedeschi
I called Acme Platemaking services and spoke to Jai, the owner's son. Jai confirmed that Richard (Dick) has Parkinson's Disease, but s still going to work every day. He said that he would ask Dick to give me a call tomorrow. I passed on my details.
2013-09-25
2013-09-27
Phone Call
Sydney Hub
Spoke to Damian Cook. He said that they are considering an A2 acquisition as an option. We discussed that I should follow up John Freeman mid next week to let him know vendors are making these plans and are keen to know how things are progressing on his end.
2013-09-27
2013-10-03
Phone Call
Commodore Press
Set up a site inspection for David Deakin owner of Snap Lilydale. Set for 5:30pm on 8/10/2013.
2013-10-03
2014-02-04
File Note
Cliff & Lorraine Dailey
I called Lorrain, too buzy to talk She did indicate she revived my emails no time to respond
2014-02-04
2014-02-26
File Note
Possum Patch Kindergarten Child Care Service
Dear Regarding: Sale of Possum Patch I wrote to you last week to inform you that we have terminated our agreement, and have signed a new agency agreement. Yesterday we were contacted privately by a client that was previously introduced by yourself. We have been advised by our other agent and our solicitor that if we deal with this client then 2 commissions would be payable and we are best to leave that buyer alone. We certainly cannot afford to pay 2 commissions and are best to walk away from the client. There is no guarantee that the buyer will purchase the business anyway. I am writing to you and the other agent with a proposal, I would like to see you get something for your hard work up to date. I propose that the new agent handles the sale and does all the follow on work with the buyer. Should the Buyer purchase the business I propose that you both share the commission somehow. I am unsure if the other broker will take the deal, however in my mind it was worth putting the question forward to you both My idea Its better you get something than nothing and the other agent has a strong prospect to deal with. What are your thoughts on the matter? Steve
2014-02-26
2014-03-11
Phone Call
Mutual Printing
Kenny Ng called. He said that he would like me to reduce the price of the business to $190,000. He said that the new premises are about 450 square metres, have 2 car parks and quite a bit of on street parking. He wants $65k to $70k pa plus GST plus outgoings in rent. He has one printer that he uses on a part time basis only. The address is no. 20 Gould Street Strathfield South.
2014-03-11
2014-03-11
Phone Call
Mutual Printing
Kenny Ng called. He said that he would like me to reduce the price of the business to $190,000. He said that the new premises are about 450 square metres, have 2 car parks and quite a bit of on street parking. He wants $65k to $70k pa plus GST plus outgoings in rent. He has one printer that he uses on a part time basis only. The address is no. 20 Gould Street Strathfield South.
2014-03-11
2014-04-07
Phone Call
Sydney Hub
Spoke to Edgard. We went through the clauses in the draft heads of agreement. We slightly modified the clause relating to WIP by adding in a point that orders in production would be valued at percentage of completion. Edgard said that I ca lock in the site inspection with Azm for Thursday at 6:30pm.
2014-04-07
2014-04-07
Phone Call
Sydney Hub
Spoke to Edgard. We went through the clauses in the draft heads of agreement. We slightly modified the clause relating to WIP by adding in a point that orders in production would be valued at percentage of completion. Edgard said that I ca lock in the site inspection with Azm for Thursday at 6:30pm.
2014-04-07
2014-06-16
To Do
Annette Burgess Lic 6329MB 97736160 2006 toyotta corolla AM42WD happened 11am , 11 June 2014 AAMI Claim moi9526014 9 Rowland St Revesby Application Reference Number: TI 27568
2014-06-16
2014-09-30
To Do
GREGZ Chookz & Lamb
Change price
2014-09-30
2014-10-08
File Note
Jill Summerville
Meeting in office with Julie plus daughter
2014-10-08
2015-01-10
File Note
Birkenhead Point Newsagency
Agreed to $400,000 Worried about Early Returns
2015-01-10
2016-05-28
File Note
Birkenhead Point Newsagency
File Note< Spoke to Pauline. Accountant still working on old figures
2016-05-28
2017-08-24
Phone Call
Dale Crosby
Dale to chase accountant for info
2017-08-24
2018-01-07
To Do
http://sydneyentclinic.com/sean-flanagan/sean-flanagan/ http://www.entsydney.com/services
2018-01-07
2018-04-05
Follow Up
Nadine left a message with me this morning. I have lmtcb
2018-04-05
2020-07-06
Phone Call
test
2020-07-06
2020-07-13
Follow Up
Raman Sharma
What does Raman want to do with the response that i got from Ross regarding TSG 2020.07.13 Raman sent updated offer. I have sent it to Ross. Have I received profit and loss data yet?
2020-07-13
2022-08-12
Phone Call
Daniel Raihani
Left 2 messages for Daniels brother to call me urgently
2022-08-12