Strategy

Process

Experience

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 LSW, Ltd.

FOR "JOE SAMPLE COMPANY PROJECT"

 Function

Interview

Analysis

Strategy

Total Hours

Legal Organization
(Interview with Attorney)

2

1

1

4

Financial Structure (History and Interview with Accountant)

2

4

4

10

 Cash Management (Relationships, System Earnings)

1

1

6

8

 Risk Management (Reduction of Exposure to Liabilities)

1

1

1

3

 Compensation (Philosophy and Standards)

2

4

2

8

Employement Benefits (Interview with Advisor)

1

4

4

9

Retirement Benefits
(Plan and Funding)

1

2

4

7

Ownership Succession (Plan and Funding)

2

1

4

5

Space Requirements (Lease vs. Purchase)

1

2

4

7

Ownership Interviews
(2 Owners Interviewed)

       

 Firm Goals

4

4

4

12

Financial Goals

4

4

4

12

Personal Goals

4

4

4

12

 Analysis Review

4

 

4

8

 ESTIMATED TOTAL HOURS

     

 105

All contacts, interviews, analysis and development of strategy will be performed by Leonard E. Webster. Time will be billed at $200.00/hour spent by Len with all costs for administrative or secretarial work performed included. The total billing for the analysis phase of this project will not exceed $18,000.00 unless additional work is added to the project by mutual agreement of the parties. A detailed statement and billing for hours worked will be submitted on the 1st of each month for the previous month's work.

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