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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) |
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Firm Goals |
4 |
4 |
4 |
12 |
Financial Goals |
4 |
4 |
4 |
12 |
Personal Goals |
4 |
4 |
4 |
12 |
Analysis Review |
4 |
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4 |
8 |
ESTIMATED TOTAL HOURS |
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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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