Oasis Senior Advisors

From
Will Reid <wreid@thekey.com>
To
Julia Jenkins <jujenkins@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Wed, 5 Feb 2025 14:37:36 -0500
Folder
INBOX
--000000000000a5a230062d6a421d Content-Type: multipart/alternative; boundary="000000000000a5a22e062d6a421b" --000000000000a5a22e062d6a421b Content-Type: text/plain; charset="UTF-8" Hey Julia, I'm having lunch with one of the Cincinnati Oasis franchise owners on Monday, Feb 10. We've had a few signed agreements with them over the years and have done some business with them, but nothing huge. I'm taking over that relationship in the absence of a Cincinnati HCL. I plan to switch them over to the new agreement you gave Tim (attached) and away from the one we have in place. Our existing agreement is not as "rich" as the one you shared so no concerns about the change. I'd like to discuss how the paperwork/agreement process is handled. I noticed your note to Tim that you would send a PandaDoc to them. I'd like to have a quick conversation with you regarding that and the tracking responsibilities. Your calendar is full. Can you schedule something for us before the end of this week? I need to be fully prepared for my Monday meeting. Thanks, Will Reid Partner wreid@thekey.com 513-707-2304 TheKey.com [image: TheKey] --000000000000a5a22e062d6a421b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Julia, I&#39;m having lunch with one of= the Cincinnati Oasis franchise owners on Monday, Feb 10. We&#39;ve had a f= ew signed agreements with them over the years and have done some business w= ith them, but nothing huge. I&#39;m taking over that relationship in the ab= sence of a Cincinnati HCL. I plan to switch them over to the new agreement = you gave Tim (attached) and away from the one we have in place. Our existin= g agreement is not as &quot;rich&quot; as the one you shared so no concerns= about the change. I&#39;d like to discuss how the= paperwork/agreement process is handled. I noticed your note to Tim that yo= u would send a PandaDoc to them. I&#39;d like to have a quick conversation = with you regarding that and the tracking responsibilities. Your calendar is= full. Can you schedule something for us before the end of this week? I nee= d to be fully prepared for my Monday meeting. Than= ks, Will= Reid Partner wreid@thekey.com 513-707-2304 TheKey.com --000000000000a5a22e062d6a421b-- --000000000000a5a230062d6a421d Content-Type: application/pdf; name="Oasis and TheKey National Cont

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