Re: TheKey Follow Up

From
Teresa Heit <teresa.heit@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Melissa Reyes <melissa.reyes@thekey.com>
Date
Mon, 13 Oct 2025 12:38:45 -0500
Folder
INBOX
--000000000000ca3d8c06410dbdfa Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I will work on the contracts. I had just done a sample since we have the paper copies here in the office. The benefits info is there. Everything with the exception of the financials and the list of software and CRM licenses was uploaded last week. Is there a possibility they are unable to see the new items? On Mon, Oct 13, 2025 at 12:27=E2=80=AFPM Timothy Thomas wro= te: > Hi Teresa. > > Can you please upload all of the employment contracts and track down the > insurance / workers docs from compliance? > > Thanks > > ---------- Forwarded message --------- > From: Dane Johnson > Date: Mon, Oct 13, 2025 at 1:24=E2=80=AFPM > Subject: Re: TheKey Follow Up > To: Timothy Thomas > CC: Grant Eckert , Melissa Reyes melissa.reyes@thekey.com> > > > Tim, obviously its tough for us to move forward with things on our end > without all of the diligence docs, especially the financials. I > dont believe that employment contracts are uploaded either unless I am ju= st > missing them somehow. Grant do you see them? > > Also to make the process of obtaining insurance a little easier can you b= y > chance upload the current liability policy you have and the workers comp > insurance? > > Thanks! > > Sincerely, > > Dane Johnson > 913-908-9808 > > > On Mon, Oct 13, 2025 at 12:04=E2=80=AFPM Timothy Thomas w= rote: > >> Hi Grant, >> >> I=E2=80=99ve cc=E2=80=99d my colleague Melissa Reyes who will be the pri= mary point of >> contact in my absence. >> >> The majority of the files requested have been added to the diligence >> folder. We=E2=80=99re still awaiting the financial documents from our CF= O. Stay >> tuned. >> >> Let me know if you have any questions. I=E2=80=99ll be in town until tom= orrow >> afternoon. >> >> Thanks >> Tim >> >> On Mon, Oct 13, 2025 at 11:52=E2=80=AFAM Grant Eckert >> wrote: >> >>> Hi Tim, >>> >>> I hope you had a great weekend. Thanks again for the time last week. I >>> believe you had mentioned you are heading out on PTO. Ahead of that I >>> wanted to follow up on a few items: >>> >>> >>> - Who is/are our primary points of contact while you are out and >>> when do you return? >>> - I haven't seen anything come through following our >>> outstanding diligence requests we surfaced last week. Most notably, = we are >>> looking for information regarding financials, employee agreements, >>> contracts with all service providers, and specific information on wh= at >>> benefits are currently made available to employees and who is opted = in so >>> that we can coordinate matching those. >>> - We are hoping to begin to map out the mechanics of the transition >>> upon close which includes things like seamlessly moving employees ov= er to a >>> new payroll system, client billing, licensing transfers, transitioni= ng >>> services providers, etc. Who is best to begin to work with to map th= is out. >>> >>> >>> I am meeting with Teresa today to