Re: Outstanding Diligence Requests

From
Teresa Heit <teresa.heit@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Audra Williams <audraw@thekey.com>
Date
Wed, 8 Oct 2025 12:30:26 -0500
Folder
INBOX
--0000000000007c86cb0640a90a42 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you!!! On Wed, Oct 8, 2025 at 12:08=E2=80=AFPM Timothy Thomas wrot= e: > Thanks Audra. > > Teresa please cc me on these requests. - Thx > > On Wed, Oct 8, 2025 at 1:04=E2=80=AFPM Audra Williams = wrote: > >> Steve for litigation >> >> For vendor list it would be Anotte. We have the list but I don=E2=80=99t= think >> it=E2=80=99s for two years. I would ask Anotte for the contracts too. Sh= e may not >> have them but it=E2=80=99s a start. >> >> Gabe La for software >> >> Marketing ask Emma and Phil >> >> Best, >> >> *Audra N. Williams* >> >> Director, Divisional Operations | TheKey >> >> Mobile: 425.757.7027 >> >> >> >> >> >> On Wed, Oct 8, 2025 at 12:58=E2=80=AFPM Teresa Heit >> wrote: >> >>> >>> Hey Tim, >>> >>> I'm not sure who to contact for the following items... >>> >>> >>> Confirmation of past or present litigation or concerns of litigation >>> >>> List of all software and CRM licenses >>> List of vendor and suppliers active/inactive within previous 2 years an= d >>> related contracts >>> >>> What is 12+ month marketing spend by source or channel broken down by >>> month with corresponding KPIs where available (ie spend, calls, web for= m >>> leads,contacted/uncontacted, scheduled, converted, etc) >>> =E2=97=8B Will marketing accounts transfer (ie Google/Bing Ads, Caring.= com, etc ? >>> >>> On Wed, Oct 8, 2025 at 11:44=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Awesome, ty! >>>> >>>> On Wed, Oct 8, 2025 at 11:19=E2=80=AFAM Audra Williams >>>> wrote: >>>> >>>>> I can help. I just need to know when to connect him to Wellsky and I >>>>> will get that started. >>>>> >>>>> On Wed, Oct 8, 2025 at 8:17=E2=80=AFAM Timothy Thomas = wrote: >>>>> >>>>>> Haven=E2=80=99t gotten there yet. We still have a few hurdles to cle= ar on the >>>>>> deal. >>>>>> >>>>>> Do you know who can help? >>>>>> >>>>>> On Wed, Oct 8, 2025 at 10:52=E2=80=AFAM Audra Williams >>>>>> wrote: >>>>>> >>>>>>> Thanks Tim! >>>>>>> >>>>>>> Who is helping with the transfer? >>>>>>> >>>>>>> Best, >>>>>>> >>>>>>> On Wed, Oct 8, 2025 at 7:25=E2=80=AFAM Timothy Thomas wrote: >>>>>>> >>>>>>>> Yes they would use wellsky. >>>>>>>> >>>>>>>> Provide what you can Teresa. I think a sample is fine. >>>>>>>> >>>>>>>> Thanks >>>>>>>> >>>>>>>> On Wed, Oct 8, 2025 at 2:27=E2=80=AFPM Audra Williams >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Do we know if they are going to use Wellsky? If so, we will need >>>>>>>>> to get that transfer going as well. >>>>>>>>> >>>>>>>>> Best, >>>>>>>>> >>>>>>>>> *Audra N. Williams* >>>>>>>>> >>>>>>>>> Director, Divisional Operations | TheKey >>>>>>>>> >>>>>>>>> Mobile: 425.757.7027 >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> On Wed, Oct 8, 2025 at 6:16=E2=80=AFAM Teresa Heit >>>>>>>>> wrote: >>>>>>>>> >>>>>>>>>> I will start pulling it together. The background checks are in >>>>>>>>>> the current file so I'm not sure if he's not seeing the