Chekelah's coordination log.
INTERNAL OPS · 42 ACTIVE CLIENTS · UPDATED 2025-11-14 · 09:12
ALL ACTIVE
STAGE 6+
RED FLAGS
HANDOFFS QUEUED
CLIENT
DIAGNOSTIC
CURRENT STAGE
LAST TOUCH
NEXT ACTION
HEALTH
Traylor Holdings LLC
C. TRAYLOR · $12.4M REV · ICR + EXIT
ICR · 84
STAGE 07 · CAPITAL
NOV 12 · KIRKLAND CALL
SBA PKG DUE
Mansfield Ventures LLC
R. MANSFIELD · $1.8M REV · EXR
EXR · 71
STAGE 06 · EXIT READY
NOV 08 · QoE START
SANDOVAL FOLLOWUP
Elmwood Family Office
H. ELMWOOD · $28M NW · FOR + EPR
FOR · 78
STAGE 11 · PWM SETUP
NOV 07 · JPM WARM INTRO
SLAT DRAFTING
Rios Restaurant Group
A. RIOS · $6.5M REV · TCM
TCM · L2
STAGE 01 · BIZ HEALTH
NOV 04 · ACH SETUP
WIRE PROTOCOL
Ramirez Family LP
L. RAMIREZ · $85M NW · FOR
FOR · 91
STAGE 11 · FO EMBED
OCT 29 · MFO SHORTLIST
GS PWM MEETING
Nguyen Manufacturing
D. NGUYEN · $22M REV · MAR
MAR · 63
STAGE 03 · VALUATION
OCT 25 · IB SHORTLIST
HOULIHAN INTRO
Bishop & Sons Contracting
M. BISHOP · $4.2M REV · TSR
TSR · 88
STAGE 09 · TAX
OCT 22 · CPA STALLED
ESCALATE
DETAIL VIEW · SELECTED
Traylor Holdings LLC
C. TRAYLOR · SBA-BACKED $2.5M TERM LOAN · CAPITAL STAGE
ENGAGEMENT · SINCE FEB 2025
◉ PATHWAY PROGRESS · 11 STAGES
01
Biz Health
02
Personal
03
Valuation
04
Concentration
05
Succession
06
Exit Ready
07
Capital
08
Estate
09
Tax
10
Liquidity
11
Private W
◉ SPECIALIST BENCH · COORDINATION STATE
CPA · TAX
Miguel Sandoval
Sandoval CPA · Fort Worth
LAST · NOV 05
NEXT · NOV 22 · CAPITAL COORD
ESTATE ATTY
Jamie Kirkland
Kirkland Law · Dallas
LAST · NOV 12
NEXT · DEC 03 · TRUST FUND
M&A ATTY
Regan Brooks
Brooks & Chen · Dallas
LAST · OCT 28
STANDBY · POST-CAPITAL
LENDER · SBA
David Chen · VP Commercial
Frost Bank · Fort Worth
LAST · NOV 14
NEXT · NOV 18 · PACKAGE SUBMIT
FIDUCIARY · RIA
TBD · post-liquidity
Awaiting Stage 10 handoff
—
STANDBY
◉ RECENT ACTIVITY · LAST 30 DAYS
NOV 14
Chekelah call with David Chen (Frost) — SBA package submission Nov 18. Confirmed guarantor personal financials + 3yr business tax returns ready. Package will hit 8.5% projected rate.
LOGGED BY · CHEKELAH · CAPITAL COORD
NOV 12
Kirkland Law meeting — reviewed pre-capital trust funding to protect against personal-guarantor exposure. Draft revocable-trust amendment scheduled for Dec 03.
LOGGED BY · CHEKELAH · ESTATE COORD
NOV 05
Sandoval CPA quarterly review — S-Corp reasonable comp benchmarking commissioned. Result flagged for defined-benefit plan modeling in Q1 2026 (post-capital stage completion).
LOGGED BY · CHEKELAH · TAX COORD
OCT 28
Brooks & Chen preliminary M&A conversation — client's 5-year exit horizon confirmed. Attorney on standby post-capital. Retainer NOT executed yet.
LOGGED BY · CHEKELAH · MA STANDBY
◉ COORDINATION NOTES · CHEKELAH'S NEXT MOVES
Priority · Capital & Estate coordination. Client is at Stage 07 with SBA package submitting Nov 18 — but Stage 08 (Estate) trust-funding amendment is required before capital closes to protect PG exposure. Kirkland must finalize by Dec 03. Escalate if attorney slips past Nov 25. Post-capital, immediate Stage 09 (Tax) DB-plan modeling with Sandoval.