How KM Supports AFAsPart III - Tools

Michael Mills

Manage AFAs so we don’t Manage matters so we don't Tools to . . .

Manage AFAs so we don’t propose insane feesManage matters so we don't lose our shirts

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Tools To Manage AFAsSo We Don’t Propose Insane Fees

• Matter ProfilesMatter Profiles• Spreadsheet Estimator

N• LexisNexis Redwood Planning• ThomsonReuters Engage

Matter ProfilesMatter Profiles

Abacus / Barron Acquisition : Cost EstimateTotal Person 1

Hours Cost Hours RatePreliminary Due Diligence 100 $24,000 25 $185Term Sheet 100 $34,875 15 $550$ , $Due Diligence 180 $44,000 50 $185Documentation

Basic AgreementsAgreement & Plan of MergerEscrow AgreementSpreadsheet EstimatorEscrow AgreementStockholders AgreementRegistration Rights AgreementEmployment & Non-Competition Agreement

Other Closing DocumentsSeller Officer's Certificate as to Represenations & Warranties

Spreadsheet Estimator

Seller Officer's Certificate as to Represenations & WarrantiesAssignment of Trademarks & Service Marks

Hart-Scott-Rodino FilingsBuyer's HSR FilingSeller HSR FilingFTC Early Termination Letter

SEC FilingsProxy Statement ProspectusRegistration Statement

OpinionsSeller CounselTax CounselBuyer Counsel

Organization, Existence, et al.Buyer CertificatesySeller Certificates

ClosingPost-Closing Adjustments

Total 380 $102,875 90

LexisNexis RedwoodLexisNexis Redwood Planning

ThomsonReuters EngageThomsonReuters Engage

Tools To Manage Matters'So We Don't Lose Our Shirts

• Traditional MethodsTraditional Methods• Spreadsheet Project Tracker• Microsoft Project• Microsoft Project• Swiftlight

Sh P i t• SharePoint• Basecamp• SitePoint• LiquidPlanner

Traditional MethodsTraditional Methods

Abacus / Barron Acquisition : StatusHours Est'd Status Hours Actual

Preliminary Due Diligence 150 Completed 140Term Sheet 25 Completed 40Due Diligence 250 In Progress 80g gDocumentation

Basic AgreementsAgreement & Plan of MergerEscrow AgreementStockholders AgreementSpreadsheet Project TrackerStockholders AgreementRegistration Rights AgreementEmployment & Non-Competition Agreement

Other Closing DocumentsSeller Officer's Certificate as to Represenations & WarrantiesAssignment of Trademarks & Service Marks

Spreadsheet Project Tracker

Assignment of Trademarks & Service MarksHart-Scott-Rodino Filings

Buyer's HSR FilingSeller HSR FilingFTC Early Termination Letter

SEC FilingsProxy Statement ProspectusRegistration Statement

OpinionsSeller CounselTax CounselBuyer Counsel

Organization, Existence, et al.Buyer CertificatesSeller Certificates

ClosingPost-Closing Adjustments

Total 425 260

Microsoft ProjectMicrosoft Project

SwiftlightSwiftlight

SharePointSharePoint

BasecampBasecamp

SitePointSitePoint

LiquidPlannerLiquidPlanner