CASE STUDY

Case Study - Bill Smith & John Jones

[Name of Instructor]

Table of Contents

Task # 12

Proposal to the Client2

Corporate Information2

Task # 23

Submission to the Lender3

Task # 35

Reduce the Risk5

Risk Transfer6

Task # 46

Business Relationship6

Management Strategies of Customer Relationship (CRM)7

Implementation of Customer Management Strategies8

Information Systems Service Quality8

Consulting and Training In Customer Service8

Task # 59

The EP Service Plan9

Exit from Service Plan9

What to do in case of failure10

Task # 610

Tasks of Broker10

References12

Case Study - Bill Smith & John Jones

Task # 1

Proposal to the Client

Corporate Information

Name of financer 1: Bill Smith

Address: 26 Nowry Road, Yourtown, 1234

Phone: (04) 7890 1234

Name of financer 2: John Jones

Address: 14 Mary Street, Yourtown, 1234

Phone: 0146234577

Applicants' solicitor: Moffat and Co (contact is MareeMoffat) 16 Tatlor Street, Yourtown, 1234

Phone: (04) 7890 1234

Applicants' accountant and registered office

Buckland Accountants (contact is Simon Williams): 28 Mary Street, Yourtown, 1234

Phone: (04) 2982 0987

AFTER REPAIRED VALUE

: $150,000.00

PROJECT COSTS

: $130,000.00

TOTAL $85,000.00

PURCHASE PRICE$25,000.00

REHAB COSTS$8,500.00

CLOSING COSTS$5,200.004

MONTHS LOAN PAYMENTS$6,300.00

CONTINGENCY/INSURANCE PROJECTED PROFIT: $20,000.00 for the $110,000.00 investment, a 13% annual interest only return is being offered with 4 months of payments to be figured in up front. As mentioned in the Project Financial Summary, R&H Holdings does have $20,000.00 to invest in the project; however, we will consider offering an equity position - subordinate lien position to majority lender - in the project for 13% (or $2,600.00). The 13% equity position will be fully paid upon successful execution of 'exit strategy' employed; not to exceed 12 months.

Task # 2

Submission to the Lender

St. Petersburg in August 2011

Limited Liability Company "XXXXXX", hereinafter referred to as Trustee, on behalf of the Director-General XXX XX, acting in accordance with the Constitution, this power of attorney authorizes,

XXX XX, passport number 0000000 00 Issued: XX ? 00 of the Federal Migration Service of Russia in St. Petersburg and Leningrad region, recorded at St. Petersburg, up. XXX x,

represent the interests of the Principal and conduct business in all judicial, administrative, law enforcement and other agencies with all the rights which the law granted to the plaintiff, defendant and third party, including the right to sign a statement of claim and statement of defence and request for interim measures, the presentation him to court, send the dispute to the arbitration court, the presentation of a counterclaim, complete or partial waiver of claims, reducing their size, recognition of the claim, changing the subject or cause of action, the conclusion of the settlement agreement and the agreement on the factual circumstances, the transfer of authority to another person ( transference), appeal the judgment, the presentation of the executive document to the collection, obtaining property or money awarded, the right to sign the application for review of judicial acts on newly discovered facts, appeal and appeal court decisions, regulations, rulings and court orders, to file applications, petitions , objections, to challenge, appeal against actions (inaction) of a bailiff; view comments on court records, impose and revoke the executive documents, receive copies of decisions and determinations of the court and serve on behalf of the Principal requests and complaints, provide and obtain ...