Map lease costs for 100 days
Carry lease expense issues from diligence into owned actions.
Use three day bands. Give each task a file, owner, gate, and completion record.
The day bands guide order. They do not promise a finish date.
A&M's PE roadmap sets a real estate base before close. It puts action choices in the first 100 days.
Use that sequence, not its case results.
Inherit the diligence record
Start with open rows from the deal team.
Each row should include:
| Field | Needed entry |
|---|---|
| Company | Legal company name |
| Site | Address or site code |
| Period | CAM statement year |
| Issue | Exact open question |
| Source files | Present or named gaps |
| Deal choice | Recorded treatment |
| New owner | Named company lead |
| Next gate | Review, legal, or accounting |
Do not restart a closed test without cause. Do not drop an open source gap.
Use the buyout diligence schedule for the first handoff.
Days 1 to 30
Collect files and confirm owners.
| Task | Owner | Completion proof |
|---|---|---|
| Accept deal handoff | Company lead | Named owner list |
| Request missing files | Finance lead | Request record |
| Match sites and years | Your firm | Intake log |
| Copy rights text | Firm and counsel | Lease page link |
| Set review scope | Sponsor and company | Written scope |
Stop a row when the signed lease is missing. Stop another when no CAM bill exists.
A&M's CEO guidance ties the first plan to owner goals. That supports named sponsor and company owners.
It does not set a lease audit deadline.
Days 31 to 60
Run source tests and review each item.
Use this order:
- Check the lease and statement period.
- Run the selected CAM tests.
- Link each item to source lines.
- Mark missing support as open.
- Send legal questions to counsel.
- Record the firm's review choice.
Do not contact the landlord from a raw flag. Do not book a change from it.
The KPMG portfolio paper calls for sponsor and company alignment. Your review gate makes that alignment visible.
Days 61 to 100
Choose and document each action.
| Action | Decision owner | Completion proof |
|---|---|---|
| Close with no action | Company lead | Written reason |
| Request landlord support | Company or counsel | Sent request |
| Send dispute letter draft | Company and counsel | Approved sent copy |
| Update company records | Controller | Ledger support |
| Carry work forward | Company lead | New owner and date |
Day 100 does not close every row. A landlord reply may come later.
Keep open work in the normal company queue. Preserve the source trail.
Use clear work states
Give every row one state.
| State | Meaning |
|---|---|
| Inherited | Deal team handed off the row |
| Collecting | A named file is missing |
| In review | Source tests are active |
| Firm approved | Your firm chose the next step |
| Action sent | The company sent the action |
| Closed | Final proof records the choice |
Action sent proves one fact. The company sent the chosen action.
Walk one sample map
This example is fictional. Assume all names and dates are made up.
North Point Care inherits one open CAM issue at close.
The lease and statement exist. Delivery proof is missing.
| Day band | Task | State | Owner |
|---|---|---|---|
| 1 to 30 | Request delivery proof | Collecting | Finance lead |
| 31 to 60 | Test supported charges | In review | Your firm |
| 61 to 100 | Choose landlord action | Not started | Company lead |
The last task cannot start from a raw flag. Firm review must finish first.
If proof stays missing, the row remains open. The calendar does not fill the gap.
This sample shows order only. It predicts no outcome.
Keep the service recurring
Move open rows into one queue after day 100. Add future years there too.
Set a file request when each new statement arrives. Check rights text before setting urgency.
Keep each action row alive
The action map is the working record. Its current owner takes the next step.
After day 100, send ready years to the portfolio review queue. Put each proof state in the lease cost charter.
Some rows begin before close. Keep their buyout diligence schedule source trail.
The Practice Growth hub helps route outside work. The transaction advisor hub holds more deal records.
Show clients how the records connect. Use the private equity advisor pillar.
Where CAMAudit fits
Private equity advisors can add this action work. Tie it to the action map.
Your firm owns the map and its review gate. The company owns the final action.
CAMAudit reads files tied to one action row. It can run the supported CAM math.
The branded CAM audit carries each checked finding and source line. Your firm reviews and signs it.
The controller records any book change. Counsel owns the landlord message.
An approved action may use a dispute letter draft. Your firm checks it before release.
It is not legal advice. Have counsel review before sending.
Write the handoff in the service line guide.
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