Independent Manager Series – Pt Two
Posted by Gennine Cooper
September 23, 2020
I need an Independent Manager, now what?
In the first part of the series I outline what the Independent Manager is, and what role they play with the LLC. In this part of the series, I outline how a typical engagement proceeds. Working with Incserv as an Independent Manager is easy.
1.) Initial Reach Out
Establishing an Independent Manager relationship is easy! – But it is an iterative process. Before the engagement starts, we will need a copy of the Operating Agreement so we can learn what your needs and expectations are for the Independent Manager. Clarifying questions or follow ups may fall out of this document.
2.) Complete an Engagement Contract
Once it is determined that we can assist with your needs, we will send an Engagement Contract. This is a separate agreement that outlines each party’s role with respect to the relationship.
3.) Sign the Necessary Documents
Once the Engagement Contract and Operating Agreement are agreed upon, all parties sign the documents! We will require a set of signed documents for our records, and we are complete.
We can move QUICKLY! It is important to make us aware of any deadlines so we can make sure your expectations are met. While engagements can usually be processed in hours, if the operating agreement is complex or if you need multiple managers, we may need additional time for document review. It’s always best to reach out as soon as you are aware you will need a manager so we can begin the iterative process!
If you would like to learn more about the process, or are ready to hire an Independent Manager, you can reach out to us firstname.lastname@example.org. We look forward to hearing from you!
Josh Twilley, President