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I. YourClient: David Johnson I]. Yonrrole : Your team members are employees of Platinum Tanftdsisors LLP and you were assigned this project by a Partner

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I. YourClient: David Johnson I]. Yonrrole : Your team members are employees of Platinum Tanftdsisors LLP and you were assigned this project by a Partner with your firm. The Partner has reviewed your team's research but is unable to join the meeting with the client. The Partner had asked your team, lotown by the Partners of your Firm as "the best and brightest" new staff tan adsisors, to gather the facts, perform the research, send the client a letter and then meet with the client in the Partner's absence. The Partner will be in a Board meeting for another client and he is counting on your team to make this yery important client happy. In fact, the Partner has shared with your team that he hopes that the your Firm will be retained in the future to be the fullservice accounting and tart rm for the client's new business enterprise. [I]. Backgroundoformaiiotrelatiyeto you andthe client Your team has never met the client in person and you have only spoken on the phone with him during the fact gathering phase of the project

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