QHB Referral Partner Summary

Partner Profile

Partner Name	Joey Angelo
Email	joey@sucasamezcal.com
Relationship Type	Primary Hospitality Channel Partner — direct referrals to owned/operated and investor-connected restaurant groups
Companies Referred	LDV Hospitality · Host Restaurants · Authentic Hospitality · THINK Restaurant Group
Pipeline Value	$870,000+ estimated annual employer savings across active deals

April 13 Status

Joey's pipeline has two confirmed meetings this week: Host Restaurants IR review (April 16) and Authentic Hospitality intro call (April 15). LDV Impact Report delivered today. This is the highest-concentration week in Joey's pipeline to date.

Pipeline Overview

Companies Referred

Active Deals

$870K+

Est. Annual Value

Meetings This Week

Pipeline — Active Deals

LDV Hospitality

Section 125 · Est. $450,000/yr employer savings

Critical Stage D → E $450K

Apr 13 Brad sent Impact Report to Rob Keddie (COO). Will Stroud (Milkshake Concepts) introduced into network. Deal at RFC stage Monday per handoff.

Apr 7 Brad + Rob Keddie call confirmed. Impact Report in delivery.

Apr 2 NDA executed by Rob Keddie. Brad countersigning. Census within 24 hrs.

Mar 31 Census delivered. NDA sent for signature.

Next Action

Rob Keddie reviews Impact Report. Randy + Brad push to RFC stage Monday April 13. Will Stroud parallel track.

Host Restaurants — Quantum Supplemental

Supplemental Benefits Program · Est. $420,000/yr employer savings

High Stage E $420K

Apr 13 IR review meeting CONFIRMED — April 16 @ 1:00 PM PST with Rob Doyle (CFO). Brad presenting Impact Report.

Apr 7–10 Impact Report delivered. Results meeting set for this week.

Mar 31 Meeting held. Est. $420K/yr employer savings confirmed. 85–90% close probability.

Next Action — April 16 @ 1:00 PM PST

Brad + Rob Doyle IR review. Objective: confirm savings math, move to RFC. Advance to Stage F.

Host Restaurants — Section 125

Section 125 Fixed Indemnity · Est. value TBD from census

High Stage E

Apr 13 IR meeting CONFIRMED — April 16 @ 1:00 PM PST with Rob Doyle. Combined with Supplemental review in same session.

Apr 3 Rob Doyle confirmed census delivery to Brad. Census received and processed.

Mar 27 Census requested. Rob Doyle confirmed by April 3.

Next Action — April 16 @ 1:00 PM PST

Combined IR review with Supplemental deal. Rob Doyle meeting covers both Host deals simultaneously.

Authentic Hospitality

Section 125 · Est. value TBD from discovery

Warm Stage A

Apr 13 Intro call CONFIRMED — April 15 @ 11:00 AM PST with Matt Charles. Randy + Brad attending.

Apr 10 Joey introduced Matt Charles (principal). Meeting being scheduled.

Next Action — April 15 @ 11:00 AM PST

Randy + Brad intro call with Matt Charles. Objective: establish fit, request census. Advance to Stage B.

THINK Restaurant Group

Section 125 · Est. value TBD

Stage A

Mar–Apr In early discovery. Joey intro in progress. No confirmed meeting date as of April 13.

Next Action

Follow up with Joey on THINK intro timing once Authentic Hospitality call is complete.

Activity Log

April 13, 2026	LDV: Impact Report delivered to Rob Keddie. Will Stroud (Milkshake Concepts) introduced. Host Restaurants: IR review meeting confirmed April 16 @ 1 PM PST. Authentic Hospitality: intro call confirmed April 15 @ 11 AM PST. RPS updated.
April 7–10, 2026	Host Restaurants Supplemental: Impact Report delivered. Results meeting scheduled week of April 7–10.
April 2, 2026	LDV NDA executed by Rob Keddie. Brad countersigning. Census within 24 hrs.
March 31, 2026	Host Restaurants Supplemental meeting held. $420K/yr estimated employer savings. 85–90% close probability confirmed.