SUCCESSION PLANNING OF THE FAMILY BUSINESSES

FOR THE PERLAS FAMILY CLAN TO BE EMBODIED IN THE

LAST WILL AND TESTAMENT

CORPORATE PLANNING TO INCREASE THE FAMILY BUSINESS INCASE

WHEN THE FOUNDERS ARE DEMISED ALREADY.

A. UE PROPERTY

1. THE HOUSE OF THE FOUNDERS CAN BE USED BY JOJO AND

SUNSHINE, WHEN THE FOUNDERS ARE DEMISED.
2. WHEN THE FOUNDERS ARE DEMISED, THE REMAINING
PORTIONS OF THE CONTINGENCY FUND WILL BE ADDED IN THE
BUSINESS FUND.
3. THERE IS NO NEED YAYA, DRIVER, MAINTENANCE MEDICINES
AND MARKETING EXPENSES WHEN THE FOUNDERS ARE
DEMISED, SO THAT THEY CAN BE ADDED TO THE BUSINESS
FUND ALREADY.
4. THE VAN USED OF THE FOUNDERS IS UNDER THE NAME OF
AMADIS D. PERLAS, THEY CAN BE SOLD AND BE ADDED TO THE
BUSINESS FUND WHEN THE FOUNDERS ARE DEMISED.

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B. 4TH AVENUE PROPERTY
PHASE 1
1. IF THE FOUNDERS ARE DEMISED ALREADY, THE OFFICE OF
PAPA BOSS CAN BE USED AS SPACE FOR RENTED.
2. THE SPACE OF FOODMART IS FOR RENTED, WHICH CAN BE
USED TO PAY THE LOAN OF FOODMART.
3. THE HOUSE OF JOJO AT 4TH AVENUE, WILL BE USED BY
ANTHONY AND TONI JEAN.
4. WHO WILL BE APPOINTED? IF JOJO IS FULLY RETIRED AS
PRESIDENT / CEO OF THE COMPANY.
5. ALL OPERATION MANAGERS WILL SUGGEST AND MAKE A PLAN
ON HOW TO GET A REPLACEMENT OF JOJO AS PRESIDENT /
CEO WHEN HE IS FULLY RETIRED ALREADY.
6. 4TH AVENUE IS OUR SOURCE OF DAILY BREAD, BECAUSE OF
NEAR TO MARKET, NEAR TO C-3 ROAD, CORNER LOT AND
MORE DEVELOPED BUILDING ALREADY.
7. IF TONI JEAN WILL BE APPOINTED TO BECOME A PRESIDENT /
CEO, SHE MUST TAKE A MBA COURSE.
8. WHEN DIDO AND PEA ARE FULLY RETIRED, THE FOLLOWING
GRAND CHILDREN OF THE FOUNDERS TONI JEAN AND GREAT
GRAND CHILDREN ANTHONY WILL CONTINUE THE LEGACY OF
THE PERLAS POLYCLINIC.

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 9. GERI CAN ALSO ASSIST AS INFO NURSE AND ALSO DOING ECG.
10. WHEN BELEN IS RESIGNED, MARDY WILL TAKE PLACE AS
ACCOUNTING CASHIER OF THE COMPANY.
11. MAKE PERLAS POLYCLINIC DEVELOPED INTO 4TH FLOORS.
 THE FIRST FLOOR IS FOR COMMERCIAL AREA, THE CLINIC IS
AS IS.
 THE SECOND FLOOR IS FOR OFFICE SPACE RENTED
 THE THIRD FLOOR AND FOURTH FLOOR IS FOR ROOM FOR
RENT FOR THE EMPLOYEE WORKING TO THE OTHER
COMPANY AND OTHER PEOPLE.

PHASE 2

C. SPORT BAR / TAGAYTAY

1. JOJO WANTS TO PLACE ANOTHER BRANCH OF SPORT BAR AT

TAGAYTAY CITY WITH BELOW ZERO BEER WHICH IS MARKETED
TO THE AYALA CONDOMINIUM.
2. BY THE MARCH 2020, THE NLEX AND SLEX ARE FINISH AND THE
TRAVEL TIME TO THE TAGAYTAY IS ONLY 1 HOUR VIA
CARMONIA.

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 3. TONI JIANNE CAN ALSO ASSISTS IN THE MANAGEMENT OF
SPORT BAR AND ALSO SHE CONTINUE HER JOB AS A CALL
CENTER AGENT.
4. SOFIA, UNA, KT WILL ALSO HELP TONI JIANNE TO MANAGE THE
4TH AVENUE SPORTS BAR AND TAGAYTAY.
5. SOFIA WANTS TO BECOME A VETERINARY DOCTOR.
6. DO NOT SELL THE VACATION HOUSE IN TAGAYTAY, BECAUSE IT
MAKE HIGH FARE MARKET VALUE, ITS IS NEAR TO CATHEDRAL
PARISH CHURCH, NEAR TO AYALA MALLS WITH MORE
CONDOMINIUM, NEAR TO THE HOSPITAL, NEAR TO CROSSING
OF TAGAYTAY.

D. DRUGSTORE

1. WHEN AMADIS AND MARICEL ARE FULLY RETIRED, JAMES AND

MARDY WILL TAKE PLACE FOR THE MANAGEMENT OF
DRUGSTORE AND FOODMART.

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THESE DOCUMENTS IS MADE BY THE FOUNDERS ON AUGUST ___,
2019, IN THE CITY OF CALOOCAN

_____________________ _____________________

DR. GERARDO S. PERLAS, JR AMANDA D. PERLAS

TESTATOR TESTATOR

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 SUCCESSION PLANNING CONTINUATION

1. The Perlas Family business at the 4th Avenue shuld be run by The
Perlas Family Clan.
2. The in-laws should assist the Perlas Family Clan.
Dra. Pea should hold office at the 2nd floor at Specialists Center.
She is already specialist in radiology, her patients can go upstairs.
She should not hold office downstairs so that she will compete
with house-staff in treating the patients.
3. When this happens the extra reading fee will be given to her and
she should hold office of Maiden.
4. Maiden should hold her office at the info nurse at the 2nd floor.
5. Anthony take over the operation of the digital x-ray machine. The
x-ray reading maybe prepared to an outside radiology. Anthony
have more time to study an MBA course so that he can be train as
replacement of Germar when he is fully retired.
6. Dra. Toni Jean can also take an MBA course online, so that she can
be the Medical Director when Dr. Dido is fully retired.
7. Toni Jianne can take an accounting for non-accounting course an
Executive Development Academy so that when Belen is fully
retired she can take over the role of Belen as Head Cashier of the

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 The Perlas Group of Companies. Belen already received full
retirement pay.
8. Sophia and Yuna can take over additional roles determined by the
officials of the patients of the present Perlas Group of Company.

By: Gerardo S. Perlas, Jr. Amanda D. Perlas

Testator Testator

Done in the City of Caloocan October 1, 2019.