Free Download — Workbook + Checklist
MOR Professional Fees
Classification Workbook
A pre-built classification workbook for MOR Lines 28–31. Keeps the fractional CFO fee off the Section 327 lines where it does not belong, and routes every service provider to the right line through a retention-decision tree.
Excel workbook (10 tabs) + 1-page PDF checklist. Built from the same framework used in active Subchapter V engagements.
What's Inside
Classification questionnaire — routes each service provider to Line 28 or P&L OPEX
Retention Decision Tree — § 327 court-approved vs. ordinary-course split
Docket cross-check: Line 28 total vs. docket retention orders
§327–§330 retention + fee-application timeline diagram
Lines 30–31 "other professional fees" decision flow
§1195 Subchapter V small-claim exception reference
Seven-mistake anti-pattern guide
Worked example + P&L tie-in check
10 pre-built tabs, ready to drop into your engagement workbook
1-page PDF checklist to keep next to the filing
Get the Professional Fees Classification Workbook
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“Lines 28–29 are reserved for Section 327-retained professionals. Putting an ordinary-course fractional CFO fee there is an implicit retention claim with fee-disgorgement exposure. Classify once, tie to the docket, file clean.”
— Juwon Lee, Former restructuring VP at AlixPartners
This workbook is for educational purposes only and does not constitute legal or financial advice. Results may vary based on your case and jurisdiction. Consult a qualified professional for personalized guidance.