/
The Opportunity  PSGFIF The Opportunity  PSGFIF

The Opportunity PSGFIF - PowerPoint Presentation

marina-yarberry
marina-yarberry . @marina-yarberry
Follow
362 views
Uploaded On 2018-03-17

The Opportunity PSGFIF - PPT Presentation

provides investors access to the franchise sector by removing the traditional barriers of entry such as Ability to locate and evaluate the franchise opportunities Required Industry knowledge and contacts ID: 655164

capital franchise business operating franchise capital operating business psgfif investment company investors return years subway income statements brands portfolio

Share:

Link:

Embed:

Download Presentation from below link

Download Presentation The PPT/PDF document "The Opportunity PSGFIF" is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.


Presentation Transcript

Slide1
Slide2

The Opportunity

PSGFIF

provides investors access to the franchise sector

by

removing the traditional barriers

of entry

such as,

Ability to locate and evaluate the franchise opportunities

Required

Industry

knowledge and contacts

Large

amounts of

capital

Operational know how and

responsibilitySlide3

Franchise Industry Facts

Franchise businesses account for

$802

billion in direct US

sales

 

Franchise businesses  generate

$2.1

trillion dollars to the GDP and 9% of the all private sector economic output

40.9% of all retail sales are derived from franchise businesses

97

% of franchise companies were still in business after 5 years of operations

$17.4

million People are employed from business related to

franchisees Slide4

Rosenberg Center Franchise 50

IndexSlide5

The Offering

Issuer- Playbook Solutions Group Franchise Income Fund, LLC

Manager- Playbook Solutions Group Advisors,

LLC

Reg

D Private

P

lacement Offering

Minimum/Maximum

$1 Million/$50

MillionInvestor return:

7.5% preferred annualized return paid monthly 50% of the net profit realized from PSGFIF Venture Capital Investments

Accredited investors only

Minimum subscription of one unit in the principal amount of $100,000

IRA and Retirement account suitableSlide6

Fund Objectives

T

he

primary purpose

of PSGFIF is to purchase

existing, operating

franchised businesses subject to long-term franchise agreements with

nationally-recognized franchisors that generate sustained and current

positive cash flow ("Income Portfolio Investments").

The

Company

also will seek, as part of its investment strategy, to invest a portion of its capital to develop and expand business concepts with the potential for franchising ("Venture Capital Portfolio Investments“).Slide7

Targeted Franchise

Services

Consumer Necessity Franchises

that provide consumers with products or services that are integrated into their everyday life, such as:

Restaurants

Fast

Food/ Quick

Service Restaurant

Fast Casual

Full Service

Mail and

Business/Document service centersElder careCellular Phone

Fitness and

Health

Hotels

and MotelsSlide8

Sample Target AcquisitionsSlide9

Example Subway

Franchise Unit

P&L

Economic

Summary

Gross Sales

$489,403

Percentage

of Gross Sales

Less Total

Cost of Goods Sold

$159,797

32.70%

Gross Profit

$329,606

67.30%

Less Total

Operating Expenses

$257,117

52.50%

Net Operating

Income

$

72,489

14.80%

The following is an example of a Subway Franchise unit profit and loss statement. This is intended merely as an example of one specific type of franchise that the Company may target for investment. Actual results of the company may vary materially from this example.

Complete Profit and Loss Statement see Exhibit B of Subscription AgreementSlide10

Example Subway Franchise Unit P&L

Economic Summary

(continued)

Franchise Unit

Value (5X NOI)

$362,445

Total Purchase

Price

(Including Closing Costs)

$380,000

(approx.)

Net Operating Income

$72,489

First Year

Return

19.1% Slide11

Investor

Benefits

SECURITY:

Ownership

of the Franchise as well as the Franchise Agreement with the Franchisor will be held in the name of

PSGFIF

. Each operating Franchise will also have tangible assets which will be owned by

PSGFIF

as well

.

CURRENT INCOME: PSGFIF will be primarily purchasing existing operating franchises with sustained as well as current positive cash flow. Investors will receive a Preferred 7.50% annualized return distributed monthly.

POTENTIAL CAPITAL APPRECIATION: The PSGFIF will invest a portion of its capital to develop and expand new franchise concepts on an equity ownership basis. Investors will receive a 7.50% Preferred Return plus a 50% Return of any profits from the aforementioned.

PORTFOLIO DIVERSIFICATION:

Owning operating established Franchises may diversify your investment portfolio, as they have demonstrated a long term low correlation with traditional

asset

classes

such

as stock and bonds.Slide12

Management

Team

Overview

Over 30 years’ experience in the restaurant industry in executive leadership roles for some of the country’s leading restaurant

brands.

Graduate of United States Military Academy at West Point

Rick’s

career highlights in leading restaurant companies from 350 to 900 plus locations include:

President and CEO of Boston Market Corporation (Sun Capital

Partners)

President and CEO of Shoney’s Restaurants President and COO of Cracker Barrel Old Country

StorePresident and Chief Operating Officer of Perkins Restaurants.

Jim has been in the franchising world for over 40 years and brings the unique perspectives from both the franchisor and franchisee sides of the business.

38 years with Subway, the worlds largest franchisor.

CEO of

the Subway franchisee advertising association. Where he oversaw an annual budget of over 500 million dollars.

Franchise owner of both Subway and

Seniors

Helping Seniors.

RICK

ARRAS

JIM

HANSENSlide13

Management Team Overview

43 years of successfully launching, building, and revitalizing national and regional brands has positioned him as a business and marketing leader in industries that include restaurant, financial, health, entertainment, and retailing.

Some of Ron’s strategic consulting and sales generating experiences includes franchisor /franchises systems like:

McDonald’s, Pizza Hut, Perkin’s Family Restaurants, Huddle House, UPS, Boston Market

Corporate positions including Yum Brands (Pizza Hut).

Bob brings 27 years of extensive business, real estate, franchising, and retail operations experience. He has

work/consulted

for some of the world’s most recognizable brands

like:

Director of Growth & Development Sports

Authority (14

Yrs

)

T-Mobile

SUBWAY

Burger King

Church’s Chicken

Pizza Hut (Yum Brands)

RON

WEINSTOCK

BOB

SIMPSONSlide14

 

Management

Team Overview

Susan is a certified public accountant. Over 30 years of experience providing financial and consulting services to small and midsized companies.

Acting Chief financial officer and controller:

Bank Atlantic Bancorp

Levitt Homes

Ryan Beck Securities

Coach Industries

CU Business Capital

SUSAN

WEISMAN, CFO

STEVE LEVENSON, FOUNDER

Steve has 37 years diversified business experience focusing on real estate, investments, and finance. He has raised over $500 Million in investment capital.Slide15

Reasons to

Consider Investing

Franchise sector is a unique asset class not readily available to investors

Portfolio

Diversification

Investments/Acquisitions in some or the most recognizable brands in the world

Investors receive both:

7.5% preferred annualized return paid monthly

50% of the net profit realized from PSGFIF Venture Capital Investments

E

xperienced management team with “Skin in the game”Slide16

CALL OUR OFFICE

(561) 693-0810

OR

REGISTER

AT

www.PSGFIF.com

Playbook

Solutions Group Franchise Income Fund, LLC

205

Worth Avenue Suite 111

Palm Beach

, FL 33480

Additional

Information

Schedule

a

Personal Strategy SessionSlide17

Disclaimer

This Offering contains forward-looking statements. Such forward-looking statements are generally accompanied by words such as “intends”, “projects”, strategies”, “believes”, “anticipates" , "plans”, and similar terms that convey the uncertainty of future events or outcomes. The forward-looking statements contain herein are subject to certain risks and uncertainties that could cause actual results to differ materially from those reflected in the forward-looking statements. Factors that might cause such a difference include, but are not limited to, dependence on the services of the current officers and directors of the company, the competitiveness of the industry, the regulatory client of the industry, the possibility that the Company may need additional funding precipitating dilution of ownership, no assurance that the Company services will be competitive, and the general economic climate may affect future results of the Company. Readers are cautioned not to place undue reliance on these forward-looking statements, which reflect management’s analysis only as of the date hereof

.

The Company undertakes no obligation to publicly revise these forward-looking statements to reflect events or circumstances that arise after the date hereof

.

Accredited Investors

must read the

Subscription Agreement and associated Exhibits, including Risk Factors and Conflicts of Interest. Prospective investors should carefully consider the risks

involved and consult with independent qualified sources of investment and tax advice. This investment is intended only for persons who can afford to lose all of their investment. Potential risks

include but are not limited to the partial or complete loss of investment

, long

term illiquid investment, and non transferable, development stage fund with no operating

history.Slide18