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
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Slide1Slide2
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