the$millionaire$maker$$ plansequence€¦ · leadership! teamwork! condioning! forecascng! wealth!...
TRANSCRIPT
The Millionaire Maker Plan Sequence
... To Build a Wealth Mindset
…. To Make Fast Cash …To GET OFF your Lazy Assets!
…To Start Where You Are! …To Create Your Future
1. RelaConship To Money 2. StarCng Point 3. Freedom Day 4. RelaConship To Debt 5. Keep Your Cash Plan 6. Money Making Money Plan 7. Team & Leadership
Path To Profit
Leadership Teamwork CondiConing
ForecasCng Wealth Accounts
Debt Management
Sequencing
Assets EnCCes Cash Machine
Gap Analysis
Financial Baseline
Freedom Day
LIABILITY ASSETS
INCOME EXPENSES
Create Your Wealth Cycle™
Off Wall Street Assets Choices Direct
§ Co-Investments § Natural Resources § Infrastructure
§ Turnaround
§ Mezzanine § Buyouts
§ Venture Capital § Growth Equity
§ Gas and Oil Wells
§ Fund of Funds
§ Secondary
§ Co-Investments
Indirect Other
§ Real Estate
§ Bridge Funds
§ Distressed Debt
VII. Management and Personnel
A. Organization Chart
B. Historical and projected headcount by function and location
C. Summary biographies of senior management, including employment history, age, service with
the Company, years in current position
D. Compensation arrangements
1. Copies (or summaries) of key employment agreements
2. Benefit plans
E. Discussion of incentive stock plans
F. Significant employee relations problems, past or present
G. Personnel Turnover
1. Data for the last two years
2. Benefit plans
VIII. L
egal and Related Matters
A. Pending lawsuits against th
e Company
(detail on claimant, claimed damages, brief history, status, anticipated outcome, and name of the
Company’s counsel)
B. Pending lawsuits initiated by Company
(detail on defendant, claimed damages, brief history, status, anticipated outcome, and name of
Company’s counsel)
C. Description of environmental and employee safety issues and liabilitie
s
1. Safety precautions
2. New regulations and their consequences
D. List of material patents, copyrights, licenses, and trademarks
(issu
ed and pending)
E. Summary of insurance coverage/any material exposures
F. Summary of material contacts
G. History of SEC or other regulatory agency problem, if any
III. Customer Information
A. List o
f top 15 customers for the past two fisc
al years and current year-to-date by application
(name, contact name, address, phone number, product(s) o
wned, and timing of purchase(s))
B. List of strategic relationships
(name, contact name, phone number, revenue contribution, marketing agreements)
C. Revenue by customer
(name, contact name, phone number for any accounting for 5 percent or more of revenue)
D. Brief description of any significant relationships severed within the last two years.
(name, contact name, phone number)
E. List of top 10 suppliers for the past two fiscal years and current year-to-date with contact
information
(name, contact name, phone number, purchase amounts, su
pplier agreements)
IV. Competition
A. Description of the competitive landscape within each market segment including:
1. Market position and related strengths and weaknesses as perceived in the market place
2. Basis of competition (e.g., price, service, technology, distrib
ution)
V. Marketing, Sales, and Distribution
A. Strategy and implementation
1. Discussion of domestic and international distribution channels
2. Positioning of the Company and its products
3. Marketing opportunities/marketing risks
4. Description of marketing programs and examples of recent marketing/product/public
relations/media information on the Company
B. Major Customers
1. Status and trends of relationships
2. Prospects for future growth and development
3. Pipeline analysis
C. Principal avenues for generating new business
D. Sales force productivity model
1. Compensation
2. Quota Average
3. Sales Cycle
4. Plan for New Hires
E. Ability to implement marketing plan with current and projected budgets
VI. Research and Development
A. Description of R&D organization
1. Strategy
2. Key Personnel
3. Major Activities
B. New Product Pipeline
1. Status and Timing
2. Cost of Development
3. Critical Technology Necessary for Implementation
4. Risks
Sample Due Diligence Checklist
I. Financial Information
A. Annual and quarterly financial information for the past th
ree years
1. Income statements, balance sheets, cash flows, and footnotes
2. Planned versus actual results
3. Management financial reports
4. Breakdown of sales and gross profits by:
a. Product Type
b. Channel
c. Geography
5. Current backlog by customer (if any)
6. Accounts receivable aging schedule
B. Financial Projections
1.Quarterly financial projections for the next three fiscal years
a. Revenue by product type, customers, and channel
b. Full income statements, balance sheets, cash
2. Major growth drivers and prospects
3. Predictability of business
4. Risks attendant to foreign operations (e.g., exchange rate fluctuation, government instability)
5. Industry and company pricing policies
6. Economic assumptions underlying projections (different scenarios based on price and market
fluctuations)
7. Explanation of projected capital expenditures, depreciation, and working capital arrangements
8. External financing arrangement assumption
C. Capital Structure
1. Current shares outstanding
2. List of all stockholders with shareholdings, options, warrants, or notes
3. Schedule of all options, warrants, rights, and any other potentially dilutive securities with exercise
prices and vesting provisions.
4. Summary of all debt instruments/bank lines with key terms and conditions
5. Off balance sheet liabilities
D. Other financial information
1. Summary of current federal, state and foreign tax positions, including net operating loss carry-
forwards
2. Discuss general accounting policies (revenue recognition, etc.)
3. Schedule of financing history for equity, warrants, and debt (date, investors, dollar investment,
percentage ownership, implied valuation and current basis for each round)
II. P
roducts
A. Description of each product
1. Major customers and applications
2. Historical and projected growth rates
3. Market share
4. Speed and nature of technological change
5. Timing of new products, product enhancements
6. Cost structure and profitability
Due Diligence
Asset Alloca?on of the Rich
1. Ad-‐hoc advisory, advisory board, investment commiWee, commercial transacCons/investments
2. Investment Bankers 3. Fund of Funds – Fund Advisory
Consultants 4. AccounCng & Fund AdministraCon
Services 5. InformaCon Technology (IT) providers 6. Outsourced Chief Compliance Officer 7. Legal Counsel 8. Virtual family office management 9. PE/HF/RE funds 10. Public RelaCons, CommunicaCons
MarkeCng
Common Partners
What's Your YES! Number?
Dreams
Health
Goals
Legacy Family
RelaConships
1. Find your widget and skill sets
2. Model a company
or person
3. Create a “sellable” revenue model
4. Create a
markeCng plan
5. Create a sales
system
Steps To Building Your CASH MACHINE
Adriane Sheppard: 55 Sales Jamie Gilland: 2nd $17,200 TJ Sally: 1st $45,084.98
Alex Garcia: Superteen $1,120
3DAYS2CA$H Winners – Ft Lauderdale
Total $126,268.98
Have an iden)ty
Have an influen)al offer
Talk to enough people
ASK FOR THE CASH!!
Know what you are selling
5 Things You Need To Make Money
Where Will YOU Be 1 Year From Now?
When You Start Today… You’ll Learn How To….
• Earn Money • Accumulate Money
• Invest Money • Spend Money
...And Manage It Like A Pro
Don’t Give Your Life Away For Free!!
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2x Off Wall Street Inves?ng 6 Week Webinar Series With Loral Langemeier & Tom Powell ($11,994 Value) PLUS: IntroducCon & Access to Loral’s Team PLUS: *2 EvaluaCons of Investment Deals
2x Make New Money Live Video Streaming Event With Loral Langemeier & The Millionaire Maker Team ($1,394 Value) PLUS: Fast Cash Coaching ($4975) PLUS: The Millionaire Maker Success kit ($1000 +)
Addi?onal Bonuses: ALL To Take Ac?on • 2 Tickets to 3DAYS2CA$H -‐ $4990 Value • InvesCng 101 eBook • 6 Secrets of Raising Start Up Capital eBook • 2 Accountability Calls ($997) • Online Resource Center ($2000+)
$27,350 Total Retail
$1,297USD
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*This is not an offering or the solicitaCon of an offer to purchase an interest in any investment vehicle. Any such offer or solicitaCon will only be made to qualified investors by means of an offering memorandum and only in those jurisdicCons where permiWed by law. The target returns set forth within all offerings may not be realized; actual results may differ materially from the stated goals. Prior to invesCng, investors must receive a prospectus, which contains important informaCon regarding the investment objecCves, risks, fees, and expenses of any funds and/or other investment opportuniCes. Past performance is no guarantee of future results. All investments involve risk, including the loss of principal.
Get Off and Diversify Your Lazy Assets