Published on February 23, 2014
2014 Franchise Presentation Franchise Sales Disclaimer: This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Ask-Carol! franchises will not be sold to any resident of any state until the offering has been exempted from the requirements of, or duly registered in and declared effective by, such state and the required Franchise Disclosure Document (if any) has been delivered to the prospective franchisee before the sale in compliance with applicable law. ©2014 Ask-Carol Franchising LLC, 788 Shrewsbury Avenue, Suite 2154, Tinton Falls, NJ 07724 732-200-1311 1
Our mission is to spread Ask-Carol!® franchises across the country within the next five years, helping tens of thousands of families make the best housing and care decisions for their aging parents, and earning substantial revenue for the company, our franchisees, and investors. (c) 2014 Ask-Carol Franchising LLC 2
Just five years ago Ask-Carol!®1 was a parttime business founded by Carol Shockley to help families locate appropriate housing and proper care for their elderly parents (c) 2014 Ask-Carol Franchising LLC 3
Based on Carol’s experiences caring for her own Mom (right), and volunteer work at an Assisted Living facility, AskCarol! quickly became the most respected Assisted Living placement agency in the areas it serves. (c) 2014 Ask-Carol Franchising LLC 4
The rapidly growing 85+ population, our target group, will double by 20302 and many of them will need care that they cannot receive at home (c) 2014 Ask-Carol Franchising LLC 5
One million seniors reside in 30,000 Assisted Living facilities3 generating $37 billion of annual revenue for the facilities – and a half million more move in every year4 (c) 2014 Ask-Carol Franchising LLC 6
A healthier aging population creates a greater need for Assisted Living rather than vastly more expensive nursing home care (c) 2014 Ask-Carol Franchising LLC 7
We are contacted by adult children under stress who for economic, social, and/or family reasons cannot care for their parents (c) 2014 Ask-Carol Franchising LLC 8
Placing parents in Assisted Living is usually a once in a lifetime experience for which families are seldom prepared (c) 2014 Ask-Carol Franchising LLC 9
Ask-Carol! guides families through a highly emotional and confusing process at no cost to the families (c) 2014 Ask-Carol Franchising LLC 10
Our franchisees become Certified Senior Advisors™, able to discuss a wide range of senior issues with our clients, assuring them of our competence (c) 2014 Ask-Carol Franchising LLC 11
We have great industry connections, totaling over a thousand facilities (c) 2014 Ask-Carol Franchising LLC 12
We continue to add national and regional referral agreements with major groups and independent facilities to provide families top-notch care and opportunities for our franchisees (c) 2014 Ask-Carol Franchising LLC 13
Most facilities have apartments to fill well beyond the capability or budgets of their marketing/sales programs (c) 2014 Ask-Carol Franchising LLC 14
We are paid a substantial fee by Assisted Living facilities for each referral that results in a placement (c) 2014 Ask-Carol Franchising LLC 15
An Ask-Carol! franchise is a work-athome business with no formal education requirements, inventory, technology to learn, or paperwork load (c) 2014 Ask-Carol Franchising LLC 16
Assisted Living placements drive our business, rather than low-value and time-consuming home care and other services (c) 2014 Ask-Carol Franchising LLC 17
We utilize web-based search initiatives including Google, Facebook, Twitter, YouTube, and LinkedIn to reach, educate, and enroll clients, potential clients, and to train our franchisees (c) 2014 Ask-Carol Franchising LLC 18
We are developing a marketing referral program with local rehab facilities, hospitals, and social workers, creating a speaker’s bureau, and offering our service to businesses as an employee benefit (2014) (c) 2014 Ask-Carol Franchising LLC 19
We are creating a nationwide group of highly trained and motivated franchisees who will match families with the appropriate Assisted Living facilities (c) 2014 Ask-Carol Franchising LLC 20
Individuals and couples who want their own business with an opportunity for significant earnings, yet a low, quickly recoverable investment… (c) 2014 Ask-Carol Franchising LLC 21
Marketing directors of assisted living facilities and nursing homes who want to increase their earnings capability and leverage their contacts with no more tours, home visits or paperwork… (c) 2014 Ask-Carol Franchising LLC 22
Working parents who want to spend more time at home with their children… (c) 2014 Ask-Carol Franchising LLC 23
Those who have been downsized or forced to take early retirement, reducing their income… (c) 2014 Ask-Carol Franchising LLC 24
Social workers who want to continue helping families, yet increase their income potential (c) 2014 Ask-Carol Franchising LLC 25
Our success starting and operating an Assisted Living referral business gives us the experience to teach our franchisees the business and help them succeed (c) 2014 Ask-Carol Franchising LLC 26
Our outstanding reputation in the assisted living industry helps open doors for our franchisees (c) 2014 Ask-Carol Franchising LLC 27
Our cross-territorial sales program substantially increases revenue opportunities and encourages franchisees to work together (c) 2014 Ask-Carol Franchising LLC 28
The franchise entry cost is low (under $85,000 working capital, including franchise fee) (c) 2014 Ask-Carol Franchising LLC 29
Single unit franchise fee: $49,500 Royalty: 10% Territory: Typically 500,000 population, but may vary depending on senior population of territory and number of assisted living facilities Other types of franchises to be offered ◦ Multiple Unit Franchise (additional franchises $29,500 each) ◦ Area Manager Franchise (fee and territory not yet determined) (c) 2014 Ask-Carol Franchising LLC 30
Our ground floor opportunity means that top territories are available in most states to those who join us soon (c) 2014 Ask-Carol Franchising LLC 31
Carol Shockley, Founder and CEO ◦ Carol started Ask-Carol! in October, 2009, as a part-time business following the placement of her own Mom in assisted living, and learning the complexities of choosing and affording the right facility ◦ Much greater than expected success in the first year encouraged Carol to expand to full-time in 2011 and consider significant expansion (c) 2014 Ask-Carol Franchising LLC 32
Bill Shockley, CSA, COO ◦ Bill is an experienced former Fortune 500 senior marketing and sales executive and successful start-up entrepreneur ◦ As an innovation consultant, Bill earned a strong reputation with many Fortune 100 companies ◦ In 2013 he became a Certified Senior Advisor (CSA) and joined Ask-Carol! to create a franchising program scheduled for launch in early 2014 (c) 2014 Ask-Carol Franchising LLC 33
For more information or a brochure visit our website or contact us www.ask-carol.com/franchises Bill Shockley, CSA, Franchise Development Director Ask-Carol Franchising LLC 788 Shrewsbury Avenue, Suite 2154 Tinton Falls, NJ 07724 732-200-1311 email@example.com (c) 2014 Ask-Carol Franchising LLC 34
1Ask-Carol!® is a registered trademark of Shockley Consulting LLC d/b/a Ask-Carol, an affiliate of Ask-Carol Franchising LLC. Refer to the Franchise Disclosure Document for full details 2 U.S. Bureau of the Census. “Projections of the Population by Age and Sex for the United States: 2010 to 2050 (NP2008-T12)” 3 Small Business Development Clearing House, 2010, “Assisted Living Facilities” by Jesse Ortiz 4 Based on average length of stay in Assisted Living Facilities of 25 months cited by MetLife press release, “Long Term Care Costs Rise Again”, 2011 (c) 2014 Ask-Carol Franchising LLC 35
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