Second Wind: Retirement, Reimagined

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Information about Second Wind: Retirement, Reimagined
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Published on February 27, 2014

Author: LincolnNeiger

Source: slideshare.net

SECOND WIND

DEB & JIM INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 2

SECOND WIND SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 3

DEB & JIM Madison, WI “This has been our home for many INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 4

DEB & JIM Madison, WI Richmond, VA “Lets touch base with our son and explore the city’s “This has been our home for many INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 5

DEB & JIM Madison, WI Richmond, VA “Lets touch base with our son and explore the city’s “This has been our home for many Dallas, TX “We love to spoil our grandchildren.” INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 6

DEB & JIM Seattle, WA Madison, WI “Lets challenge ourselves to get fit.” Richmond, VA “Lets touch base with our son and explore the city’s “This has been our home for many Dallas, TX “We love to spoil our grandchildren.” Key West, FL “It’s about to soak up some sun.” INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 7

DEB & JIM Seattle, WA Madison, WI “Lets challenge ourselves to get fit.” Richmond, VA “Lets touch base with our son and explore the city’s “This has been our home for many Dallas, TX “We love to spoil our grandchildren.” Key West, FL “It’s about to soak up some sun.” INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 8

MARKET SEGMENT BABY BOOMERS 77 ENTERING RETIREMENT million STRONG 30 25 20 $500,000 $1,000,000 15 IN ASSESTS 10 59% RELOCATE 1940 1945 1950 1955 1965 1970 1975 1980 INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 9

TARGET MARKET HEALTHCARE 1.6 88% TRILLION/ YEAR INTRO MARKET ANALYSIS SENIOR LIVING OCCUPANCY RATE SERVICE OWNERSHIP ORGANIZATION TRAVEL 157 BILLION BOOMER CONTRIBUTION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 10

UNCONTESTED MARKET SPACE Second Wind CCRCs Aging in Place INTRO Accessibility of Life Enrichment Activities MARKET ANALYSIS Progressive/ Preventative Healthcare SERVICE Relocation Accessability Financial Advisement OWNERSHIP Sense of Home ORGANIZATION Social Engagement MARKETING & MARCOM Skilled Healthcare Options FINANCIAL Safety and Security CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 11

SERVICE PACKAGE Core Product Facilitating Services Enhancing Services - Lifestyle Enrichment Platform - Residential Property Management - Quality of Life Sustainment and Progressive Healthcare Platform - Transient Living - Life Enrichment Services: Social, Cultural, Educational, Recreational - Financial Advisement - On-site Amenities MARKET ANALYSIS SERVICE - Travel/ Relocation Concierge - Flexible Healthcare Plan Options - Progressive/ Preventative Wellness and Healthcare INTRO Delivery System - Online Platform/ Website - Physical Facilities - Social Network - Volunteer/ Educational Program - Residential Property Maintanence - Dedicated, Personalized Assistance - Online Support Platform OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 12

SERVICE PACKAGE Core Product Facilitating Services Enhancing Services - Lifestyle Enrichment Platform - Residential Property Management - Quality of Life Sustainment and Progressive Healthcare Platform - Transient Living - Life Enrichment Services: Social, Cultural, Educational, Recreational - Financial Advisement - On-site Amenities MARKET ANALYSIS SERVICE - Travel/ Relocation Concierge - Flexible Healthcare Plan Options - Progressive/ Preventative Wellness and Healthcare INTRO Delivery System - Online Platform/ Website - Physical Facilities - Social Network - Volunteer/ Educational Program - Residential Property Maintanence - Dedicated, Personalized Assistance - Online Support Platform OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 13

SERVICE PACKAGE Core Product Facilitating Services Enhancing Services - Lifestyle Enrichment Platform - Residential Property Management - Quality of Life Sustainment and Progressive Healthcare Platform - Transient Living - Life Enrichment Services: Social, Cultural, Educational, Recreational - Financial Advisement - On-site Amenities MARKET ANALYSIS SERVICE - Travel/ Relocation Concierge - Flexible Healthcare Plan Options - Progressive/ Preventative Wellness and Healthcare INTRO Delivery System - Online Platform/ Website - Physical Facilities - Social Network - Volunteer/ Educational Program - Residential Property Maintanence - Dedicated, Personalized Assistance - Online Support Platform OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 14

SERVICE PACKAGE Core Product Facilitating Services Enhancing Services - Lifestyle Enrichment Platform - Residential Property Management - Quality of Life Sustainment and Progressive Healthcare Platform - Transient Living - Life Enrichment Services: Social, Cultural, Educational, Recreational - Financial Advisement - On-site Amenities MARKET ANALYSIS SERVICE - Travel/ Relocation Concierge - Flexible Healthcare Plan Options - Progressive/ Preventative Wellness and Healthcare INTRO Delivery System - Online Platform/ Website - Physical Facilities - Social Network - Volunteer/ Educational Program - Residential Property Maintanence - Dedicated, Personalized Assistance - Online Support Platform OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 15

FRANK & HELEN INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 16

FRANK & HELEN First Eight Years INTRO MARKET ANALYSIS Past Three Years SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 17

FEATURES & BENEFITS TRANSIENT LIVING PERSONALIZED SERVICE BUNDLED LIFESTYLE MATURATION COSTS ON-SITE COMPREHENSIVE HEALTHCARE SUSTAINABLE LIVING STATE RESIDENCY FINANCIAL ADVISEMENT FACILITY MANAGEMENT STOCK OPTIONS INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 18

OWNERSHIP 51% 49% RESIDENTS INTRO MARKET ANALYSIS SERVICE OWNERSHIP INVESTORS, ETC ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 19

PERSONNEL NATIONAL CEO HQ investors Office Manager Marketing Finance Sales Asst. Asst. HR IT Asst. SALES Manager Manager Manager Rep, Rep, Rep, Rep, Rep, Rep, Rep, Rep, Rep, LOCAL Location Manager Location Manager Location Manager Manager's Assistant Admissions (2) Financial (2) Travel Manager Lifestyle Manager Lifestyle Team (6) Manager's Assistant Admissions (2) Financial (2) Travel Manager Lifestyle Manager Lifestyle Team (6) Manager's Assistant Admissions (2) Financial (2) Travel Manager Lifestyle Manager Lifestyle Team (6) Part-Time Full-Time INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 20

DEVELOPMENT PROCESS $ PARTNERS (lease term INVESTORS s) RESIDENTS -INVESTORS PENSION FU NDS + SUBSIDIARY DEVELOPMENT & PROPERTY MGNT GROUP FOR SALE LEASE $$$$$$$$$$ DEVELOPMENT $ SECOND WIND $ PARTNERS (monthly fe INVESTORS es) ( entrance fe RESIDENTS es) -INVESTORS PENSION FU NDS INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 21

YEAR ONE MARKETING STRATEGY MARCOM -Establish one-on-one relationships -Field sales representatives -Stimulate market “buzz” -Social Media -Collaborate with industry partners -Partner with existing services catering to boomers -Co-creation -Exclusive events -Establish resident ambassadors -TV, internet, print advertisments -Content Marketing INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 22

YEAR TWO MARKETING STRATEGY MARCOM -Build upon awareness -Continue efforts of year one -Ambassador promote service ideals -Market with industry partners -Establish rapport with partners -Spontateous gatherings -Small-scale service representations -Exclusive tours and co-creation sessions INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 23

YEAR THREE MARKETING STRATEGY MARCOM -Engage public through MARCOM -Local ad campaigns -Allow public to experience offerings -Pop-Up showrooms -Visitation program -Reduce individualized marketing -Ambassador word-of-mouth -Increase traditional marketing INTRO MARKET ANALYSIS SERVICE -Gauge younger generations’ interest OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 24

CASH FLOW ANALYSIS Personnel: Physical Resources: Marketing: YEAR ONE 1094000 111500 564600 YEAR TWO 1139000 111500 833000 YEAR THREE 1224000 111500 905000 Total: 1,770,100.00 2,083,500.00 2,240,500.00 INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 25

SALES FORECAST- YEAR ONE Entrance Fees: Units Reserved: Total: Operating Costs: INTRO Q1 50000 6 300,000.00 Q2 50000 9 450,000.00 Q3 50000 10 500,000.00 Q4 50000 15 750,000.00 TOTAL Y1 444,025.00 (144,025.00) 444,025.00 5,975.00 444,025.00 55,975.00 444,025.00 305,975.00 1,776,100.00 223,900.00 MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM 40 2,000,000.00 FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 26

BREAK-EVEN ANALYSIS YEAR ONE 35 50000 1776100 35.522 Units Reserved: Buy-In Revenue: Fixed Costs: BEP YEAR TWO Units Reserved: Buy-In Revenue: Fixed Costs: 45 50000 2083500 41.67 BEP YEAR THREE Units Reserved: Buy-In Revenue: Fixed Costs: BEP YEAR THREE (LOCAL) Units Occupied: Yearly Fees: Fixed Costs: BEP INTRO 45 50000 2240500 44.81 50 9920 496000 50 MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 27

SECOND WIND INTRO MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 28

THANK YOU

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