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!!  

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  ($497)  PLUS:  The  Millionaire  Maker  Success  kit  ($1000  +)      

Starts  October  15,  2015  

Starts  October  22,  2015  

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+)      *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.    

   

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        

3  Day  LIVE  Workshop  With  Loral  (£1697)    ü Loral  &  Master  Trainers  will  be  there  live  to  work  with  you  ü Small  Group  Sessions  with  Coaches  ü   Design  your  6-­‐7  figure  business  in  3  days  ü   IdenCfy  the  3  most  important  people  on  your  team  ü   Confirm  your  business  model  and  a  4  level  revenue  model    ü     A  35  point  sequenced  acCon  list  for  your  business  plan    ü   60  online  and  offline  markeCng  methods  ü   You  will  ask  for  money  30-­‐40  Cmes  a  day  with  a  pro  talk  track  ü You  will  have  a  directory  of  valuable  colleagues                                          

A  VALUE  OVER    £19,000  !!!  

*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