WesNicolBusinessPlan

ZachWoodward,KennyNorton&StuartGrant

Costeffec)ve,independence‐maximizingalterna)vetore)rementhomes

Servicesprovided:• Onceaweektoeverydaycheckin•  Escortedcarservices•  Seasonalcleanupi.e.lawnandsnowmaintenance

• Homemonitoring

“Empoweringseniorstolivehappy,healthyandrewardinglives–rightwheretheywanttobe–intheprivacy,safetyandcomfortoftheirownhomes.”

Growing,inevitableproblem• 90%ofSeniorswouldratherliveintheirownhome• 12.4%ofAmericansare65andolder

Demographicisgrowing• 62%offamilycaregivershavehadtoadjusttheirworkscheduleorquitworken)relytotakecareofaginglovedones

LifeexpectancyisrisingAssistedlivingisexpensive!

• $200perday• $80,000peryear

HappyandHomepackagesaslowas$2400ayear

By2030,1in5Americanswillbeovertheageof65

GrowingtwiceasfastastheoverallpopulaNonNon‐MedicalHomeCareIndustrylistedasoneofthefastestgrowingoccupa)onsintheUnitedStates

Childrenoftheagingseniors•  Unabletoprovideassistancefortheirparents•  Pursuingcareers,raisingfamilies•  Seniorsapproachingchildrenregardingassistance

Clientsofallagesneedingassistance•  Yellowpagesfortemporaryassistance•  Doctorrecommenda)onsExamples:

• Surgeries•  Injuries

ThreatofSubs)tuteProductsFocusedonmedicalcare

Lackshomemaintenanceop)ons

ThreatofNewEntrantsExponen)allyGrowingMarket

Lowcapitalrequirement

Reputa)onandMarke)ng

Lowswitchingcosts

BargainingPowerofBuyersEconomicRecession–PriceSensi)ve

HighBackwardIntegra)on

RelianceonourServices

BargainingPowerofSuppliersGeneralproducts‐daytoday

ITGrowth–webcam,homemonitoring

HOMEINSTEADSENIORCARE,PORTSMOUTH,NH•  600Interna)onalFranchises

•  EstablishedName

•  Failstoperformhomemaintenance

LIVINGINNOVATIONS,PORTSMOUTH,NH•  NumerousbranchesacrossNHandMaine

•  Providesmedicalassistance

•  MorecompanionshipHOMEHELPERS,BERWICK,ME•  Focusesonnewmothers,adults,seniors

•  Broadtarget

•  Wetargetseniors

Snowbird

$125/month

Approx.profitof$30/package

Gas

Wages

AllHandsonDeck

$200/month

Approx.profitof$50/package

Gas

Wages

PieceofMind

$150/month

Approx.profitof$50/package

Gas

Wages

Telephone

LendaHand

$210/month

Approx.profitof$60/month

Gas

Wages

Telephone

Weplantocreateawarenessthrough:•  Hospitaldischargeplanners•  Elderlylawaeorneys•  Pharmacies•  Hairdressers

ReferralandincenNveprogramWewillrecruitourcompanionsfrom:

•  Visi)ngNursingAssocia)on•  Stayathomemoms•  Seniorhousingemployees•  Governmentrepresenta)ves•  Universityhealthsciencestudents•  Re)redseniorss)llseekingwork

Toll‐freenumber

#ofOnlineAmerican’sovertheageof65up160%since2000.TwoPrimaryReasons:

EconomicRecessionandcostsavings Examples:

•  E‐Commerce•  Onlineshopping•  Travel•  Research

SocialNetworking–Friends&FamilyExamples:•  Seniorocity.com•  Seniorpassions.com•  Cranky.com

56%ofthewiredseniormarkethaveusedtheinternettosearchforhealthrelatedinforma)on

DegradingqualityofvisionandtheabilitytoprocessnewinformaNonbeginstodiminishaswegetolder

Important to consider: • FontSize– Largeandreadable12pt or 14pt • Simplicity–Minimal‐Graphics,anima)on,forms,bueons• NavigaNon–Smooth,direct• SearchEngineResults–Relevantsearchresults• UsabilityTesNng–Targetmarkettestsiteandmakevaluableobserva)ons

•  $50non‐parvaluecommonshares

•  5Sharesperowner•  Dividendswillbepaidoutaier6years

ZachWoodward

President

StuartGrant

VicePresidentofFinance&CustomerAccounts

KennyNorton

VicePresidentofOpera)ons&Technology

Oneyearnon‐interestbearingStudentsinBusinessLoan

Non‐interestbearingshareholderloans:

• Stuart‐$15,000• Zach‐$12,000• Kenny‐$9,500

MaintenanceVehicle‐Financedthepurchaseofourmaintenancevehiclethroughanon‐interestbearingnotepayableintheamountof$14,000.

Computers‐Financedthepurchaseofthecomputerswithnon‐interestbearingnotespayableintheamountof$3000totheshareholders($1000/shareholder)

• FinalizeFinancing• Recruitcompanionsandlaborers• Adapttoourenvironment• Revampmarke)ngstrategies• Analyzewebcamandhomemonitoringservices

•  Promoteandmarkettonewelderlylawaeorneys,hospitaldischargeplanners,pharmacies,andhairdressersestablishingreferralprograms

•  Marketemploymentopportuni)esasHappyandHomeopensitssecondloca)oninNewEngland

•  Establishsecondoffice

•  Analyzefranchiseopportuni)es•  Analyzemedicalseniorcareopportuni)es

•  Yr.1–Incuralossof$8052•  Yr.2–Profitof33,311•  Yr.3–Profitof48,880•  Yr.4–Profitof55,852•  Yr.5–Profitof81,733AllAmor)za)onamountsarecalculatedonaStraight‐linebasis.

•  Yr.1–AssetsandLiabili)esof$43,522•  Yr2–AssetsandLiabili)esof$82,576•  Yr.3–AssetsandLiabili)esof$128,234•  Yr.4–AssetsandLiabili)esof$184,281•  Yr.5–AssetsandLiabili)esof$269,094

•  Happyandhomewillempowerseniors

•  Tolive...happy,healthyandrewardinglives

•  Rightwheretheywanttobeintheprivacy,safetyandcomfortoftheirownhomes