1. Proposal for Auction of:
300 Acre Slate Quarry,
Equipment & Montana
Family Residence
Intended solely for:
The Kolker Family Trust
2. Dear
Kolker
Family
Trust &
Members...
Each of us at J. Levines Real Estate Auction Division are honored that you are considering the viability of the
auction method of marketing to reduce carrying costs and bring superlative sales results. Your families 300 Acre
fully operational Slate Quarry, mine and all associated equipment is an excellent choice for auction. The family
home should also be a strong candidate for the auction as well. Furthermore, J. Levines our method will net you
the best possible price.
The unique method of selling real estate and assets allow all interested parties to compete equally in an open, fair
and public forum. The property is highly unique and should draw a large amount of attention which will result in
maximum sales price in the market.
We at J. Levines would like to inform you the sale of all properties is an “All Cash” transaction and is not subject
to any financing or due diligence. All bidders are encouraged to bid on the property only if they have completed all
due diligence and have taken the opportunity to inspect and examine the condition of the property. We at J. Lev-
ines will provide all current Geo studies of volume, environmental reports and P&L statements for the last pro-
ductive years. This and all auction properties are sold “AS-IS” without any contingencies.
We have already identified three highly qualified prospective bidders in our initial research. These three are just
a mere few that will be interested in these properties.
ALTHOUGH WE CAN NEVER GUARANTEE DOLLAR AMOUNTS ON SALES, WE CAN GUARANTEE
THE EXHAUSTIVE APPLICATION OF OUR SKILLS AND EXPERIENCE ON YOUR BEHALF.
Again we would like to thank you for your time, consideration for our services, and allow the submission of this
proposal. If you would need any assistance or further clarification in understanding this proposal please do not
hesitate in contacting me, as I will assist you without hesitation.
Respectfully Yours,
Scott Jones
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
3. TABLE
of
CONTENTS
Evaluation of Your Great Asset— 300 Ac. Operating Slate Quarry & Residence
Why the Auction Method—Your Greatest Investment deserves the Attention.
The Menu—Types of Auctions & their effect.
Now or Later—The comparison of Auction and Traditional Listing.
Our Commitment to You & this Project– Auctioneer’s Strategies & Tactics
Your Participation Along the Way—Seller’s Responsibilities & Duties
Mark you Calendar—Timeline of Actions up to, during and after the Auction Event
The Game Changer—The Marketing Plan unlike any other.
Investments that Payoff—Itemized Budget for your winning Market Plan.
Pay Day Outline—Determined Fee Structure & Compensation Plan for each Party.
What the Doctor Ordered—J. Levines recommendations for this event.
The “Olympic” Team of Auctioneering—Your comfort/confidence in selection J. Levines
Past Events—Supporting Materials and like Projects for your review.
The Agreement—Sample Auction Listing Agreement
Recap—An Overview and Executive Summary of the Auction.
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
5. PROP.
DETAILS
Montana
Slate Quarry
Quarries and Their Charm!
With J. Levines, you can mine the best rock quarry
for Auction!
Buying a quarry may not be common choice for many would-be business own-
ers, but it's certainly something to consider. Rock quarry businesses are actual-
ly quite profitable and there are many in operation. When looking for a rock
quarry for sale, you'll find there are many different varieties of rock being mined
for various purposes. Quarries typically make money selling decorative stone,
crushed stone, and market gravel. Whether it's limestone, granite, marble, slate
or sandstone, demand is fueled by commercial and industrial projects. And that
demand shows no signs of slowing.
Matt White, a minor league baseball player, re-
cently purchased a 50-acre quarry in western
Massachusetts and now stands to make nearly
$2 billion in profit before expenses. There's big
money in the rock business, and we're not talk-
ing diamonds. Even if you find an abandoned
quarry for sale, there's still great potential and
much to be mined. You'll need the necessary
equipment, of course, like drills, loaders, exca-
vators, and trucks. But, the best part is many
rock quarries for sale will come with all that –
making it much quicker and easier to start turn-
ing a profit than if you started a quarry business
from scratch. With over 35,000 private quarries
in the country, and the sales of rock increasing
by more than 100% over the past few years, there's never been a better time to
buy a quarry.
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
6. 1. Location and Topography. The topography of this site is a series of rock outcrops separated by forested and meadow areas. The active
site in the permitted disturbance area has been operated for several years. Approximately 100’ below the disturbance is a small wetland.
Block Mountain knows it cannot encroach any closer to the pond. There are no streams in this area. The permit area is crossed by several
utility lines. Quarrying would not occur under the powerlines. The land surrounding this permit site is owned by Plum Creek with the nearest
private ownership being 3,000’ away. The attached map provides the required detail of the quarry site. See also other regional maps for gen-
eral access information.
2. Present Land Use and Past Mining Disturbance. Describe the present land use and any past mining disturbance within and near
the proposed permit area: This land has been used for the growing and harvesting of trees for the past 60 years. Grazing has also occurred on this land
between 1920 and 1993. On the lower SW slopes of this permit area, there is a small talus slope that many people have removed rock from for personal
use. There have been no previous commercial permits in this area.
3. Water Wells. There are no water wells within 1,000’ of this site as documented using the Montana State Web site, http://nris.state.mt.us/
interactive.html.
4. Water Table. There is no visible water, evidence of standing water, or wetland vegetation present within 200’ of the site. The quarry is ap-
proximately 100’ in elevation above any surface water and no activities will affect the water table.
5. Surface Water. There is a pond approximately 100’ below this site. This is dry approximately 30% of the time. When water levels are high, the open water does not
cover more than 1 acre. The approximate depth of this pond is 2 feet. There is no above ground inland or outlet for this pond. BPs are in place to prevent runoff and
rock fall towards the pond.
6. Geology. The rock type in this area consists of hard and soft sedimentary layers and a great deal of coarse sediments. There is no evidence of any concentrations of trace
minerals in this area.
7. Soil Material. The quarry site is a rocky bluff with generally no surface soil. At the edges of the quarry, there are small areas with 2-6” of soil consisting of sandy loam. There is a very small
layer of organic material (<2” on the slope on the north side of the quarry). There is no soil on any of the talus slopes within the permit area. All soil that is disturbed during the quarry activity
will be stockpiled and set aside for future reclamation, as described in the general plan of operations.
8. Vegetation. There is no vegetation on the talus itself. Major tree species on the forested areas in the permit area include Douglas fir and ponderosa pine. Shrub
species include snowberry and ninebark. Grasses include pinegrass and rough fescue.
There are several noxious weeds in the quarry area and along the access roads including thistle, spotted knapweed, and mullein which have established through previ-
ous timber harvest activities, cattle use, and open public use of the roads.
9. Wildlife. This entire area is used by whitetail deer. There are various ground squirrels, pine squirrels, and birds. There are also rattlesnakes in this area. There
are no federally listed wildlife species or globally imperiled species known to exist or frequent the quarry site. This area provides no unique habitat for any wildlife except the pond
which is occasionally used by moose.
10. Quarry Activities. Decorative rock used for landscaping, retaining walls, and masonry will be quarried. Riprap, pit run, and gravel may be used for road
BMP upgrades and maintenance. Rock tumblers, splitters, crushing, sawing, and blasting may be used on the quarry site to help create the desired products.
11. Additional Information. This area has open public access and contains no unique features
PROP.
DETAILS
Montana
Slate Quarry
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
7. WHY
AUCTION
Competitive Bid-
ding Determines
Market Value
Generates
Excitement
Professional
Representation
Professionally/
Aggressively
Marketed
Time
Definite
No Contingencies
Or Warranties
AUCTIONS
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
8. TYPES OF AUCTIONS:
ABSOLUTE: Property is sold to the highest bidder, regardless
of price. Highest level of buyer participation, generates maximum
response, and most often chosen method by large agencies.
MINIMUM BID Bids are accepted at or above an adver-
tised minimum price. Offers reduced risk for sellers, buyer
awareness, often limits interest in buyer participation.
RESERVE: Seller has the right to accept or reject any offer
that falls below a confidential reserve price. Predetermined price
is non disclosed to potential buyers, not obligated to sell unless
entirely accepted by seller, prospective buyers present lack of in-
terest and may opt out.
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
9. AUCTION
OR LIST?
Selling a property at auction and a traditional “listing” do have their similarities, but they are few. With a traditional listing, as with an
auction, both the Realtor and Auctioneer want you to get the highest price possible since they both are compensated by a commission.
However, with a traditional listing, a price is already established, and typically the potential Buyer wants to negotiate “down” from the
listing price, and if an offer is made, it is normally lower than what it is listed. Sometimes, a Buyer may not even make an offer as they
feel that the Seller’s “list” price is much higher than the property is worth, and they feel that they are either wasting their time or that the
Seller will be “insulted” and will therefore not even “counter” their offer if it is much lower than the list price. Sometimes, properties will
sit for months and months (and even years) where the Seller is constantly “chasing the market” downward ,and it may take a very long
time for the Seller to even get an offer. In many cases, if a property is listed too high, the property may never sell. With an auction, the
Auctioneer’s job is to generate interest in your property through a very short and condensed marketing campaign, which is usually 4-5
weeks. The Auctioneer doesn’t have 180 days or a year to ‘list” your property; it is a very short and fast campaign. With an auction,
the Buyer is typically a cash buyer and has agreed to purchase your property “As Is,” which means that the contract they sign at the
auction is NOT contingent upon financing, NOT contingent upon a home inspection, NOT contingent upon a termite inspection, and
NOT contingent upon them changing their mind or the moon shining a certain way. Typically, the Buyer will make a large non-
refundable deposit compared to a traditional listing. The deposit at an auction is anywhere from 5-10% of the purchase price, and this
deposit is non-refundable. On an auction, the Buyer usually closes in a much shorter timeframe than a traditional listing. With a tradi-
tional listing, the closing can be anywhere from 60-90 days from Seller acceptance; whereas with an auction, the closing is usually
within 30-45 days from the auction date.
Auctions
Are NOW! Not
120+Days! Or 180!
Or 360
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
10. OUR
PROMISE
TO YOU
Real Estate Auction
Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
Complete & Informative Client Consultation
Perform Necessary Research to include Geo reports, market analysis
Evaluate & Develop master marketing plan to meet Client expectations
Develop & Implement a functional Timeline for Auction Management
Execute approved Marketing Plan in a Strategic Manner
Utilize Auction Marketing Tactics to Promote properties to the fullest
Host Property Preview and Informational Sessions to Assist Buyers
Prepare Professional Information packages for Bidder Distribution
Coordinate, Support, & Execute Successful Auction Event
Provide a Qualified Ready Buyer with a Real Cash Offer for the Properties
Execute a Legal Viable Agreement to Purchase between the Seller & Buyer
Deliver & Support a Prompt and Successful Closing
Provide to the Seller a Post Analysis Report
Scott Jones, Auctioneer will be your personal contact and project head
11. YOUR
EFFORTS
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
Convey fee simple marketable & insurable title to all properties
Pay for Expenses of Conveyance (i.e.-Deed Prep, Survey, Environmental Tests)
Provide a Title Opinion for the Benefit of the Buyer
Provide & Assist with the accurate description of the properties
Approve and Execute the Marketing Plan & Fund the Budget
Be Present or Available at the time of the Auction Event
Make Known & Disclose all information to Auctioneer any Prospective Buyers
12. TIME
LINE
EVENTS
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
CLIENT CONSULT & CONTRACT
MARKET ANALYSIS & RESEARCH
DAY 1
DAY 5
MARKETING CAMPAIGN DEVELOPMENTDAY 15
REAL PROPERTY AUCTIONDAY 45
APPROVAL & FUNDING OF MARKETING BUDGETDAY 20
EXECUTION OF MARKETING CAMPAIGNDAY 30
SUCCESSFUL CLOSING OF PROPERTY SALEDAY 75
13. MARKETING
PLAN
NEWSPRINT
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
NEWSPRINT &
ONLINE ADS:
We will design pro-
fessional display ads that can be placed in conjunction
with classified line ads in the following newspapers listed
to the right. Along with print ads, an online campaign with
an Auction Listing is added to compliment the printed ads.
These ads will reach over 3 Million subscribers.
14. Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
MARKETING
PLAN
DIRECTMAIL
DIRECT MAILERS—
BROCHURES:
We will design an attractive full-color brochure, representing
and accentuating the uniqueness and value of your properties.
The Brochure will be printed and mailed to a targeted list meet-
ing a certain demographic profile surrounding the property, in-
cluding Commercial & Residential Realtors, adjacent land own-
ers, investors, Quarry Owners, as well as selected individuals
15. Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
MARKETING
PLAN
WWW...
WEBSITE AND SOCIAL MEDIA CAMPAIGN:
We will host your auction on multiple websites and social media platforms.
This is a targeted campaign using various types of media to reach your tar-
get market. Visitors to these sites will obtain the necessary information for
participating in the auction.
16. Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
MARKETING
PLAN
SIGNAGE
SIGNAGE:
Most all auction properties will have buyers from the local market. Signs,
when placed strategically, can peak the interest of many qualified local buy-
ers for an event. Signage also serves as great devices to direct prospects to the
property. Signage can be the single most important way to capitalize on local
awareness.
17. PROPOSED
MARKETING
BUDGET
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
NEWSPRINT & ONLINE ADS $ 3650.00 as provided
DIGITAL & SOCIAL MEDIA $ 5050.00 as provided
DIRECT MAILERS $ 6475.00 8000 DS Full Color Brochures Mailed
SIGNAGE $ 2500.00 2 DS 4x8, 12 2x3 Directionals
AUCTION MANAGEMENT $ 1500.00 Design, PR, Execution, Manage
PRINTED MATERIAL $ 650.00 PIP for Preview, Auction Boards
VENUE RENTAL & SETUP $ 760.00 Marriot Ballroom
TOTAL PROPOSED BUDGET $21,375.00
NOTE to Seller—If you agree to accept this proposal a formal marketing budget will be present-
ed to you along with an engagement letter which requires your signature and will then begin the
project. This budget and engagement letter will be attached and become apart of the Auction
Listing Agreement.
**This proposal AND budget should be considered private and confidential and may not
be shared with any third party without the prior written of AUCTIONEER.**
18. Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
FEE STRUCTURES & COMPENSATION
The Auctioneer will be compensated by the Seller a commission
equal to 0% of the Total Purchase Contract Price, which includes
both the high bid and the buyer’s premium. The Auctioneer will offer
a 0% Broker Participation Commission to any Realtor representing
a Buyer the day of auction.
The Seller will pay in advance to the auctioneer the agreed market-
ing budget. Other investments to the Seller will be Seller closing
costs, Surveys, 1/2 cost of Geo Studies, Well/Septic Tests, Title
Opinion, Revenue Taxes.
The Buyer will be responsible for Buyer’s Closing costs. The Buyer
will also pay for 1/2 of the Geo Volume Study on the rock quantity of
the mine.
19. SALE
TERMS
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
RECOMMENDATIONS TO THE SELLER:
Tentative Sale Date September 6, 2016 at 10:00a.m. at the Marriot in Helena,
MT.
Host two Inspection Dates onsite two and three weeks prior to auction day.
Host an informational Session at the Marriot in Helena two weeks prior to auction.
Reserve Auction subject to Seller Confirmation is the recommended method of auc-
tion with a total Purchase price will include the Buyer’s Premium and the High
Bid.
A non-refundable deposit of $100,000. on the Quarry and $25,000 on the House
will be required by the purchaser at the conclusion of the auction with the balance
due at closing within 45 days.
Geodetic Survey completed within 25 days of execution of contract to verify the
250 million tons of suspected stone in the mine.
Survey the property, cutting out the private residence and 10 acres of land with its
20. RESUME
Real Estate Auction
Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
OVERVIEW OF OUR PROFESSIONAL TEAM:
J. Levines Auction & Appraisal and its Real Estate Division, has provided professional real es-
tate auction services to our clients for more than 12 years. Our commitment and promise to our
clients is to realize top market value for their assets through the auction method of marketing.
Our Auctioneers have represented assets in Arizona, New Mexico, California, Nevada, Virginia,
Pennslyvania, Maryland and North Carolina. J. Levines is also partnered in many other states.
Josh Levine, GPPA, CES, owner and auctioneer continues to further the growth of his company
through multiple expansions.
Our tradition of Auctioneering includes the following areas:
Residential/Commercial Real Estate, Industrial Real Estate & Sites, Timber and Ranch Land,
Luxury Properties and Historic Properties as well. J. Levines also specializes in the sale of per-
sonal property in the way of Fine Estates and Fine collections along with the disposition of Busi-
ness equipment.
J. Levines has concentrated their efforts on helping individuals sell all types of properties, espe-
cially unique and difficult to sale ones.
Through these efforts J. Levines has created many relationships with such professional agencies
as: Realtors, Bankers, Trustees, Personal Representatives, Museums and Universities.
Our Experience and Tradition allows us to name our firm as the top Auction Company in the
Southwest.
21. IN
REVEIW
Real Estate Auction Proposal
J. Levine Real Estate Division
10345 N. Scottsdale Rd.
Scottsdale, AZ 85253
480.496.2212
EXECUTION SUMMARY & REVIEW
Through our advanced methods of marketing, our objective is to sell the real estate located in Helena, MT in two parts.
The existing 295 Acres will be subdivided cutting out 10 acres and the private residence as Parcel 1 and Parcel 2 being
that of 285 acres of existing slate quarry. We will offer the business as a turn-key opportunity. The ever growing demand
for quarries and their potential income makes this a very unique and highly sought after property.
Our efforts will seek out existing quarry owners, adjacent land owners and potential investors to be the prospective buyers
for the quarry. Local efforts will be driven to sell the private home.
In both cases, we will execute a non-contingent agreement with qualified buyers that possess the cash and/or other liquid
assests that would allow for a 45 day closing.
Your investments will include an approximate $21,000.00 well devised marketing budget and any costs associated with
Seller side closing. It will benefit the Seller to provide a Geo Study verifying the volume of product remaining in the mine.
As we are creating two parcels from the parent tract, it is necessary to Survey the property marking the boundaries of the
properties as well.
The Seller will compensate the Auctioneer through commissions earned for services rendered in the amount of 0% of the
Total Purchase Price which includes the High Bid Price and the Buyer’s Premium.
The Buyer will pay for all costs associated with Buyer side closing.
Our ultimate goal is to represent The Kolker Family Trust and its members in this real estate transaction in a timely man-
ner with a guarantee of producing a willing and able buyer capable of purchasing both properties without delay, providing
the Trust with the highest possible fair market value.