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Articulate core channel partner program Articulate core channel partner program Presentation Transcript

  • ENERGIZE YOUR INCOME! Welcome to the Business Model of the 21 st Century & Beyond! Introducing the… CORE CHANNEL PARTNER PROGRAM This document and/or electronic file contains information that (a) is or may be LEGALLY PRIVILEGED, CONFIDENTIAL, PROPRIETARY IN NATURE, OR OTHERWISE PROTECTED BY LAW FROM DISCLOSURE, and (b) is intended only for the use of CORE. Solutions Group LLC. You must have written authorization from CORE to use, copy or distribute any part of this document as it’s strictly prohibited.
  • The Business Model of 21 st Century & Beyond! Table Of Contents: Sections 1-10
    • Welcome
    • About Us
    • Billion $ Opportunity
    • Target Market / Leveraging
    • CORE Services:
    • Green Tax Incentives: Property Owners, Businesses & Manufacturing
    • CORE Energy: Industry & CORE Energy Solutions
    • Value Add Services: Additional Expense Recovery
    • CORE SMART MARKETING SYSTEM (CSMS)
    • Income Opportunity
    • Getting Started – Becoming a CORE Advisor
    • BRANCHISING OPTION – (Leadership)
    • Next Steps
    • National Expansion is Underway
    • WELCOME TO THE CORE CHANNEL PARTNER PROGRAM
    • Let’s get started – we have a lot to
    • share with you!
  • WELCOME…
    • The CHANNEL PARTNER PROGRAM offers a select
    • group of business professionals an incredible
    • opportunity to market a powerful suite of in demand profit
    • improvement / cost recovery Solutions, that can produce a
    • freedom type lifestyle for you and your family.
    • We realize our business is not the right fit for everyone and everyone is certainly not the right fit for us.
    To the Business Model Of the 21 st Century & Beyond!
  • The Business Model of 21 st Century & Beyond!
    • Who We Want To Partner With?
    • Must have (5) years of sales/sales management
    • and or business ownership experience
    • Strong people, presentation & leadership skills
    • Burning desire to own a business
    • Must be able to work independently
    • Willing to be teachable and coachable to the
    • CORE Business Building System
  • ABOUT US: Parent Company
  • ABOUT US: Parent Company
    • National Cost Recovery Advisory Firm based out of Troy, MI.
    • Unique staff made up of legal, tax and engineers with hundreds of years in combined experience. ALL UNDER ONE ROOF!
    • 187% Growth in the last 18 months!
    • OUR AVERAGE CLIENT RECEIVES A CASH BENEFIT OF $225,000
    • Over a 1000 studies completed
    • $100 Million in savings & growing
    • 87% of American Businesses are being OVERCHARGED or allowing lucrative saving opportunities to go unclaimed year or year.
    • SUCH AS:
    • Taxable Income
    • Property Taxes
    • Property Insurance/ WC
    • Gas, Electricity, Water
    • Commercial Leases
    • Energy Upgrades
    • future services
  • ABOUT US: Rebuild Michigan® Partner
    • ABOUT US:
    • We offer niche tax and cost recovery solutions above and beyond the normal accounting & business functions
    • We offer a comprehensive energy reduction program to help American businesses drastically reduce utility expenses.
  • ABOUT US:
    • Our Mantra: We help firms…
    • Get Green & Go Green!
    • We offer (3) specialized Groups under one roof.
    • NICHE TAX INCENTIVES: (Local, State & Federal)
    • ENERGY REDUCTION SOLUTIONS
    • EXPENSE REDUCTION SOLUTIONS
  • ABOUT US:
    • Industries of strength:
    • Manufacturing
    • Commercial / Office
    • Retail
    • Apartments
    • Industrial
    • Restaurants
    • Municipalities
  • The Business Model of 21 st Century & Beyond!
    • Billion Dollar Opportunity
    • Billions of dollars set aside each year in Government
    • Backed State &Federal Tax Programs – THEY DON’T MAKE IT EASY!
    • Millions of Commercial Facilities and businesses qualify
    • around the country – THE OPPORTUNITY!
    • Under served markets – 90% market share wide open – TIMING!
    • Most CPA’s don’t / can’t perform these studies – NICHE!
    • 1000’s of businesses are in needed of CASH – THE DEMAND!
    • Sustainability and GREEN Initiatives – HUGE!
    • Energy Conservations / Reduction Measures – MASSIVE!
    • Renewable Energy Sources – IT’S COMING!
  • The Business Model of 21 st Century & Beyond!
    • Billion Dollar Opportunity
    • WHY BECOME A CORE ADVISOR?
    • $200,000 Average Results - per client = you earn a % of that success
    • 7 out of 10 Businesses qualify
    • Simple Selling System: NO COST NO OBLIGATION Feasibility Report
    • CORE’S TECH TEAM will do most of the heavy lifting
    • No Cold Calling – EVER!
  • The Business Model of 21 st Century & Beyond!
    • Billion Dollar Opportunity
    AMERICAN RECOVERY & REINVESTMENT ACT OF 2009 (ARRA)
  • The Business Model of 21 st Century & Beyond!
    • Billion Dollar Opportunity
    AMERICAN RECOVERY & REINVESTMENT ACT OF 2009 ($787 BILLION AVAILABLE) The measures are nominally worth $787 billion. The Act includes federal tax cuts, expansion of unemployment benefits and other social welfare provisions , and domestic spending in education , health care , and infrastructure , including the energy sector.
  • The Business Model of 21 st Century & Beyond!
    • Billion Dollar Opportunity
    AMERICAN RECOVERY & REINVESTMENT ACT OF 2009 $300 Billion in tax based incentives towards: 1. Manufacturing Incentives 2. Commercial Real Estate (construction / renovation / purchase/ expansion) 3. Hiring Incentives 4. Energy Efficiency and Renewable Energy Incentives Are your clients involved in any of these activities?
  • The Business Model of 21 st Century & Beyond!
    • Billion Dollar Opportunity
    • CORE has spent years developing our systems
    • and tools to support our number one priority:
    • Our Advisors!!
    • NO TECHNICAL TRAINING OR KNOWLEDGE
    • NEEDED!
    • We will close your deals for you and send you a
    • check!
  • The Business Model of 21 st Century & Beyond!
    • Billion Dollar Opportunity
    • ADDITIONAL BENEFITS OF THE PROGRAM
    • SIMPLE AND STREAMLINED SELLING SYSTEM
    • LEVERAGE YOUR EXISTING CONTACTS – ADD VALUE
    • DEVELOP A PRIMARY / SECONDARY INCOME STREAM
    • EARN WHILE YOU LEARN
    • PLUG INTO OUR WEEKLY COACHING PROGRAM
    • PLUG INTO OUR WEBINAR SERIES
    • PLUG INTO OUR SALES SUPPORT DESK
  • The Business Model of 21 st Century & Beyond! WHO DO WE TARGET? YOUR TARGET MARKET
  • The Business Model of 21 st Century & Beyond!
    • Bankers
    • CPA’s
    • Brokers
    • Financial
    • Energy Firms
    • Attorney’s
    • Architects
    • General Contractors
    • BUILD UP YOUR OWN PROFITABLE REFERRAL
    • NETWORK IN YOUR AREA!
    WHO DO WE PARTNER WITH?
  • The Business Model of 21 st Century & Beyond!
    • HOW DO WE TARGET OUR TARGETS?
    • Face to Face Survey approach
    • Networking Groups
    • Lunch & Learns
    • Speaking Engagements
    • < CPA Webinars >
    • Press Releases
    • Pre Set Appointments
    • Internet Marketing SEO
    • CPA / Real Estate Functions
  • CORE SERVICES
    • Commercial Property Incentives
  • CORE SERVICES
    • Commercial Property Incentives
    • Cost Segregation Studies
    • Demolition / Renovation
    • Property Tax Reduction / Abatements
    • Comprehensive Energy Reduction Studies
    • Local, State and Federal Green Tax Incentives:
    • EPAcT / Section 179 –D Tax Incentives
    • Local Utility Rebates
    • Energy Grants
    • Expense Reduction Review
  • CORE SERVICES
    • Businesses / Manufacturing Incentives
    • Research & Development Tax Credits
    • Hiring Tax Credits (Wide range)
    • IC DISC (Export Tax)
    • Expense CHECK :
    • Waste, Property Insurance, W/C
    • Utilities: phone, gas, electricity
    • More to come…
    • To learn more about core services go to: www.coreadvisors.net
  • CORE SERVICES
    • expense CHECK
    • $250 Billion in over charges each and every year on:
    • Energy Bills
    • Phone Bills
    • Workers Comp / Property
    • Water / Sewage / Waste
    • Lease Agreements
    • MISTAKE OR BY DESIGN? CONFUSING TO MOST? FAIR?
    • UNSURE?
    • Who’s got there back?
    • If we can’t find refunds or cash for our clients, then we don’t charge!
    • HOW ABOUT PEACE OF MIND!
  • CORE SERVICES – Reduce Taxable Income & Improve Cash Flow
    • Property Owners / Businesses / Manufacturing
    • THE TOTAL FACILITY REVIEW (TFR) Complimentary Service!
    • Real Estate Holdings
    • Hiring Activities
    • Business Activities
    • Energy Options / Reduction
    • Expense Review / Audits
  • Experience, Vision & Service
    • Our Services
    • Unlimited Audit Defense
    • We follow strict IRS Rulings
    • Our work will withstand IRS
    • Scrutiny
    • CORE Solutions Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
  • Over Hundred Years Of Combined Experience
    • Our TECH Team
    • Service Specialist
    • Senior Analyst
    • LEED AP
    • Certified HERS Rater
    • Project Engineers
    • Energy
    • Construction
    • Electrical
    • Chemical
    • Tax Specialist
    • Expense Auditors
    • Legal Professionals
    • Sales Support Desk
    • .
  • SAMPLE OF CLIENTS
  • Cost Segregation Recent Results Project: Hotel Cost: $7,125,000 5 Year Tax Savings: $815,000 FEE: $49,500 Project: High-End Office Building Cost: $5,235,000 5 Year Tax Savings: $625,000 FEE: $27,400 Project: Apartment Complex – 12 Complexes Cost: $18,100,000 5 Year Tax Savings: $1,585,000 FEE: $62,567
    • Sample Of Federal Tax Incentives
    CORE” Services CORE SERVICES - R&D Tax Credit
  • CORE SERVICES
    • Sample of Federal Tax Incentives
    • Research & Development Tax Credit Studies
    • The Government sets aside over $10 Billion each year for R&D in the US
    • Only a hand full of the nations largest firms get most of the credit
    • 90% of small and mid size firms don’t know how to apply…nor do their cpa’s ! Market is wide open for us!
    • Wage based credit on qualified business activities
    • (Looking for firms w/ $3m-$100m in payroll)
    • Average credit is over $200,000 (Avg fee $60,000 plus)
  • CORE SERVICES
    • Manufacturing
    • Fabrication
    • Engineering
    • Prototype
    • Tool and Die
    • Machine Shops
    • Software Development
    • Technology
    • Biotechnology
    • Pharmaceutical
    • Remember: Most CFO’S don’t realize they qualify for these lucrative cash back incentives!
    Sample of Federal Tax Incentives
  • CORE SERVICES
    • Federal Tax Incentives
    (MORE CASE STUDIES)
    • Sampling of activities:
      • Grinding
      • CAD Drawings
      • Electro Mechanics
      • Vibratory Deburring
      • Hardware Insertion
      • Laser Technology
      • Machining
      • Annual Payroll
      • 2003 – $6MM
      • 2004 – $7MM
      • 2005 – $8MM
      • 2006 – $9MM
    • Net Credit Benefit for 2003 thru 2006 tax years: $500,000
    • FEE: $150,000
    Ex: Fabrication Co. Metal Product
  • The Business Model of 21 st Century & Beyond!
    • Think about all the Cross Market Selling
    • Opportunities!
    • TOTAL FACILITY REVIEWS – (TFR)
    • TAX SOLUTIONS
    • ENERGY SOLUTIONS
    • COST RECOVERY SOLUTIONS
    • www.coreadvisors.net
    Services Continued
  • CORE SERVICES
    • Introducing CORE Energy Group
    • CORE Energy is A Division of CORE Solutions Group, LLC
    ENERGY SOLUTIONS
  • CORE SERVICES
    • CORE Energy is a non bias energy consulting firm.
    • We do not sell equipment and therefore focus on
    • a “total holistic’ energy reduction approach.
    ENERGY SOLUTIONS
  • CORE SERVICES
    • ENERGY EFFICIENCY & SUSTAINABILTIY IS TRULY THE NEXT BIG GROWTH SECTOR OF OUR TIME AS IT APPROACHES CRITICAL MASS !
    • It will create a whole new wave of wealth due to the infancy stages we are in now and the emotional drive it offers – worldwide!
    ENERGY SOLUTIONS
  • CORE SERVICES
    • TOTAL ENERGY MANAGEMENT &
    • GREEN BUILDING SERVICES continued:
    • Aggressive Federal and State Tax Credits and Program will be launched
    • Government Mandates are being assessed
    • Going GREEN is not a matter of “IF” anymore – it’s a matter of “WHEN”
    • Only 5%-8% of all homes and buildings in the US have any energy efficiency or sustainability design
    • 80% of new construction will be going GREEN in the next few years.
    • Our services can reduce overall energy expenses by 30% -70%
    • Fuel cost are on the rise!
    ENERGY SOLUTIONS
  • CORE SERVICES
    • TOTAL ENERGY MANAGEMENT & GREEN
    • BUILDING SERVICES
    • COMPREHENSIVE ENERGY ROI ANALYSIS:
    • Lighting
    • Electrical
    • HVAC, Mechanical, Motors, etc…
    • Building Envelope
    • Energy Modeling
    • Infrared / thermal Imaging
    • Utilities: water, gas, electricity usage
    • Waste and recycling measures
    • Renewable Energy
    • Review of all energy sources
    ENERGY SOLUTIONS
  • CORE SERVICES ENERGY COST ANALYSIS
  • CORE SERVICES
    • TOTAL ENERGY MANAGEMENT & GREEN BUILDING
    • SERVICES:
    • The CORE Comprehensive Energy Report:
    • Details all Energy Reduction Measures (ERM)
    • Details Monthly Utility Savings
    • Details equipment upgrades
    • Details total cost of upgrades
    • Details all local, state and federal tax incentives
    • Details total payback / ROI
    ENERGY SOLUTIONS
  • CORE SERVICES
    • TOTAL ENERGY MANAGEMENT & GREEN BUILDING
    • SERVICES
    • STEP THREE:
    • Total Energy Management Solution:
    • Design
    • Implementation
    • Project Management
    ENERGY SOLUTIONS
  • CORE SERVICES ENERGY SOLUTIONS
    • CORE CASE STUDY:
    • Building Type: Manufacturing Plant
    • Square Feet to review: 500,000
    • Annual Utility Cost: $3,500,000
    • Energy Savings: $1,100,000
    • Cost to Upgrade: $1,000,000
    • Pay Back: (Immediate)
    • Plus:
    • Local Energy Incentives: $200,000 in Cash
    • Federal Energy Incentives:$350,000
  • CORE Services Wrap Up
    • Huge Market potential
    • Under served markets
    • CPA’s typically don’t offer our services
    • Timing window is critical for long term success
    • Quick turn around
    • 2x-3x Earning Power with our Cross Marketing
    • NO COST-NO OBLIGATION Feasibility Report
    Benefits of Becoming a Certified Cost Recovery Advisor
  • The Business Model of 21 st Century & Beyond!
    • SMART MARKETING SYSTEM
    Introducing the CORE SMART MARKETING SYSTEM ( C.S.M.S.)
  • The Business Model of 21 st Century & Beyond!
    • SMART MARKETING SYSTEM
    • SIMPLY INTRODUCE THESE CASH FLOW SOLUTIONS TO BUSINESSES IN YOUR COMMUNITY.
    • WE WILL TAKE IT FROM THERE –
    • YOU’RE KEPT IN THE LOOP –
    • YOU GET PAID – REPEAT CYCLE –
    • CREATE A NEW INCOME SOURCE!
  • The Business Model of 21 st Century & Beyond!
    • SMART MARKETING SYSTEM
    • Introducing CORE’s National Closing Assistance Desk (NCAD) designed to help you through the entire process and close the deals for you.
    • Survey Approach to learn more about company
    • CORE Produces the Complimentary Feasibility Report
    • Smart Marketing System – Survey Approach
    Commercial Property Benefit (Collect Depreciation Schedule if Avail) Appointment Information Manufacturing Payroll Credit (Estimates Acceptable) Real & Personal Property Tax : (Collect and Upload Tax Bill) BUILDING MANAGER Title: KARL MUELLER Met With: 2/12/2010 Date: PARK AVE CONDOMINIUM Company: Previous 1031?: Acreage: Blue Prints Avail?: (Must send depreciation schedule) Major Renovation Cost: Optional Information Type of Facility: Date of Purchase: Notes: Purchase Price: Corporation Type: Number of Employees: Annual Payroll: Type of Manufacturing: Annual Gross Revenue:
    • Smart Marketing System – Survey Approach
    Energy Savings / Tax Credits (collect 1 year utility bills) Real & Personal Property Tax: (Collect and Upload Tax Bill) Total Insurance Review Must be $200K or more in annual Property & Casualty Premiums Next Steps: (Fill out Completely) REPLACED ALL THE BOILERS AND WATER Recent/Upcoming Renovations: $185,000 WATER, ELECTRIC AND GAS Annual Energy Expense: ARE VERY INTERESTED IN SOLOR AND WIND ELECTRIC FOR BUILDING. ALSO WANTED TO KNOW IF THEY PUT IN ONE METER FOR BUILDING WHAT WOULD BENEFIT BE. RIGHT NOW EVERY CONDO PAYS THEIR OWN BUT THEY WOULD BE INBTERESTED IN THAT . 140,000 Square Footage: Notes: CONDOMINIUMS Type of Facility: Number of Locations: Tax Bill Collected? Notes: Total Annual Property Tax: Notes: Total Annual Premium:
  • The Business Model of 21 st Century & Beyond!
    • Smart Marketing System
    • PROJECT FORM get’s assigned to Project Manager (CAD)
    • Conference Call takes place to review cash
    • flow benefits with client and CPA and to see if
    • client will benefit or qualify.
    • CORE: Will see it through to close! You get PAID!
  • The Business Model of 21 st Century & Beyond! NO COST FEASIBILTIY REPORT:
    • The Proper tools to close the sale - right
    • then
    • Documents cash flow
    • benefits UPFRONT!
  • The Business Model of 21st Century & Beyond!
    • Smart Marketing System
    “ The EDGE” HIGH TECH – HIGH T O UCH 1. Do not have to be an engineer or have technical experience. 2. Just introduce these solutions to clients. 3. We will assign a project manager to help you close the deal! 4. You get paid!!!
  • The Business Model of 21st Century & Beyond!
    • The CORE CHANNEL PARTNER Income Opportunity
  • The Income Opportunity
    • (60-90 Day Ramp Up Time)
    • Just One Sale Each! Average
    • Small Cost Segregation Study = $ 2,000 Small R & D Study = $ 3,000
    • Small Property Tax Study = $ 1,500
    • Small Energy Study = $ 1,000
    • NOTE: Could very likely could from same client!
    • Just 4 studies per month could be worth : A Six Figure income !
  • Samples of actual CORE Engagements! EARN UP TO 25% Plus: Management Opportunities Available 3 - Phase 1 $65,000 Cost Seg 2/6/2008 4 - Phase 2 Deposit Received $9,100 Cost Seg 7/29/2008 4 - Phase 2 Deposit Received $12,750 Cost Seg 9/7/2008 4 - Phase 2 Deposit Received $90,000 RD 9/29/2008 4 - Phase 2 Deposit Received $10,000 RD 12/15/2008 4 - Phase 2 Deposit Received $18,820 Cost Seg 12/22/2008 4 - Phase 2 Deposit Received $22,000 RD 1/17/2009 4 - Phase 2 Deposit Received $69,000 RD 1/17/2009 4 - Phase 2 Deposit Received $55,000 RD 1/17/2009 3 - Phase 2 Sent $22,000 RD 2/9/2009 4 - Phase 2 Deposit Received $12,500 RD 2/9/2009 4 - Phase 2 Deposit Received $9,000 Cost Seg 3/2/2009 Smart Marketing 4 - Phase 2 Deposit Received $14,000 RD 3/3/2009 4 - Phase 2 Deposit Received $15,700 RD 3/12/2009 3 - Phase 2 Sent $38,600 Energy 4/2/2009
  • The Business Model of 21 st Century & Beyond!
    • Average client fee: $24,000
    • Average benefit: $225,000
    • Average client qualification: 40%
    • Average client closing: 78%
    Income Opportunity
  • The Business Model of 21 st Century & Beyond!
    • Benefits of getting started with us!
    Becoming a CORE Advisor
  • The Business Model of 21 st Century & Beyond!
    • Benefits of becoming a CORE ADVISOR
    • Work anywhere in the US
    • Lap top and Cell Phone
    • Very Low Overhead
    • Complete Training Support
    • Complete Sales Support System
    • Complete Marketing System
    • Complete Back End Support System
  • The Business Model of 21 st Century & Beyond!
    • WORLD CLASS BUSINESS BUILDING SYSTEM
    • Includes the following:
    • TRAINING & SUPPORT
    • CLOSING ASSISTANCE
    • MARKETING SUPPORT
    Benefits of becoming a CORE ADVISOR
  • The Business Model of 21 st Century & Beyond!
    • WORLD CLASS TRAINING & SUPPORT
    The CORE ADVISOR Quick Start Certification Course will give you everything you need to know on how to obtain results quickly. Certification Fee: $375 (100% Refundable) Also Includes: Business Cards Sales and Marketing Collateral Power Points Annual Subscription to CORE U Personal Coaching Program and A LOT more… Earn while you learn and be trained and coached by seasoned business and industry experts!
  • The Business Model of 21 st Century & Beyond!
    • WORLD CLASS TRAINING & SUPPORT
    • C O RE U NIVERSITY
    • PERS O NAL C O ACHING
    • CL O SING ASSISTANCE
    • MARKETING SUPP O RT
  • The Business Model of 21 st Century & Beyond!
    • WORLD CLASS MARKETING
    • FREE O F CHARGE:
    • Business Cards
    • Sales Collateral / Brochures
    • Sample Engineering Reports
    • Feasibility Reports
    • References
    • Webinars – (Going For The Green Series)
    • Press Release
    • And More….
  • The Business Model of 21 st Century & Beyond!
    • GETTING STARTED
    • CHANNEL PARTNER HIGHLIGHTS :
    • Under served markets
    • Build a national customer base
    • Plug into our proven and simple selling system
    • Capitalize on the CORE Cross Marketing Services
    • Assigned Project Manager will help you close clients
    • Build up CPA Alliance via the CORE Webinar Series (CWS)
    • Be on the ground floor of the GREEN ECONOMY & Sustainability
    • movement
    • Work with Top Management of CORE
    • State of the art sales, marketing and follow up system
    • Personalized CRM
    • Personalized mentoring and coaching program from day one
    • Start a whole new business – Co branding opportunities
  • The Business Model of 21 st Century & Beyond!
    • Co Branded - Business Building/Leadership Options
    DO YOU HAVE WHAT IT TAKES? BRANCHISE OWNERSHIP SYSTEM: ( B.O.S. ) (Additional Investment Required) Accepting applicants. FOR THE SERIOUS BUSINESS BUILDER / LEADER ONLY! Note: This option is for someone looking to maximize their income. We are looking for leaders to help us develop and oversee new markets. If approved, you would be entitled to earn overrides on the sales revenue created via our Channel Partners and there Referral Partners. BRANCH Owners would also be entitled to additional compensation.
  • NEXT STEPS:
    • Schedule a one on one interview
    • Sign NDA
    • Approval Board
    • Schedule Orientation
    • Complete Fast Start Certification
    • Begin Marketing Campaign
    • Don Gardner [email_address] / (214) 325-8500
  • THANK YOU FOR YOUR TIME & INTEREST. We look forward to partnering with you! For More Detailed Information please visit: www.coreadvisors.net