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Direct	
  Connect	
  Ventures	
  Inc	
  
(805)	
  449-­‐2411	
  
eric@dcv-­‐inc.com	
  
	
  
468	
  Pennsfield	
  Pl,	
  Thousand	
  Oaks,	
  
CA,	
  91360	
  
 
	
  
	
  
	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  MASTERS	
  IN	
  FUNDING	
  PROCUREMENT	
  
	
  
With	
  over	
  3	
  decades	
  experience	
  working	
  with	
  Franchise	
  CorporaPons,	
  DCV	
  is	
  Prepared	
  to	
  
handle	
  all	
  circumstances	
  relaPve	
  to	
  financing	
  your	
  business	
  venture...	
  
	
  
	
  
	
  
	
  
	
  
	
  
At	
  Direct	
  Connect	
  Ventures,	
  providing	
  you	
  with...	
  
	
  
*	
  Turnkey	
  Funding	
  
*	
  ExecuPve	
  Level	
  Gtd.	
  Business	
  Plan	
  
*	
  All	
  SBA	
  and	
  ConvenPonal	
  Lending	
  Programs	
  
*	
  FDD/UFOC	
  NegoPaPng	
  
*	
  Insurance	
  (Life,	
  P&C,	
  Workers	
  Comp,	
  Healthcare,	
  etc.)	
  
*	
  Business	
  Bookkeeping	
  
*	
  Growth	
  Strategies	
  
*	
  Property	
  Conversions.	
  AcquisiPon	
  &	
  Start	
  Ups	
  
*	
  1031	
  Exchange	
  
	
  
No	
  Upfront	
  Costs…	
  100%	
  Success	
  Rate…	
  
	
  
DCV	
  is	
  a	
  5-­‐Star	
  5-­‐Diamond	
  Business	
  Financing	
  service	
  that	
  places	
  financing	
  for	
  
entrepreneurs.	
  We	
  take	
  you	
  every	
  step	
  of	
  the	
  way.	
  
	
  
Pre	
  –	
  
QualificaPon	
  
Assessment	
  
UnderwriPng	
  	
  
AnalyPcs	
  
EvaluaPon	
  
Guaranteed	
  
Funding	
  
Extended	
  
Services	
  
Dedicated	
  
Support	
  
 
	
  
	
  
DIRECT	
  CONNECT	
  PROCESS	
  
	
  
Within	
  24-­‐48	
  hours	
  aber	
  your	
  Pre-­‐Assessment	
  Call,	
  all	
  of	
  your	
  funding	
  opPons	
  will	
  be	
  
available	
  for	
  you!	
  	
  
	
  
	
  
	
  
	
  	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  	
  
Pre-­‐
Assessment	
  
Call	
  
UnderwriPng	
  
Guaranteed	
  
Funding	
  
 
	
  
	
  
MASTERS	
  IN	
  FUNDING	
  PROCUREMENT	
  
	
  
We	
  have	
  been	
  in	
  the	
  industry	
  for	
  well	
  over	
  a	
  decade.	
  Our	
  stomping	
  grounds	
  were	
  in	
  the	
  
hotel	
  franchising	
  industry…	
  Years	
  later,	
  organically	
  evolving	
  into	
  a	
  service	
  every	
  
entrepreneur	
  can	
  uPlize.	
  	
  
	
  
	
  
	
  
	
  
	
  	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  	
  
Obtaining	
  financing	
  can	
  be	
  one	
  of	
  the	
  most	
  difficult	
  tasks	
  in	
  your	
  journey.	
  But	
  with	
  	
  	
  	
  	
  	
  	
  	
  	
  
Direct	
  Connect	
  Ventures,	
  you	
  will	
  feel	
  more	
  confident	
  in	
  knowing	
  what	
  your	
  opPons	
  are	
  
aber	
  every	
  conversaPon.	
  	
  
Franchises	
  
Startup’s	
  
Hospitality	
  
Expansion	
  
Projects	
  
Commercial	
  
and	
  Retail	
  
 
	
  
	
  
MASTERS	
  IN	
  FUNDING	
  PROCUREMENT	
  
	
  
	
  
Securing	
  your	
  funding	
  safely	
  is	
  our	
  number	
  one	
  priority.	
  With	
  our	
  hand	
  holding	
  approach	
  
we	
  help	
  you	
  all	
  the	
  way	
  from	
  start	
  to	
  finish.	
  
	
  
	
  
	
  
	
  
	
  	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  	
  
CorporaPon	
  
Forming	
  
AccounPng	
  	
  
Human	
  
Resource	
  
Insurance	
  
Credit	
  
RestoraPon	
  
 
	
  
	
  
MASTERS	
  IN	
  FUNDING	
  PROCUREMENT	
  
	
  
The	
  ExecuPve	
  Level	
  Business	
  Plan	
  is	
  designed	
  specifically	
  to	
  exceed	
  lender	
  underwriPng	
  
guidelines,	
  perfect	
  for	
  government	
  (SBA)	
  guaranteed	
  lender	
  programs	
  and	
  convenPonal	
  
funding	
  opPons.	
  
	
  
	
  
	
  
	
  
	
  	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  	
  
• ExecuPve	
  Outline	
  |	
  Company	
  Structure	
  
• Financial	
  ProjecPons	
  including	
  Cash	
  Flows	
  and	
  
Balance	
  Sheet	
  
• Product	
  and	
  /or	
  Services	
  DescripPons	
  
• MarkePng	
  Plan	
  with	
  Key	
  ObjecPves	
  
• Geo-­‐Targeted	
  Demographic	
  Research	
  
Business	
  Plan	
  CreaPon	
  
 
	
  
	
  
MASTERS	
  IN	
  FUNDING	
  PROCUREMENT	
  
	
  
ProtecPng	
  your	
  assets	
  is	
  our	
  priority!	
  Most	
  lenders	
  require	
  a	
  life	
  insurance	
  policy	
  for	
  the	
  
amount	
  of	
  your	
  loan.	
  We	
  will	
  guide	
  you	
  through	
  a	
  process	
  of	
  understanding	
  what	
  insurance	
  
is	
  necessary	
  and/or	
  required	
  for	
  you,	
  your	
  business	
  and	
  your	
  lender.	
  
	
  
	
  
	
  
	
  
	
  	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  	
  
• Insurance	
  for	
  all	
  Industries	
  
• Professional	
  Insurance	
  
• Insurance	
  as	
  an	
  Employer	
  
• Life	
  Insurance	
  (required	
  by	
  lenders	
  in	
  almost	
  all	
  
cases)	
  
DCV	
  Insurance	
  Services	
  
 
	
  
	
  
MASTERS	
  IN	
  FUNDING	
  PROCUREMENT	
  
	
  
Your	
  enterprise	
  is	
  the	
  applicant	
  for	
  business	
  financing.	
  Its	
  structure	
  can	
  help	
  reduce	
  taxes	
  
and	
  potenPally	
  protect	
  you	
  against	
  personal	
  liability.	
  
	
  
	
  
	
  
	
  
	
  	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  	
  
• C	
  –	
  CorporaPon	
  |	
  S	
  –	
  CorporaPon	
  |	
  Partnership	
  |	
  
Limited	
  Liability	
  Company	
  
• Federal	
  IdenPficaPon	
  Number	
  
• FicPPous	
  Business	
  Name	
  Statement	
  
CorporaPon	
  FormaPon	
  
 
	
  
	
  
MASTERS	
  IN	
  FUNDING	
  PROCUREMENT	
  
	
  
	
  
Simplify	
  your	
  business	
  processes	
  and	
  provide	
  the	
  human	
  touch	
  needed	
  to	
  effecPvely	
  
manage	
  Human	
  Resources.	
  
	
  
	
  
	
  
	
  
	
  	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
*Provided	
  by	
  Infinity	
  Human	
  Resources 	
  	
  
• C	
  –	
  CorporaPon	
  |	
  S	
  –	
  CorporaPon	
  |	
  Partnership	
  |	
  Limited	
  
Liability	
  Company	
  
• Federal	
  IdenPficaPon	
  Number	
  
• FicPPous	
  Business	
  Name	
  Statement	
  
Human	
  Resources/	
  Medical	
  
Insurance*	
  
 
	
  
	
  
MASTERS	
  IN	
  FUNDING	
  PROCUREMENT	
  
	
  
	
  
Guided	
  strategies	
  delePng	
  erroneous,	
  unverifiable	
  informaPon	
  could	
  make	
  the	
  difference	
  in	
  
securing	
  financing,	
  or	
  not.	
  A	
  pre-­‐liPgaPon	
  process	
  holding	
  the	
  creditors	
  responsible,	
  not	
  the	
  
bureau	
  reporPng	
  company.	
  
	
  
	
  
	
  
	
  
	
  	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
*Provided	
  by	
  American	
  Credit	
  Repair	
  
	
  	
  
• Average	
  100	
  point	
  increase	
  
• Proven	
  Track	
  Record	
  
Credit	
  RestoraPon/Development*	
  
 
	
  
	
  
MASTERS	
  IN	
  FUNDING	
  PROCUREMENT	
  
	
  
	
  
Aimed	
  to	
  bring	
  the	
  best	
  resources	
  to	
  you.	
  Services	
  include	
  financial	
  statement	
  audits,	
  
reviews,	
  and	
  outsourced	
  bookkeeping.	
  Strategic	
  planning	
  through	
  internal	
  control	
  reviews	
  
and	
  cash	
  flow	
  projecPons.	
  	
  
	
  
	
  
	
  
	
  
	
  	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  	
  
	
  
	
  
	
  
*Provided	
  by	
  RBZ	
  CPA	
  
• More	
  than	
  30	
  years	
  of	
  public	
  accounPng	
  
• Proven	
  Track	
  Record	
  
AccounPng/Bookkeeping*	
  
 
	
  
	
  
Master	
  technicians	
  
	
  in	
  placing	
  financing	
  for	
  your	
  enterprise.	
  
	
  
	
  
For	
  nearly	
  a	
  decade	
  Direct	
  Connect	
  Ventures	
  has	
  secured	
  financing	
  soluPons	
  
for	
  our	
  clients.	
  Arriving	
  on	
  a	
  plarorm	
  of	
  financial	
  safety	
  and	
  growth	
  is	
  always	
  
the	
  goal!	
  DCV	
  is	
  the	
  single	
  source	
  for	
  financing	
  and	
  establishing	
  your	
  business.	
  
	
  
With	
  a	
  hand-­‐holding	
  approach,	
  the	
  necessary	
  financing	
  is	
  secured	
  for	
  start-­‐ups	
  
and	
  for	
  those	
  expanding	
  their	
  enterprise.	
  
DCV	
  is	
  not	
  Ped	
  to	
  any	
  lender	
  or	
  funding	
  soluPon.	
  All	
  
SBA	
  and	
  ConvenPonal	
  products,	
  Commercial	
  and	
  Retail	
  Lending	
  
programs,	
  Equipment	
  Leasing,	
  Business	
  Insurance,	
  
and	
  Lines	
  of	
  Credit,	
  to	
  name	
  a	
  few,	
  are	
  explored.	
  
	
  
A	
  Business	
  Plan	
  is	
  the	
  first	
  step	
  to	
  ensuring	
  success!	
  The	
  DCV	
  
ExecuPve	
  Level	
  Business	
  Plan	
  is	
  developed	
  as	
  a	
  highly	
  
successful	
  tool.	
  Your	
  Business	
  Plan	
  is	
  guaranteed	
  to	
  exceed	
  all	
  
lender	
  underwriPng	
  guidelines. 	
  	
  
	
  
	
  
	
  
 
	
  
	
  
Master	
  technicians	
  
	
  in	
  placing	
  financing	
  for	
  your	
  enterprise.	
  
	
  
	
  	
  
DCV	
  has	
  built	
  hundreds	
  of	
  lender	
  relaPonships	
  around	
  the	
  U.S.,	
  Puerto	
  Rico	
  
and	
  in	
  the	
  countries	
  of	
  Panama	
  and	
  Canada.	
  DCV	
  has	
  a	
  reputaPon	
  of	
  doing	
  it	
  
right	
  the	
  first	
  Pme.	
  This	
  disPncPon	
  comes	
  from	
  DCV’s	
  ability	
  to	
  thoroughly	
  
compile	
  a	
  program	
  according	
  to	
  lender	
  specific	
  guidelines.	
  As	
  a	
  result	
  lenders	
  
work	
  diligently	
  for	
  DCV	
  to	
  process	
  programs	
  to	
  their	
  full	
  potenPal.	
  
	
  
With	
  a	
  success	
  rate	
  of	
  100%,	
  franchisors,	
  franchise	
  coaches,	
  business	
  owners,	
  
business	
  brokers	
  and	
  lenders	
  are	
  confident	
  when	
  working	
  with	
  DCV.	
  They	
  trust	
  
the	
  DCV	
  team	
  has	
  underwriten	
  their	
  clients	
  and	
  will	
  only	
  present	
  programs	
  
that	
  are	
  bankable.	
  Once	
  funding	
  is	
  secured,	
  the	
  team	
  works	
  diligently	
  with	
  
clients	
  to	
  ensure	
  the	
  business	
  owner	
  has	
  systems	
  in	
  place.	
  This	
  includes	
  hiring	
  
the	
  right	
  people,	
  placing	
  insurance	
  and	
  back	
  office	
  funcPons	
  (payroll	
  and	
  
human	
  resources)	
  markePng	
  strategies,	
  establishing	
  business	
  credit,	
  and	
  credit	
  
restoraPon.	
  
	
  
	
  
	
  
	
  
	
  	
  
 
	
  
	
  
	
  
Key	
  Advisors	
  
	
  
Reg	
  Byrd	
  –	
  President	
  
	
  
Reg	
  has	
  over	
  two	
  decades	
  experience	
  in	
  the	
  franchise	
  and	
  corporate	
  finance	
  
plarorms.	
  As	
  a	
  Chief	
  Financial	
  Officer/Controller	
  with	
  Hyat	
  Hotels	
  and	
  the	
  
Loews	
  Hotels	
  corporaPon	
  he	
  provided	
  fiscal	
  management	
  oversight	
  of	
  $55	
  
million	
  budgets.	
  Reg	
  spearheaded	
  oversight	
  of	
  best	
  pracPce	
  financial	
  policy	
  and	
  
was	
  accountable	
  to	
  public	
  accounPng	
  firm	
  audits.	
  His	
  past	
  experience	
  includes	
  
direct	
  responsibility	
  in	
  preparing	
  budgets	
  for	
  mulP-­‐million	
  dollar	
  capital	
  
improvement	
  projects	
  and	
  ground	
  up	
  construcPon	
  projects	
  exceeding	
  $10	
  
million	
  dollars.	
  
	
  
Following	
  his	
  entrepreneurial	
  heart,	
  Reg	
  leb	
  corporate	
  America	
  to	
  open	
  a	
  start-­‐
up	
  hospitality	
  real	
  estate	
  firm.	
  Organically,	
  the	
  business	
  evolved	
  into	
  general	
  
commercial	
  financing	
  with	
  the	
  focus	
  in	
  franchising.	
  Reg	
  lives	
  everyday	
  to	
  
provide	
  financing	
  soluPons	
  for	
  new	
  entrepreneurs	
  and	
  exisPng	
  business	
  
owners.	
  Reg	
  is	
  cerPfied	
  in	
  finance	
  by	
  Cornell	
  University	
  and	
  is	
  a	
  California	
  
licensed	
  Real	
  Estate	
  Broker.	
  Reg	
  and	
  his	
  wife	
  Terry	
  have	
  been	
  married	
  31-­‐years.	
  
Together	
  they	
  have	
  two	
  sons,	
  a	
  daughter-­‐in-­‐law,	
  a	
  new	
  grandson,	
  a	
  future	
  
daughter-­‐in-­‐law,	
  and	
  an	
  English	
  Chocolate	
  Labrador.	
  
	
  
	
  
 
	
  
	
  
	
  
Key	
  Advisors	
  
	
  
Eric	
  Farnell	
  -­‐	
  Analyst	
  |	
  Financing	
  Strategies	
  
	
  
Aber	
  college,	
  Eric	
  knew	
  his	
  real	
  educaPon	
  would	
  begin	
  in	
  the	
  business	
  world.	
  
ConsulPng	
  for	
  businesses	
  and	
  individuals	
  for	
  6+	
  years,	
  Eric	
  has	
  developed	
  an	
  
impressive	
  library	
  of	
  success	
  stories.	
  As	
  an	
  Advisor	
  at	
  an	
  exclusive	
  Inc	
  500	
  
MarkePng	
  firm,	
  Eric	
  holds	
  an	
  amazing	
  track	
  record	
  of	
  helping	
  companies	
  
grow	
  their	
  business.	
  From	
  bouPque	
  shops	
  to	
  fortune	
  500	
  companies…	
  Eric	
  has	
  
worked	
  on	
  a	
  wide	
  range	
  of	
  projects	
  helping	
  achieve	
  his	
  clients’	
  goals.	
  
	
  
Having	
  unparalleled	
  passion	
  and	
  a	
  “get	
  up	
  and	
  get	
  it	
  done”	
  awtude	
  for	
  
successful	
  financing	
  strategies,	
  Eric	
  has	
  been	
  and	
  conPnues	
  to	
  be	
  a	
  key	
  element	
  
to	
  the	
  success	
  of	
  rebuilding	
  Main	
  Street	
  America.	
  Working	
  side	
  by	
  side	
  with	
  the	
  
best	
  of	
  entrepreneurs,	
  Eric	
  has	
  extensive	
  knowledge	
  in	
  the	
  franchise	
  and	
  
business	
  financing	
  industry.	
  With	
  amazing	
  enthusiasm,	
  Eric	
  assists	
  individuals	
  
to	
  achieve	
  their	
  goals	
  no	
  mater	
  what	
  the	
  challenge.	
  Holding	
  the	
  core	
  values	
  of	
  
a	
  5-­‐Star,	
  5-­‐Diamond	
  business,	
  there’s	
  no	
  shortage	
  of	
  consistent	
  praise	
  from	
  
DCV	
  clients.	
  When	
  you	
  speak	
  with	
  him,	
  you	
  will	
  feel	
  extremely	
  confident	
  and	
  
know	
  you	
  are	
  in	
  the	
  best	
  of	
  hands.	
  
	
  
	
  
	
  
 
	
  
	
  
	
  
Key	
  Advisors	
  
	
  
	
  
Naomi	
  Pennino	
  –	
  	
  ExecuPve	
  Director	
  |	
  Financing	
  Strategy	
  
	
  
For	
  decades	
  Naomi’s	
  efforts	
  have	
  been	
  driven	
  by	
  developing	
  strength	
  in	
  
relaPonships.	
  She	
  has	
  an	
  innate	
  sense	
  of	
  compassion	
  for	
  each	
  situaPon	
  and	
  is	
  
driven	
  to	
  provide	
  a	
  successful	
  outcome	
  for	
  every	
  individual	
  with	
  whom	
  she	
  
works	
  with.	
  Naomi	
  is	
  widely	
  recognized	
  in	
  the	
  franchise	
  industry	
  as	
  one	
  who	
  
moves	
  entrepreneurs	
  toward	
  arriving	
  financially	
  safe.	
  She	
  has	
  an	
  excellent	
  
track	
  record	
  at	
  giving	
  solid,	
  candid	
  financial	
  direcPon.	
  Naomi	
  is	
  a	
  musician,	
  
singer,	
  avid	
  tennis	
  player,	
  a	
  dog	
  lover	
  and	
  has	
  two	
  children	
  in	
  college.	
  She	
  is,	
  
without	
  a	
  doubt,	
  the	
  most	
  caring	
  person	
  you’ll	
  ever	
  meet!	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
 
	
  
	
  
	
  
Key	
  Advisors	
  
	
  
	
  
Jared	
  Tackman	
  -­‐	
  Leader	
  |	
  Banking	
  RelaPonships	
  
	
  
Jared	
  joined	
  the	
  DCV	
  team	
  as	
  the	
  Project	
  Enhancement	
  Officer	
  and	
  now	
  heads	
  
the	
  Banking	
  RelaPons	
  Division.	
  	
  He	
  has	
  the	
  experience	
  and	
  knowledge	
  to	
  
competently	
  handle	
  files	
  that	
  range	
  in	
  levels	
  of	
  complexity.	
  	
  Jared’s	
  analysis	
  
skills	
  have	
  been	
  refined	
  from	
  over	
  a	
  decade	
  in	
  the	
  Human	
  Resources	
  and	
  
RecruiPng	
  industry	
  where	
  he	
  was	
  responsible	
  for	
  matching	
  people	
  with	
  
posiPons	
  they	
  were	
  qualified	
  for.	
  	
  Through	
  his	
  career	
  he	
  moved	
  from	
  
Recruitment	
  to	
  OperaPons	
  Management	
  with	
  emphasis	
  in	
  finance.	
  	
  His	
  innate	
  
ability	
  to	
  lead	
  a	
  client	
  through	
  the	
  processes	
  makes	
  him	
  an	
  invaluable	
  part	
  of	
  
the	
  DCV	
  team.	
  	
  Jared	
  possesses	
  an	
  innate	
  ability	
  to	
  assess	
  a	
  client	
  file	
  and	
  then	
  
disseminate	
  to	
  lenders	
  that	
  best	
  fits	
  the	
  needs	
  of	
  the	
  client.	
  	
  	
  Jared	
  was	
  born	
  
and	
  raised	
  in	
  the	
  Conejo	
  Valley	
  and	
  conPnues	
  to	
  live	
  in	
  the	
  area	
  with	
  his	
  wife	
  
and	
  son.	
  
	
  
	
  
	
  
	
  
	
  
	
  
 
	
  
	
  
	
  
Key	
  Advisors	
  
	
  
	
  
Russell	
  Byrd	
  –	
  Director	
  |	
  Social	
  Media	
  
	
  
With	
  a	
  graduaPon	
  date	
  in	
  2015,	
  Russell	
  conPnues	
  his	
  undergrad	
  major	
  in	
  
English	
  with	
  a	
  minor	
  in	
  film	
  screenplay	
  wriPng.	
  He	
  atended	
  one	
  of	
  the	
  most	
  
disPnguished	
  high	
  schools	
  in	
  the	
  country	
  where	
  he	
  was	
  a	
  key	
  member	
  of	
  the	
  
wrestling	
  team.	
  During	
  his	
  third	
  and	
  fourth	
  year	
  of	
  wrestling	
  his	
  team	
  chose	
  
Russell	
  to	
  be	
  their	
  captain.	
  Russell	
  was	
  also	
  an	
  acPve	
  member	
  of	
  the	
  Fellowship	
  
of	
  ChrisPan	
  Athletes.	
  Having	
  a	
  desire	
  to	
  study	
  varying	
  cultures	
  he	
  has	
  traveled	
  
throughout	
  European	
  countries.	
  As	
  a	
  Los	
  Angeles	
  Kings	
  fan	
  he’s	
  enjoyed	
  
watching	
  them	
  develop	
  as	
  a	
  team	
  to	
  conquer	
  the	
  2012	
  Stanley	
  Cup.	
  Russell	
  is	
  
very	
  happily	
  engaged	
  to	
  be	
  married	
  in	
  the	
  Fall	
  of	
  2015.	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  	
  
 
	
  
	
  
	
  
Key	
  Advisors	
  
	
  
	
  
John	
  Hajgato	
  -­‐	
  VP	
  |	
  Performance	
  &	
  RelaPonship	
  Manager	
  
	
  
John	
  was	
  educated	
  in	
  Europe	
  with	
  a	
  degree	
  in	
  Economics	
  from	
  the	
  University	
  
of	
  Middlesex,	
  London.	
  His	
  experience	
  as	
  a	
  young	
  professional	
  include	
  working	
  
in	
  industries	
  such	
  as	
  markePng,	
  sales,	
  and	
  execuPve	
  coaching.	
  Coming	
  from	
  a	
  
family	
  and	
  background	
  of	
  business	
  owners	
  and	
  entrepreneurs	
  going	
  
generaPons	
  back,	
  John	
  understands	
  and	
  knows	
  what	
  makes	
  a	
  small	
  to	
  medium	
  
business	
  work.	
  As	
  the	
  Business	
  Plan	
  Developer	
  and	
  Financial	
  Modeler,	
  John	
  
creates	
  the	
  ulPmate	
  tool	
  for	
  clients	
  to	
  successfully	
  source	
  compePPve	
  funding	
  
for	
  their	
  business.	
  AddiPonally,	
  John	
  speaks	
  fluent	
  German	
  and	
  Hungarian	
  and	
  
enjoys	
  all	
  types	
  of	
  motor	
  sports,	
  and	
  traveling.	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  	
  
 
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Rest	
  assured	
  DCV	
  takes	
  you	
  all	
  the	
  way!	
  
From	
  Beginning,	
  to	
  Funding,	
  to	
  your	
  Grand	
  Opening!	
  
	
  
	
  
	
  
	
  Contact	
  Us	
  
	
  
	
  468	
  Pennsfield	
  Pl,	
  Suite	
  203	
  
	
  Thousand	
  Oaks,	
  CA,	
  91360	
  
	
  (805)	
  449-­‐2411	
  
	
  
	
  info@dcv-­‐inc.com	
  

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Guaranteed Financing: DCV - Masters in Financing Franchise's

  • 1.                                                                                 Direct  Connect  Ventures  Inc   (805)  449-­‐2411   eric@dcv-­‐inc.com     468  Pennsfield  Pl,  Thousand  Oaks,   CA,  91360  
  • 2.                                                                              MASTERS  IN  FUNDING  PROCUREMENT     With  over  3  decades  experience  working  with  Franchise  CorporaPons,  DCV  is  Prepared  to   handle  all  circumstances  relaPve  to  financing  your  business  venture...               At  Direct  Connect  Ventures,  providing  you  with...     *  Turnkey  Funding   *  ExecuPve  Level  Gtd.  Business  Plan   *  All  SBA  and  ConvenPonal  Lending  Programs   *  FDD/UFOC  NegoPaPng   *  Insurance  (Life,  P&C,  Workers  Comp,  Healthcare,  etc.)   *  Business  Bookkeeping   *  Growth  Strategies   *  Property  Conversions.  AcquisiPon  &  Start  Ups   *  1031  Exchange     No  Upfront  Costs…  100%  Success  Rate…     DCV  is  a  5-­‐Star  5-­‐Diamond  Business  Financing  service  that  places  financing  for   entrepreneurs.  We  take  you  every  step  of  the  way.     Pre  –   QualificaPon   Assessment   UnderwriPng     AnalyPcs   EvaluaPon   Guaranteed   Funding   Extended   Services   Dedicated   Support  
  • 3.       DIRECT  CONNECT  PROCESS     Within  24-­‐48  hours  aber  your  Pre-­‐Assessment  Call,  all  of  your  funding  opPons  will  be   available  for  you!                                 Pre-­‐ Assessment   Call   UnderwriPng   Guaranteed   Funding  
  • 4.       MASTERS  IN  FUNDING  PROCUREMENT     We  have  been  in  the  industry  for  well  over  a  decade.  Our  stomping  grounds  were  in  the   hotel  franchising  industry…  Years  later,  organically  evolving  into  a  service  every   entrepreneur  can  uPlize.                                   Obtaining  financing  can  be  one  of  the  most  difficult  tasks  in  your  journey.  But  with                   Direct  Connect  Ventures,  you  will  feel  more  confident  in  knowing  what  your  opPons  are   aber  every  conversaPon.     Franchises   Startup’s   Hospitality   Expansion   Projects   Commercial   and  Retail  
  • 5.       MASTERS  IN  FUNDING  PROCUREMENT       Securing  your  funding  safely  is  our  number  one  priority.  With  our  hand  holding  approach   we  help  you  all  the  way  from  start  to  finish.                                 CorporaPon   Forming   AccounPng     Human   Resource   Insurance   Credit   RestoraPon  
  • 6.       MASTERS  IN  FUNDING  PROCUREMENT     The  ExecuPve  Level  Business  Plan  is  designed  specifically  to  exceed  lender  underwriPng   guidelines,  perfect  for  government  (SBA)  guaranteed  lender  programs  and  convenPonal   funding  opPons.                                 • ExecuPve  Outline  |  Company  Structure   • Financial  ProjecPons  including  Cash  Flows  and   Balance  Sheet   • Product  and  /or  Services  DescripPons   • MarkePng  Plan  with  Key  ObjecPves   • Geo-­‐Targeted  Demographic  Research   Business  Plan  CreaPon  
  • 7.       MASTERS  IN  FUNDING  PROCUREMENT     ProtecPng  your  assets  is  our  priority!  Most  lenders  require  a  life  insurance  policy  for  the   amount  of  your  loan.  We  will  guide  you  through  a  process  of  understanding  what  insurance   is  necessary  and/or  required  for  you,  your  business  and  your  lender.                                 • Insurance  for  all  Industries   • Professional  Insurance   • Insurance  as  an  Employer   • Life  Insurance  (required  by  lenders  in  almost  all   cases)   DCV  Insurance  Services  
  • 8.       MASTERS  IN  FUNDING  PROCUREMENT     Your  enterprise  is  the  applicant  for  business  financing.  Its  structure  can  help  reduce  taxes   and  potenPally  protect  you  against  personal  liability.                                 • C  –  CorporaPon  |  S  –  CorporaPon  |  Partnership  |   Limited  Liability  Company   • Federal  IdenPficaPon  Number   • FicPPous  Business  Name  Statement   CorporaPon  FormaPon  
  • 9.       MASTERS  IN  FUNDING  PROCUREMENT       Simplify  your  business  processes  and  provide  the  human  touch  needed  to  effecPvely   manage  Human  Resources.                                     *Provided  by  Infinity  Human  Resources     • C  –  CorporaPon  |  S  –  CorporaPon  |  Partnership  |  Limited   Liability  Company   • Federal  IdenPficaPon  Number   • FicPPous  Business  Name  Statement   Human  Resources/  Medical   Insurance*  
  • 10.       MASTERS  IN  FUNDING  PROCUREMENT       Guided  strategies  delePng  erroneous,  unverifiable  informaPon  could  make  the  difference  in   securing  financing,  or  not.  A  pre-­‐liPgaPon  process  holding  the  creditors  responsible,  not  the   bureau  reporPng  company.                                             *Provided  by  American  Credit  Repair       • Average  100  point  increase   • Proven  Track  Record   Credit  RestoraPon/Development*  
  • 11.       MASTERS  IN  FUNDING  PROCUREMENT       Aimed  to  bring  the  best  resources  to  you.  Services  include  financial  statement  audits,   reviews,  and  outsourced  bookkeeping.  Strategic  planning  through  internal  control  reviews   and  cash  flow  projecPons.                                         *Provided  by  RBZ  CPA   • More  than  30  years  of  public  accounPng   • Proven  Track  Record   AccounPng/Bookkeeping*  
  • 12.       Master  technicians    in  placing  financing  for  your  enterprise.       For  nearly  a  decade  Direct  Connect  Ventures  has  secured  financing  soluPons   for  our  clients.  Arriving  on  a  plarorm  of  financial  safety  and  growth  is  always   the  goal!  DCV  is  the  single  source  for  financing  and  establishing  your  business.     With  a  hand-­‐holding  approach,  the  necessary  financing  is  secured  for  start-­‐ups   and  for  those  expanding  their  enterprise.   DCV  is  not  Ped  to  any  lender  or  funding  soluPon.  All   SBA  and  ConvenPonal  products,  Commercial  and  Retail  Lending   programs,  Equipment  Leasing,  Business  Insurance,   and  Lines  of  Credit,  to  name  a  few,  are  explored.     A  Business  Plan  is  the  first  step  to  ensuring  success!  The  DCV   ExecuPve  Level  Business  Plan  is  developed  as  a  highly   successful  tool.  Your  Business  Plan  is  guaranteed  to  exceed  all   lender  underwriPng  guidelines.          
  • 13.       Master  technicians    in  placing  financing  for  your  enterprise.         DCV  has  built  hundreds  of  lender  relaPonships  around  the  U.S.,  Puerto  Rico   and  in  the  countries  of  Panama  and  Canada.  DCV  has  a  reputaPon  of  doing  it   right  the  first  Pme.  This  disPncPon  comes  from  DCV’s  ability  to  thoroughly   compile  a  program  according  to  lender  specific  guidelines.  As  a  result  lenders   work  diligently  for  DCV  to  process  programs  to  their  full  potenPal.     With  a  success  rate  of  100%,  franchisors,  franchise  coaches,  business  owners,   business  brokers  and  lenders  are  confident  when  working  with  DCV.  They  trust   the  DCV  team  has  underwriten  their  clients  and  will  only  present  programs   that  are  bankable.  Once  funding  is  secured,  the  team  works  diligently  with   clients  to  ensure  the  business  owner  has  systems  in  place.  This  includes  hiring   the  right  people,  placing  insurance  and  back  office  funcPons  (payroll  and   human  resources)  markePng  strategies,  establishing  business  credit,  and  credit   restoraPon.              
  • 14.         Key  Advisors     Reg  Byrd  –  President     Reg  has  over  two  decades  experience  in  the  franchise  and  corporate  finance   plarorms.  As  a  Chief  Financial  Officer/Controller  with  Hyat  Hotels  and  the   Loews  Hotels  corporaPon  he  provided  fiscal  management  oversight  of  $55   million  budgets.  Reg  spearheaded  oversight  of  best  pracPce  financial  policy  and   was  accountable  to  public  accounPng  firm  audits.  His  past  experience  includes   direct  responsibility  in  preparing  budgets  for  mulP-­‐million  dollar  capital   improvement  projects  and  ground  up  construcPon  projects  exceeding  $10   million  dollars.     Following  his  entrepreneurial  heart,  Reg  leb  corporate  America  to  open  a  start-­‐ up  hospitality  real  estate  firm.  Organically,  the  business  evolved  into  general   commercial  financing  with  the  focus  in  franchising.  Reg  lives  everyday  to   provide  financing  soluPons  for  new  entrepreneurs  and  exisPng  business   owners.  Reg  is  cerPfied  in  finance  by  Cornell  University  and  is  a  California   licensed  Real  Estate  Broker.  Reg  and  his  wife  Terry  have  been  married  31-­‐years.   Together  they  have  two  sons,  a  daughter-­‐in-­‐law,  a  new  grandson,  a  future   daughter-­‐in-­‐law,  and  an  English  Chocolate  Labrador.      
  • 15.         Key  Advisors     Eric  Farnell  -­‐  Analyst  |  Financing  Strategies     Aber  college,  Eric  knew  his  real  educaPon  would  begin  in  the  business  world.   ConsulPng  for  businesses  and  individuals  for  6+  years,  Eric  has  developed  an   impressive  library  of  success  stories.  As  an  Advisor  at  an  exclusive  Inc  500   MarkePng  firm,  Eric  holds  an  amazing  track  record  of  helping  companies   grow  their  business.  From  bouPque  shops  to  fortune  500  companies…  Eric  has   worked  on  a  wide  range  of  projects  helping  achieve  his  clients’  goals.     Having  unparalleled  passion  and  a  “get  up  and  get  it  done”  awtude  for   successful  financing  strategies,  Eric  has  been  and  conPnues  to  be  a  key  element   to  the  success  of  rebuilding  Main  Street  America.  Working  side  by  side  with  the   best  of  entrepreneurs,  Eric  has  extensive  knowledge  in  the  franchise  and   business  financing  industry.  With  amazing  enthusiasm,  Eric  assists  individuals   to  achieve  their  goals  no  mater  what  the  challenge.  Holding  the  core  values  of   a  5-­‐Star,  5-­‐Diamond  business,  there’s  no  shortage  of  consistent  praise  from   DCV  clients.  When  you  speak  with  him,  you  will  feel  extremely  confident  and   know  you  are  in  the  best  of  hands.        
  • 16.         Key  Advisors       Naomi  Pennino  –    ExecuPve  Director  |  Financing  Strategy     For  decades  Naomi’s  efforts  have  been  driven  by  developing  strength  in   relaPonships.  She  has  an  innate  sense  of  compassion  for  each  situaPon  and  is   driven  to  provide  a  successful  outcome  for  every  individual  with  whom  she   works  with.  Naomi  is  widely  recognized  in  the  franchise  industry  as  one  who   moves  entrepreneurs  toward  arriving  financially  safe.  She  has  an  excellent   track  record  at  giving  solid,  candid  financial  direcPon.  Naomi  is  a  musician,   singer,  avid  tennis  player,  a  dog  lover  and  has  two  children  in  college.  She  is,   without  a  doubt,  the  most  caring  person  you’ll  ever  meet!                    
  • 17.         Key  Advisors       Jared  Tackman  -­‐  Leader  |  Banking  RelaPonships     Jared  joined  the  DCV  team  as  the  Project  Enhancement  Officer  and  now  heads   the  Banking  RelaPons  Division.    He  has  the  experience  and  knowledge  to   competently  handle  files  that  range  in  levels  of  complexity.    Jared’s  analysis   skills  have  been  refined  from  over  a  decade  in  the  Human  Resources  and   RecruiPng  industry  where  he  was  responsible  for  matching  people  with   posiPons  they  were  qualified  for.    Through  his  career  he  moved  from   Recruitment  to  OperaPons  Management  with  emphasis  in  finance.    His  innate   ability  to  lead  a  client  through  the  processes  makes  him  an  invaluable  part  of   the  DCV  team.    Jared  possesses  an  innate  ability  to  assess  a  client  file  and  then   disseminate  to  lenders  that  best  fits  the  needs  of  the  client.      Jared  was  born   and  raised  in  the  Conejo  Valley  and  conPnues  to  live  in  the  area  with  his  wife   and  son.              
  • 18.         Key  Advisors       Russell  Byrd  –  Director  |  Social  Media     With  a  graduaPon  date  in  2015,  Russell  conPnues  his  undergrad  major  in   English  with  a  minor  in  film  screenplay  wriPng.  He  atended  one  of  the  most   disPnguished  high  schools  in  the  country  where  he  was  a  key  member  of  the   wrestling  team.  During  his  third  and  fourth  year  of  wrestling  his  team  chose   Russell  to  be  their  captain.  Russell  was  also  an  acPve  member  of  the  Fellowship   of  ChrisPan  Athletes.  Having  a  desire  to  study  varying  cultures  he  has  traveled   throughout  European  countries.  As  a  Los  Angeles  Kings  fan  he’s  enjoyed   watching  them  develop  as  a  team  to  conquer  the  2012  Stanley  Cup.  Russell  is   very  happily  engaged  to  be  married  in  the  Fall  of  2015.                    
  • 19.         Key  Advisors       John  Hajgato  -­‐  VP  |  Performance  &  RelaPonship  Manager     John  was  educated  in  Europe  with  a  degree  in  Economics  from  the  University   of  Middlesex,  London.  His  experience  as  a  young  professional  include  working   in  industries  such  as  markePng,  sales,  and  execuPve  coaching.  Coming  from  a   family  and  background  of  business  owners  and  entrepreneurs  going   generaPons  back,  John  understands  and  knows  what  makes  a  small  to  medium   business  work.  As  the  Business  Plan  Developer  and  Financial  Modeler,  John   creates  the  ulPmate  tool  for  clients  to  successfully  source  compePPve  funding   for  their  business.  AddiPonally,  John  speaks  fluent  German  and  Hungarian  and   enjoys  all  types  of  motor  sports,  and  traveling.                  
  • 20.                     Rest  assured  DCV  takes  you  all  the  way!   From  Beginning,  to  Funding,  to  your  Grand  Opening!          Contact  Us      468  Pennsfield  Pl,  Suite  203    Thousand  Oaks,  CA,  91360    (805)  449-­‐2411      info@dcv-­‐inc.com