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2014 Franchise Presentation
Franchise Sales Disclaimer: This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Ask-Carol! franchises
will not be sold to any resident of any state until the offering has been exempted from the requirements of, or duly registered in and declared effective by, such state and the required
Franchise Disclosure Document (if any) has been delivered to the prospective franchisee before the sale in compliance with applicable law.
©2014 Ask-Carol Franchising LLC, 788 Shrewsbury Avenue, Suite 2154, Tinton Falls, NJ 07724 732-200-1311

1


Our mission is to spread Ask-Carol!® franchises across the country within
the next five years, helping tens of thousands of families make the best
housing and care decisions for their aging parents, and earning
substantial revenue for the company, our franchisees, and investors.

(c) 2014 Ask-Carol Franchising LLC

2
Just five years ago Ask-Carol!®1 was a parttime business founded by Carol Shockley to
help families locate appropriate housing
and proper care for their elderly parents

(c) 2014 Ask-Carol Franchising LLC

3


Based on Carol’s experiences caring for
her own Mom (right), and volunteer
work at an Assisted Living facility, AskCarol! quickly became the most
respected Assisted Living placement
agency in the areas it serves.

(c) 2014 Ask-Carol Franchising LLC

4


The rapidly growing 85+ population, our
target group, will double by 20302 and
many of them will need care that they
cannot receive at home

(c) 2014 Ask-Carol Franchising LLC

5


One million seniors reside in 30,000
Assisted Living facilities3 generating $37
billion of annual revenue for the
facilities – and a half million more
move in every year4

(c) 2014 Ask-Carol Franchising LLC

6


A healthier aging population creates a
greater need for Assisted Living
rather than vastly more expensive
nursing home care

(c) 2014 Ask-Carol Franchising LLC

7


We are contacted by adult children
under stress who for economic, social,
and/or family reasons cannot care for
their parents

(c) 2014 Ask-Carol Franchising LLC

8


Placing parents in Assisted Living is
usually a once in a lifetime experience
for which families are seldom prepared

(c) 2014 Ask-Carol Franchising LLC

9


Ask-Carol! guides families through
a highly emotional and confusing
process at no cost to the families

(c) 2014 Ask-Carol Franchising LLC

10


Our franchisees become Certified
Senior Advisors™, able to discuss a
wide range of senior issues with
our clients, assuring them of our
competence

(c) 2014 Ask-Carol Franchising LLC

11


We have great industry connections, totaling over a thousand facilities

(c) 2014 Ask-Carol Franchising LLC

12


We continue to add national and regional
referral agreements with major groups
and independent facilities to provide
families top-notch care and opportunities
for our franchisees

(c) 2014 Ask-Carol Franchising LLC

13


Most facilities have apartments to fill
well beyond the capability or budgets
of their marketing/sales programs

(c) 2014 Ask-Carol Franchising LLC

14


We are paid a substantial
fee by Assisted Living
facilities for each referral
that results in a placement

(c) 2014 Ask-Carol Franchising LLC

15


An Ask-Carol! franchise is a work-athome business with no formal education
requirements, inventory, technology to
learn, or paperwork load

(c) 2014 Ask-Carol Franchising LLC

16


Assisted Living placements
drive our business, rather than
low-value and time-consuming
home care and other services

(c) 2014 Ask-Carol Franchising LLC

17


We utilize web-based search initiatives
including Google, Facebook, Twitter,
YouTube, and LinkedIn to reach, educate,
and enroll clients, potential clients, and
to train our franchisees

(c) 2014 Ask-Carol Franchising LLC

18


We are developing a marketing
referral program with local rehab
facilities, hospitals, and social
workers, creating a speaker’s
bureau, and offering our service to
businesses as an employee benefit
(2014)
(c) 2014 Ask-Carol Franchising LLC

19


We are creating a nationwide group of
highly trained and motivated franchisees
who will match families with the
appropriate Assisted Living facilities

(c) 2014 Ask-Carol Franchising LLC

20


Individuals and couples who
want their own business with
an opportunity for significant
earnings, yet a low, quickly
recoverable investment…

(c) 2014 Ask-Carol Franchising LLC

21


Marketing directors of
assisted living facilities and
nursing homes who want to
increase their earnings
capability and leverage their
contacts with no more tours,
home visits or paperwork…

(c) 2014 Ask-Carol Franchising LLC

22


Working parents who want to
spend more time at home with
their children…

(c) 2014 Ask-Carol Franchising LLC

23


Those who have been
downsized or forced to take
early retirement, reducing
their income…

(c) 2014 Ask-Carol Franchising LLC

24


Social workers who want to
continue helping families, yet
increase their income potential

(c) 2014 Ask-Carol Franchising LLC

25


Our success starting and operating
an Assisted Living referral business
gives us the experience to teach our
franchisees the business and help
them succeed

(c) 2014 Ask-Carol Franchising LLC

26


Our outstanding reputation in the
assisted living industry helps open
doors for our franchisees

(c) 2014 Ask-Carol Franchising LLC

27


Our cross-territorial sales
program substantially increases
revenue opportunities and
encourages franchisees to work
together

(c) 2014 Ask-Carol Franchising LLC

28


The franchise entry cost is low
(under $85,000 working capital,
including franchise fee)

(c) 2014 Ask-Carol Franchising LLC

29






Single unit franchise fee: $49,500
Royalty: 10%
Territory: Typically 500,000 population, but may vary depending on
senior population of territory and number of assisted living facilities
Other types of franchises to be offered
◦ Multiple Unit Franchise (additional franchises $29,500 each)
◦ Area Manager Franchise (fee and territory not yet determined)

(c) 2014 Ask-Carol Franchising LLC

30


Our ground floor opportunity means
that top territories are available in
most states to those who join us soon

(c) 2014 Ask-Carol Franchising LLC

31


Carol Shockley, Founder and CEO
◦ Carol started Ask-Carol! in October, 2009, as a part-time business following the
placement of her own Mom in assisted living, and learning the complexities of
choosing and affording the right facility
◦ Much greater than expected success in the first year encouraged Carol to
expand to full-time in 2011 and consider significant expansion

(c) 2014 Ask-Carol Franchising LLC

32


Bill Shockley, CSA, COO
◦ Bill is an experienced former Fortune 500 senior marketing and sales executive
and successful start-up entrepreneur
◦ As an innovation consultant, Bill earned a strong reputation with many Fortune
100 companies
◦ In 2013 he became a Certified Senior Advisor (CSA) and joined Ask-Carol! to
create a franchising program scheduled for launch in early 2014
(c) 2014 Ask-Carol Franchising LLC

33


For more information or a brochure visit our website or contact us
www.ask-carol.com/franchises
Bill Shockley, CSA, Franchise Development Director
Ask-Carol Franchising LLC
788 Shrewsbury Avenue, Suite 2154
Tinton Falls, NJ 07724
732-200-1311
bshockley@ask-carol.biz
(c) 2014 Ask-Carol Franchising LLC

34
 1Ask-Carol!®





is a registered trademark of Shockley Consulting LLC
d/b/a Ask-Carol, an affiliate of Ask-Carol Franchising LLC. Refer to
the Franchise Disclosure Document for full details
2
U.S. Bureau of the Census. “Projections of the Population by Age
and Sex for the United States: 2010 to 2050 (NP2008-T12)”
3
Small Business Development Clearing House, 2010, “Assisted Living
Facilities” by Jesse Ortiz
4
Based on average length of stay in Assisted Living Facilities of 25
months cited by MetLife press release, “Long Term Care Costs Rise
Again”, 2011
(c) 2014 Ask-Carol Franchising LLC

35

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Ask carol franchising preso 02-14-2014 hd black crowd

  • 1. 2014 Franchise Presentation Franchise Sales Disclaimer: This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Ask-Carol! franchises will not be sold to any resident of any state until the offering has been exempted from the requirements of, or duly registered in and declared effective by, such state and the required Franchise Disclosure Document (if any) has been delivered to the prospective franchisee before the sale in compliance with applicable law. ©2014 Ask-Carol Franchising LLC, 788 Shrewsbury Avenue, Suite 2154, Tinton Falls, NJ 07724 732-200-1311 1
  • 2.  Our mission is to spread Ask-Carol!® franchises across the country within the next five years, helping tens of thousands of families make the best housing and care decisions for their aging parents, and earning substantial revenue for the company, our franchisees, and investors. (c) 2014 Ask-Carol Franchising LLC 2
  • 3. Just five years ago Ask-Carol!®1 was a parttime business founded by Carol Shockley to help families locate appropriate housing and proper care for their elderly parents (c) 2014 Ask-Carol Franchising LLC 3
  • 4.  Based on Carol’s experiences caring for her own Mom (right), and volunteer work at an Assisted Living facility, AskCarol! quickly became the most respected Assisted Living placement agency in the areas it serves. (c) 2014 Ask-Carol Franchising LLC 4
  • 5.  The rapidly growing 85+ population, our target group, will double by 20302 and many of them will need care that they cannot receive at home (c) 2014 Ask-Carol Franchising LLC 5
  • 6.  One million seniors reside in 30,000 Assisted Living facilities3 generating $37 billion of annual revenue for the facilities – and a half million more move in every year4 (c) 2014 Ask-Carol Franchising LLC 6
  • 7.  A healthier aging population creates a greater need for Assisted Living rather than vastly more expensive nursing home care (c) 2014 Ask-Carol Franchising LLC 7
  • 8.  We are contacted by adult children under stress who for economic, social, and/or family reasons cannot care for their parents (c) 2014 Ask-Carol Franchising LLC 8
  • 9.  Placing parents in Assisted Living is usually a once in a lifetime experience for which families are seldom prepared (c) 2014 Ask-Carol Franchising LLC 9
  • 10.  Ask-Carol! guides families through a highly emotional and confusing process at no cost to the families (c) 2014 Ask-Carol Franchising LLC 10
  • 11.  Our franchisees become Certified Senior Advisors™, able to discuss a wide range of senior issues with our clients, assuring them of our competence (c) 2014 Ask-Carol Franchising LLC 11
  • 12.  We have great industry connections, totaling over a thousand facilities (c) 2014 Ask-Carol Franchising LLC 12
  • 13.  We continue to add national and regional referral agreements with major groups and independent facilities to provide families top-notch care and opportunities for our franchisees (c) 2014 Ask-Carol Franchising LLC 13
  • 14.  Most facilities have apartments to fill well beyond the capability or budgets of their marketing/sales programs (c) 2014 Ask-Carol Franchising LLC 14
  • 15.  We are paid a substantial fee by Assisted Living facilities for each referral that results in a placement (c) 2014 Ask-Carol Franchising LLC 15
  • 16.  An Ask-Carol! franchise is a work-athome business with no formal education requirements, inventory, technology to learn, or paperwork load (c) 2014 Ask-Carol Franchising LLC 16
  • 17.  Assisted Living placements drive our business, rather than low-value and time-consuming home care and other services (c) 2014 Ask-Carol Franchising LLC 17
  • 18.  We utilize web-based search initiatives including Google, Facebook, Twitter, YouTube, and LinkedIn to reach, educate, and enroll clients, potential clients, and to train our franchisees (c) 2014 Ask-Carol Franchising LLC 18
  • 19.  We are developing a marketing referral program with local rehab facilities, hospitals, and social workers, creating a speaker’s bureau, and offering our service to businesses as an employee benefit (2014) (c) 2014 Ask-Carol Franchising LLC 19
  • 20.  We are creating a nationwide group of highly trained and motivated franchisees who will match families with the appropriate Assisted Living facilities (c) 2014 Ask-Carol Franchising LLC 20
  • 21.  Individuals and couples who want their own business with an opportunity for significant earnings, yet a low, quickly recoverable investment… (c) 2014 Ask-Carol Franchising LLC 21
  • 22.  Marketing directors of assisted living facilities and nursing homes who want to increase their earnings capability and leverage their contacts with no more tours, home visits or paperwork… (c) 2014 Ask-Carol Franchising LLC 22
  • 23.  Working parents who want to spend more time at home with their children… (c) 2014 Ask-Carol Franchising LLC 23
  • 24.  Those who have been downsized or forced to take early retirement, reducing their income… (c) 2014 Ask-Carol Franchising LLC 24
  • 25.  Social workers who want to continue helping families, yet increase their income potential (c) 2014 Ask-Carol Franchising LLC 25
  • 26.  Our success starting and operating an Assisted Living referral business gives us the experience to teach our franchisees the business and help them succeed (c) 2014 Ask-Carol Franchising LLC 26
  • 27.  Our outstanding reputation in the assisted living industry helps open doors for our franchisees (c) 2014 Ask-Carol Franchising LLC 27
  • 28.  Our cross-territorial sales program substantially increases revenue opportunities and encourages franchisees to work together (c) 2014 Ask-Carol Franchising LLC 28
  • 29.  The franchise entry cost is low (under $85,000 working capital, including franchise fee) (c) 2014 Ask-Carol Franchising LLC 29
  • 30.     Single unit franchise fee: $49,500 Royalty: 10% Territory: Typically 500,000 population, but may vary depending on senior population of territory and number of assisted living facilities Other types of franchises to be offered ◦ Multiple Unit Franchise (additional franchises $29,500 each) ◦ Area Manager Franchise (fee and territory not yet determined) (c) 2014 Ask-Carol Franchising LLC 30
  • 31.  Our ground floor opportunity means that top territories are available in most states to those who join us soon (c) 2014 Ask-Carol Franchising LLC 31
  • 32.  Carol Shockley, Founder and CEO ◦ Carol started Ask-Carol! in October, 2009, as a part-time business following the placement of her own Mom in assisted living, and learning the complexities of choosing and affording the right facility ◦ Much greater than expected success in the first year encouraged Carol to expand to full-time in 2011 and consider significant expansion (c) 2014 Ask-Carol Franchising LLC 32
  • 33.  Bill Shockley, CSA, COO ◦ Bill is an experienced former Fortune 500 senior marketing and sales executive and successful start-up entrepreneur ◦ As an innovation consultant, Bill earned a strong reputation with many Fortune 100 companies ◦ In 2013 he became a Certified Senior Advisor (CSA) and joined Ask-Carol! to create a franchising program scheduled for launch in early 2014 (c) 2014 Ask-Carol Franchising LLC 33
  • 34.  For more information or a brochure visit our website or contact us www.ask-carol.com/franchises Bill Shockley, CSA, Franchise Development Director Ask-Carol Franchising LLC 788 Shrewsbury Avenue, Suite 2154 Tinton Falls, NJ 07724 732-200-1311 bshockley@ask-carol.biz (c) 2014 Ask-Carol Franchising LLC 34
  • 35.  1Ask-Carol!®    is a registered trademark of Shockley Consulting LLC d/b/a Ask-Carol, an affiliate of Ask-Carol Franchising LLC. Refer to the Franchise Disclosure Document for full details 2 U.S. Bureau of the Census. “Projections of the Population by Age and Sex for the United States: 2010 to 2050 (NP2008-T12)” 3 Small Business Development Clearing House, 2010, “Assisted Living Facilities” by Jesse Ortiz 4 Based on average length of stay in Assisted Living Facilities of 25 months cited by MetLife press release, “Long Term Care Costs Rise Again”, 2011 (c) 2014 Ask-Carol Franchising LLC 35