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During its first year, Vintage Home & Residential Care plans to have 3 long term residents. In its second year Vintage expects to bring in two additional residents, bringing the total to five long term residents.
MARKETING GOALS
Marketing goals for Vintage will be fairly modest. Due to the long term relationship Vintage expects to establish with clients, and the limited capacity, there will not be a need for an intensive, ongoing marketing campaign. The marketing goal for the first year is to build a waiting list of 10 prospective new residents. This will be done so that when year two begins, two candidates will be pre-screened and selected from the waiting list that has been built throughout the course of the first year. If there is an unexpected vacancy level at any given time during its operations a more active marketing strategy may be implemented as needed.
TARGET MARKET
The Vintage Home & Residential Care target market includes senior citizens over the age of 60 that reside in the greater San Diego area. These customers need basic assistance with their daily routine. They are not critically ill, but may be on daily medication which will be administered by the facility if needed. This segment enjoys the company of others and is currently living alone or with family but would like to be part of an elderly adult community. Vintage’s target market will also include more needy residents who may suffer from Alzheimer’s or Dementia and need continuous supervision.
POSITIONING
Vintage Home & Residential Care is a custom made assisted living home for elders who no longer prefer to, or are unable to live on their own. Vintage accepts individuals with either insurance or financial stability that may be ambulatory or non-ambulatory and that are in need of social interaction. Vintage provides an upscale six bed assisted living facility with a variety of activities available and a friendly environment in the comfort of a home setting. Unlike our indirect competitors located outside of Bonita, Vintage offers an ideal climate for elders which varies only a few degrees between seasons. Vintage also offers a private courtyard, gated pool and jacuzzi, along with an array of activities available to our clients. Vintage stands out because of its ability to provide the high level quality care found in larger assisted living facilities in the comfort of a home-like environment. Vintage strives to build customer satisfaction by giving the highest level of care to its clients possible and increasing their overall quality of life.
SWOT ANALYSIS
BRANDING
In order to enforce a brand identity, Vintage wants customers to associate top notch hospitality, tranquility, and dependability with our name. Vintage wants people to think of trust, caring, and reliability when they hear our name. The way to get customers to associate these words with Vintage is to provide the highest possible level of care while building a reputable brand identity.
LOGO AND TAGLINE
The Vintage logo was designed to appear comforting while incorporating elements that reflect the owner. The grapes in the logo provide a symbolic representation of the owner’s name, Alice Smith. The main goal of the logo design is to have the comforting feel of an orchard type setting that Vintage’s clients will be immersed in during their stay.
The tagline was created in order to accompany the logo and enhance the brand. The goal of making people feel comfortable carries over from the logo to the tagline: “Making you feel right at home”. This tagline assures both the client as well as their loved ones that they will be taken care of as if it were their own home, which portrays the high level of care that will be provided.
PRICING STRATEGY
Vintage will be executing a competitive pricing strategy as compared to competitors in the Bonita area. Vintage’s pricing breakdown is as follows:
MARKETING STRATEGIES (PROMOTION & ADVERTISING)
Vintage Home & Residential Care plans to promote its business primarily through strategic partnerships and online marketing. Vintage’s website will offer a full description of the different services offered, pictures of the actual facilities, and information about the owner and the vision/mission of the home. In addition, Vintage will strategically place the home into a variety of web directory listings. Vintage will target several locations for promotional and advertising needs, as well as seeking strategic partnerships with companies such as:
Hospital skilled nursing placement contacts
Home health nursing
Elder care law firms
Referral agencies
Elderly care website
Long-term insurance agents
CUSTOMER SERVICE
Vintage will provide two resources for customer service:
- First, Vintage’s care staff will be on call to provide direct and immediate response to questions and concerns of guests at all times.
- Second, administrators will be available to answer questions from guests’ family or any other inquiries through the phone or by email.
Residents are encouraged to make any grievance known to the administrator of the facility as well as contact family members or other concerned party members.
Lastly, residents can also call the following numbers:
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Our Work
Fit4Mom
The Startup Garage dialed in the Fit4Mom accounting team. We set up their inventory management, analyzed their revenue streams and made recommendations to increase their profitability and revenue. We were first hired to build their business plan and financial model, and have continued with them through our CFO services.
TSG created revenue models, supported in their commission structure, developed use of funds, and cap table management. Our team began by developing all of their investor documents and supported them through three rounds of capital raising. We are currently working with them on their fourth round of capital raising.
The Startup Garage was able to narrow down revenue streams for iDONATEpro. We re-organized how they spent their resources so they could focus on becoming profitable as quickly as possible.
We redefined the business concept for a wider, more lucrative target market. We revamped the business model, developed a new brand for the company, and honed the sales and marketing strategy.
The Startup Garage helped Kids Choose Charity get clear on their target market and what their product actually was. We also connected them with community resources. KCC is just one non-profit organisations out of a dozen that TSG has worked with over the years.
The Startup Garage team was able to help MintShow get organized around their vision and educate them on the capital raising process. We also constructed their investor deck. Within the past two years we’ve continued to work with them on a number of their subsidiary companies.
We believe entrepreneurs are changing the world. Our team is dedicated to supporting you with the resources for success.
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Sheila Levison
Controller
Sheila has an extensive background as an accountant, auditor, CPA and controller for a broad range of companies. With over 20 years of experience in the field, she provides expert level accounting services specifically tailored to the individual client’s needs. Sheila helps businesses streamline and run more efficiently by being the gatekeeper for all business activities. She has negotiated with the IRS, handled EDD audits, hired and worked with attorneys and handled public and private audits from beginning to end. Sheila has provided accounting services for a variety of companies ranging from KPMG, independent auditing, Frontier Airlines, marketing/manufacturing, real estate and various fitness companies.
Sheila is a CPA and has a Bachelor of Science degree from UCLA with a focus in the areas of mathematics and applied science (emphasis in operations research). Her specializations also include computer science and business administration.
Michael Russell
Fractional CFO
Michael A. Russell, “Mike,” has over twenty-five years of experience as a CFO – principally with rapidly growing, technology-based, manufacturing and software companies. He has been associated with both private and public companies, gaining experience in nearly every role in a financial department. These responsibilities have included functions in accounting, credit, and collections, treasury, financial planning and budgeting, information systems and human resources over the course of his career.
Mike’s record of equity financing speaks for itself, having participated in rasing over $70 million. As a consultant and advisor to emerging companies, he has significant experience in the development of financial strategy and direction, monitoring and explaining performance versus the agreed-to plan. As a CFO for companies in the startup phase, Mike is able to span the requirements of a financial management position from day-to-day detail to assessing the overall view of the strategic direction of the organization. he has developed and maintained relationships with bankers, investors and shareholders.
Mike attended UCLA, where he received a BSEE and MBA in Finance.
Tyler
Jensen
Founder & CEO
Tyler is a serial entrepreneur, startup coach, early stage PT CFO and trusted advisor to numerous founders. He is passionate about helping entrepreneurs start companies that matter. Tyler has helped launch over 200 companies, non-profits and social enterprises.
The first company he started and sold is VAVi Sport & Social Club which grew to over 25,000 members in six years, and was recognized as San Diego’s 30th & 32nd fastest growing private company in 2006-2007 by the San Diego Business Journal and sold for over 25 times the capital investment.
Prior to launching VAVi, Tyler served as the Deputy Campaign Manager for Tim Kane for Congress, where he crafted and managed all aspects of launching and managing a United States Congressional Campaign. He was responsible for the fundraising plan creation & execution, staff volunteer recruitment & management, as well as marketing plan design & implementation. The design and production of campaign promotional materials and other creative marketing initiatives led to substantially increased name recognition and voter support.
Tyler has served as a trusted advisor on numerous Non-Profit and Corporate Board of Directors. He was born in Virginia and spends his free time stand up paddle boarding and building furniture.
Mario
Domogma
DOMAGMA
Mario is a Business Analyst for The Startup Garage. In addition to his educational background, Mario is also passionate in sustainable energy and renewable transportation, noted by his experience working with Tesla Motors. He brings an entrepreneurial bend to his work and a unique perspective to his clients that is tailored to their market.
Degree/Certifications: MSc in Global Finance (Fordham University, New York, NY). MSc in Finance (Antwerp Management School, Antwerp, Belgium). BBA in Finance (University of San Diego, San Diego, CA).
Hobbies: rock climbing, running, and reading.
Favorite quote: “The best way to predict the future is to create it.” – Abraham Lincoln
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We believe entrepreneurs are changing the world. Our team is dedicated to supporting you with the resources for success.
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We believe entrepreneurs are changing the world. Our team is dedicated to supporting you with the resources for success.
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We believe entrepreneurs are changing the world. Our team is dedicated to supporting you with the resources for success.
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We believe entrepreneurs are changing the world. Our team is dedicated to supporting you with the resources for success.
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We believe entrepreneurs are changing the world. Our team is dedicated to supporting you with the resources for success.
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We believe entrepreneurs are changing the world. Our team is dedicated to supporting you with the resources for success.
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We believe entrepreneurs are changing the world. Our team is dedicated to supporting you with the resources for success.
Our Work
Augen Optics
The TSG team put together an investor deck and prepared Augen Optics to pitch to a strategic partner. We coached them in generating their pitch. Augen Optics is a spin-off company of the original Augen. We helped them explore whether the opportunity was the right direction for their overall growth.
We believe entrepreneurs are changing the world. Our team is dedicated to supporting you with the resources for success.
Danielle Greenhouse
Community Development Manager
Danielle Greenhouse is the Operations Manager at The Startup Garage. Prior to joining the TSG team, Danielle worked in the financial services industry with a focus on Operations, Community/Business Development and Meeting & Event Planning. Earlier in her career Danielle worked as a trader and Relationship Manager at Fidelity Investments and she also gained administrative and operational experience working in the Hedge Fund industry. Additional experience includes a background in Early Childhood Development.
Danielle now lives in the San Diego, CA area with her husband of 14 years and her two daughters. She is a graduate of the University of Connecticut and enjoys spending time outdoors with her family and 13-year-old Boston Terrier Roxy. Other hobbies include recently learning to ski, attending regular fitness classes and baking.
Danielle also serves as a Parent Volunteer for the North County Consortium for Special Education (NCCSE). NCCSE is a Special Education Local Planning Area (SELPA) whose goal is to ensure that every eligible child receives appropriate special education services within their school district.
Degree/Certifications: B.A., Arts & Science from The University of Connecticut (concentration: English, Women’s Studies). Additional studies: Mira Costa College (concentration: Early Childhood Education).
Mark Meyerdirk
Managing Partner
Early in his career Mark built his own business with over 120 employees; he has also operated a franchise company with 300 offices and 3,000 sales agents. Mark works with venture funds, private equity funds and commercial real estate developers. He serves on numerous boards of directors, has started up dozens of new companies, has worked with investment banks as a FINRA registered representative and has traveled to and worked with companies all over world on complex business projects.
Mark operates his consulting company, Meyerdirk Consulting Group, Inc., which specializes in capital formation strategies for emerging companies, franchising and is the co-founder of the Alternative Investment Forum designed to connect high net worth investors, family offices and private equity firms with early stage companies.
Mark lives in the Kansas City area with his wife of 41 years and has 4 children and 5 grandchildren. He is a graduate of the University of Colorado – Boulder and Washburn University School of Law.
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Lauren
Diaz
PRESIDENT
Lauren M. Diaz, CPA, is the President at The Startup Garage, joining the team in 2016.
Lauren worked as a Director of Finance for CSX, a Fortune 250 Transportation Company, based in Jacksonville, FL. During her six-year career at CSX, Lauren held multiple Finance and Marketing roles, gaining valuable experience in financial modeling, pricing analytics, market valuation and capital strategy. Prior to CSX, Lauren spent two years at a Public Accounting firm in Miami, FL.
Degree/Certifications: CPA (licensed in FL); MBA (University of Florida); M.S. of Accounting (University of Miami); B.B.A of Accounting (University of Miami)
Hobbies: Cycling, Triathlon, Coaching, Traveling, Music
Favorite quote: “To be inspired is great. To inspire is incredible.” -Stacey T. Hunt
Lauren is a passionate cyclist and triathlete and is the CFO and Director of Sponsor Strategy for DelaFina Racing, a not-for-profit women’s cycling team and club. DelaFina Racing seeks to empower women and build confidence through the sport of cycling.
Lacie Ward
Community Operations Manager
Lacie Ward is the Community Operations Manager at The Startup Garage. Prior to joining the TSG team, Lacie worked in the Brand Development industry with a focus on Public Relations, Community/Business Development and Social Media Management. Lacie attended California State University San Marcos where she studied Communications with an emphasis in Mass Media and was involved with the Peer Mentorship Program, Greek Life and was an Orientation Team leader.
Lacie was born and raised in San Diego, CA and doesn’t plan on leaving anytime soon. She enjoys spending time outdoors and is an animal rights activist. Other hobbies include cooking, gardening and spending time at the beach.
Lacie also serves as a volunteer for Kitchens For Good. Kitchens for Good aims to break the cycles of food waste, poverty and hunger through innovative programs in workforce training, healthy food production, and social enterprise.
Victoria Lakers
Fractional CFO
Victoria possesses over fifteen years of experience in finance, capital raising, marketing and sales, and operations development, including experience at a top 10 global private equity firm and in founding and selling her own company. She has participated in raising over $2.5 billion for various alternative investments.
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