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ENERGIZE YOUR INCOME! Welcome to the Business Model of the 21 st Century & Beyond! Introducing the… CORE CHANNELPARTNERPROGRAM 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.

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Page 1: Articulate core channel partner program

ENERGIZE YOUR INCOME!

Welcome to the Business Model of the 21st Century & Beyond!

Introducing the…

CORE CHANNELPARTNERPROGRAM

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.

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.

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The Business Model of 21st Century & Beyond!

Table Of Contents: Sections 1-10Table Of Contents: Sections 1-10

1. Welcome

2. About Us

3. Billion $ Opportunity

4. Target Market / Leveraging

5. CORE Services:

• Green Tax Incentives: Property Owners, Businesses & Manufacturing

• CORE Energy: Industry & CORE Energy Solutions

• Value Add Services: Additional Expense Recovery

6. CORE SMART MARKETING SYSTEM (CSMS)

7. Income Opportunity

8. Getting Started – Becoming a CORE Advisor

9. BRANCHISING OPTION – (Leadership)

10.Next Steps

1. Welcome

2. About Us

3. Billion $ Opportunity

4. Target Market / Leveraging

5. CORE Services:

• Green Tax Incentives: Property Owners, Businesses & Manufacturing

• CORE Energy: Industry & CORE Energy Solutions

• Value Add Services: Additional Expense Recovery

6. CORE SMART MARKETING SYSTEM (CSMS)

7. Income Opportunity

8. Getting Started – Becoming a CORE Advisor

9. BRANCHISING OPTION – (Leadership)

10.Next Steps

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National Expansion is UnderwayNational Expansion is Underway

WELCOME TO THE CORE CHANNEL PARTNER PROGRAM

•Let’s get started – we have a lot to share with you!

WELCOME TO THE CORE CHANNEL PARTNER PROGRAM

•Let’s get started – we have a lot to share with you!

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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 21st Century & Beyond!To the Business Model Of the 21st Century & Beyond!

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The Business Model of 21st Century & Beyond!

Who We Want To Partner With?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

• 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

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ABOUT US: Parent Company

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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!

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• OUR AVERAGE CLIENT RECEIVES A CASH BENEFIT OF $225,000

• Over a 1000 studiescompleted

• $100 Million in savings & growing

CORE Solutions Group, LLC

ABC, Inc.1234 Research Lane Houston, TX 77000

R&D Tax Credit Study 2002 – 2005 Tax Years

CORE Solutions Group, LLC

ABC, Inc.1234 Research Lane Houston, TX 77000

R&D Tax Credit Study 2002 – 2005 Tax Years

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• 87% of American Businesses are being OVERCHARGED or allowing lucrative saving opportunities to go unclaimed year or year.

CORE Solutions Group, LLC

ABC, Inc.1234 Research Lane Houston, TX 77000

R&D Tax Credit Study 2002 – 2005 Tax Years

CORE Solutions Group, LLC

ABC, Inc.1234 Research Lane Houston, TX 77000

R&D Tax Credit Study 2002 – 2005 Tax Years

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SUCH AS:

• Taxable Income

• Property Taxes

• Property Insurance/ WC

• Gas, Electricity, Water

• Commercial Leases

• Energy Upgrades

future services

CORE Solutions Group, LLC

ABC, Inc.1234 Research Lane Houston, TX 77000

R&D Tax Credit Study 2002 – 2005 Tax Years

CORE Solutions Group, LLC

ABC, Inc.1234 Research Lane Houston, TX 77000

R&D Tax Credit Study 2002 – 2005 Tax Years

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ABOUT US:

Rebuild Michigan® PartnerRebuild Michigan® Partner

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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.

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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

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ABOUT US:

Industries of strength:

• Manufacturing

• Commercial / Office

• Retail

• Apartments

• Industrial

• Restaurants

• Municipalities

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The Business Model of 21st Century & Beyond!

Billion Dollar OpportunityBillion 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!

• 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!

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The Business Model of 21st Century & Beyond!

Billion Dollar OpportunityBillion 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!

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!

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The Business Model of 21st Century & Beyond!

Billion Dollar OpportunityBillion Dollar Opportunity

AMERICAN RECOVERY & REINVESTMENT ACT OF 2009 (ARRA)

AMERICAN RECOVERY & REINVESTMENT ACT OF 2009 (ARRA)

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The Business Model of 21st Century & Beyond!

Billion Dollar OpportunityBillion 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.

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.

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The Business Model of 21st Century & Beyond!

Billion Dollar OpportunityBillion Dollar Opportunity

AMERICAN RECOVERY & REINVESTMENT ACT OF 2009 $300 Billion in tax based incentives towards:

1. Manufacturing Incentives2. Commercial Real Estate (construction / renovation / purchase/ expansion)3. Hiring Incentives4. Energy Efficiency and Renewable Energy Incentives Are your clients involved in any of these activities?

AMERICAN RECOVERY & REINVESTMENT ACT OF 2009 $300 Billion in tax based incentives towards:

1. Manufacturing Incentives2. Commercial Real Estate (construction / renovation / purchase/ expansion)3. Hiring Incentives4. Energy Efficiency and Renewable Energy Incentives Are your clients involved in any of these activities?

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The Business Model of 21st Century & Beyond!

Billion Dollar OpportunityBillion 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!

• 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!

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The Business Model of 21st Century & Beyond!

Billion Dollar OpportunityBillion 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

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

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The Business Model of 21st Century & Beyond!

WHO DO WE TARGET?WHO DO WE TARGET?

YOUR TARGET MARKETYOUR TARGET MARKET

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The Business Model of 21st 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? WHO DO WE PARTNER WITH?

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The Business Model of 21st 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

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

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CORE SERVICES

Commercial Property Incentives Commercial Property Incentives

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CORE SERVICES

Commercial Property IncentivesCommercial 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

•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

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CORE SERVICES

Businesses / Manufacturing IncentivesBusinesses / Manufacturing Incentives

• Research & Development Tax Credits

• Hiring Tax Credits (Wide range)

• IC DISC (Export Tax)

• ExpenseCHECK:

Waste, Property Insurance, W/C Utilities: phone, gas, electricity More to come…

•To learn more about core services go to: www.coreadvisors.net

• Research & Development Tax Credits

• Hiring Tax Credits (Wide range)

• IC DISC (Export Tax)

• ExpenseCHECK:

Waste, Property Insurance, W/C Utilities: phone, gas, electricity More to come…

•To learn more about core services go to: www.coreadvisors.net

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CORE SERVICES

expenseCHECKexpenseCHECK

$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!

$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!

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CORE SERVICES – Reduce Taxable Income & Improve Cash Flow

Property Owners / Businesses / ManufacturingProperty Owners / Businesses / Manufacturing

THE TOTAL FACILITY REVIEW (TFR) Complimentary Service!

•Real Estate Holdings•Hiring Activities•Business Activities•Energy Options / Reduction•Expense Review / Audits

THE TOTAL FACILITY REVIEW (TFR) Complimentary Service!

•Real Estate Holdings•Hiring Activities•Business Activities•Energy Options / Reduction•Expense Review / Audits

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Experience, Vision & Service

Our ServicesOur 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.

•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.

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Over Hundred Years Of Combined Experience

Our TECH TeamOur 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

•.

• Service Specialist• Senior Analyst• LEED AP• Certified HERS Rater• Project Engineers Energy Construction Electrical Chemical• Tax Specialist• Expense Auditors• Legal Professionals• Sales Support Desk

•.

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SAMPLE OF CLIENTS

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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

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Sample Of Federal Tax Incentives Sample Of Federal Tax Incentives

CORE” ServicesCORE” Services CORE SERVICES - R&D Tax Credit CORE SERVICES - R&D Tax Credit

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CORE SERVICES

Sample of Federal Tax IncentivesSample 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)

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)

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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 Sample of Federal Tax Incentives

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CORE SERVICES

Federal Tax Incentives Federal Tax Incentives

(MORE CASE STUDIES) (MORE CASE STUDIES)

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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 ProductEx: Fabrication Co. Metal Product

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The Business Model of 21st 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 Services Continued

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CORE SERVICES

Introducing CORE Energy Group

CORE Energy is A Division of CORE Solutions Group, LLC

ENERGY SOLUTIONS ENERGY SOLUTIONS

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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 ENERGY SOLUTIONS

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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 ENERGY SOLUTIONS

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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 ENERGY SOLUTIONS

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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 ENERGY SOLUTIONS

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CORE SERVICES

ENERGY COST ANALYSIS ENERGY COST ANALYSIS

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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 ENERGY SOLUTIONS

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CORE SERVICES

TOTAL ENERGY MANAGEMENT & GREEN BUILDING

SERVICES

STEP THREE:

Total Energy Management Solution: Design Implementation Project Management

ENERGY SOLUTIONS ENERGY SOLUTIONS

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CORE SERVICES

ENERGY SOLUTIONS 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 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

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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 AdvisorBenefits of Becoming a Certified Cost Recovery Advisor

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The Business Model of 21st Century & Beyond!

SMART MARKETING SYSTEMSMART MARKETING SYSTEM

Introducing the CORE SMART MARKETING SYSTEM

(C.S.M.S.)

Introducing the CORE SMART MARKETING SYSTEM

(C.S.M.S.)

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The Business Model of 21st Century & Beyond!

SMART MARKETING SYSTEM 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!

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The Business Model of 21st Century & Beyond!

SMART MARKETING SYSTEM 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

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Smart Marketing System – Survey ApproachSmart Marketing System – Survey Approach

Commercial Property Benefit (Collect Depreciation Schedule if Avail)

Appointment InformationAppointment Information

Company:PARK AVE CONDOMINIUM

Date:2/12/2010

Met With: KARL MUELLER Title: BUILDING MANAGER

Purchase Price:Notes:

Date of Purchase:

Type of Facility:

Optional Information

Major Renovation Cost:

(Must send depreciation schedule)

Blue Prints Avail?:

Acreage:

Previous 1031?:

Manufacturing Payroll Credit (Estimates Acceptable)Manufacturing Payroll Credit (Estimates Acceptable)

Annual Gross Revenue:Type of Manufacturing:

Annual Payroll:

Number of Employees:

Corporation Type:

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Smart Marketing System – Survey Approach Smart Marketing System – Survey ApproachEnergy Savings / Tax Credits (collect 1 year utility bills)Energy Savings / Tax Credits (collect 1 year utility bills)

Type of Facility:CONDOMINIUMS Notes:

Square Footage: 140,000 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.

Annual Energy Expense: $185,000WATER, ELECTRIC AND GAS

Recent/Upcoming Renovations: REPLACED ALL THE BOILERS AND WATER

Real & Personal Property Tax: (Collect and Upload Tax Bill) Real & Personal Property Tax: (Collect and Upload Tax Bill)

Total Annual Property Tax: Notes:

Tax Bill Collected?

Number of Locations:

Total Insurance Review Must be $200K or more in annual Property & Casualty Premiums Total Insurance Review Must be $200K or more in annual Property & Casualty Premiums

Total Annual Premium:Notes:

Next Steps: (Fill out Completely)Next Steps: (Fill out Completely)

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The Business Model of 21st Century & Beyond!

Smart Marketing System 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!

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The Business Model of 21st Century & Beyond!NO COST FEASIBILTIY REPORT: NO COST FEASIBILTIY REPORT:

• The Proper tools to close the sale - right then

• Documents cash flow benefits UPFRONT!

• The Proper tools to close the sale - right then

• Documents cash flow benefits UPFRONT!

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The Business Model of 21st Century & Beyond!

Smart Marketing System Smart Marketing System“The EDGE”

HIGH TECH – HIGH TOUCH

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!!!

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The Business Model of 21st Century & Beyond!

The CORE CHANNEL PARTNER Income

Opportunity

The CORE CHANNEL PARTNER Income

Opportunity

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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!

(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!

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Samples of actual CORE Engagements!

4/2/2009 Energy $38,600 3 - Phase 2 Sent

3/12/2009 RD $15,700 4 - Phase 2 Deposit Received

3/3/2009 RD $14,000 4 - Phase 2 Deposit Received

Smart Marketing 3/2/2009 Cost Seg $9,000 4 - Phase 2 Deposit Received

2/9/2009 RD $12,500 4 - Phase 2 Deposit Received

2/9/2009 RD $22,000 3 - Phase 2 Sent

1/17/2009 RD $55,000 4 - Phase 2 Deposit Received

1/17/2009 RD $69,000 4 - Phase 2 Deposit Received

1/17/2009 RD $22,000 4 - Phase 2 Deposit Received

12/22/2008 Cost Seg $18,820 4 - Phase 2 Deposit Received

12/15/2008 RD $10,000 4 - Phase 2 Deposit Received

9/29/2008 RD $90,000 4 - Phase 2 Deposit Received

9/7/2008 Cost Seg $12,750 4 - Phase 2 Deposit Received

7/29/2008 Cost Seg $9,100 4 - Phase 2 Deposit Received

2/6/2008 Cost Seg $65,000 3 - Phase 1

EARN UP TO

25%Plus:

Management Opportunities

Available

EARN UP TO

25%Plus:

Management Opportunities

Available

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The Business Model of 21st Century & Beyond!

• Average client fee: $24,000

• Average benefit: $225,000

• Average client qualification: 40%

• Average client closing: 78%

Income OpportunityIncome Opportunity

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The Business Model of 21st Century & Beyond!

Benefits of getting started with us!

Becoming a CORE AdvisorBecoming a CORE Advisor

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The Business Model of 21st Century & Beyond!

Benefits of becoming a CORE ADVISORBenefits 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

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The Business Model of 21st Century & Beyond!

WORLD CLASS BUSINESS BUILDING SYSTEM

Includes the following:

• TRAINING & SUPPORT

• CLOSING ASSISTANCE

• MARKETING SUPPORT

Benefits of becoming a CORE ADVISORBenefits of becoming a CORE ADVISOR

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The Business Model of 21st Century & Beyond!

WORLD CLASS TRAINING & SUPPORTWORLD 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 CardsSales and Marketing CollateralPower PointsAnnual Subscription to CORE UPersonal Coaching Program

and A LOT more…

Earn while you learn and be trained and coached by seasoned business and industry experts!

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 CardsSales and Marketing CollateralPower PointsAnnual Subscription to CORE UPersonal Coaching Program

and A LOT more…

Earn while you learn and be trained and coached by seasoned business and industry experts!

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The Business Model of 21st Century & Beyond!

WORLD CLASS TRAINING & SUPPORTWORLD CLASS TRAINING & SUPPORT

•CORE UNIVERSITY

•PERSONAL COACHING

•CLOSING ASSISTANCE

•MARKETING SUPPORT

•CORE UNIVERSITY

•PERSONAL COACHING

•CLOSING ASSISTANCE

•MARKETING SUPPORT

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The Business Model of 21st Century & Beyond!

WORLD CLASS MARKETINGWORLD CLASS MARKETING

FREE OF CHARGE:• Business Cards

• Sales Collateral / Brochures

• Sample Engineering Reports

• Feasibility Reports

• References

• Webinars – (Going For The Green Series)

• Press Release

And More….

FREE OF CHARGE:• Business Cards

• Sales Collateral / Brochures

• Sample Engineering Reports

• Feasibility Reports

• References

• Webinars – (Going For The Green Series)

• Press Release

And More….

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The Business Model of 21st Century & Beyond!

GETTING STARTEDGETTING 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

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

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The Business Model of 21st Century & Beyond!

Co Branded - Business Building/Leadership OptionsCo 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.

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.

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NEXT STEPS:

• Schedule a one on one interview

• Sign NDA

• Approval Board

• Schedule Orientation

• Complete Fast Start Certification

• Begin Marketing CampaignDon Gardner [email protected] / (214) 325-8500

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THANK YOU FOR YOUR TIME & INTEREST.We look forward to partnering with you!

For More Detailed Information please visit: www.coreadvisors.net