Corporate Address: th Office Address: Website Addressmaverickready.com/pdf/Maverick_Business_Plan_Summary.pdf · Office Address: 10901 Roosevelt Blvd. Ste C-1000, St. Petersburg,

Corporate Address: 5237 8th Street North, St. Petersburg, FL 33703 Office Address: 10901 Roosevelt Blvd. Ste C-1000, St. Petersburg, FL 33716 Website Address: www.MaverickEntrepreneurs.com

Contact Person: Erica Drake, CEO/Chairwoman Contact Number: (727) 557-5779 - Mobile Email Address: [email protected];

[email protected]

The information contained in this Business Plan is proprietary and confidential and is the property of Maverick Holdings Inc. (dba/Maverick Entrepreneurs, Maverick CapitalBridge, Maverick Academy or Maverick Capital Fund” or simply “Maverick”). No written release or reproduction is permissible without the expressed written approval of its author, Erica Drake or an authorized representative of Maverick. © 2016 – Maverick Holdings Inc. – All Rights Reserved.

http://www.maverickentrepreneurs.com/

mailto:[email protected]

mailto:[email protected]

2. Maverick’s Partnership with Technology Companies to Build & Service its CapitalBridge – In BETA Launch NOW $4M State-of-the-Art Web Platform in BETA Launch and ready to go live pending funding for 5% equity with non-dilution clause and 25% (dilatable) for

MSFZ.

3. Angel Investor Invests $50K Seed Capital in October 2014 – Brandon Roweberry purchased 200,000 Shares for ≈ 2% equity

4. Marketing Strategic Partnership with Kevin Harrington (former Shark Tank® Shark)

5. Current Monthly Burn Rate (during POC) – Less than $2.5K/Month (Please Note: Drake has not a salary in 3+ years since founding the Company). Only minimal expenses have been reimbursed.

6. Maverick opens up its first training Office (eventually to become its HQ) in St. Petersburg, FL based upon a strategic partnership (trade for services).

Maverick Entrepreneurs’ Overview – $6M Equity Raise As of March 2016

1. Proof of Concept (POC) Completed March 2016 Tampa/St. Petersburg FL – Please Note: Maverick’s whole POC was done by Erica Drake alone with only the part-time help from Maverick’s other Executive Team Members who currently remain employed at other executive positions until its $6M funding is complete. Using only 1 local Meetup Group® (now with 350+ members) for marketing (at a total

cost of less than $50), Drake recruited, sold, and trained 60 Entrepreneurs with 6 different boot camps (10 each). These entrepreneurs came in from the local Tampa area, as well as flying in from California, NY, Alaska, and Texas to attend Maverick’s 3-Day Live boot camps.

Maverick already has Revenue of $60,000+ from these boot camps

Maverick has been hosting bi-weekly free training for its Entrepreneurs and Graduates (entrepreneurs who take the boot camp) for over a year now as part of this POC

Out of 60 deals, Maverick has assisted its Entrepreneurs in obtaining 16 different term sheets (in excess of $100M), of which 5 have already closed funding.

Maverick has also assisted one deal (entrepreneur) in obtaining a verbal commitment on a very large funding ($167M), of which Maverick already owns 20% equity (for services rendered) and will earn a 5% success fee (equal to $8.35M). (See Utopia Amusements, LLC) This could close in as soon as 90-120 days.

Maverick already owns Equity in 3 of its Graduates’ deals for services rendered (business model design and business plan and team participation)

o 20% in Utopia Amusements, LLC o 20% in Elite Real Estate Development Group, LLC o 10% in ExpensEasy, LLC o Consulting debt of $425K with Evolving Coal Corp (due upon funding – has

terms sheet for $32M now – awaiting bridge loan closing).

Sample Entrepreneur Meetup® Group above; training and our new office.

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A VETRERAN ENTREPRENEUR BECOMES A TRAINER Maverick’s Founder and CEO, Erica Drake is a Veteran Entrepreneurs with 25+ years executive-level experience. As a former, VP of a Cruise line, Drake successfully founded, funded, built and sold 3 companies in the travel industry with sales in excess of $125M+.

STARTS TEACHING ENTREPRENEURS HOW TO RAISE CAPITAL

Drake sold her last company in 2006, and created an executive consulting company designed to assist entrepreneurs with their capital-raising quests. Drake has assisted her entrepreneurs in obtaining term sheets in excess of $250M. Over the past 20 years, Drake has developed an enviable worldwide network of 2,500+ investor contacts.

SHE RECOGNIZED THE PROBLEM AND CREATED A SOLUTION 1) While consulting with entrepreneurs, Drake realized three facts very quickly:

most entrepreneurs have no idea HOW or Where to raise capital and are completely UNPREPARED to raise capital;

2) even the elite entrepreneurs, with the strongest business models, still need help and often require enough seed capital to get them to their Series A or B funding; and

3) most entrepreneurs can’t afford to hire a full/part time consultant to teach them these facts.

DRAKE WRITES MAVERICK’S GUIDE (350-PAGE TEXTBOOK) TO TEACH ENTREPRENEURS: 2012 (2014 Edition II) – Erica Drake took a 11 month hiatus from consulting to write the 350 page comprehensive book (the “Guide”) The Maverick Battle Guide to Raising Capital (Published and owned 100% by Maverick and Drake). Only a closed-release of the book’s Edition I has been made to the investment industry, where it has received rave reviews.

DRAKE CREATES MAVERICK ENTREPRENEURS Immediately after completing the Guide, Drake designed Maverick’s business model, wrote its business plan, put its elite executive team together and began building!

Maverick Entrepreneurs’ Founder and its ‘Story’

Creating the Complete Solution for Capital-Raising Entrepreneurs

Erica Drake Founder & CEO

Maverick’s complete Funding-in-a-Box Training Kit includes: Maverick’s 350 page full-color Guide and 250 page full-color Workbook, along with a USB flash drive with Maverick’s Electronic Templates (including: business plan, financial projections, presentation and much more). Both books and the electronic templates were written/created by Erica Drake.

Proprietary & Confidential © 2016 – Maverick Holdings Inc. – All Rights Reserved

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THE ENTREPRENEUR & THE FUNDRAISING INDUSTRY

6 million+ new companies incorporated every year in the U.S. alone. 50% or more need to raise investment capital to survive or grow. 50% or more of existing private companies would like to raise capital. Internationally, the potential is exponential

A HUGE PROBLEM – UNEDUCATED & UNPREPARED ENTREPRENEURS Raising capital is a PROCESS that involves preparation and knowledge of the industry and industry language (1) Entrepreneurs don’t know HOW or WHERE to raise capital (2) Additionally, most entrepreneurs are UNEDUCATED in the investment industry and language, and are completely

UNPREPARED with weak business models and don’t know how to properly present their companies for funding (3) Even the elite prospects often need more help than just seed capital to succeed in finding Series A funding

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EDUCATIONAL OPTIONS FOR ENTREPRENEURS There are few real educational options for Entrepreneurs looking to learn how to raise capital. They include universities, government funded day seminars or incubators/accelerators (for those few that can afford them). However, there are limited options for the general entrepreneur population

WEB PLATFORMS WITH INVESTOR INTRODUCTIONS The current web-based platforms that offer investor introductions to entrepreneurs do not offer any real the educational element. Therefore, most entrepreneurs are unprepared for the process of raising capital. Additionally, many of these web platforms are “Open” platforms (the general public can access the information), thus discouraging elite entrepreneurs due to confidentiality issues

THE NEW CRAZE – CROWDFUNDING With the new JOBS Act, Crowdfunding has become the new buzz word in capital-raising. However, this new industry is still in its infancy. SEC regulations are not yet finalized and structural issues may become problematic, such as: (1) Entrepreneurs are uneducated in corporate structuring; (2) Sophisticated investors avoid being equity partners with unsophisticated investors; and (3) most companies using Crowdfunding sites are raising less than $2K in funding.


Page 4


Page 5

Step #1 – Build a Worldwide Community of Elite Entrepreneurs

Bridging Main Street to Wall Street and Finding the Undiscovered Gems

Bi-Weekly Free Training for All Entrepreneurs Using local Meet up Groups® and Panera Bread’s free community rooms (located nationwide or via web cast for global viewing), Maverick offers local free training to all entrepreneurs at

every stage of development (from startup to pre-IPO) and in every vertical.

H o s t e d N a t i o n w i d e E v e r y W e d n e s d a y 7 - 9 P M & E v e r y S a t u r d a y 9 - 1 1 A M The region’s training/sales team member hosts our weekly training with Erica Drake or a Team Maverick Expert doing a 30 minutes live webcast training shown at nationwide at the local location and for web view globally. Guest investors and experts are invited to participate in the teaching. Graduates come weekly for the camaraderie, synergy and motivation they crave and get from the other entrepreneurs, as well as, the training and support they need to properly complete their ‘Battle Plans’ (their Due Diligence Checklist). Maverick’s ‘secret sauce’ is our Graduates’ (entrepreneurs that have taken our boot camp and joined our family) passion and gratitude to Maverick’s support sell the New Prospects.

5 Regions (Each Region with 4-5 major ‘Districts’)

Maverick’s National Sales Team #1: Our Trainers & Entrepreneur Sales

Proprietary & Confidential © 2016 – Maverick Holdings Inc. – All Rights Reserved.

Page 6

Ste

Maverick’s Step #2 – Educating & Preparing Entrepreneurs Maverick’s Boot Camps are just the beginning of a long relationship – “Joining the Maverick Family”

Graduates become part of the Maverick Family for life. Only 40 Entrepreneurs per boot camp - 4 Trainers per Boot Camp (10:1 ratio)

Revenue Center #1

3-Day Live Boot Camp Plus books,

electronic templates & CapitalBridge

$2,000*+ 5% Success Fee

Revenue Center #2

28-Hour Webinar Course

plus books, electronic templates

& CapitalBridge

$1,000*+ 5%

Success Fee

Rev. Cntr #3

Books & templates

$169*


Page 7

Step #3 – Getting Funded (our 3 Options) Option #1: Maverick’s CapitalBridge

Our $4M, State-of-the-Art Closed Network, Web Platform that’s in BETA Launch NOW!

Revenue Center #5

Success Fee of 5%

5% - Premium Graduates*

4% - Graduates**

Rev Center #4 A La Carte

Support Services (Outsourced to

professionals trained

by Maverick)

Maverick’s National

Investor Sales Team #2: Investor Relations/Sales

Promote & Close Maverick’s deals with investors in their area

Sell Premium Investors – First Review of Deals

Schedule Investors for each “Investor Pitch Day at regional Boot Camps

*Premium Graduates: Maverick

earns 1% equity for Review of Investment Documentation and to help negotiate their deals – thereby not requiring a broker/dealer involved – Maverick makes full 5% Commission for closing funding.

**Graduates: To comply with

FINRA/SEC regulations Maverick must work with a broker/dealer to close deal – splitting Success Fee – thus only earning 4% Success fee for closed deals.

Revenue Center #6

Premium Investor Memberships

$4,500 per year (Maximum of 100 per

category)


Page 8

3B: Maverick Investors Group (MIG)

Link to via API hook-up

To a Virtual Broker/Dealer to

Close Deals

Graduates (Only Entrepreneurs

who have bought & completed

the Boot Camp (Live or via

Webinar) are linked to Investors

Note: if they close a deal with

our investor network – Maverick

makes a success fee of 5%

GRADUATES ONLY

How Maverick’s CapitalBridge Works


Page 9

Back Office/

Control Center of Total Platform

Admin Management

Investors’ Marketing Site

Explains Maverick to Investors &

Captures the Prospect

ENTER Website - Capture the

Prospects (Entrepreneurs & Investors)

Maverick’s Member Services

(Entrepreneurs Buy Products/Seminars)

Investor’s Capitalbridge Dashboard

Entrepreneurs become

‘Members’ and are offered limited Free

Training, then our

CRM Continuously prospects all Members to

invite them to attend our free

training & purchase our boot camp or

Webinar Seminars

4

1

2

Now In BETA

Launch!

INVESTORS

Graduate’s

Capitalbridge Dashboard

6

3

INVESTORS

5

Our Graduate Investor-Link Package via our Web Platform includes:

■ Our secure Web Platform (only for Graduates) that links entrepreneurs to 1,000’s of investors

■ Maverick provides through our Web platform numerous support services for both the entrepreneurs and investors to make it simple and

organized to find, pitch, present and close a deal.

Maverick’s Own Two Funds – 2 More Options More Revenue Centers and an Enormous Equity Portfolio

Option #2

Maverick

Academy Seed Capital, Advanced

Training for Select Elite

Entrepreneurs – 20% Equity in

Each Cadet

OR

Equity for no Money – just

Services rendered by

Maverick’s Team of Experts

and continued support in

closing funding

Option #3

Maverick Capital Fund Maverick’s own Venture Capital (VC) Fund

for Series A or B Funding – Equity

Post funding, Maverick will set up its wholly owned subsidiary VC equity fund and seek an additional round of funding of $100M+ . Profits will be based upon the

parameters set up by the fund – TBD. Maverick’s Team will seek out, hire highly experienced fund managers,

and earn a Management Fee.

-$20K


Revenue Center #7

Success Fee of 5%

for all closed funding

Revenue Center #8

Value of 20% Equity + Ongoing

Consulting & Board Fees

Page 10

Revenue Center #9

Management Fee & Equity

TBD


Page 11

Statement of Cash Flow

$6M – Total Capital Raise

Use of Proceeds Summary

$4.2M – Operating Expense (See SGA & Cap Ex)

$1.3M – Maverick Academy for $20K Seed Capital

$0.5M – Set up of Maverick Capital Fund

(Seed Fund for $20K investment into Deals for 20% equity)

Cash Flow Summary

Break Even Point: Month 8 – ($4,189,424.00)

Cash Flow Positive: Month 15 – $437,431.00

Total Cash Flow over 5-Years

$142, 933,590.00 Not including Above: Maverick Academy’s & Maverick Capital Fund’s Equity Portfolios with 20% Ownership in over 588 Companies!


Page 12

TERMS OF OFFERING $6M EQUITY INVESTMENT

TERMS:

1. 39% Equity in Maverick Holdings Inc. (Holding Company) for $6M investment – Price per share: $1.46/share – Investment Documents available for review.

2. First Review of Maverick Deal Flow

3. See Valuation Justification Below


Page 13

MAVERICK’S CORPORATE STRUCTURE

dba Maverick Entrepreneurs

Training

Revenue Centers 1, 2 & 3

Advanced Training & Seed Capital Fund

Revenue Centers 7 & 8

Internal (Subsidiary) VC Fund Revenue Centers 9

Funded Separately ($100M+)

JV with Broker/Dealer

Web Platform with Support & Investor Introductions

Revenue Centers 4, 5 &6

Investment will go into Holding Company – Thus, Equity will be Holding Company

Page 14



Maverick’s Equity Portfolio – Already 4 Deals for Services Only

Elite Real Estate Development Group, LLC

Maverick owns 20% Equity - $555M Raise

Evolving Coal Corp, LLC - $425K Consulting Debt due at Closing – has 2 Term Sheets for $32M

ExpensEasy, LLC – Maverick owns 10%, has term sheet for $3M in software development.

Utopia Amusement, LLC

Maverick owns 20% equity and gets a 5% Success Fee on the

funding of $167M.

Has arranged Seller Financing for 195 Acres – Verbal Commitment on

Funding Already

Page 15 Proprietary & Confidential © 2016 – Maverick Holdings Inc. – All Rights Reserved