Charter Unit Franchise Opportunity Allen Training Centers® (ATC)

INTRODUCTION Recent studies have concluded with many interesting statistics. Overwhelmingly though, they all point to a large and growing need for management development training.

The Origin of The ATC System The training and coaching processes used for executives and other managers by ATC were developed by working with executives and other managers employed by TAB members TAB is the world’s largest franchise system offering peer advisory board and coaching services for business owners TAB currently operates in 18 (UPDATE THE NUMBER) countries

TAB Methodologies for Marketing and Selling The ATC marketing and sales system is based on the marketing and sales methodologies that have proven successful for TAB

Services Provided By ATC Unit Franchisees ATC franchisees provide, at competitive rates, both in-person and virtually anywhere in USA, the following: Three different management development training programs High Impact Manager® Executive Coaching ATC has no exclusive territories so franchisee can market and provide services virtually anywhere in the US

Blended Learning ATC trainees receive both interactive online learning and face-to-face training sessions with an ATC trainer ATC trainees leave each face-to-face training session with action plans for applying what they have learned The amount of the trainer’s time needed to deliver the AlignUp and High Impact Manager training programs will differ because of the following two factors: Face to face in house sessions for AlignUp are two hours a month versus four hours a month for High Impact Manager training sessions High Impact Manager trainees do not get private coaching; in contrast to AlignUp trainees who receive up to an hour a month of private virtual coaching, although the coaching typically averages no more than 30 minutes per trainee a month

Three Different Ways To Provide ATC Training In-House (on site) group training is limited to employees of the same organization Mixed (open) training is for trainees who work for different organizations Private training is one-to-one, in person or virtual, with ATC Trainer Our face to face training may be delivered to a single organization with four to 15 managers employed by that organization There are managers from different organizations in a mixed-open training class, which greatly adds to the Social Learning of the group by taking off the “Industry Blinders” and opening up the discussion across multiple disciplines and industries. Finally, we delivered our training privately to a single manager from an organization in person or virtually.

HIGH IMPACT MANAGER® TRAINING PROGRAM This training program is for those who are managers of other employees and report directly to Key Decision Maker of the organization The concept is to Align these Direct Reports to their KDM get into alignment with the KDM and the manager’ s peers, Aligning Up through the organization,. and then push alignment down throughout the entire organization,

High Impact Manager® Training Program 24 topics are delivered over 12 months with two topics covered during each monthly four-hour High Impact training session Each topic covers a habit that is common to managers who bring about high impact results in their organizations Trainees are executives and managers at all levels Our in-person High Impact Manager Development Program classroom training can be held in the mornings, afternoons, late afternoon/early evening, or evenings

AlignUp® TRAINING PROGRAM This training program is for those who are managers of other employees and report directly to Key Decision Maker of the organization The concept is to Align these Direct Reports to their KDM get into alignment with the KDM and the manager’ s peers, Aligning Up through the organization,. and then push alignment down throughout the entire organization,

AlignUp® Monthly Training And Coaching 12 monthly two-hour AlignUp® training sessions with each focusing on one of the 12 topics needed for bringing about an Aligned Workplace Each trainee (Direct Report or DR) must manage at least one subordinate and also report directly to the organization’s Key Decision Maker (KDM) Each DR receives a monthly virtual coaching session of up to one-hour

Key Decision Maker KDM attends the first and last of the monthly two- hour AlignUp® training sessions with DRs KDMs meet quarterly one-to-one with ATC trainer, for updates on training progress of KDM’s managers Organizations with an aligned workplace typically outperform competitors that lack such a culture by substantial margins, sometimes 200% or more in key metrics Source: Glassdoor, 2015. “15 Stats that Prove the ROI of Company Culture.”

RESULTS DRIVEN SALES MANAGEMENT (RDSM) TRAINING PROGRAM™ Managing a sales force isn't like managing any other department. A sales team is typically composed of special personalities and maximizing sales performance is one of the most critical challenges of any organization.  Driving and sustaining results from the sales team can be a difficult task. Our 10-step sales management program is designed to provide the tools, framework, knowledge, skills, and experience that sales managers need to be effective.

RDSM Training Program This training program provides the management methods and tools for increasing sales and sales margins per salesperson This program has 10 topics delivered with a different topic focused on during each monthly two-hour training session with the sessions spread out over 10 consecutive months

Eligibility to Become An RDSM Trainee To be eligible for RDSM training, the trainee must be an executive or other manager, regardless of title, who functionally manages at least one salesperson subordinate

HIGH IMPACT MANAGER® EXECUTIVE COACHING

Executive Coaching Provides Great ROI High Impact Manager® Executive Coaching includes two hours of coaching twice a month and a quarterly progress update meeting with the boss A minimum six-month coaching commitment 2011 ATC Boards International, Inc. Proprietary and confidential information. All rights reserved.

Executive Coaching Provides Great ROI Study shows median company return as 700% of initial investment in executive coaching Executive coaching combined with training increases productivity by four times more than training alone High Impact Manager(R) Executive Coaching provides improved bottom-line results by increasing the effectiveness of executives and other managers and reducing their turnover 2011 ATC Boards International, Inc. Proprietary and confidential information. All rights reserved.

ATC TRAINING AND OTHER SUPPORT FOR UNIT FRANCHISEES ATC has completed extensive research into the optimal training program for our Unit Franchisees and it incorporates the following:

Seven Days Of Initial And Advanced Training Unit franchisees receive five days of Initial Training and two days of Advanced Training, which takes place at ATC’s Headquarters in Colorado, USA

Ongoing Support Weekly one-to-one support calls during first 13 weeks after franchisee completes Initial Training and monthly one-to-one support calls thereafter Monthly group calls to introduce new tools or techniques, discuss franchisee updates, cover challenges and opportunities and share best practices Annual ATC Trainer/Coach Conferences Annual Conferences when a minimum number of certified trainer coaches is reached

FRANCHISEE PAYMENTS TO ATC We want 10 charters helping us develop the system. We have two franchisees currently. Both just started to market in February. Very attractive terms for right prospects to be charters.

Unit Franchisee Franchise Fee US$39,500 franchise fee for non Charter Franchisees The first ten ATC franchisees (Charter Franchisees), however, will pay only US$19,500

Unit Franchisee Training Fee US$14,975 for: At least 46 different on-line training programs Five days of Initial Training Two days of Advanced Training Up to two additional trainers allowed at additional training fee of US$7,500 per trainee Franchisee will pay ATC a non-refundable Training Fee of US$14,975.00 upon execution of the Agreement. The Training Fee will cover Franchisee receiving the Required Franchisee Online Training, up to seven days of the Initial Training Program; as well as certain start up materials At Franchisee’s option, they may elect to employ or to engage up to two (2) Additional Trainers. Each such Additional Trainer must satisfactorily complete the same training requirements within the same timeline requirements as apply to the Franchisee. Franchisee will pay the then-current Additional Trainer Training Fee for each Additional Trainer. The current Additional Trainer Training Fee is US$7,500.00.

Low Registration Fees Charter unit franchisees pay ATC’s low registration fees that are in some cases lower than 10% of recommended training fees Compare this to other training franchises that have royalties as high as 35.5% of their recommended training fees

Enrollment Fees A one-time Enrollment Fee of US$55 for each of Franchisee’s ATC Trainees who enroll for the first time in an ATC Training Program In return for the fee, ATC provides a behavior survey for the trainee to complete and results of the survey to review with the trainee

Quarterly Minimum Fees $4,200.00 less the aggregate of Franchisee’s payments for Enrollment Fees and Registration Fees collected during the preceding calendar quarter The first ten ATC franchisees will not pay any Quarterly Minimum Fees-no minimum fees NOTE-Some other professional service franchises with minimums as high as almost $37,000 a year ATC unit franchisees signed after the 10 Charter unit franchisees, will be required to pay a quarterly minimum starting the second full calendar quarter after Initial Training, which is equal to US$4,200, less registration fees received during the calendar quarter

Monthly Support Fees Franchisees pay ATC a monthly support fee of $395 a month for such support services as: Weekly one-to-one support calls during first 13 weeks after franchisee completes Initial Training and monthly thereafter Monthly group calls with other franchisees to introduce new tools or techniques, share best practices and discuss franchisee updates Providing guidance, strategy and advice from an ATC representative who will be reasonably available to discuss and offer advice about Franchisee’s Business during ATC’s normal business hours, via telephone, e-mail or other means determined by ATC;   (b) Providing periodic surveys or evaluations of Franchisee’s ATC Trainees created by sending, reviewing and evaluating survey questions to the ATC Trainees; (c) Sharing ideas and advice relating to best practices for Franchisee’s Business that are periodically shared by other ATC franchisees or licensees; (d) Conducting up to ninety (90) minute-long monthly group telephone, videoconference or webcast meetings with ATC franchisees. Franchisee’s participation in such group meetings is mandatory; (e) Conducting individual telephone or video calls between an ATC representative and Franchisee in a frequency and time amount to be determined by ATC to discuss Franchisee’s Business. Franchisee’s participation in such individual telephone or video calls is optional; and (f) Sharing templates for promotional and marketing materials Franchisee’s use.

Marketing Development Fee A marketing development fee of $200.00 per month The fund is used to promote the ATC brand, including such things as developing, maintaining, and updating the ATC website, producing marketing materials, and general advertising Providing guidance, strategy and advice from an ATC representative who will be reasonably available to discuss and offer advice about Franchisee’s Business during ATC’s normal business hours, via telephone, e-mail or other means determined by ATC;   (b) Providing periodic surveys or evaluations of Franchisee’s ATC Trainees created by sending, reviewing and evaluating survey questions to the ATC Trainees; (c) Sharing ideas and advice relating to best practices for Franchisee’s Business that are periodically shared by other ATC franchisees or licensees; (d) Conducting up to ninety (90) minute-long monthly group telephone, videoconference or webcast meetings with ATC franchisees. Franchisee’s participation in such group meetings is mandatory; (e) Conducting individual telephone or video calls between an ATC representative and Franchisee in a frequency and time amount to be determined by ATC to discuss Franchisee’s Business. Franchisee’s participation in such individual telephone or video calls is optional; and (f) Sharing templates for promotional and marketing materials Franchisee’s use.

ATC’S EXTREMELY ATTRACTIVE CHARTER UNIT FRANCHISE TERMS We want 10 charters helping us develop the system. We have two franchisees currently. Both just started to market in February. Very attractive terms for right prospects to be charters.

Unit Franchisee US$19,500 for charter franchisee fees instead of $39,500 for non charters Franchisee will pay ATC a non-refundable Training Fee of US$14,975.00 upon execution of the Agreement. The Training Fee will cover Franchisee receiving the Required Franchisee Online Training, up to seven days of the Initial Training Program; as well as certain start up materials At Franchisee’s option, they may elect to employ or to engage up to two (2) Additional Trainers. Each such Additional Trainer must satisfactorily complete the same training requirements within the same timeline requirements as apply to the Franchisee. Franchisee will pay the then-current Additional Trainer Training Fee for each Additional Trainer. The current Additional Trainer Training Fee is US$7,500.00.

No Minimum Fees For Charters Charter unit franchisees pay no minimum fees whereas some other professional service franchises with minimums as high as almost $37,000 a year ATC unit franchisees signed after the 10 Charter unit franchisees, will be required to pay a quarterly minimum starting the second full calendar quarter after Initial Training, which is equal to US$4,200, less registration fees received during the calendar quarter

Three Days of Initial Training Before Committing Charter unit franchise prospects attend the first three days of Initial Training before franchise agreement is executed and fees paid This gives both ATC and prospect the opportunity to determine if prospect is a good fit to be a Charter unit franchisee Both the charter unit franchisee prospect and ATC need to assess whether the prospect is a good fit by end of third day of training

Can Terminate Franchise Agreement Early Charter Franchisees can terminate, at very little cost, before the franchise agreement term is over We have provided this easy out to reduce the financial risk of Charter unit franchisees who may turn out to not be a good fit to be a Charter unit franchisee Both the charter unit franchisee prospect and ATC need to assess whether the prospect is a good fit by end of third day of training

THE RIGHT FIT TO BE CHARTER FRANCHISEES How you sell to former/current clients How you sell to someone with who you have no formal relationship How you sell consultants on referral arrangements Contact list of consultants in area LinkedIn to meet with consultants

Ideal Traits To Become A Charter Unit Franchisee Management level experience required Committed to doing ongoing marketing Not needing to borrow any money for up front payments to ATC or working capital needs to run an ATC business Great communication skills Executive level experience with P&L responsibility is not required because our blended learning program uses online training to deliver the topic material and franchisees use ATC’s Leader’s Guides, PowerPoints and handouts to do the face-to-face training sessions

Ideal Traits To Become A Charter Unit Franchisee Comfortable selling although previous sales experience is not required Self-motivated and tenacious with the drive to succeed Believe they can contribute to the development of the ATC system by sharing their ideas Charter unit franchisees are important to shaping the system Established franchise systems are mostly locked into their processes and tools and are in “tweaking” stage versus looking for input from franchisees to make major improvements in their systems

QUESTIONS?