Information for Potential TAB Franchise Owners

Why not team up with the best to develop your own business,

running dynamic peer boards and providing business coaching to

ambitious business owners?

Team up with the best

All over the UK, TAB Franchise Owners are running powerful and profitable peer boards that help businesses to overcome barriers and really fly.

Bit by bit, the economic backbone of the UK, the SME community, is being transformed and the network of TAB Boards is playing its part through an amazing team of experienced and incredibly supportive Franchise Owners.

Team up with the best

is the world’s largest franchisor of peer board and coaching solutions.

The TAB Offering

Established for over years,

our Franchise Owners have helped more than business owners

achieve their personal and business goals.

22

13,000 TA

B ST

ATS as of Apr 2013 Worldwide UK

Established 1990 (USA) 2009

Franchise Owners 130 17

Members 2,500+ 250+

As a TAB Franchise Owner, you will chair monthly

peer board meetings of up to 10 business owners, managing directors and CEOs of

privately owned companies.

Meeting monthly, TAB Board members operate

in a confidential, environment where they can

present opportunities and challenges and benefit

from practical “real life” advice from fellow business owners.

What does a TAB

TAB

Monthly Peer Board Meetings

Using the Tools

Monthly Coaching

In addition to facilitating TAB Board meetings, you will also

provide one-to-one coaching sessions utilising one of the TAB tools, Strategic Business Leadership (SBL)

process.

Through the TAB Tools you will help members define their

personal and business visions, as well as the goals, strategies and

action plans to achieve those visions.

You will support business owners in getting their businesses to

deliver for them what they require which can lead to opportunities

for additional consultancy revenue.

Franchise Owner Do?

TAB

Monthly Peer Board

Meetings

Additional Consultancy

Our Franchise Owners find tremendous satisfaction in helping owners of SME businesses achieve their vision of success. If you are looking for any of the following, a TAB franchise could be for you ...

What Can TAB Deliver

A business in which you can apply your experience, aptitudes and strengths to help business owners take action and achieve results.

A business in which you can apply your experience, aptitudes and strengths to help business owners take action and achieve results.

Significant, consistent and predictable cash flow from membership subscriptions, with a good return on your initial investment .

Additional income from consultancy projects in your field of expertise and using the TAB tools and processes.

For You?

A central support team focused on helping you achieve your own personal and business goals.

A local client base.

Effective marketing methods, materials and support.

Long-term client relationships with a strong referral network .

Proven sales processes and support .

Invoicing, debt collection and other administrative support .

Being your own boss and building a business with a realisable capital value.

Work / Life balance and control over the hours you want to work.

As a business model, TAB UK offers a very powerful combination of enabling me to retain a high degree of autonomy in my decision making, whilst being supported by a really capable and motivated central team. The key to getting this balance right is both parties being genuinely aligned in their vision for my business i.e. quick but sustainable launch, targeted marketing, and an ongoing commitment to delivering fantastic service and value to our members, whilst ultimately delivering great returns for me.

Choosing the right franchise is not a straightforward decision, but if working with high quality people whilst delivering a genuinely differentiated service to the business community is something you’d value, then you should seriously consider The Alternative Board.”

Ed ReidTAB Franchise Owner (York)

“

Click to watch online video

The support from the UK team has been unparalleled, above and beyond what I was expecting.”

Kenton Robbins

TAB Franchise Owner

(Leeds Central)

“Click to watch online video

TAB offers valuable tools, processes and resources to help you launch and grow your TAB franchise. Our corporate team is focused on the development of new solutions and dedicated to continuous improvement.

Support for Franchise Owners

Our training programme ensure our new franchise owners are confident and capable both in recruiting members to establish their TAB Boards and in providing the full range of TAB services to retain those members for the long term.

Initial Training

Marketing for & acquiring

new members Interviewing & closing new

members

Strategies for board

composition

Using the full range of

TAB tools

Facilitation techniques

Running coaching sessions

Member retention

6 day initial training content

TAB provides ongoing training and support to help you build on the knowledge you gain at initial training. This includes:

Ongoing Training

Quarterly advanced training days to keep you up to date and build your expertise

Monthly ‘Board Meetings’ with your fellow franchise

owners to share experience and

knowledge

Hands on marketing

support

Field support to help you launch

your new business

The support has beenexcellent, from signing thecontract and through the various stages of signing 23 members and establishing four boards.”

Dave McCartney TAB Franchise Owner

(Leeds North)

“

Click to watch online video

The UK team gives us really hands on support on a continuing basis. The US is also very good ... the two conferences every year are really brilliant.”

Tom MortonTAB Franchise Owner

(Harrogate)

“Click to watch online video

Your Financial Investment

A TAB business gives you choices. You decide - balancing income, capital growth and lifestyle whilst you do work you enjoy, when you want to do it. Your income will build to a six figure sum in the first 2-3 years of your TAB business.

Importantly, you are not competing with other TAB Franchise Owners - you own an exclusive territory so when the time comes you can sell all or part of it, as many of our franchise owners have done over the years.

1st YearMarketing

Budget£10,000

Franchise Fee

£35,000

Training Fee£12,750

You really are building a business for your future.

The selection process for becoming a TAB Franchise Owner is on the following pages ...

Selection Process

Stage 1:

Stage 2:

Stage 3:

Complete Application Form

& Behavioural Assessment

WebinarSpeak to your

Merivium consultant

Speak to your Merivium consultant about your interest in The Alternative Board. They can provide the basics and help you decide if you want to progress to the next step.

Webinar – learn why TAB is an excellent business opportunity; TAB overview, offering and products; Franchise Owner requirements; franchise investment.

Complete our application form & behavioural assessment – we will send you the TAB application form and a link to an online behavioural assessment which helps us to discuss with you’re the aspects of running a TAB business that we feel will be particularly suited to you and where you may experience a greater challenge. No commitment is being made at this stage, you are simply providing us with essential information we require in order to move to the next stage.

Stage 4:

Stage 5:

Stage 6:

Sign Agreement

& Plan Training

Due

Diligence

Attend Discovery

Day

Complete Application Form

& Behavioural Assessment

Discovery Day – the TAB team invite you to Harrogate to bring together everything you have learnt about The Alternative Board to date and take you through more detailed information. This information will cover the legal agreement, the territories and our business and financial model. You’ll also review in more detail the TAB tools and processes.

We will evaluate your suitability as a TAB Franchise Owner while you take professional advice about our agreement and undertake any other due diligence you feel you should do before making your decision – including talking to our existing franchise owners.

Signing of agreement – and planning for your training.

These attributes have often been developed in the corporate world, in consultancy practice or by already being a business owner.

A short summary of the background of three of our UK Franchise Owners follows

Recruitment Criteria

Drive, ambition and enthusiasm to grow

and develop their own successful business

Our most successful Franchise Owners have ...

Business experience to enable them to empathise with the issues

& opportunities faced by business owners

Good interpersonal skills to build long term relationships

Andy Wilson, TAB Cambridge

During a long career with RBS, Andy had a natural ability for creating new businesses for the Group. He played key roles in the launch of Tesco Personal Finance, the first UK supermarket bank and Corporate Banking, London where he established sector focused relationship teams to provide a more tailored service for corporate clients.

He co-founded a start-up company in 2005, taking it to £4 million of annualised turnover within its first two years. In 2009 he established a chain of successful franchised children's' music schools in the Hertfordshire area. Andy is also a director of Stortford Music Festival, a successful, growing UK music festival which is now a Community Interest Company (CIC).

Andy has a real passion for helping business owners and knows, from his own experience, how important it is to start with what you want from your personal life, aligning your business to deliver the life you want rather than letting the business run you.

Ed Reid, TAB York

Ed’s particular expertise is sales and marketing; from establishing the right framework, to delivering outstanding results at the top and bottom line.

Having run multi-discipline sales teams of up to 300 people, as well as teams of less than 10 in SMEs, his understanding of what needs doing, how and by whom, is second to none. He has helped turn around a number of companies’ sales strategies by ensuring everyone is focussed on doing the right things – often easier said than done.

His experience crosses a number of sectors; from British Steel, to Diageo, Nestle and Simpson Group, the printed point-of-sale specialist. Whilst one size does not fit all, there are certain disciplines which just work, irrespective of sector. Ed’s real passion is helping businesses get more focussed on what’s important to them and their customers, and his role with The Alternative Board allows him to do exactly that.

Stephen Heslop, TAB Edinburgh & Fife

Stephen has had a very successful career in FMCG and most recently as CEO of the Real Good Food Plc, a £234m turnover food manufacturing group. His skills and experience span a number of core disciplines from operational and commercial management to strategic planning. During his 27 years in industry his specialist areas have focussed around business development, rationalisation and turnaround.

Having originally trained as an engineer, Stephen progressed to General Management, becoming General Manager of a large manufacturing facility within the RHM group. He held a number of Operational and Commercial Director roles before becoming Managing Director of his first business in 1995 within the Hazlewood Group. During his career he has also worked for Dalgety building a new factory in the North West; and was MD of Golden West Foods managing the entire McDonalds UK supply chain.

In 2010 Stephen became a Master of Neuro-Linguistic Programming to further develop his own coaching and facilitation skills. He has a passion for delivering superior results for both businesses and individuals. His focus is on achieving complete alignment within a business to ensure the business is capable of delivering its strategic plans.

what do our members say

?

Impartiality

Results

Honesty

No hidden Agendas

Rapour

Value For

Money

Confidentiality

Strategy

Rewarding

Accountability

Great Advice

More Than Just Business

Bottom-Line Differences

Encouragement

Different Perspective

TrustObjectivity

Click to watch online videos

Suzanne BellMarketing Manager• Franchise marketing support• Member marketing

Paul DickinsonManaging Director• Founder Board• Member Retention

Jo ClarksonOperations Director• Franchise training & development• Franchise launch

Chris BuckleyDirector of Franchise Recruitment• Franchise recruitment

Rena CrossleyTraining & Support Services• Member accounting & support• Training & Online Tools

William FindlayField Support Trainer• Support during launch• Training in the field

TAB UK Team Introductions

Nick HowcroftFounder Franchise Owner • Training Support

Now you’ve found out more about The Alternative Board, we’d like to know if the TAB opportunity appeals to you and identify any concerns that you have.

Please speak to your Merivium consultant to find out more and let’s get things moving for you.

MERIVIUM ASSOCIATES – Franchising Search & SelectionEmail: enquiries@merivium.comEnquiries: Tel: 01945 440 716

In the meantime, please take a few minutes to look at The Alternative Board website www.TheAlternativeBoard.co.uk

Next Steps ...

Thank you for your interest in The Alternative Board