Transcript ForeverGreen International, LLC

ForeverGreen
International, LLC
Investor Presentation
September 2014
SUBTITLE
Notice of Disclosure
CONFIDENTIAL INFORMATION. THIS INFORMATION IS PUBLISHED SOLELY FOR INFORMATIONAL
PURPOSES AND IS NOT TO BE CONSTRUED AS A SOLICITATION OR AN OFFER TO BUY ANY
SECURITY OR RELATED FINANCIAL INSTRUMENTS. THIS PRESENTATION MAY INCLUDE
“FORWARD-LOOKING STATEMENTS” WITHIN THE MEANING OF SECTION 27A OF THE SECURITIES
ACT OF 1933 AND SECTION 21E OF THE EXCHANGE ACT OF 1934 AND ARE INTENDED TO BE
COVERED BY THE SAFE HARBOR PROVISIONS FOR FORWARD LOOKING STATEMENTS. THIS
INFORMATION IS SUPPLIED FROM SOURCES WE BELIEVE TO BE RELIABLE BUT WE CAN NOT
GUARANTEE ACCURACY. THIS DOCUMENT AND THE INFORMATION CONTAINED HEREIN IS
CONFIDENTIAL.
THE AGENTS AND THE AGENTS’ COUNSEL ASSUME NO RESPONSIBILITY OR LIABILITY OF
ANY NATURE WHATSOEVER FOR THE ACCURACY, ADEQUACY OR COMPLETENESS OF THE
PUBLICLY AVAILABLE INFORMATION OR AS TO WHETHER ALL INFORMATION CONCERNING
THE COMPANY REQUIRED TO BE DISCLOSED BY THE COMPANY HAS BEEN GENERALLY
DISCLOSED. THE AGENTS’ COUNSEL AND THE COMPANY’S COUNSEL ARE ACTING AS
COUNSEL TO THE AGENTS AND THE COMPANY, RESPECTIVELY, AND NOT AS LEGAL COUNSEL
TO THE SUBSCRIBER. THE AGENTS HAVE NOT ENGAGED IN ANY INDEPENDENT INVESTIGATION
OR VERIFICATION WITH RESPECT TO ANY OF THE CONCERNING THE COMPANY. PROSPECTIVE
PURCHASERS ARE RESPONSIBLE FOR THEIR OWN DUE DILIGENCE
INVESTIGATION IN RESPECT OF ANY INVESTMENT IN THE COMPANY.
Mission Statement
“The ForeverGreen vision is about inspiring the
human race to embrace every second of every
season of life – always green, always growing,
no matter the conditions, where today’s ceiling
is tomorrow’s ground floor. The world will never
change in one broad stroke, but rather with
millions of small strokes from the hands of
mankind. ForeverGreen is about bettering the
community one person at a time – globally.
Locally, ForeverGreen employees are
encouraged to take an extended lunch once a
month to get lost in doing good in the service of
their local community. ForeverGreen is about
showing up, a way of being”
– Ron Williams
The Executive Team
Ronald Williams - Chairman, Chief Executive Officer & Founder
Born and raised in Southern California, Ron Williams is recognized as a leader and
innovator in the network marketing industry with a successful career spanning more
than 20 years. However, it is not just his success as a corporate executive that sets
him apart from his colleagues. Williams is a true visionary. He launched ForeverGreen
in 2004 with the vision to provide unique, pleasurable products and the mission to
change the world one person at a time. Four years later, he is living his dream.
Williams learned his greatest lessons in life playing sports. These lessons continue to
contribute to Williams’ passion for life, music, and especially humanity. Today, he is a
successful lecturer and advocate for health and personal development through his
U of YOU trainings which emphasize a life of design rather than default. He is
committed to a philosophy of using his time, talent and resources to making a
difference in the world, one person at a time. Williams has successfully led multimillion dollar corporations with his unique talent for creatively bringing intangible
concepts to life. He is also an award-winning filmmaker, author, music writer, and
producer. Several years ago Williams served as the president of the MLMIA (MultiLevel Marketing International Association), and is committed to the industry and its
success across the globe. His magnetic leadership that has touched so many
through ForeverGreen is now being shared on an even larger scale.
The Executive Team
Brenda Huang – President
17 Years of success in the Industry. Tahitian Noni International, Destiny WorldWide Inc
ForeverGreen International.
Born and raised in Taipei, Taiwan, lived in Hong Kong and immigrated to USA in year 2000.
Mrs. Huang has been involved in the success of thousands of people in the US, Canada,
Japan, Korea, Taiwan, Hong Kong, China, Philippine, Singapore, Malaysia, Thailand,
Indonesia, Australia, New Zealand, Netherlands, France, Germany and Hungary. Although
she likes working directly with Distributors, one of her strongest areas of expertize is general
management, compensation plan design and analysis, international expansion and logistics and human resource and
entrepreneurship. She speaks 5 languages: English, Mandarin, Japanese, Taiwanese, Cantonese and is currently learning
her 6th language: Korean. Brenda Huang love learning about different cultures and traveling, languages and food.
Bob Mower Steed- President Asia Pacific
24 Years of success in the industry. Trivaniand Neways
With a family-owned business peaking at a billion dollars per year, Bob literally grew up in the industry. From entry level as
a young man to eventual CEO & President, he has logged hundreds of thousands of miles, lived abroad, and has
touched every continent on his way to the top. Bob is a high character, high integrity individual and is a perfect fit for the
ForeverGreen/FG Xpress family.
Jorge E. Alvarado – President Latin America
19 Years of success in the Industry. Neways, ForeverGreen International.
Born and raised in Mexico, his educational background is in Marketing and Sciences of
Communications. Mr. Alvarado has been involved in the success of thousands of people in
Argentina, Bolivia, Chile, Costa Rica, Dominican Republic, Ecuador, Mexico, Panama, Peru, Spain
and the USA. He is bilingual (English and Spanish). Mr. Alvarado has always worked hand to hand
with Distributors and leaders in the field, coaching, leading and developing leadership. Among his
strengths there are public speaking, marketing, management and administration and training.
The Executive Team
Blake Schroeder - President Europe
Mr. Schroeder brings a wealth of experience and knowledge from the direct selling industry to ForeverGreen. Prior to
starting his career in direct selling, Mr. Schroeder graduated from Utah State University with a degree in Finance. He
continued his education at Syracuse University College of Law, where he earned a law degree. For the past seven years,
Mr. Schroeder served in various positions at a major direct selling company. Mr. Schroeder acted as legal counsel for a
short time, but was mostly involved and responsible for growing several international businesses. During that time, Mr.
Schroeder lived both in Israel and in Portugal and created a vision and growth throughout the European business he
managed.
Jack Eldridge – Chief Financial Officer
15 years of success in the industry, both as distributor and corporate leader. Jack has a bachelor’s in accounting and an
MBA from Brigham Young University and is a CPA licensed in the state of Utah. He became ForeverGreen’s CFO in
September of 2013, bringing extensive public reporting and international business experience from his years with Novell
and Rio Tinto. Jack is known for his ability to assemble and train an elite global finance team, with special skill in creating
the financial infrastructure to support massive growth. He’s been married 27 years with 6 children and 2 grandchildren. He
also recently started triathlons and marathons and has an ambition to one day finish a full IronMan event.
Allen Davis- General Counsel
Allen Davis graduated Magna Cum Laude in Economics from Brigham Young University and received his Juris
Doctorate, graduating Cum Laude, from the J. Reuben Clark Law School. He has since had twenty three years of legal
experience and seventeen years of business experience. Throughout his career, he has worked as Vice President/
Corporate Counsel and later VP of Operations for an international company doing nearly a billion dollars of business per
year. He also acted as the company's Corporate Compliance Officer, constructing a Corporate Compliance
Program to ensure company compliance with all laws, regulations, and other ethical business standards.
The Executive Team
Craig Smith – General Manager
12 Years of success in the Industry. Investrio, ForeverGreen International.
Born and raised in Longmont, Colorado, with a bachelors Degree and Masters Degree in Business from BYU in Public
Administration. Mr. Smith speaks English and French. Among his strengths, Mr. Smith is a skilled Project Manager, Contract
Developer and also plays an important roll in Investor Relations for the stock market. Mr. Smith also oversees all key
corporate events & the Community Stands, which is of major importance for the culture of FGXPress
Vince Romney- Vice President, Information Technology
The LimuCompany, MonaVie, Ellipse Technology, Inc, Forever Green International.
Vince is a high-energy individual with a love for technology. He has experience across several
industries, including environmental, medical technology, computer hardware development,
computer software development, and IS/IT system integrations.
Rick Redford – Vice President, Business Development
For more than 20 years, Rick Redford has worked as an executive in the health, wellness and network marketing
industries. He has worked for successful organizations such as Enrich/Unicity, Weider (Schiff) Nutrition, Genesis PURE, Viz
and now ForeverGreen/FGXpress. Rick is experienced in all nutritional distribution channels and is intimately familiar with
all aspects of the industry. He has developed business plans and leadership training programs in the U.S., Canada and
the Pacific Rim while working closely with top leaders around the world. Rick studied Business Management at Brigham
Young University and the University of Utah and brings a wealth of leadership development experience to the
ForeverGreen executive team. He has also studied nutrition with the Clayton College of Natural Healing.
The Executive Team
Joe Jensen – Vice President of Sales
12 Years of success in the industry. Plexus Slim, Serenigy Global, Mona Vie and Max International. Joe cut his teeth in the
industry as a distributor while putting himself through college and then years later as a top executive and founder of a
nutritional supplement manufacturer that developed products for over a dozen high growth network marketing
companies. Joe has spent 25 years building successful sales teams in the pharmaceutical, health & beauty, training,
direct selling and software industries. Joe has overseen the successful product development, launch and distribution of
market leading retail product lines throughout the U.S., EMEA, and Asia Pacific. Joe is a business builder that believes
every business is built on trust and relationships. Joe received a B.A. in History from the University of Utah and an M.B.A.
from Westminster College with an emphasis on technology commercialization and business valuation.
Robert Reitz- Vice President, Strategic Planning
16 Years of success in the Industry. Enrich/Unicity, TNI/Morinda/Tahitian Noni, NextFit, ForeverGreen International.
Born and raised in Utah and spent a couple of years in Japan, California, Texas and New
Jersey. Mr. Reitz achieved his MBA from NYU with emphasis in Statistics and International
Business, undergraduate degree from BYU with majors in Japanese and Economics. He lived in
Japan for 3 and a half years and he has been involved in the success of important markets
such as Japan, China, Korea and USA. Mr. Reitz has served as CFO of two publicly traded
companies totaling 6 years. Loves working with Distributors and understands commissions inside
out. Mr. Reitz speaks two languages.
Overview
 ForeverGreen Worldwide Corp. (OTCBB: FVRG), founded in 2004,
operates as a direct marketing company in the health and
wellness industry. ForeverGreen is a total lifestyle company focused
on bringing Global members and customers the best of science
and nature through innovative formulations of natural whole foods
and ingredients. ForeverGreen develops, manufactures and
distributes an expansive line of all natural whole foods and
products to North America, Australia, Europe, Asia, Africa, & South
America.
 ForeverGreen is an international company with customers in more
than 174 countries.
 ForeverGreen’s main corporate headquarters and manufacturing
and distribution center are located in Lindon, Utah.
Company Profile
Company
ForeverGreen (FVRG)
Location:
644 N. 2000 W Lindon, UT 84042
Industry
Nutritional Food/Consumer Goods
Share Price (9/9/2014):
$1.10
# of shares Outstanding:
20.9 Million
Market Capitalization:
$23.0 MM
52 – Week High/Low
$0.45 / 2.00
2013 Net Revenues:
$17.8 MM
2014 Est. Revenues
$56-60 MM
2013 EPS:
$.01
2014 est. EPS
$.07 -.12
US Counsel:
Allen Davis
Business Concept
Our product philosophy is to develop, manufacture and market
the best of science and nature through innovative formulations as
we produce and manufacture a wide array of whole foods,
nutritional supplements, personal care products and essential oils.
One of ForeverGreen’s key ideals is Kindness. ForeverGreen
believes health is a habit and not an event, and the doorway to
kindness, and kindness is health.
ForeverGreen corporate, along with ForeverGreen employees,
distributor Members, and officers create a higher standard of
focus, serving humanity one person at a time by doing individual
and hands-on acts of kindness each day.
Competitive Market
Trends
 Market trends are showing more and more people are relying on holistic and healthy products.
 There are greater numbers of medical students studying in the naturopathic medicine field to either
compliment traditional MDs or in place of it.
 Science has always developed medicine based on natural factors and develop ways to create
synthetic medicines that are patentable and far more profitable, however, the consumer is now
realizing the significant benefits the natural state has to offer.
 Science is proving that raw and natural organic foods and products have greater positive impact on
health, beauty, and happiness.
 As the attention span lessens (now at 3 seconds), capturing a market for products and services is
becoming increasingly difficult. By offering these products via direct selling we reach a greater and
more diverse audience throughout the world and across economies.
Competitive Market
Analysis
 With 67.8 percent of North Americans overweight or obese, last year, one percent of these 200 million
people spent $5 billion on gastric bypass surgery alone. This expensive, dangerous and desperate
approach now has more affordable and safe options. ForeverGreen has several healthy meal
replacement and diet options.
 Food is big business ($628 billion annually) and growing at about 2% per annum.
 Healthy foods are the future of that business.
 CAGR is expected to be 6-9% for the next 8 years.
 Amount of foods being bought outside away from standard brick and mortar retailer or specialty
store has increased from 8% of industry to 12% just in the last year.
 ForeverGreen offers a whole lifestyle approach with products complimentary to the healthy food
intake.
PRINCIPAL PRODUCTS
Product Details
PowerStrips
Our newest division and offering: FGXpress featuring PowerStrips. In January, 2013, ForeverGreen pre- launched its
newest division FGXpress featuring the PowerStrip
Take a seat in the front row of a day one, ground floor, residual business opportunity. The entire world's address system,
available to you DAY ONE! Seamless. One product, one price, patented, doctor-formulated, brand new, first of its kind,
category creator and exclusively ours! Join the race, the human race, in a brother and sisterhood that erases all country
lines, politics and logistical obstacles. Don't miss out, get in now! Start celebrating your success!
PowerStrip Features:
PowerStrips™ are a patented fusion of modern energy and ancient
herbs. Everyone and every part of the body needs energy.
PowerStrips™ worn daily, bring energy to those parts of the body that
need it.
By increasing energy, one of the first benefits you’ll notice is a relief of
pain. For this reason, PowerStrips™ are listed as a Class 1 Medical
Device with the U.S FDA that can be used for temporarily pain relief and
for improving the feel and look of the skin. Watch this video to see how
PowerStrips™ work.
PRINCIPAL PRODUCTS
Product Details
FrequenSea
– The Original Marine Phytoplankton Formula.
Experts have referred to FrequenSeaas a "Super food"
containing all of the elements necessary to sustain a
healthy life. Every time you open a chilled FrequenSea
bottle, you reconnect with mother nature's intention: Health
is pleasurable. The aroma of sweet and fresh to fruity and
flowery ending with a ginger kick, matches the delicious
experience of tasting it. This is a natural experience for your
senses FREE of Chemicals, MSG, Gluten, GMO, added
sugars or artificial flavors.
Exclusive! AMP Technology
Due to the oily form of the elements in most supplements,they are poorly absorbed by our body. Since our body is 70% water, water
soluble ingredients are optimal. By "AMPing"
FrequenSea's ingredients, not only the oils, but also the resins, phytochemicals and phytonutrients are instantly assimilated and
bioavailable. With: Marine Phytoplankton Alpha 3 CMP:Aloe Vera:Noni Juice:Astaxanthin:Frankincense:Rose:Ginger: Nutmeg:Orange,
Sweet Limes, Citric Acid:
Exclusive
Marine Phytoplankton
(marketing edge)
EXCLUSIVE
Other makers of phytoplankton such as Ocean’s Alive Marine Phytoplankton, and
Sunfood use standard laboratory methods (bio-reactor) and are of closed cell
phytoplankton, whereas ForeverGreen’s products, in an exclusive partnership, use Unique
Sea Farm’s (USF) Alpha 3 CMP™ Open Cell Phytoplankton, thereby making it easier for the
body to assimilate this key nutrition.
Competitive Market
 ForeverGreen uses Unique Sea Farm’s (USF) patent pending Alpha 3 CMP™ Open cell marine phytoplankton.
 Committed to developing and providing high quality products that are innovative, healthy, efficacious, easy to use and easy to
sell.
 Exclusive University of Utah Study finds that Alpha 3 CMP is scientifically proven to increase CD3 cell (T-Lymphocytes) in the
body and proven that a daily serving of 75mg of Alpha 3 CMP offers enough potency to increase the CD3 cells (1oz of
FrequenSea contains 75mg of plankton – 300,000,000 cells per serving).
 Many competing companies provide capsules, powders, pills or tablets as nutritional supplements, but we believe these
generally fail, and, more significantly, are of a closed cell phytoplankton and may be synthetically produced, and not readily
bio-available.
 We intend to continue our emphasis as a total lifestyle company. We provide the every-meal answer with a variety of
appetizing healthy food products that allow our Members and customers to eat healthy for every meal and snack throughout
the day. In addition, we provide healthy personal care products as an alternative to the chemical-laden and synthetic products
in the marketplace that may potentially negatively impact our health.
 Products are made readily available through independent home-based sellers who have the same philosophy of a healthy
lifestyle. There is a face behind the products as opposed to those who provide their products directly from an enormous
generic website.
Exclusive
SolarStrips
(marketing edge)
BENEFITS
• Exclusive nutrient-rich raw food source
• 37.5mg of concentrated marine phytoplankton
• Convenience of a dissolving breath strip
• Can be carried or mailed anywhere
Quick Summary
Each SolarStrip delivers 37.5mg of concentrated marine
phytoplankton (FYE-toe-plank-ton), the world’s oldest
and most nutritionally complete whole food source. For
best results, use 1-2 SolarStrips daily. SolarStrips contain
the same exclusive Alpha-3 concentrated marine phytoplankton
blend used in other ForeverGreen Restoration
90 products such as FrequenSea and Azul, but packaged
with the affordable convenience of a breath strip.
PRINCIPAL PRODUCTS
Product Details
Pulse-8
With its eight heart-felt ingredients including l-arginine,based on the 1998 Nobel Prize award in Medicine, designed to
provide optimum cardiovascular health and function with overall anti-aging benefits. L-arginine is a vital amino acid that
plays a role in a number of physiological
functions in the body, but is best known for its cardiovascular benefits.
Pulse-8 with L-Arginine and 8 heartfelt super ingredients:
1. Vitamin B Complex (B3, B6, B9, B12)
2. Vitamin C
3. Vitamin D
4. CoQ10
5. Inulin
6. Acai
7. Pomegranate
8. Red Wine Extract
Opportunities
Consumers are not well trained on the aspects of a healthy lifestyle but are aware of the
health benefits of whole and raw foods and natural products.
 We have the opportunity to educate the massive audience. It is up to our
representatives who have a stake in not only making a living for themselves but to offer
products that honestly guide buyers toward a new healthy state of living.
 Healthy living causes us to SCREAM about our success and everyone “wants in on it.” It is
an act of kindness.
 One success leads to another and builds upon it exponentially.
 You can’t go wrong with Nature – it is the essence of our being.
 The effectiveness of our products is measurable in their nutrition and health benefits.
Competitive Advantages
Distribution
 The Company has thousands of independent distributors that use and help market
the products – equating to low overhead.
Key Entrepreneurs
 The Company has brought together many personnel that have had significant
success in similar industries.
Unique Products
 Has aligned with key suppliers to bring the best, unique and exclusive products to
market.
 In house production from raw ingredients creates freshness and quality control.
Highlights
 Sales of $17,757,388 in 2013, $56-$60 MM in 2014 and $100 MM+ in 2015
 Company operationally and net profitable since mid-2013
 Anticipates growing to $7 - $9 MM in monthly revenues during 2014 with record revenues
each quarter
 Operating and net margins should increase to 4-8% during 2014 with economies of scale
and fewer non-recurring expenses
 Continued significant improvements to balance sheet including debt reduction
 Company added several key management members and leaders during 2013-2014 with
significant prior success in the industry.
 Experiencing 10 - 20% monthly growth in new customers and distributors
 Company has right management to facilitate domestic and international growth
Value Proposition
 Strong Leadership
 Strong Growth
 Strong Distribution
 New Products – Higher Margins
 P/S & P/E are well below industry averages
Contact Information
ForeverGreen International, LLC
Ronald Williams – Chairman, Chief Executive Officer & Founder
Contact: Craig Smith
email: [email protected]
p:801-655-5500
Chesapeake Group, Inc.
(410) 825-3930
http://www.chesapeakegp.com