Professional Documents
Culture Documents
RESORTS INTERNATIONAL
The Market
Monte Cristo will target two distinct customer segments that have large amounts of
disposable income. The first segment is those families with a very large net worth this
segment is a growth market that lies just below the radar screen due to smart investments
and skilled tax planning. This segment is especially attractive since most of the families in
this segment are relatively young upwardly mobile executives who enjoy spending time in
exotic locales on a regular basis. They have a mindset that is eager to expand their horizons
and want to “feel” their accomplishments.
The second market segment is professional business and corporate clients who are
increasing their market share and would use these types of facilities to reward their top
performers or use the resort to entertain and further their business objectives and goals.
Both of these market segments would be found in the top 5-10% of the gross earned annual
income range.
Strategy
Monte Cristo will initially focus their efforts on buying and developing existing
undeveloped real estate. Once the properties are purchased, we will begin the marketing
and sales of the resort and its multiple amenities.
Management Team:
Monte Cristo Elite Resort Destinations is led by the following individuals:-
Randall Smith - He has a B.S. Degree from Samford University in Business and
Education. He has a Masters Degree in Project Management from Villanova. He continues
to work towards pre-eminent elite certification in Project Management and Six Sigma
theology. He has started and sold three past corporations in real estate and wireless
communications technology. He is responsible for assembling the talent and projecting the
ultimate success of the project. He has developed property locations large and small over
the past 12 years. Most have been real estate based but some have been technology based
for communications companies like South Central Bell (now know as AT&T), and Cellular
One, Western Wireless and Alltel Communications.
Steve Nicholson - Steve has a B.S. Degree from the University of Kansas. He has
specialized in a unique sales methodology with significant results during the past twenty
years. He currently lives in Playa del Carmen, Mexico and is the lead man and is
responsible for the property we will purchase to build the resort on. Steve has sold millions
of dollars of valuable real estate all over the Yucatan peninsula over the past eight years.
His contacts and valuable resources make him a one of a kind in ensuring a successful
venture.
John Winkelmann - Background encompasses 20 + years of Sales and Sales
Management/Executive Leadership experience (Sr. Mgr., Director, VP), with a record
reflecting outstanding consistent results, creative response to global marketplace demands,
and professional work meeting the highest quality standards. Proven path of performance
with major companies, (FedEx, ServiceMaster, and Convergys) where business thinking
skills and strategic planning abilities gained him the recognition as a “Leader of Leaders”.
His strong ability to adapt to change with the identification and troubleshooting of
actual/potential problem are confronted for quick problem resolution with focus on the
impact to employees and to the bottom line. The foundation supporting all of John’s
business skills is his unwavering commitment to maintaining integrity and genuine respect
and appreciation for others.
Bill Robertson - His background is one of an owner of a real estate development company
in Birmingham, Alabama. From stand alone developments like a Waffle House to large
strip centers and Home Depot and Publix grocery store developments, he has over 15 years
experience in real estate development and leasing operations generating millions of dollars
of cash flow and net profits. He has experience in the construction planning and post
1.1 Objectives
1. Purchase initial property in Cozumel, Mexico.
2. Expand marketing and sales base in United States, Canada and Europe.
3. Start closings of fractional ownership suites in resort within 120 days of startup.
4. Sell 1/4th of total available units (396) and then begin construction of first tower.
1.2 Mission
The Monte Cristo Resort Destination provides high-quality, exquisite, beachfront resort
fractional ownership residences in Cozumel, Mexico. Monte Cristo’s resort residences
offer state-of-the-art living conditions reflective of the rapid advancements in technology
and a growing need for private exclusive resort get away enclaves. Our company is
dedicated to a hassle free living environment in which our owners can enjoy all of the
benefits of exclusive, attractive, and very high end residences. Unlike many other resort
companies that are solely concerned with turning profits, our primary objective at Monte
Cristo is to maintain the highest level of customer satisfaction that is achievable.
Uncommon amenities, happiness, and very exclusive experiences are our main goals.
Monte Cristo maintains competitive market prices, while working toward expanding the
number of residences owned worldwide, and increasing total profits earned. Within the
company we will strive to work as a cohesive, harmonious unit focused on exemplifying
our mission. Just as customer satisfaction is an intricate part of Monte Cristo's success, so
is employee satisfaction. That is why the founders of Monte Cristo Elite Resort
Destinations believe that employee satisfaction will make the company a success and will
be the key to their longevity. Initial focus will be to buy and develop existing properties in
Mexico, the Caribbean and selected locations in the United States and Canada. We will
modify acquired real estate so as to meet our standards and increase long-term assets and
income. Monte Cristo fosters the ideals of the importance of client needs along with
healthy and understanding relationships and a professional commitment to satisfaction.
Services
3.0 Services
Monte Cristo offers on-site maid and chef service. We offer yacht and aircraft leasing to
get to and from our locations and limo and car rentals as well as swimming pool,
snorkeling/diving excursions. We also offer golfing and tennis club memberships at nearby
Management Summary
6.0 Management Summary
The management team depends on their combined 150 years experience in building,
constructing, selling and managing real estate developments to ensure a continuing success
from this initial project and those that are soon to follow. As we continue to grow, we will
establish satellite offices in all of our residential MSA’S. It will also be necessary to take
on additional help in the marketing, management, public relations and R & D sectors as
growth continues.
6.1 Organizational Structure
Monte Cristo Elite Resort Destination Services depends on an organized division of
responsibilities in order to run an efficient, diversified enterprise. Main decisions and
responsibilities will be divided between the management group based on their past
experience in this and related industries. They will focus on maintaining high quality and a
cohesive business entity. Top division managers will be given specific responsibilities such
as marketing, finance, strategic management, or research and development.
6.2 Management Team
Monte Cristo is completely departmentalized. The main departments are finance,
marketing, management, and research and development. Randall Smith, will serve as
Executive Project Manager, Steve Nicholson will serve in the same capacity but more
involved on the initial real estate purchases and local Cozumel office leasing and personnel
staffing. John Winkelmann will assume marketing and sales responsibilities in
coordinating our out sourced sales joint venture partners. Bill Robertson will manage the
main aspects of construction management with the winning bidder for the project
engineering.
6.3 Management Team Gaps
The present team requires business development and administrative support. Most of the
partners have been working in business environments where this kind of support was
provided to them as part of a larger organization.
Personnel
Steve Nicholson, PM.
Randall Smith, PM.
Digby Jarman, International Business Development.
Bill Robertson, Real Estate Development.
Roman Brodnarchuk, Sales Division.
Gary Carter, Resort Management Services.
John Winkelmann, Executive Sales Systems.
Financial Plan
7.0 Financial Plan
We want to finance growth mainly through cash flow. We recognize that this means we
will have to grow more slowly than we might like but our sales in most cases will be
immediate and ongoing. The most important factor in our case is closing our prospective
clients’ onsite. We can't push our clients hard but we can inspire emotion to speed the sales
cycle up. We envision having 4-5 sales associates at our resort residence with each having
four appointments daily from Thursday through Sunday. That will be a total of 64
appointments. We expect to close 32-48 of these every month. The current fly and buy
programs are yielding a 96% close rate!
7.2 Key Financial Indicators
The spreadsheet illustrates how we envision the project to be successfully completed. The
founders, Steve Nicholson and Randall Smith have to this point invested well over
$225,000.00. The money has been spent on company formation, legal and attorney setup,
sales and marketing startup and management structure.