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MoneyPhysicians

The Birth of a New Business Ecosystem

Mission Statement

To minimize the high rate of SME business failure by injecting three key support elements: Money, Management and Marketing, within a network of business platforms that comprise a closed loop business ecosystem. Our ecosystem platform design will provide greater value, safety and sustainable returns to our portfolio companies and our investors, and a facile framework for active participation in an equitable, ethical world economy.


History

MoneyPhysicians, Inc., Inc. was incorporated in 2011 in the state of Delaware by founder Erick J. Alexander, an entrepreneur with more than 30 years of experience in financial services, business consulting, and investment banking. Alexander saw the financial crisis and markets collapse of 2008 as a catalyst for creating a new paradigm to assist SME's and entrepreneurs with lean and transformative funding, marketing, and management. We decided to focus on opportunities where we can not only invest, but apply our operating and transformative resources to enhance value.

MoneyPhysicians gathered a number of small businesses in need of help. We formed a team of partner-providers in order to test potential solutions to deliver an efficient environment for nurturing enterprises seeking growth. The results were very promising and prompted us to formulate the current business model: a business ecosystem approach. In working with small and medium size companies in order to get a better understanding of the cause of business failures, we concluded that money alone is not the answer. Thirty three percent or less of venture or angel-backed firms show return on investment.

It has taken three years to refine the model, establish relationships with potential partner providers, identify and test proper tools and technology, research and select the chosen vertical markets, and build our internal team. During that period, we have reviewed hundreds of business plans and interviewed hundreds of entrepreneurs and business owners who want to participate in the MoneyPhysicians ecosystem.


Current Status

The Company has signed agreements with 14 SME's who have agreed to give majority stake to MoneyPhysicians in exchange for MPI's stocks. Stocks are to be converted to cash upon funding. MoneyPhysicians has a pipeline of more than 30 companies that are at various stages of the qualifying and due diligence process.

The Company continues to develop as we work mostly virtually, with the concentration of team members' presence in New York, Washington DC Metro and California. This ensures that the Company's fixed overhead expenses are kept to a minimum. Details of the Company's proposed operations are further defined within the Notes to Pro Forma Financial Projections contained within Exhibit A.


Future Goals

To attain its vision, the Company will pursue the following primary strategic goals:

  • To become the leading private investment player in the SME market and the dominant force in its capital formation segment.
  • To build MoneyPhysicians, Inc. into an industry-recognized brand that is synonymous with efficient and safe investments that result in premium exits
  • To build a corporate organization that can fully exploit the inefficiencies of the venture capital industry to achieve market dominance.
  • To build a state-of-the-art technology platform that is scalable to the needs of the US and International SME markets.
  • To solidify the relationship of the talent pool of the portfolio companies by the creation of the "Ecosystem BrainTrust" composed of members of C-suites.
  • To build a friendly, caring, collaborative, and supportive working environment that everyone can be proud of.
  • To expand access to capital for SME's through WealthGate, our equity Crowdfunding Portal.
  • To achieve a portfolio valuation of two billion dollars by the year 2017.


Management Team

Erick Alexander

chief executive officer

Erick J. Alexander, the founder of MoneyPhysicians, Inc. has been an innovative and successful entrepreneur for the past 28 years. His strategic consulting focuses on financial services, growth, transformation, and execution, which naturally evolved to creating a business ecosystem that would encompass several of his entrepreneurial ventures. In 2013, Alexander founded Enterprises Transformers, Inc. in order to provide strategic planning, transformation, and management, primarily to portfolio companies of MoneyPhysicians. In 2011 Alexander created Global V Square, Inc. and SBXPO.com, a Global Virtual Marketplace whose mission is to create a new paradigm in marketing and lead generation for small and medium size businesses. Previous ventures include Shelter Realty, LLC, a foreclosure advisory/real estate acquisition firm, HealthSpectrum of NY Corp, an innovative medical tester and distributor of nutrients, and Home Restoration and Construction Corp. a home improvement and affordable housing builder.

Prior to founding the MoneyPhysicians, Mr. Alexander was the CEO of Diversified Assets LLC, an Investment Boutique firm on Wall Street that assisted small to medium size companies with capital formation and advisory services. As a Senior Associate of the Atlanta-based financial services firm WMA Securities, Alexander was instrumental in the development of their New York market. From 1987 to 1993, Mr. Alexander devoted his energy to financial planning and analysis for both individuals and small businesses. During that period, Mr. Alexander received extensive training in planning, investments, insurance and mortgage. He has represented some of the top financial institutions in this country including Guardian Life, Mutual Benefit Life, US Life Equities Corp, Biltmore Mortgage, Consumer Home Mortgage and US Mortgage Corp. In 1983 while an undergraduate student Alexander founded Taureau International Marketing Corporation, an import-export firm with exclusive contracts from European manufacturers and nationwide distribution in the USA. He remained President of the firm through 1987.

Mr. Alexander holds a BBA from Baruch College, CUNY and attended Long Island University for his graduate studies in International Marketing and International Finance. He is certified by the International Entrepreneurs Network (INTENET) as an Entrepreneur Advisor (CEA). He is also a "Designated Nehemiah Specialist" working with a program that provides grants towards Affordable Home Ownership. He is an instructor for the Money Smart Program, an Adult Education Program designed by the Federal Deposit Insurance Corporation (FDIC) to help individuals build financial knowledge, develop financial confidence and use banking services effectively. He is a Board Member of the Urban Financial Coalition of LI, and a member of the LI Business Association, HIA and the Long Island Venture Capital Group. He is a Community Partner of the Greater New York Chamber of Commerce.

Karma Martell

chief marketing officer

Karma Martell, founded KarmaCom Inc. in 1997 to address the need to upgrade the analog marketing experience with new media integration and new thought leadership. A pioneer in the digital and cross-channel marketing space, Karma created industry firsts, including webinars and interactive web portals. KarmaCom's philosophy is to facilitate "good karma" sustainable and ethical marketing that delivers ROI, embraces social good and generates value-driven engagement.

Karma's cross-media, interactive drive-to-web campaign increased donations for a national charity by over 300%. She created the "Vermont Vacations" brand, driving one million visitors within three months to local tourism portals. A hyperlocal recruitment campaign increased enrollments for a northeast Business School by over 100%. In 2011 KarmaCom allied with CBS New York Media to create special marketing and advertising programs for regional and small business. In 2012, KarmaCom helped introduce New York City's first local, independent car share brand.

A frequent speaker on marketing, branding and social media, Karma's successes have been cited by Bulldog Reporter, Crain's, Huffington Post, PR Newswire, the New York Times and the Wall Street Journal. Her papers on digital marketing strategies have been published by industry journals.


Board of Advisors

James R. Nash

advisor

James R. Nash has been an innovator and entrepreneur for over 30 years. Previously, Nash was COO for an international entrepreneur network and Investment Life Services, a financial services company which developed and distributed insurance and asset management products through over 150 New York Stock Exchange member firms, banks, and insurance companies as well as thousands of producers. He was responsible for management of internal operations, client relations, project compliance and due diligence both domestic and international.

Nash was Chief Executive Officer for a private boutique health insurance company, Chief Operating Officer for the for-profit side of a large heathcare system, and Vice President of Operations for a Healthcare Technologies company. He has been a consultant for new business development, acquisitions, operational turn-around and decision support services, both in the U.S. and Internationally (China, Taiwan, Russia, Egypt, Morocco).

Nash founded Venture Funding Advisors, LLC (www.VFundAdvisors.com) and Alpha Assets Capital, LLC, international consulting companies which guide entrepreneurs through the process of validation of vision, due diligence & decision support, compliance, venture packaging, investment banking advisory services, capital acquisition and various business development services. He developed the firms' various structured finance solutions including Self-Funded Capitalization System™, PrincipalProtector™ Trust, Adjustable Private Placement Offering™, Vend-In Spin-Off Program (VISOP™), Wall St. Capital Club™, and the patent pending insurance-Linked Capitalization Program™ (iCAP).

He recently launched iCRROD™, LLC, (www.iCROD.com) a New Philanthropic Investment Platform - Insurance-linked Charitable Remainder "Return on Donation" (iCRROD™); and Alpha Assets Fund (www.AlphaAssetsFund.com). Nash is also a partner in Maverix Global Finance and the co-developer of its Institutional Private Issue to Public Equity Securities (iPIPES™) 144A product.

Richard Levychin, CPA

advisor

Richard Levychin, CPA is the managing partner for KBL, LLP. Richard has over 25 years of accounting, auditing, business advisory services and tax experience working with both privately owned and public entities in various industries including media, entertainment, real estate, manufacturing, not-for-profit, technology, retail, technology, and professional services. His experience also includes expertise with SEC filings, initial public offerings, and compliance with regulatory bodies. As a business advisor he advises companies, helping them to identify and define their business and financial objectives, and then provides them with the on-going personal attention necessary to help them achieve their established goals.

Levychin has written articles on a wide range of topics, which have been featured in several periodicals including Dollars and Sense, National Black MBA Magazine, Black Enterprise Magazine, The New York Enterprise Report, Forbes, and The Network Journal. He has also conducted seminars on a wide range of business topics including SEC matters and taxation for several organizations including the Black Enterprise Entrepreneurs Conference and the Learning Annex.

Levychin is a member of several organizations including the New York State Society of Certified Public Accountants, the National Association of Tax Professionals, the National Association of Black Accountants, the Association of Latin Professionals in Finance and Accounting, the United States Hispanic Advocacy Association, and the American Institute of Certified Public Accountants (AICPA), a 400,000 member global accounting membership organization. Levychin is currently a member of the AICPA Council which is the AICPA's governing body that takes actions which affect the AICPA and the accounting profession as a whole. Levychin was previously a member of the AICPA National Commission for Diversity and Inclusion. Levychin is the co-chairperson of EO 2030, an initiative of the New York Chapter of the Entrepreneurs' Organization, a dynamic, global network of more than 10,000 business owners in over 40 countries, for which he is currently a member and has served previously as a Board Member.

In 2013 Levychin received the title of Best Accountant from The New York Enterprise Report. Richard is a past winner of The Network Journal's prestigious "40 Under 40" award. Richard is a graduate of Baruch College, and started his career with a Big Four CPA firm.

Justin McAnaney, Esq.

Outside General Counsel, LLC

McAnaney is a seasoned corporate lawyer and business leader with a fifteen-year track record of providing meaningful legal and strategic advice to businesses of many types and sizes. McAnaney worked for more than a decade in the New York and London offices of Gibson, Dunn & Crutcher where he had a broad transactional practice focused on mergers and acquisitions, capital markets transactions, corporate governance, cross-border joint ventures, and private equity and venture capital investments.

After leaving Gibson Dunn in 2009, McAnaney built an advisory practice focused on addressing the needs of early and growth stage businesses and served as in-house counsel to multiple start-up companies. As a true corporate generalist, McAnaney is able to provide his clients with timely and pragmatic legal advice on both key transactions and day-to-day business matters throughout the corporate lifecycle.

In addition to his broad legal background, McAnaney is an entrepreneur in his own right, an active angel investor and sits on multiple corporate and charitable boards. His real world business experience helps him anticipate the needs of his clients and allows him to assist them to identify and overcome structural and organizational roadblocks to growth.

McAnaney holds a B.S., magna cum laude, in business administration from Georgetown University and a J.D., cum laude, from the New York University School of Law. He is a member of the New York State Bar.

Originally from Long Island, New York, McAnaney, his wife and their three shelter mutts now split their time between New York and Maine.