SMARTBOX Introduction

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STRONG. SCALABLE. SMART.

SMARTBOX

™ ®

PORTABLE STORAGE

[A FRANCHISE OPPORTUNITY FOR THE SAVVY INVESTOR]


Why should moving be so difficult when SMARTBOX can make it so simple? In 2007, J.D. Power and Associates released its study on Full Service Movers, and the results indicate that satisfaction levels are consistently below expectations. 77% of customers received their goods on time and undamaged after local moves. Only 55% of customers received their goods on time and intact after a long distance move.


SAVVY INVESTORS LOOK TO SMARTBOX

Welcome to the industry’s premier portable storage franchise opportunity! We are looking to partner with dedicated and driven business professionals who have the necessary financial resources to effectively develop and establish a franchise territory. If you’ve been searching for an elite investment opportunity, and

Compared to other franchise programs available today, our solid business model allows you, the franchise owner, to consistently provide consumers with an extraordinary experience. Best of all, we have the operational systems, support networks, and marketing strategies in place to guide you along each step of your journey.

are excited about what the future could hold, why not cultivate your

Our evolutionary business model harnesses the power of

future with SMARTBOX?

franchising, effectively executes our brilliant business plan, and

The standards we uphold at SMARTBOX are extremely high. We have a strong vision for our future and have developed a proven

provides franchise owners with an investment opportunity of unbelievable potential.

system to get us there. SMARTBOX is looking to partner with

We’re pleased to invite you to take a closer look at SMARTBOX and

professional business owners and managers who are experienced

see how owning your own franchise could be a prolific investment

in sales and marketing, possess a strong desire to succeed, are

in a rapidly growing market. Savvy investors look to SMARTBOX

results-oriented, and willing to go the extra mile to exceed the

because one look is all it takes to see we’ve got the best box in

expectations of every SMARTBOX customer.

the business.

SMARTBOX is a strong, focused company, fully committed to

Take a closer look and discover how a SMARTBOX Portable Self Storage Franchise puts you miles ahead of the competition.

its future and the future of its franchisees. We are dedicated, entrepreneurial, customer-service driven individuals with a reputation for unprecedented operational excellence.

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ALIGN YOURSELF WITH A SMART COMPANY

Until recently, the moving and storage industry was

It’s Scalable. As a new business owner you’ll quickly

synonymous with moving trucks, moving companies, and public

appreciate our efficient business practices. It’s infinitely easier

storage facilities. Today’s consumers have a better option – thanks

– and smarter – to start and grow a business with SMARTBOX

to portable storage. Over the past five years the portable storage

Portable Self Storage. Our scalable model and hands on approach

industry has experienced phenomenal growth and is expected

provide a comfortable starting place that allows each franchise to

to continue growing well into the next decade. Consider what a

grow at their own individual pace. Best of all, we provide all the

golden opportunity that translates into as a business owner in the

tools and systems needed to maintain your business along the way.

portable storage market. If you’ve been searching for a franchise opportunity, here is your chance to align yourself with a smart company – SMARTBOX Portable Self-Storage.

It’s Simple. We have taken a very smart idea – portable self

It’s Smart. Our proven systems have developed from years of industry experience. We have a well-established brand and a cohesive marketing program in place. Our operations network and training programs are exceptional, and our national call

storage – and made it even smarter. Our evolutionary business

center is staffed with outstanding customer care representatives.

model uses a streamlined process that makes moving and storage

The SMARTBOX Franchise Program is a strong, scalable, smart

smart for both our customers and our franchise owners alike.

investment opportunity.

Consumers look to SMARTBOX because our business model saves them time and money. Investors look to SMARTBOX because

Strong. Scalable. Smart.

our business model offers a nationally recognized brand, a solid

SMARTBOX Portable Self-Storage

network of franchisees, and a list of invaluable services. We’ve combined local and long distance moving services with short and long term storage solutions to make the entire process flexible, convenient, and simple.


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BENEFITS OF FRANCHISE OWNERSHIP Start-Up Services Site Selection Assistance Exclusive Territories Comprehensive Training Extensive Manuals

Software Systems Customer Order Center Contents Protection Insurance Franchise Support Center Annual Training


Integrated Marketing and Branding Advertising and Marketing Resources Customized Collateral Packages Corporate Website Franchise Websites

Corporate Intranet / SMARTZONE Inter-Territorial Long Distance Network Collective Buying Power Equipment Acquisition and Leasing Strategic Local and National Partnerships


OUR BLUEPRINT FOR THE FUTURE

Start-Up Services. The SMARTBOX Franchise Program provides the tools needed to establish, and support needed to grow and operate your franchise. No matter if you are a seasoned entrepreneur or a first-time franchise owner, you’ll have everything you need to build a solid, thriving business from the ground up. At SMARTBOX we offer exclusive start-up services to get each facility up and running. Our franchisees receive comprehensive management and operations training, both on-site and at our corporate offices. We have even negotiated favorable pricing on equipment, materials and insurance. Plus franchisees can rely on our moving and storage solutions, partnership program, and long distance network to help ensure they have the ability to generate multiple streams of revenue.

Ongoing Support. The SMARTBOX blueprint has also established a plan to provide ongoing support that is critical in keeping daily operations running smoothly and efficiently. Our online ordering systems, instant quote generating software and franchise support center will keep you well informed, organized and years ahead of the competition.


Guidance Establishing Your Business

SMARTZONE Communication Tools

Protected Territories

• • • • • •

Site Selection Support Grand Opening Planning and Assistance Marketing and Advertising Program Inter-territorial Long Distance Move Network

Corporate intranet Electronic 24/7 online operations manual Franchisee message board Equipment purchasing information Legal library with lien laws and DOT regulations Competitor and industry information

Ongoing Research and Development

Initial Training and Manuals

• Development of new products and procedures

• Headquarters management and operations training • Support and training on your site prior to and during commencement of operations

Franchisee Support Center

Systems, Processes, Software and Support • Operations management software and updates • 24/7 SMARTZONE Franchise Communication System

Equipment Acquisition and Leasing Assistance • • • • •

SMARTBOX Portable Self-Storage Containers SMARTBOX Container Covers Operating Equipment including lifts and moffets Delivery Trucks Insurance

National Customer Order Center • Skilled sales representatives to assist your customers

• Richmond, Virginia training facility • Regular consultation from SMARTBOX support personnel

Collective Buying Power • Volume discounts on packing supplies • Uniforms and apparel • Box locks and more

Continuing Comprehensive Training • Operational training in a working SMARTBOX location • Continuing on-site management support and consultation • Annual and advanced training

Online Purchasing and Ordering Systems Contents Protection Insurance

• Long distance move coordination • Order processing to avoid additional staffing by franchisee

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MARKETING AND ADVERTISING SUPPORT Valuable Resources. One look is all it takes to see how

Consumer Website

SMARTBOX has gone the extra mile to make our brand stand out.

• Strategic Video Messaging

Strategic placement and high visibility marketing ensure our

• Online Quote Engine with Accurate Quoting

name leaves a positive, lasting impression on consumers.

• Direct Links to Local Franchisee Websites

Our Franchise Operations Team works directly with each

• National SEO for corporate website

franchise to help develop a marketing program that is tailored to penetrate into their respective local markets. In addition, SMARTBOX provides its franchisees unlimited access to our library of resources, all of which further strengthen your presence as an individual franchise and increase traffic within your territory. Our resources include:

Franchise Microsites • Custom Design Templates • Custom Online Promo and Image Library • Geo targeted SEO for local microsites

Value Added Reseller Program • Strategies and materials for referral programs • Partner with local schools and businesses • Partner with local real estate professionals • Partner with Home Stagers and Builders

Marketing and Advertising Program (MAP) • Unlimited usage of the SMARTBOX logo and name • Access to library of images and promos • Local and National marketing campaign materials

ONE SMART BOX.

• Radio spots and television commercials • Materials for direct mail campaigns


Move smarter. Have a happy move.

MOVING LONG DISTANCE? We’ve got you covered – coast-to-coast.

Save time! Order online!

SMART NEW WAYS TO MOVE & STORE.

Local Storage, Local & Long Distance Moving Long Distance Moving Only

Fast, accurate quotes – guaranteed.

Pack at your own pace with SMARTBOX.

The SMART solution for storage.

OUR BUSINESS SOLUTIONS PROVIDE SAVINGS WORTH DOCUMENTING. 11


Ample Growth Opportunities* •

40 million people (1 out of 6 families) move every year

17 million households purchase moving services annually

The average American moves 12 times in a lifetime

Self-storage units operate at nearly 85% capacity

* Sources: US Census Bureau 2005; Self-Storage Almanac 2007; Self Storage Association Fact Sheet 2008


EXCEEDING INDUSTRY EXPECTATIONS

In 2007, the Self-Storage Association reported an estimated $20.1 billion in gross revenues for the self-storage industry. With a total market capitalization value estimated at more than $220 billion and an average of 43 million Americans expected to move in a typical year, it’s clear this industry is steadily growing. SMARTBOX is perfectly positioned to move you and your franchise straight to the top. * SMARTBOX is capitalizing on the industry’s growing need for better storage and moving solutions. Our business model lets you exceed

tools needed to establish a business with consistent, dependable, and affordable services. At SMARTBOX, we work hard to continuously provide our franchise owners with ways to generate multiple streams of daily revenue because we understand that our future depends upon helping you maximize your opportunity.

We make moving and storage smart. We make owning and operating your own business – even smarter.

industry expectations with ease because we have refined, tested, and proven all of our systems. Compared to other options available today, our unique method of flexible storage provides consumers with the ability to plan, organize and execute a seamless move. Thanks to SMARTBOX and our conveniently sized containers, storing or moving your belongings has never been simpler. As a SMARTBOX franchise owner, you will have access to a long list of benefits. Our proven system and business model, an outstanding marketing program, an operational network with long-term storage facilities, as well as competitive local and long-distance moving options. The SMARTBOX Franchise Program provides all the

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YOUR INITIAL INVESTMENT

What it takes. You’ve heard about the all the systems,

Start-up Costs. The initial investment to develop a

programs and support that we provide to all of our franchisees.

SMARTBOX business includes a territory of approximately 200,000

Here is a brief overview to build your own SMARTBOX Portable Self

to 1,000,000 people, one storage facility, one truck, two Forklifts,

Storage Franchise.

and an initial supply of containers. Costs range from $375,000 to $1,000,000 – depending on the storage center location, advertising

Exclusive Territories. All franchise owners are entitled to

budget and a number of other factors. All of these details will be

and will assist in determining their own, exclusive territories. The

outlined in the FDD.

minimum starting territory consists of 200,000 persons and will be defined by contiguous zip/postal codes.

Ongoing Costs. Franchisees are required to pay ongoing fees as follows:

Initial Franchise Fees. The initial franchise fee is $40,000

Royalty fees – 7% of net sales

for an exclusive territory of 200,000 people. For larger territories,

Marketing and Advertising Program –2% of net sales

the fee will vary based on size, demographic, economic and

Customer Order Center fees – $1,000 or 2% of net sales,

geographic characteristics of the territory.

(whichever is greater)

Pre-Qualification Requirements. SMARTBOX has Make a smart investment in your future. minimum liquid asset and net worth requirements based on the Grab your piece of this multi-billion dollar size of the territory that is being requested and overall financial industry with SMARTBOX Portable Self Storage. strength of the individual or group making the request.

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IT’S EASY TO GET STARTED*

Step 1: Make Your Move. Visit us online at www.SMARTBOXUSA.com. In the franchising section of the site, click the GET STARTED button, fill out the informational form, and click submit. Next, download the Request for Franchise Consideration PDF and return it via e-mail or send it by post. Once we receive and review your information and all financial considerations have been made; due diligence will be performed.

Step 2: Review the Details. You will receive a copy of the SMARTBOX FDD, which will provide details regarding the business and the SMARTBOX franchise. We strongly recommend that you consult with professionals who can advise you regarding this investment.

Step 3: Meet With Us. Once you have been approved, we will invite you to attend a meeting with SMARTBOX principals and your co-investors. When the decision is made to move forward, a Franchise Agreement will be signed, and your franchise will be granted. Your franchise may include one or more protected territories ranging in size from 200,000 to 1+ million people.


* Submit your application online. It really is that simple. 17



THE SMARTEST INVESTMENT YOU’LL EVER MAKE

It’s true. The fastest way to get from point A to point B is to take the most direct route. Why struggle to establish your own business when you can hit the ground running with a SMARTBOX

Don’t miss out on this fantastic investment opportunity! Shake hands with your future and align yourself with a company that’s truly going places.

Portable Self-Storage Franchise? We’ve got what it takes to get you up and keep you going as a strong and independent business owner. The opportunities for growth are endless when you invest in a SMARTBOX franchise. Now is the time! Take advantage of this incredible industry and make a smart investment that’s bound to be rewarding.

It’s easy to get started! To request more information or to download a copy of our Franchise Consideration Form, call or visit us online at:

At SMARTBOX, we firmly believe there is strength in numbers and we are tremendously proud of our growing franchise family. Still not convinced? What if we told you that the Franchise Business Review has named SMARTBOX Portable Self-Storage as one of the

1.87.SMARTBOX (1.877.627.8969) www.SMARTBOXUSA.com

Top 50 Franchises for the past three years in a row? (Reviews are provided by actual franchisees – the real franchise experts!) With SMARTBOX, you can be confident that you are aligning yourself with the best this industry has to offer. See for yourself why a SMARTBOX Portable Self Storage Franchise could the smartest investment you’ll ever make.

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Simple. Scalable. sm Efficient. Reliable. Powerful.Flexible. Convenient. Affordab Arrive. Conquer. Adva Fulfilment. Satisfact Pride. Simple. Scalab smart. smart. smart.


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