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Adventure Lodge Business Plan


Note from Real Business Plans - This copy of an adventure resort business plan is one used for a real company that I started with some college friends.  This business plan is for a collection of resorts and was created to attract funding from investors.  We only started the skiing resort which is still in operation today.  The financial link at the bottom is only for sample P&L's from other plans; to complete your resort plan you will need more than a P&L.  Our free Financial Guide will give you more information.   Once you are at this stage, read up on the Offering Memorandum and Subscription Agreement which you  need to accept payment for shares from investors.  A business plan alone is not enough.

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Any Company - Adventure Travel Group

Business Plan


Executive Summary

Any Company Adventure Travel Group (BL) is soon to become a leader in the fastest growing segment of the travel industry: Adventure Travel. Growing at a solid 15-20% per year, the demand for adventure travel destinations far outweighs the current supply.

Due to this segment’s infancy in the industry, there is no single travel outfitter that offers a broad range of adventure travel options. Yes, there are companies who sell differing packages, but they are the brokers.

Somewhat like Hyatt Hotels, BL will own and operate a number of adventure travel resorts providing a consistent level of quality and service. An outstanding vacation that the guest can count on whether skiing in Canada or surfing in Costa Rica.

BL has five resorts/lodges slated for immediate development. These properties include our flagship snowcat ski resort in British Columbia called Bl Lodge. It has taken two years to complete the process for obtaining a perpetual lease on 55+ square miles of pristine forest service land. As of October 1999, it was made official through a countrywide press release; BL was granted the land tenure. Bl Lodge will be the 9th destination snowcat ski lodge in BC. British Columbia commands 90% of the world’s market share in the snowcat ski industry. These lodges are consistently sold out, year after year…. The demand outweighs the supply.

The other lodges include a fly fishing lodge in Montana, Costa Rican surf resort, Caribbean yacht charter and a mountain bike lodge in Utah. BL is approaching each property on an individual basis; some will be developed from the ground up, others will be renovations of existing properties.

The BL goal is to develop the five lodges within the next 2 years. By our fourth year, BL will be prime for DPO (direct public offering) or a buy-out from a larger travel/hotel company looking to expand into the adventure travel market. Either way, the exit strategy looks very profitable.

For convenience, the plan is divided into the following segments:

· Company Overview
· Bl Lodge
· Utah Bike Adventures   
· Big Fly Lodge
· Costa Rica Surf and Adventure  Resort
· Adventure Charters
· Appendix


Any Company - Adventure Travel Group



Any Company will act as the branded mother company for all of its adventure properties. Based in Lake Tahoe, Nevada, the BL headquarters will oversee all functions of the properties including bookkeeping, sales, marketing and reservations. Included in Any Company’s responsibilities is the selection of the consultants and professional teams to design and develop each project; entitlement issues, recruitment and training of all personnel (including operations staff) and maintenance.

Marketing and Advertising

Our target market primarily consists of heads of household between the ages of 35-54 years old and have high household incomes (averaging $107,000+/yr.). Their trips range from 3 or more nights. Secondary

markets include the broader, younger enthusiast. The average market breakdown originates from the following geographical areas:

· 45% from North America
· 40% from Europe
· 4% from Asia
· 3% from Australia
· 8% from other countries

The Company’s marketing plan will comprise a mix of FAM tours, direct mailings, Internet, print ads, as well as free film and print publicity.

FAM tours are complimentary packages for industry professionals. We plan to offer these tours to writers from the nation’s largest sports and travel publications including Ski Magazine, Mountain Living, Snowboarder, Couloir, Outside, Hekler, Islands, Conde Naste, National Geographic Adventure, Powder, Surfer, Surfing, Flyfishing, Mountain Bike and others. So far, three of the magazines have committed to articles written about Baldface Lodge. Publicity generated from similar articles has contributed to many bookings for similar resorts.

The direct mailings will be geared for the travel agent market, magazine subscription lists and clubs across the world. The mailings will include a number of brochures and FAM tour invitations for the industry professionals. The travel agent will be our front line for sales, therefore we will offer better than average commissions (15%) during our first two seasons of operation. Mailings will include package deals with group discounts.

The direct mailings will be sent worldwide; our brochure will be translated into Italian, German, French, Japanese, and Spanish. We are working with sporting goods distributors around the world who would be able to provide the starting platform for an international marketing campaign.

The web site will also generate a number of sales. The key to Internet sales is an impressive look with a product targeted to the people surfing the web. Adventure vacation packages are one of the products that generate a lot of interest on the web. The following is a quote from a ski trade magazine (see appendix):

"Seventy percent of down hillers say they have access to the Internet and one-third of those who have that access had visited the homepage of the resort where they were skiing. The majority were between the ages of 25 and 54 with higher than average incomes."

Our web site will be the most cost-effective form of our advertising campaign. We will build a custom web site with up to the minute weather conditions, live web cameras, booking availability and trip details. To pull the potential customer to the site, we will have a unique web cam for each property. The web cam takes a picture every 60 seconds and is instantly available for viewing at the site.

Print ads will be placed in various sports/travel publications. Our target market reads these magazines, and in most cases, these publications act as a travel organizer for the guest (from accommodations to gear).

Currently, we have had numerous commitments from film and photo professionals to include footage from our resorts in their next projects. Ruben Sanchez, one of the most respected sports photographers in the world, will be shooting the Santa Cruz Snowboarding team at our BC location in March, 2000. Also at Bl Lodge, Standard Films (a ski/snowboard filmmaking company) is filming part of their next feature. A printed article in Snowboard Canada, Heckler Magazine, and Snowboarder have been added to our pre-opening media trip roster!

The key to BL’s success lies in cross marketing our different resort products. As other resorts advertise in sport specific magazines, our approach is different. By creating an image of high quality adventure travel, available consistently at our different properties, we will gain an edge. A customer will be able to recognize the name and book their next vacation/adventure with us. We will be advertising all lodges in their sport specific mediums, however, we will be advertising the entire product to the adventurous traveler! A Skier will see an add for Bl Lodge in Powder magazine and also see an add for our fly-fishing lodge, the surf lodge, the yacht, and the mountain biking adventure camp! These customers very often participate in these other activities or would like to. We will afford them the opportunity. Special marketing campaigns may include a special "lifetime membership" after visiting all lodges. Membership may include an embroidered jacket, discounts on future return trips, or a photo on the wall of each lodge.


Any Company, a Nevada limited liability company, is headed by xxxx xxxx, xxxx xxxx and xxxx xxxx:

xxxx xxxx, Chief Operations and Financial Officer

xxxx xxxx’s roots are in sales and the hospitality industry, having run a number of hotels and resorts in the Reno/Tahoe area. He was actively involved with all aspects of the travel business including management, marketing and front-of-house operations. xxxx xxxx was general manager of Ramada’s second largest timeshare property in the world, as well as two resorts in the Lake Tahoe area. Strengths lied in budgeting and project management in the hospitality industry. xxxx xxxx has a strong entrepreneurial background having started four thriving businesses in the Tahoe area. He started the companies from their inception, creating the business plan, acting as president reporting directly to the board of directors and shareholders, to running day-to-day activities. xxxx xxxx has started three restaurants, a retail store, prolific Internet mail order Company, and an Internet consulting company. His Internet skills include design and marketing, which will prove to be of utmost importance to the success of this project.

With a BA in Business Administration and Computer Sciences, xxxx xxxx and his corporate direction have been truly entrepreneurial. xxxx xxxx possesses dual citizenship between Canada and the US, helping ease the process of foreign investment. xxxx xxxx’s expertise will have a prominent role in the success of BL.

xxxx xxxx, Chief Project Manager

xxxx xxxx serves as the chief project manager for the Lodges. His education includes a BA in Restaurant and Hotel Management from Sierra Nevada College at Lake Tahoe. His professional experience includes start-ups of numerous restaurants and hotel management.

xxxx xxxx is primarily responsible for all government interaction, as well as, construction, road development, mapping, lodge operations, etc.xxxx xxxx's operations experience has proved to be an invaluable asset to the prosperous future of BL. xxxx xxxx has been primarily responsible for the tenure process with the BC government.

xxxx xxxx, Chief of Marketing and Public Relations

xxxx xxxx has extensive sports/resort marketing and public relations. For over four years he was sales manager of a multinational snowboard manufacturing company. He managed the marketing and sales of Glissade Manufacturing, a sporting goods manufacturing company based in Chico, California. Previously with Effe/Swag Sports and K2 Corporation he got to see the outdoor sports industry through the eyes of a multinational corporation, and through the eyes of a small, well respected manufacturer. Jeff’s education includes a BA in Business Administration and he is a member of the Ski Industries of America, WWRSA.

xxxx xxxx brings to the company inside contacts within the sports industry and media (print and film) professionals. xxxx xxxx's extensive sports industry and marketing knowledge, is a primary asset to BL.


The following breakdown illustrates Any Company totals from the projected P&L’s listed in this plan’s appendix:     

  Year 1 Year 2 Year 3 Year 4
Gross Revenue 3,320,482 5,343,746 6,357,129 6,892,133
Expenses & Debt -2,352,099 -3,331,227 -3,580,955 -3,687,603
Net Profit $1,088,383 $2,012,518 $2,776,174 $3,204,530
ROI 10.88% 20.13% 27.76% 32.05%

Individual P&L’s can be found in the Financial Plan included in the Offering packet.

Exit Strategy

There are two possible exit scenarios:

1. DPO (Direct Public Offering)
2. Buy Out

If a Direct Public Offering is agreed upon, BL will seek capital to add new properties and cash out investors. Each investor would have the choice of retaining some or all of their ownership. The exact amounts involved would have to be agreed upon at that time. 

Buy Out
The buyout option may present itself even sooner that projected. Currently there is a mass consolidation-taking place in the travel/lodging industry. Large hospitality companies like Starwood and Intrawest are acquiring existing properties at an alarming rate (Starwood has committed to acquiring over 300 properties within the next year). Intrawest, dealing mainly in the golf & ski travel industry, has recently closed a deal with CMH (Canadian Mountain Holidays). CMH, the world’s largest Heli-Ski outfitter, has sold off 50% of its operations to Intrawest for an impressive $40 million. Intrawest also has a stake in resort properties such as Squaw Valley, Mt. Tremblant, Snowbird, etc.

In either scenario, owners of BL will be able to cash out handsomely.


Bl Lodge, British Columbia

Executive Summary

Bl Mountain Lodge (sometimes referred to as the "Resort" or "Lodge") is the vision of Any Company, LLC, (the "Company" or "BL") a group of private investors from Lake Tahoe. Any Company’s goal is to develop a 1st class backcountry resort, nestled in the pristine wilderness of British Columbia, Canada. The Resort will be leading the new trend in tourism called ‘Adventure Travel’; for the traveler who wants more than the run-of-the-mill vacation.

The Lodge will set in the midst of 55+ square miles of mountains, meadows, lakes and streams leased from the BC provincial government. Activities to be offered will include ski touring, guided snowcat skiing, mountaineering, rock climbing, hiking, fishing, snow-mobiling, and mountain biking. To add to the experience, the Resort will accommodate only 36 guests personifying the attention to detail, gourmet dining, comfortable rooms and the best service.

A skilled and creative group of experienced planners, designers, builders and managers has been assembled by Big Land to develop and operate the Lodge.


The Kootenay region of British Columbia has long been the focus of a wide range of outdoor recreational activities. Traditional uses such as hunting, fishing, hiking and mountaineering have been augmented by newer activities such as snowmobiling, telemark skiing, cat skiing and heli-skiing. In recent years there has been increased interest in the provision of such outdoor recreation opportunities on a commercial basis. This trend is keeping with the rapid, worldwide development of the tourism industry into a segment known as adventure travel.

Adventure travel is the term used to describe a wide grouping of commercial outdoor recreation products from cat-skiing to whale-watching, that currently account for 10 to 20% of the U.S. travel industry. In British Columbia, adventure travel generated direct revenues exceeding $380 million (CDN) in 1997. As such, British Columbia is the adventure travel market leader in North America earning substantially more than any other state or province.

Adventure travel is a relatively new phenomenon. It is experiencing very rapid growth since it is a type of tourism favored by the affluent, activity-conscious "Baby Boom" generation. In British Columbia, adventure travel is expanding at a rate of between 15 and 20% per year. By the year 2000 it is forecast to be generating over a half billion dollars in direct revenues.

A study undertaken by Tourism Canada on Adventure Tourism in Western Canada (1994) notes that B.C. currently accounts for 85% of the western Canadian adventure tourism product. This study also identified the geographical criteria necessary for the successful operation of various adventure tourism activities, and revealed that for mountain-related activities (skiing, hiking, etc.) the Kootenay region has the highest quality product in British Columbia. It is not surprising therefore, that substantial interest exists in the development of new adventure tourism activities, particularly snow-based commercial recreation activities on Crown Lands in the Kootenays.

Snowcat skiing involves the use of caterpillar tracked, 12-person vehicles to transport skiers to the top of mountains to access powder skiing. Snowcat skiing represents the intermediate step between the top-end heli-skiing product and lift-serviced skiing.

Snowcat skiing is fast becoming a popular alternative to both heli-skiing and destination ski resorts. The whole idea is simple: Small groups of skiers are chauffeured through the backcountry of a vast mountain range and guided down wide-open bowls of powder. One can ski for a week without ever waiting in lift lines or worrying about congested runs. All skill levels, beyond beginner, can take advantage of the snowcat experience due to the advent of powder skis that float effortlessly through the deep powder.

Snowcat operations in the United States are becoming popular as off-chutes of established ski areas such as Aspen and Snowbird. These are ‘snowcat-only’ operations; no lodging or meals are included. Only in South Eastern BC does one see all-inclusive style snowcat resorts. The typical resort charges $500/day (CDN) and includes basic accommodations, meals and guided skiing. Most snowcat packages last from 3 to 6 days, allowing for an average of 12,000 vertical feet of skiing per day.

The snowcat resort popularity has been fueled by the rising costs of conventional ski vacations. The average cost for two people to ski and stay in Vail for 3 days can easily exceed $364 per person/day (including hotel, food and lift ticket). Ski areas are also more crowded due to the explosion of the snowboard market. No longer can a skier enjoy a day on the slopes; each run has to be executed with care to avoid potential collisions with others on the slopes. Quality of service has also diminished in the light of cost cutting and downsizing.

Site Selection

The key for the Resort is to have access to Crown Land. Crown Land is similar to Forest Service Land in the U.S. In BC, over 90% of the land is Crown Land available for long-term lease. For our operation, a total of fifty five square miles of Crown Land is needed for the snowcat access area.

Site selection is crucial in many respects, including the right combination of peaks, ridgelines, vertical, streams, meadows and accessibility. But, just finding a suitable area is not enough… Once the area has been located, the process of attaining tenure with the Ministry of Environment, Lands and Parks of BC is next. This process takes from one to two years, requiring studies and management plans that satisfy all of the governmental powers involved. Achieving land tenure is key. The process begins by submitting an Expression of Intent (EOI) with the government. Due to our tenure’s optimum location and terrain, this lease carries a value of 1 million dollars.

Continuing the process, the environmental impact studies and overlaid maps detailing use, migration paths, vegetation, roads, precipitation and lodge location had to be completed. We had to complete and redraft the management plan twice before being granted tenure. This land tenure gives the company all legal, commercial rights to a fifty-five square mile area with 10-20 year leases that can be renewed every three years, in effect an unlimited lease on the land.

This area is conveniently located just north of Nelson, BC. From Nelson, the area is 10 minutes by car, then 20 minutes by off-road vehicle or, a quick seven-minute helicopter ride. The city of Nelson, incorporated in 1897, located on the West Arm of Kootenay Lake in the heart of the Selkirk Mountains in Kootenays, about two and a half hours north of Spokane, Washington. Aircraft access is limited to a small airport in Nelson with a 3,100 ft. runway, accommodating 12 to 15 passenger planes and private jets. The next closest airport is located at Castlegar, only 30 minutes from Nelson, accommodating commuter (Air Canada and Canadian Regional Airlines) and private jet aircraft.

Nelson is the perfect accentuation for the resort; offering air transportation, nightlife and plenty turn-of-the-century ambiance. Nelson made a name for itself by being the location for the movie "Roxanne" starring Steve Martin.

The resort will be situated on the center of the land tenure. This area of Canada, averaging 700 inches of snow per season, has many majestic mountain ranges perfectly suited for snowcat skiing, as well as most summer sports.

The Bl Mountain Lodge Experience

Our resort will take advantage of all that is available to create a skiing experience unsurpassed in quality and service. The main lodge will be a 16,000-sq./ft. log cabin with 20 guest rooms, game room, sundry shop, dining and meeting facilities.

The skiers’ adventure begins with being picked up in town by helicopter, which whisks the group to the main lodge. Once settled in, the guests convene in the dining room for the first four-course meal of their vacation. After dinner, everyone heads to the great room for introductions to their guides and basic backcountry tips, instructions, etc. The instructions include information about use of the avalanche transponders, the terrain to be covered during the upcoming days and ski rental fittings. The guests’ mornings start with a hearty breakfast, followed by loading the cat for a day in the mountains.

On average, the group will get in 3-4 runs by lunchtime. Each run is carefully selected, by certified guides, to the ability of the skiers. Lunch is served at the cat, then back to the skiing for another 5 runs. Once back at the lodge, some après-ski cocktails in the game room or hot tubing to relax the muscles! Soon after, the dinner bell chimes and the group is amazed with another exquisite dinning experience. The following days are just like the first, no one goes home unsatisfied.

Now for the skier with a family… We will be the only snowcat resort to provide daily kid’s ski camp. Kids between 5-16 yr.’s will have the same opportunity for a great ski vacation, without their parents missing a turn. There will be a groomed area, near the lodge, equipped with a tow lift. Under qualified supervision, kids will get to ski, slide, eat and just play while their parents are off tackling the backcountry.

Our summer guests will have the opportunity to relax or enjoy all of the outdoor sports and recreation they can handle. From the Lodge we will offer hiking and mountain biking, from our day-lodge, guests can go fishing or water skiing in one of our boats, jet skiing, lounging at our sandy beach, swimming, aircraft sight-seeing, golf or enjoying all that the city of Nelson has to offer.

Our main lodge will be the perfect place to get away from the hustle and bustle of the city. We will offer corporate retreats for play or work in a great atmosphere.

Also, throughout the summer we will host numerous events and seminars in the arts and environment.

The day lodge is located at the entrance to our land, directly on the Kootenay Lake, facing Nelson. This property, to be purchased by the Company, has a private beach, dock and a small log cabin. Equipment at the beach will include a ski boat, fishing boats, sailboards, inflatable rafts and shade umbrellas. The log cabin will house the snack bar for the guests.

From the day lodge, our van will take the guest into Nelson. While in town, guests can shop at some of the many quaint boutiques or soak up some of the old-world charm. All throughout Nelson are more than 350 Heritage buildings; some dating back to 1897. The restoration of private residences, churches, businesses and government buildings has given this city a look and feel dating back to the turn of the century. Residential heritage structures, range from the Hoover Street residence built in 1891 for a Member of the Legislature to the Mill Street ‘cottage’ built in 1900. Two of the most striking heritage churches are the Nelson Congregational Church (1900) with its’ tower, stained glass windows and the column Cathedral of Mary Immaculate (1898).

As for golf, Nelson is home to the Granite Point Golf Course and within 30 minutes of six other courses. Granite Point, an 18-hole course (par 72/6,209 yards) with spectacular views of Kokanee Glacier, is five minutes from downtown Nelson.

Also, we will offer aircraft sightseeing packages. These packages would include a tour over the area and local glaciers via airplane or helicopter. Other packages will include guided and charter fishing tours, heli-hiking in backcountry glaciers and guided mountain biking.


The Company is currently mapping roads and the lodge site, construction and development is to commence by June 2000. By winter ’99/00 the Lodge will be ready to take on skiers from magazines and film for early publicity. The lodge will be able to take on paying guests in December 2000. Expansion, to be considered in June 2000, will be in the form of adding cats and accommodations at the existing location.

The following is the proposed development schedule, to be implemented after financing is secured:

- Design — completed
- Approval/Permit — completed
- Road mapping — currently underway
- Construction* — Spring 2000
- Start-up/Trail Cutting — Summer 2000
*The construction phase will include cutting cat trails along with the building of the Resort.


Direct competition within the area consists of seven resorts. The snowcat operations vary from ones without lodging to all-inclusive resorts. Our true competition is actually the all-inclusive resorts. These resorts offer lodging, guided snowcat skiing and meals. Currently there are only four heli or cat-ski operations in the Kootenay region and 24 total operations in BC. The following is a list of cat operations in BC:

· Cat Powder Skiing, Inc. in Revelstoke: 36 maximum occupancy on 40 square miles.
· Duncan Lake Lodge in Meadow Creek: 8 maximum occupancy on 12 sq. miles.
· Great Northern Snowcat Skiing at Trout Lake: 24 maximum occupancy on 50 square miles.
· Island Lake Lodge in Fernie: 36 maximum occupancy on 7,000 square acres.
· Ratalack Alpine Adventures in New Denver: 24 maximum occupancy on 40 square miles.
· Selkirk Wilderness Skiing in Meadow Creek: 24 maximum occupancy on 30 square miles.
· Sno Much Fun in Cranbrook: Day operation only, no lodge or food.

All of the resorts run at 90+% occupancy throughout the winter season. In 1994, heli and snowcat operations drew over 65,000 visitors spending over 64 million dollars.

Indirect competition includes heli-ski outfits. The helicopter operations are more expensive, up to $1,000/day, and at the mercy of the weather. If conditions are bad, the helicopter can’t fly, the skier can’t ski!

Our resort will differ in the service. Investigation into our targeted guests has shown that quality service and attention to details far outweighs cost concerns. Some areas of quality service include the food, staff, amenities, and our kids program.

Development Team

The development team that we have assembled insures quality and style…

The contractor and designer is xxx xxxxx of xxxxx Design in Nelson. He has completed over 130 projects in the Nelson area. He deals in all aspects of construction management, contracting, computer and architectural design.

The materials and assembly will be provided by xxx xxxxx  of xxxxxxxxxx Post and Beam. This company has built quality homes and lodges, locally and internationally, since 1979. Projects from xxxxxxxxx include; The Cascade Lodge, and the Buffalo Mountain resort in Banff, the mid-mountain lodge at Sun Peaks in Kamloops B.C., and the Club de Campo Gran Bell in Buenos Aires, Argentina.

Also, providing an invaluable service to the company is xxxxxxxxxx Lumber. They have the lumber rights to the tenure area and are currently finishing road access in the area. They are providing us with their maps, projecting roads and cutting areas. They will work with us as to areas to thin out and areas to clear-cut.

Operating Performance

The Company believes Bl Mountain Lodge will be one of the most profitable backcountry ski resorts built in North America. Factors that will contribute to the success of the Lodge include customer-service driven management, gourmet dining, location, one of the largest tenures and the opportunity for off-season revenues.

Individual P&L’s can be found in the Financial Plan included in the Offering packet. Contact us at

 Big Fly Lodge, Montana

Executive Summary

This lodge, located in Montana, will cater to the ever-growing fishing ‘adventure’ market. We will offer fly and bait fishing on lakes and streams located on the grounds of the lodge. As always, the guests will enjoy all-inclusive style lodging and guided fishing excursions.


Montana provides a backcountry fly fishing experience like no other place on earth. Big Fly lodge will be situated in the heart of the arguably the greatest trout fishing available anywhere. Big fly lodge will provide the rest of the luxury backcountry experience. A gourmet chef will prepare fresh, healthy, tasty meals in a serene beautiful lodge for guests after a full day’s fishing expedition. Massages will be available for tired legs and arms after battling monster trout! Big Fly lodge takes the guesswork out of fly fishing for our guests by hiring local guides with years of Montana fishing experience. Guests will be provided with the flies, and the technique to catch the fish of their dreams.

Big fly lodge enters a market that is currently booming. Fly fishing is the fastest growing segment of the fishing industry. Destination fly fishing lodges have long been the dream of countless fishermen around the world. Fishing a local stream and catching a 16 inch trout is a thrill that can only be surpassed by the stories of the "lunkers" that swim the remote waters of Montana. Big Fly lodge will provide the fishing experience that many fisherman have dreamt about for years!

The entire family can enjoy the beauty and excitement that is Big Fly Lodge. Children who learn the techniques at a young age can grow old with the skills gained at this lodge. The memories will last a lifetime. What father and son fishing team haven’t daydreamed about fishing unspoiled waters, catching fish that take both hands to lift from the glacier fed waters? For that matter, women are the fastest growing segment of the booming fly fishing market; so the whole family can enjoy Big Fly and grow old with the memories!

Montana has enjoyed status as the greatest fly fishing in the world for quite some time. The film," A river runs through it", filmed in Missoula Montana, sparked the imaginations of people worldwide, and planted a seed that Big fly Lodge will sow. Many locals in Montana take the recent influx of tourists as a threat and are less than thrilled to have sport utility vehicles searching the countryside looking for fishing holes. The locals are notoriously tight lipped about the best spots. Big Fly Lodge will let the guests in on the secret, with local knowledge and a backcountry location, which is virtually unknown to all but a few savvy locals. One truth in fishing is that competition in a stream ruins the fishing for everyone. Big Fly guests can fish assured of unspoiled, trophy trout fishing.

Site Selection

Currently, We have investigated several available properties, which meet our requirements. BL has obtained the assistance of a commercial Real Estate broker with vast knowledge of the land. BL hopes to attain land in the Spring of 2000, and open late Fall 2000.

Operating Performance

Individual P&L’s can be found in the Financial Plan included in the Offering packet. Contact us at

Utah Bike Adventures, Moab

Executive Summary

Utah Bike Adventures (UBA) will be our first American project located in Moab, Utah. Moab is known worldwide as the "Mecca" of mountain biking. UBA will offer multi day tours of this national treasure. Guests will be treated like royalty as they bike from camp to camp, led by certified guides. Bike ranch guests will not be burdened by carrying packs full of gear, or by troublesome bike problems which typically plague a trip. The Bike Ranch guide will carry all the tools and parts and have the experience to handle any problem that may occur.

The idea for the Bike Adventures has its roots in whitewater rafting. Clients will bike from pre-determined camp to camp. Their gear will be waiting for their arrival each night, and packed up and moved to the next location each morning by the staff. UBA will supply everything needed and guests can ride their own bikes or on of the high end custom bikes from the ranch. Each night guests will be treated to a healthy, tasty meal and will be able to enjoy a massage or some guitar playing out under the vast western sky!

Mountain biking is fun. The secret is out across the country. Many people ride local trails in their home areas and are looking for that once a year trip to go and explore different places. The problem is that it is very difficult for the average biker to organize and prepare for a mountain biking expedition. UBA will take all of the guesswork out of preparing for a trip. The guests will be provided with anything or everything they need. Tents, cooking equipment, solar showers, and other luxuries await the weary, but exhilarated Mountain Bikers upon their arrival to that night’s camp.

As the demand increases for our domestic tours, the ranch will offer annual trips to exotic locations. A Mountain bike trek in Nepal around 27,766ft. Makalu, or perhaps a fall crossing of the European alps! The possibilities are limitless!

Site Selection

Scheduled to begin in Spring 2000…

Operating Performance

Individual P&L’s can be found in the Financial Plan included in the Offering packet. Contact us at


Adventure Charters, South Florida

Executive Summary

For the water sport adventurer, we plan to offer private, crewed, yacht charters. These charters will be on our 75-foot yacht, accommodating up to six guests for weeklong cruises; or 25 guests for daylong party cruises. The guest will enjoy island hopping in the Caribbean, water-skiing, scuba diving, deep-sea fishing and relaxing, all on their own yacht.

The current sailing charter business offers everything from crewed trips to "bareboat" charters.. The existing market is fighting itself to gain customers. Most advertise in publications such as Yachting, and get their bookings from those ads, internet sales or return business. Adventures Charters will be different in that it will enjoy being part of our entire family of adventure travel destinations. Clients will know what to expect before arriving at the dock. These charters will involve the clients from day one, planning the ultimate cruising experience for sailors and first timers alike! The yacht will be bases in the Florida keys, offering high-end charters of the Caribbean to destinations such as St. Lucia, Nassau, and other islands.

The charters will include everything that the savvy sailor could ask for. The 75-85 foot sailing vessel will be capable of sailing anywhere on the planet and specialty charters will be its specialty. As the Atlantic hurricane season arrives, the charters will continue on the Pacific side after a cruise through the Panama canal. The yacht will arrive at our Costa Rican resort just in time to offer surfing charters to and from Southern California. Possible destinations from the Pacific side include an inside passage to Alaska, sailing of the San Juan or the Queen Charlotte islands! We hope to be able to offer global circumnavigation tours where high end guests can pick the parts of the voyage that they want to sail!

Operating Performance

Individual P&L’s can be found in the Financial Plan included in the Offering packet. Contact us at

Costa Rican Surf and Adventure Resort

Executive Summary

Surfers have been heading to Costa Rica for years. The true "hard core" migrated from Southern California, and some were perseverant enough to find the pacific shores of Costa Rica. The word is out among the elite surfers of the world, and the word is fast falling on the ears of the general population. Situated three hours from San Jose, where the international airport is located, Costa Rican Surf and Adventure Resort awaits. The resort is situated on prime Costa Rican land. Offering panoramic views of the renown Manuel Antonio National Park, and just far enough from the touristy Jaco, this location is only fifteen minutes north of the famous black sand "playa hermosa" beach. It is the ideal location for a surfing lodge, with additional adventures including; mountain biking, birding, and hiking, and some of the best deep sea fishing on the planet! Guests will enjoy the private cabañas and first class accommodations within the resort, as the friendly staff attends to their every need. A gourmet chef will prepare healthy snacks and fine dining for the guest. Most guests will need the energy to enjoy all that the resort has to offer!

As wonderful as the resort and surrounding property are, most guests will enjoy the water much, much more! The surf in Costa Rica is legendary. Clean, warm water with long consistent waves is what attracts surfers from around the world.

Surfing is enjoying growth like never before. With the development, pollution and crowding of the U.S. coastline, surfers from both coasts are traveling to exotic locations to practice their craft. The same is true for international surfers, and Costa Rican surf is becoming known as some the best in the world. A chance to surf these waves is what many yearn for. The fear of a foreign land, crime, and lack of local knowledge keep them away. The guests will be enjoying paradise, complete local knowledge and with all of the luxury that destination adventures offer.

Site Selection

The lodge site is a mountaintop parcel with panoramic views of both the Pacific ocean and the Rainforest. It is located 20 kilometers south of Jaco, close to the town of Esterillos Oeste. The Company is currently undergoing negotiations to secure this property and three adjacent parcels to secure privacy and future construction sites.

Operating Performance

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