KemperSports proposal for management of Royal Oaks Country Club in Vancouver, WA. Inside you will find information about our company, services, plan, scope, transition, and fees. Additionally, you will find answers to the Board's questions and sample financial reports.
MANAGEMENT PROPOSAL December 15th, 2025
Royal Oaks Country Club 8917 NE Fourth Plain Blvd Vancouver, WA 98662
KemperSports Management 500 Skokie Blvd., Suite 444 Northbrook, IL 60062
Royal Oaks Country Club 8917 NE Fourth Plain Blvd. Vancouver, WA 98662
Dear Board Members of Royal Oaks Country Club,
KemperSports is honored to present our proposal for the management of Royal Oaks Country Club. With more than 45 years of industry leadership and a proven track record of success across many of the nation’s most respected private clubs, we are uniquely positioned to serve as a thoughtful steward of Royal Oaks’ traditions, culture, and long-term vision. Our philosophy is rooted in partnership. We recognize that Royal Oaks Country Club already holds a special place among its membership, defined by strong camaraderie, a welcoming club culture, and a golf experience that is central to the identity of the club. Our role is not to redefine Royal Oaks, but to protect what makes it special while providing the structure, resources, and expertise needed to support its continued success.
This proposal outlines a comprehensive management approach centered on five core areas of focus, each designed to enhance the member experience while strengthening operational consistency and accountability:
Corporate Resources & Cost Efficiencies - Our integrated management platform consolidates key services to improve oversight, introduce best practices, and create operational efficiencies while allowing the club to focus resources on the member experience. Clubhouse & Member Experience - Through our TrueService™ training program, we will foster a culture of consistent, personalized hospitality that reflects the standards and expectations of Royal Oaks’ membership. Marketing, Branding & Member Engagement - We will steward the Royal Oaks brand through clear communication, thoughtful storytelling, and targeted positioning that strengthens member connection and supports sustainable, values-aligned membership growth. Food & Beverage Excellence - Guided by our National Culinary Team, we will support a high-quality, consistent dining program that enhances daily club life and serves as a central component of member engagement. Staff Development, Accountability & Career Opportunities - Through TrueService™, TrueLeadership™, and TrueInsight™, we will invest in the club’s team by establishing clear expectations, professional development pathways, and a culture of accountability and pride. Royal Oaks Country Club represents a unique and meaningful opportunity — a club with strong foundations, an engaged membership, and a proud history. We are enthusiastic about the possibility of partnering with you, the Board, and the membership to ensure Royal Oaks continues to thrive for generations to come.
Thank you for your time, consideration, and confidence. We look forward to the opportunity to work collaboratively with your team in support of Royal Oaks Country Club’s future.
Sincerely,
Joshua Ward
Josh Ward Vice President, Business Development KemperSports
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500 Skokie Blvd., Suite 444 Northbrook, IL 60062 • 847.850.1818
Table of Contents
Operating Focus About KemperSports Scope of Services Support Team Timeline & Transition Experience Pro Forma Market Analysis Terms & Conditions
05 09 16 20 21 24 25 26 28
Appendix
Questions & Answers Sample Financial Reports
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This is what best-in-class looks like.
“When I heard KemperSports was involved, I knew immediately it would be an exceptionally well- managed property.”
Mike Davis Former CEO, USGA
Background KemperSports is confident in our ability to deliver exceptional management services to your facility. Drawing on our comprehensive experience and expertise in all aspects of sport complexes and club operations, with a member-centric approach, innovative marketing strategies, access to proprietary programs, and a commitment to cost-efficiency through best practices and preferred vendor relationships, we are poised to optimize your facilities’ performance and profitability. Our experience and culture are paramount to professionally managing your facilities.
So, what will drive our success at your property? It starts with who we are, then what makes us different.
Who We Are:
Sales & Marketing Experts Local, Regional, & National Support
45 Years of Experience
200+ Managed Courses
8,000+ Team Members
Transition Masters
We Value our Client Relationships
Our first client in 1978 Vernon Hills Golf Club is still a client today.
10+ years is the average tenure of our clients
Placed Top 5 in NGF Annual Loyalty Member Survey Awards for 12 consecutive years
KemperSports Manages more Top 100 Golf Courses than any other management company
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KemperSports | Royal Oaks Country Club
What Makes Us Different We Champion our Clients Brands.
Our clients and their brands are the stars. We enhance our client’s efforts by leveraging our depth of expertise for their gain. We customize solutions and execute proven tactics to maximize results.
We Take it One Relationship at a time.
Our company was built on family values. We treat our business, our teams, our clients and our customers like family. We focus on building one relationship at a time to grow and positively impact our communities. 10+ years is the average tenure of our clients.
We do things differently, because we can.
We are an independent family company with the agility and willingness to follow our instincts that put us above the rest in delivering for our clients. It’s our competitive entrepreneurial spirit that fuels us.
Our size is our strength.
We offer a boutique, personalized service from single- course properties to expansive multi-experience operations. We have the exceptional talent and operational efficiencies of a large company with the attentive client and customer service of a small one.
We deliver results. Period.
We have over 45 years experience powering our clients into profitable businesses and driving revenue growth. Our model allows us to make long-term business decisions and our core company value of financial discipline grounds us
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KemperSports | Royal Oaks Country Club
Our Mission & Values To be the best club, golf, sports and hospitality management company, delivering outstanding customer experiences, operational excellence, and innovative client solutions in a socially and ecologically responsible manner. Kemper Sports Management, LLC (KemperSports) is a privately-held property and experience management company with headquarters in Northbrook, Illinois, and regional offices throughout the U.S. We specialize in the management and marketing of golf courses, clubs, sports and event facilities and destination resorts. Our portfolio includes hundreds of award-winning facilities including sport complexes, golf clubs, municipal partnerships and family entertainment venues. Our privately-owned model allows us to make long-term business decisions and our core company value of financial discipline grounds us. Our team will be dedicated to achieving the shared goals we establish, ensuring the facility becomes a premier destination for your local community as well as travelling teams and guests. We will focus on attracting local residents as well as driving visitors, increasing daily usage, fostering customer loyalty, and delivering a high-end experience. Our Operations and Sales & Marketing team will proactively build and engage your customer base, strengthen your online presence, enhance guest communication, and streamline the booking process, all while maintaining exceptional customer service as our core priority. We are proud to have close to a 100% retention rate over the last 5 years, and we believe that if you partner with us, we will unlock the full potential of this development; creating a one-of-a-kind return on investment for our services. Our Values
States 35 Years 45+
Facilities 200+
Service Loyalty Relationships Integrity Financial Discipline Creativity
8,000 Team Members
“THE STRENGTH OF OUR PEOPLE IS THE BACKBONE FOR SUCCESS”
Steve Skinner | Chief Executive Officer
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KemperSports | Royal Oaks Country Club
Portfolio KemperSports owns, leases and manages over to 200 facilities around the United States, including some of the most well-known resorts and country clubs. We proudly manage more current top 100 courses than any other management company. Our depth of resources and experience allows us to succeed at all clubs, in every market. KemperSports is comprised of five divisions, allowing our teams to focus on specific styles of clubs and venues, ensuring your resource team is focused and experienced on the needs of your club.
The team at KemperSports knows that each and every client is different, however, having experience in all segments of the management space allows our team to manage each property successfully. This depth of experience allows us to hit the ground running and showcases that we have the power to operate your club successfully. National Scope, Local Focus
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Operating Focus
Food & Beverage Excellence KemperSports will transform the food and beverage program into a vibrant community hub that engages members, community visitors, and destination guests. Our culinary team will curate locally inspired menus, host themed events, and implement cost-control systems to enhance profitability. By making dining a central part of the Royal Oaks golf experience, we will deepen community connections and drive revenue growth. Staff Development, Accountability, & Career Opportunities We will position Royal Oaks as a high-end daily-fee property and a must-play regional destination through a comprehensive marketing and revenue strategy. Using our TrueDemand® platform and targeted campaigns, we will optimize tee time pricing, strengthen brand identity, and create property specific loyalty programs to attract and retain guests. Our digital storytelling and social media efforts will highlight Foothill’s unique design and setting, increasing rounds, revenues, and loyalty. Below is an outline and short summary of a handful of key priority areas that we believe will provide the most impact early on in our relationship. A more in-depth analysis of each area is provided on the following pages. Welcoming Clubhouse & Guest Experience KemperSports will aim to elevate the arrival, service, and departure experience at Royal Oaks by aligning all guest touchpoints with KemperSports’ hospitality expectations. Through our TrueService™ hospitality training, every staff member will be empowered to deliver warm, anticipatory service that resonates with members and guests alike. By integrating digital and in-person interactions, we will ensure a seamless, memorable experience that reflects Royal Oaks’ heritage and natural beauty. Marketing, Branding, & Revenue Management Royal Oaks Country Club will become a model for workforce engagement and career growth. Our TrueService™ training will build a culture of excellence, while KemperSports’ national network will create advancement opportunities for staff at all levels. These initiatives will attract, develop, and retain top talent, ensuring exceptional service and operational success.
Course Conditions & Procurement Benefits
Through KemperSports’ national purchasing network, Royal Oaks Country Club will realize substantial cost savings without compromising quality or local relationships. Our vendor partnerships will provide competitive pricing on everything from turf care to branded merchandise, directly benefiting the bottom line. These efficiencies will allow the course to operate with financial prudence while enhancing the overall course conditions as well as the F&B, retail, and guest experience.
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Operating Focus Clubhouse & Guest Experience
At Royal Oaks Country Club, the clubhouse serves as the social and cultural heart of the membership — a place where traditions are honored, relationships are strengthened, and the club’s identity is experienced daily. For members and their guests, the clubhouse represents both the first and lasting impression of Royal Oaks, setting expectations for service, professionalism, and hospitality across every interaction. KemperSports believes that exceptional private club experiences are defined by consistency, attentiveness, and authenticity. From the arrival experience and bag handling to staff recognition and personalized service touchpoints, every moment should reinforce a sense of belonging and pride in the club. Inside the clubhouse, the atmosphere should balance warmth and refinement, with thoughtfully presented merchandise, intuitive wayfinding, and seamless connections between golf, dining, events, and member programming. Using our proprietary TrueService™ training platform, we will empower Royal Oaks’ team to deliver a hospitality experience rooted in anticipation rather than reaction. Staff will be trained to recognize members by name, understand individual preferences, and proactively enhance each visit. TrueService™ emphasizes empathy, communication, and accountability, ensuring that service delivery aligns with the expectations of a high-quality private club environment. Beyond the physical experience, we will evaluate the full member journey, including digital touchpoints such as the club website, member communications, event registration, and internal messaging. Ensuring alignment between digital and in-person experiences reinforces Royal Oaks’ brand as a welcoming, polished, and member-centric club — one that values both tradition and thoughtful modernization.
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KemperSports | Royal Oaks Country Club
Operating Focus Marketing, Branding, and Revenue Management
Royal Oaks Country Club occupies a unique position within the Vancouver and greater Southwest Washington private club landscape. With a strong sense of history, community, and member loyalty, the club’s marketing and branding efforts should not be transactional in nature, but instead focused on storytelling, engagement, and long-term brand stewardship. Unlike public golf facilities, effective marketing at Royal Oaks is centered on strengthening the bond with existing members while thoughtfully positioning the club to attract aligned prospective members. KemperSports’ approach begins with a comprehensive brand and communication audit, evaluating how Royal Oaks is currently perceived by members, prospective members, guests, and the surrounding community.
Our strategy will focus on reinforcing what makes Royal Oaks special: A welcoming, inclusive club culture High-quality golf and amenities A strong sense of camaraderie and tradition A club experience that feels personal, not commercial
Key marketing and branding initiatives will include: Member Communications Strategy
Development of a consistent, professional communication framework across email, website updates, event promotions, and digital newsletters. Messaging will be clear, timely, and visually aligned with the Royal Oaks brand, ensuring members feel informed, connected, and engaged. Website & Digital Presence Enhancement Refinement of the club’s website to serve as both a member resource and a prospective member introduction. Emphasis will be placed on storytelling, photography, club lifestyle imagery, and clear articulation of the Royal Oaks experience, culture, and values. Prospective Member Positioning Creation of discreet, high-quality marketing materials that support membership growth efforts without compromising exclusivity. This may include digital brochures, testimonial-driven content, and invitation-based messaging that highlights the value of membership beyond golf. Brand Consistency & Visual Identity Ensuring consistency across logos, signage, merchandise, digital assets, and printed materials. A cohesive brand presence reinforces pride among members and presents Royal Oaks as a polished, well-managed club. Club Lifestyle Storytelling Highlighting the experiences that define membership at Royal Oaks — tournaments, social events, dining experiences, traditions, and member milestones — through curated content and photography. This storytelling deepens emotional connection and reinforces the intangible value of belonging. Through this thoughtful and measured approach, Royal Oaks Country Club will strengthen its brand from the inside out — enhancing member satisfaction, supporting sustainable membership growth, and reinforcing the club’s position as a premier private club in the region. 11 KemperSports | Royal Oaks Country Club
Operating Focus Food & Beverage Excellence
At Royal Oaks Country Club, food and beverage is not simply an amenity — it is a vital extension of the club’s social fabric. Dining spaces should serve as natural gathering points where members connect, celebrate milestones, and enjoy a relaxed yet refined atmosphere that complements the overall club experience.
KemperSports’ philosophy is to position food and beverage as a central pillar of member engagement, offering consistent quality, welcoming service, and menus that balance familiarity with thoughtful variety. Our National Culinary Team will conduct a comprehensive review of menu design, pricing, service flow, and kitchen operations to ensure alignment with member expectations and club culture. Menu development will emphasize: Quality ingredients and scratch preparation Seasonal features and rotating specials Balanced offerings for casual dining, family meals, and special occasions Efficient service models that support both daily dining and events Beyond day-to-day operations, we will focus on activation and programming — themed dinners, wine tastings, holiday events, and member socials — designed to increase clubhouse utilization and deepen member connections. These experiences reinforce the clubhouse as a vibrant extension of the Royal Oaks lifestyle. Operationally, KemperSports will apply its national procurement leverage, inventory controls, and labor optimization practices to improve efficiency while maintaining flexibility and personalization. The goal is not cost-cutting at the expense of quality, but rather sustainable excellence that enhances both the member experience and financial performance.
Ultimately, we view the F&B operation as a cornerstone of the Royal Oak’s experience, one that can enhance the property’s reputation, generate additional profit, and deepen the club’s connection to all members and guests.
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KemperSports | Royal Oaks Country Club
Operating Focus Staff Development, Accountability & Career Opportunities
At KemperSports, our success begins and ends with people. We believe that exceptional guest experiences come from well-trained, empowered, and engaged team members who take pride in their property and feel supported in their careers. At Royal Oaks, our approach to staff development will prioritize training, accountability, and advancement, creating a workplace culture that mirrors the excellence we expect on the golf course and in the clubhouse. Building a Culture of Excellence Royal Oaks is a premier private club in the Willamette Valley. To differentiate the experience from other clubs, our team must set the standard for professionalism, communication, and service consistency. KemperSports will implement our proprietary TrueService™ and TrueLeadership™ programs to ensure every team member, regardless of role, understands how their contribution impacts the member and guest experience. TrueService™ Training – Each new hire will complete a structured onboarding curriculum focused on hospitality standards, proactive problem-solving, and communication. This training, reinforced by daily pre-shift huddles and monthly refreshers, builds muscle memory around service behaviors that define a guest’s impression of the property. TrueLeadership™ Development – Department heads and high-potential employees will participate in structured leadership training that focuses on coaching, accountability, and financial acumen. This ensures our managers not only run efficient operations but also model the culture we expect throughout the organization. TrueReview™ & TrueInsight™ – Through these proprietary feedback systems, we will measure guest satisfaction, online sentiment, and team engagement, providing clear performance metrics that guide recognition, corrective action, and continuous improvement.
Accountability & Empowerment KemperSports’ management philosophy combines autonomy at the property level with structured accountability and support. At Royal Oaks, every manager will be empowered to make decisions that improve the guest experience while being held accountable through transparent KPIs and regular reporting. Our regional and corporate leaders will maintain active involvement, providing coaching, best-practice sharing, and benchmarking data to ensure continuous operational improvement.
The next page provides additional details into our proprietary training programs.
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Operating Focus Staff Development, Accountability, & Career Opportunities
Training Methodology - TrueService™ TrueService™ training is designed to enhance each staffer’s communication and problem-solving skills. Sessions are administered by a TrueService™ Champion to build a culture of dialogue on improving customer service performance. TrueService™ has been proven to increase staff motivation and engagement, improve knowledge, and boost confidence. In return, customers, golfers, and guests will build better connections with our staff, which leads to increased revenue and customer loyalty. TrueLeadership This program represents our commitment to developing and supporting key leaders across the organization. Our proprietary TrueLeadership training program identifies high-potential staffers and helps them grow and develop into better managers and leaders of our company. We Measure Success Through continuous customer engagement, we solicit and receive valuable feedback that is used to benchmark ourselves and to guide data-driven decisions. TrueReview™ is the measuring stick for each property’s guest experience. Feedback is shared with our staff and stakeholders to ensure a collaborative approach to our business operations. TrueReview™ & NPS (Net Promoter Score) Our commitment to creating a dynamic and memorable guest experience is proven in the service and survey scores that our properties receive. TrueService™ gives our staff the tools they need to operate with a service-centric approach, and we measure that success through our True Review program. TrueInsight™ Take charge of your online reputation by learning what your customers are saying online. We track what your customers are saying about your course and their experiences, about your competition and what strategies and tactics you need to implement as a result.
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Operating Focus Excellent Course Conditions & Procurement Benefits
Royal Oaks already benefits from a strong agronomic foundation, thanks to its proven layout and great maintenance team. However, even the best courses can elevate conditioning and efficiency through better structure, support, and purchasing power. KemperSports will partner with Royal Oaks’ existing agronomy team to maintain championship-level playing surfaces while enhancing efficiency, water conservation, and long-term sustainability. Focus areas include:
Bunker consistency and edging programs to maintain visual contrast and playability. Irrigation audits to optimize water use across turf and native areas. Tree and native landscaping plans to enhance aesthetics and speed of play. Seasonal agronomic calendars with defined maintenance standards and budget alignment. Our national procurement program will deliver 10–40% cost savings on turf care products, fertilizers, maintenance equipment, uniforms, and F&B supplies, all while maintaining flexibility to honor local vendor relationships. We will also source exclusive branded merchandise and logoed goods that capture Royal Oaks’ identity and appeal to its player base. Through this combined focus on quality, efficiency, and resource optimization, Royal Oaks will operate at a higher level of performance, both financially and aesthetically, positioning itself even higher on the list of best private clubs in the Portland area.
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Scope of Services
KemperSports continually refines its 45-year implementation of “best in class” management practices to not only keep pace with, but anticipate, industry changes. The following sections explain our approach in six major verticals of golf course management along with our focus on our departmental expertise and proprietary programs.
Six Verticals of Operations
OPERATIONS
MAINTENANCE
FOOD & BEVERAGE
Inside and outside services including reservations, merchandise, and logistics
Course conditions and environmental conservation and sensitivity
Restaurant, snack shop, a la carte, outing & events, and on- course services
SALES & MARKETING
HUMAN RESOURCES
ACCOUNTING
Transition, onboarding, benefits, payroll and other services
Bookkeeping, reports, compliance, receivables and audits
Market analysis, social media, targeted campaigns, content creation and revenue mgmt.
Departmental Expertise
KemperSports leverages its scale and departmental expertise to provide each partner with guidance and support in all areas of the operation. Subject matter experts curated decades worth of experience into a comprehensive policies and procures guide which informs and prepares department heads. These experts are available to consult with the onsite team to deliver the best possible results
Proprietary Programs
We have built proprietary programs to navigate some of the many challenges facilities face today. TrueService is our customer service program, focusing on top- quality customer interactions. TrueReview is a program that allows us to obtain feedback and learn how we get better. And TrueDemand is our revenue management tool focused on driving revenue through data analytics.
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Facility Operations Management
KemperSports has achieved its success in golf course and sports complex operations, in large part, due to the company’s strategy of marketing our clients’ facilities’ as “Best In Class”. We strive to offer and promote “Best In Class” service, conditions, and amenities at all of our properties. As operations manager for the facility, KemperSports will be responsible for turnkey operations to include: facility maintenance, marketing, food & beverage, membership sales, golf carts, outside services and merchandise, accounting and financial reporting, payroll processing and benefits administration, and golf shop operations, etc. Our commitments to your property include: A staffing approach that involves an experienced General Manager leading golf/complex, F&B, and maintenance teams, supported by regional professionals. Together, we will deliver our commitment to excellence at your facility. Strategic marketing to attract new guests, events, and programs while engaging and retaining current guests and alumni for years to come. Being hyper-focused on great playing conditions, allowing the facility to be elevated by market- leading management and customer service. A human resources team engaged to create a welcoming and efficient environment to provide confidence that KemperSports will take care of the staff. An accounting team experienced to provide all financial needs with accurate and timely reports. Buying power to allow you to maximize every dollar and save on everyday purchases. A dedicated team of professionals focused on your property. Our corporate resources will have no more than 10 properties to oversee, ensuring your property is always getting the attention and dedication it deserves.
Departmental Breakdown
Budget and Business Plan KemperSports will prepare the annual operations budget and business plan for your review and approval within 60 days prior to the start of each fiscal year. The operations budget and business plan will include all projected revenues and expenses as well as strategic marketing initiatives. KemperSports will manage within the approved expense budget unless authorized by you in writing. Employees All club employees will be KemperSports employees receiving KemperSports training, benefits and career opportunities. We will select the best candidates for General Manager, Director of Sales, F&B Director, Director of Golf, and Superintendent and submit to you for approval prior to hiring.
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Financial Reporting and Accounting All accounting will be managed on-site by the operations controller and reviewed by our corporate accounting staff prior to submittal to you. Our on-site and corporate accounting staff will work with your auditor during the preparation of the annual audited financial statements. Agronomy Our facilities pride themselves on providing premier course conditions by utilizing precise operating standards and environmentally friendly practices. We can help you establish quality benchmarks and risk mitigation strategies to ensure your course’s conditions keep members and their guests happy. Our commitment includes a high-level approach focused on professional playing conditions to provide the highest guest satisfaction, creating a desire to be a regular at your facility. Sales, Marketing, Programming, and Packages Long-term success at Royal Oaks Country Club is driven by cultivating strong relationships with existing members while thoughtfully positioning the club for future membership growth. Our approach is centered on member satisfaction, communication, and pride of ownership, ensuring that Royal Oaks’ brand is consistently represented with discretion, professionalism, and authenticity. KemperSports works collaboratively behind the scenes, allowing the club’s identity, traditions, and culture to remain front and center.Below are our focus areas: Membership Engagement & Marketing Strategy The Regional Sales and Marketing Director will partner closely with Royal Oaks’ leadership and on-site team to develop and execute a comprehensive membership engagement and branding plan aligned with the club’s values and long-term vision. This plan will prioritize clear communication, consistent messaging, and thoughtful programming, supported by regular reporting on initiatives, participation trends, and engagement metrics. Targeted Membership Outreach Using market intelligence and demographic insights, KemperSports will assist Royal Oaks in identifying and engaging prospective members who align with the club’s culture and lifestyle. Outreach efforts will be intentional and measured, focusing on quality over quantity, and designed to support sustainable, values-driven membership growth. Website & Digital Presence The club’s website will be positioned as both a member resource and a refined introduction for prospective members. KemperSports will support enhancements that elevate visual presentation, storytelling, and usability, ensuring the site reflects the Royal Oaks experience while maintaining privacy and exclusivity. Member Communications & Social Presence Royal Oaks’ digital and social presence will be approached as an extension of the clubhouse experience — polished, engaging, and community-focused. Content will highlight club life, traditions, events, and amenities in a manner that reinforces connection among members while presenting the club positively to invited audiences. Brand Stewardship & Positioning In partnership with Royal Oaks, we will ensure that branding, messaging, and visual identity are consistently applied across all touchpoints — from digital communications to signage, merchandise, and printed materials. This thoughtful approach strengthens the club’s reputation, reinforces member pride, and supports long-term positioning within the local landscape.
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Human Resources Our Human Resources team is responsible for hiring, employing, and training all staff. Our goal is to build a passionate team of hospitality professionals who deliver exceptional customer service to all guests. Our team will take on benefits processing, safety, recruitment, and retention while implementing proprietary systems like TrueService and TrueReview to elevate customer service. Food & Beverage Our SVP of Operations and our VP of Food & Beverage will provide the owner with a comprehensive F&B operating plan. This plan will address service levels, inventory controls, purchasing points, menu offerings, pricing recommendations, and opportunities to increase efficiency in each area while identifying training and improvements. We will understand our guests' journey and create luxury standards in all facets of our F&B operations. Procurement The Club will immediately gain access to our buying power, expertise and strategic relationships built over our 40-year history. We do not mandate any purchasing, but rather set up industry-leading programs to provide you value and support. This includes partners in every category from agronomy and clubhouse supplies to major capital purchases and food, beverage and merchandise. We know retail merchandise is not a “one size fits all” strategy to run a successful retail operation. Each facility, region and clientele is different, and requires a highly-curated and constantly-evolving retail offering to deliver on the specific needs and preferences of your unique customer base. To be successful, we surround our on-site buyers and merchandisers with established relationships with industry-leading brands, as well as a dedicated team of our best retail professionals in the country to support the right product mix, quantity and merchandising best practices for your retail shop. Savings - Utilizing our buying power means serious savings for your club. You can expect to see a 5%-20% savings on smaller, everyday purchases and upwards of 30%-40% or more on larger purchases.
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KemperSports | Royal Oaks Country Club
Management Support Consisting of some of the industry’s top professionals, below are the KemperSports personnel that will be tasked with overseeing Royal Oaks from a KemperSports corporate perspective. These team members will take accountability for their respective departments and work closely with our liaison to the Owner, the Sr. VP of Operations, to enhance and implement the goals agreed upon in our relationship. The onsite staff will also be supported by additional regional operations executives as well as dozens more professionals at the corporate office and at regional properties near your club.
Jon Cheshire Sr. Vice President of Operations
Sr. Vice President of Operations
National Director, Food & Beverage
Regional Controller
Nick Trovato National Executive Chef
Courtney Williamson Regional Controller
Regional Sales & Marketing Director
Regional Agronomist
Kevin Fitzsimons Regional Director of Marketing
Dave Groelle National Agronomist
Steve Skinner Chief Executive Officer
Laura Beth Wolfe Director of H.R.
Shawn Richter VP of Accounting
Mark Luthman EVP of Operations
Jeremy Goldblatt Chief Operating Officer
Steve Kelley EVP, General Counsel
Josh Ward VP of Business Development
Jeff Osborn VP of Strategic Partnerships
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KemperSports | Royal Oaks Country Club
Timeline & Transition Transition Approach
At KemperSports, we invest significant time and energy to ensure seamless transitions when we take on new properties. With over 45 years of experience and dozens of successful transitions each year, we are confident in our ability to make the transition process smooth and efficient. Our dedicated transition team, including more than 12 professionals from our corporate office, ensures that no detail is overlooked and that every aspect of the operation meets our high standards. This level of expertise and hands-on support sets the stage for a successful partnership and long-term success.
PRE-TRANSITION
SWOT Audit Financial Analysis Market Analysis
Departmental Assessments Board & Personnel Meetings
ASSESSMENT
POST-TRANSITION
MARKET THE PROPERTY Positioning in Market
AMPLIFY THE EXPERIENCE TrueReview Member Surveys Custom Programming Green to a Tee
ENHANCE THE OPERATIONS National Accounts Revenue Management Capital Planning Technology Integration Budget Review
STRATEGIC PLANNING
Segmenting & Targeting Earned & Paid Media Marketing Playbooks
Center of Excellence Standard Operating Procedures Safety National Webinars & Onsite Training Regional Summits
TrueService TrueLeadership Talent Management Annual Leadership Conference
TRAINING & EDUCATION
Annual Property Audit Monthly Client Financial Reviews Marketing Dashboard TrueReview Customer Survey
TrueInsight TrueDemand
MEASUREMENT
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Timeline & Transition
Timeline of Transition
Starting well before the transition date, our team will be focused on executing a seamless transition. More than 12 people will assist during the transition, which will be led by our Regional Operations Executive. These team members will conduct on-site (when approved) and virtual visits to prepare the staff and operations for the upcoming transition to KemperSports management.
Pre-Transition
Month 1
Month 2
Month 3 & Beyond
ON-SITE VISITS Regional Operations Executive Director of Human Resources VP of Business Development Regional Agronomist VP of Strategic Partnerships VIRTUAL/PHONE CONNECTIONS F&B National Culinary Director Legal Counsel Finance Team Regional Sales& Marketing Dir.
ON-SITE VISITS Weeks 1 & 2: Regional Operations Executive Finance Team/Regional Controller Regional Sales & Marketing Dir. Regional Agronomist Weeks 3 & 4: Regional Operations Executive Food & Beverage National Dir. Regional General Manager Technology Personnel VIRTUAL/PHONE CONNECTIONS Weekly - All Departments Complete staff hiring process & orientation Staffing plan assessment Launch TrueService POS/Booking evaluation & programming Rates/dues structure assessment Initiate accounting/HR/payroll controls Facility assessment & evaluation Setup weekly operations call with VP Setup reoccurring meeting with the Board Budget review/development Technology assessment OPERATIONS
ON-SITE VISITS Weeks 5 & 6: Regional Agronomist Regional Operations Executive Weeks 7 & 8: Regional Sales & Marketing Dir. Food & Beverage National Dir. VIRTUAL/PHONE CONNECTIONS Weekly - All Departments TrueReview implementation Complete Phase 1 TrueService Training Develop SOP’s and roll-out training Invoice review for vendor/partner OPERATIONS
ON-SITE VISITS Monthly & As-Requested: Regional Operations Executive Quarterly & As-Requested: Regional Sales & Marketing Dir. Food & Beverage National Dir. Regional Agronomist VIRTUAL/PHONE CONNECTIONS Bi-Weekly - All Departments
OPERATIONS
Equipment assessment Capital plan development Facility improvement plan
OPERATIONS
Transition notice to staff, golfers, etc. Preferred vendor/partner setup Staff meetings and introductions Transition preparation with accounting
Strategic plan Business plan
SALES & MARKETING Golfer segmentation Website analytics Social media analytics New programming
discounts Review facility maintenance schedule
Initiate staff on-boarding Interview and hire a GM
SALES & MARKETING
Install monthly marketing reports Programming review & action plan Sales & marketing staff training
SALES & MARKETING Golf survey
Social media assessment Brand image review Press release Staff meetings & introductions Asset collection & assessment Competitive market analysis
SALES & MARKETING Marketing plan
review/development Establish brand standards Email marketing analysis & development Center of Excellence orientation Schedule monthly revenue calls Social media plan & roll-out Install 30/60/90 action plan Technology assessment
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References
Below are a few properties that have recently transitioned from Troon to KemperSports. Please feel free to call and/or email any of the following clubs.
Lake of Isles Golf Club & Resort Name of Firm: Mashantucket Pequot Tribal Nation Type of Service: Golf Course and F&B Management Contact Person: Chris Chiappa Contact Person Title: Executive Director of Business Operations Number: (860) 396-2244 Email: cchiappa@mptn-nsn.gov
Porta Cima Golf Club Name of Firm: Four Seasons Enterprises Type of Service: Golf Course and F&B Management Contact Person: Mark Brown Contact Person Title: Owner and President Number: (573) 434-9196 Email: Mbrown2176@gmail.com Country Club of St. Albans Name of Firm: Country Club of St. Albans Type of Service: Golf Course and F&B Management Contact Person: Scott Nilsen Contact Person Title: Club President Direct Number: (636)262-3887
Heritage Shores Golf Club Name of Firm: Brookfield Properties Type of Service: Golf Course and F&B Management Contact Person: Nigel Williamson Contact Person Title: Project Manager, Brookfield Properties Direct Number: (703) 270-1448 Email: nigel.williamson@brookfieldpropertiesdevelopment.com
The Golf Club at South River Name of Firm: The Brick Companies Type of Service: Golf Course and F&B Management Contact Person: John Anderes Contact Person Title: VP, Golf & Hospitality Email: janderes@qhgolf.com
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KemperSports | Royal Oaks Country Club
Highlighted Experience
The Village Club at Sands Point | Sands Point, NY
• KemperSports partners with the Village of Sands Point to provide turnkey management of this premier private club on Long Island • Managed by KemperSports since 2014 • KSM provided strategic consulting over amenity improvements, including expanded racquets facilities, renovated pool complex, and renovated range with Toptracer installation • As a result of improved amenities and best in class customer service, membership is currently full and all membership categories are sold out • The club has seen an improved member NPS score by an average of 10 pts over the past 4 years
The Glen Club | Glenview, IL
• KemperSports developed this semi-private clubin 2000, situated on the historic grounds of the Glenview Naval Air Station • The 18-hole Tom Fazio designed golf course is often described as the top public access golf course in the Chicagoland area, presenting an ultimate test of skill and mettle for every golfer • The 48,000 square foot clubhouse was also designed and constructed by KSM, which features dining establishments, a grand ballroom, corporate amenities, and a 20-room hotel • With a strong membership, this KemperSportsowned club has been an example in the KSM portfolio of how to successfully run a semiprivate operation
Chambers Bay Golf Course | University Place, WA
• KemperSports partners with Pierce County to bring a championship operation to Chambers Bay in the Pacific Northwest • Managed by KemperSports since 2006 • Partnership began with KemperSports serving as an advisor for the planning, construction, grow-in, and marketing of the championship venue • Upon completion of the golf course construction process, KemperSports has managed the property operations since opening • A major piece of KSM’s role has included tournament solicitation, assisting in bringing numerous USGA events to Chambers Bay including the 2015 US Open
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KemperSports | Royal Oaks Country Club
The Optimal Choice Pro Forma
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KemperSports | Royal Oaks Country Club
Market Analysis
Market Opportunity Across the 15- to 45-minute trade area, projected rounds potential materially exceeds current in-market rounds, with demand ranging from approximately 612,000 to 3.46 million rounds compared to current supply of roughly 369,000 to 2.30 million rounds. This gap is further reinforced by strong supply-demand ratios, including more than 80,000 to 91,000 potential resident rounds per 18 holes versus only 45,000 to 49,000 rounds currently being supplied, signaling a clearly undersupplied market. Together, these dynamics highlight a compelling opportunity for Royal Oaks to capture incremental demand and drive round growth through targeted reinvestment and operational improvements. Private Club Supply Within the Royal Oaks trade area, private golf supply remains limited relative to overall demand. Only three private facilities operate within a 15-minute drive, increasing to seven within 30 minutes and fourteen within 45 minutes. In total, private golf accounts for just 63 holes within the core 15-minute market and 261 holes within 45 minutes, a modest share of total regional supply. At the same time, the broader market has experienced meaningful supply contraction, with total holes declining over the past five and ten years. This reduction has disproportionately tightened access to private golf, reinforcing scarcity, supporting pricing power, and creating a favorable environment for private clubs that deliver strong course conditions, service, and member experience. Golf Participation and Market Depth The Royal Oaks trade area demonstrates a deep and stable base of golf participation. Within a 15-minute drive, the market supports approximately 42,500 golfers, expanding to nearly 155,000 golfers within 30 miles and more than 236,000 golfers within 45 minutes. Notably, golfer participation rates remain highly consistent across all trade areas, ranging from 10.3% to 10.6%, indicating sustained interest in the game rather than a localized anomaly. This combination of strong participation and expanding market scale reinforces the long-term demand fundamentals and supports additional rounds capture and utilization growth at Royal Oaks.
Number of Golfers per Census Block Group
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KemperSports | Royal Oaks Country Club
Dedicated to our clients, our properties, and our people.
“KemperSports has been open, flexible, and congenial to work with throughout their tenure. KemperSports has served us well as a full-service golf course management company that brings expertise in course management, pro-shop customer service, merchandising, and food & beverage. I highly recommend KemperSports management.”
Roxanne Miles Director of Pierce County Parks & Chambers Bay
Fees & Considerations
We appreciate the opportunity to provide our terms and fees for the management of Royal Oaks Country Club. Below outlines our proposed structure for consideration:
Management Agreement
Length
Five (5) Years
Financial Compensation
Base Management Fee
1.5% - 3% of Total Revenue .
Incentive Fee
A merit-based incentive of 10% of the year-over-year increase to Net Operating Income, based upon mutually agreed upon metrics
Termination
Early Termination
Termination available after Year 3 with a 120-day notice
Other Considerations
Corporate services are included in the Base Management Fee, provided that a Controller is on staff; If full accounting is desired, KSM an provide for $3,000/month. Operating expenses to be outlined and approved in operating budget. Reimbursable expense, which the owner will approve in advance of travel. Club to receive real-time discounts at time of purchase as well as all applicable rebates. To be included in the operating budget at $10.81 per employee/per month. Corporate services are included in the Base Management Fee; Direct club marketing expenses to be outlined in operating budget. Corporate Services are Included in the Base Management Fee; Ad Hoc Services will be handled by a TBD local 3 party at the Owner’s approval. rd
Accounting Finance
Corporate Travel
Procurement
Payroll
Sales & Marketing
I.T. Services
Included in the Base Management Fee.
H.R. Compliance
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KemperSports | Royal Oaks Country Club
Appendix
Questions & Answers From the Board
Pages 30 - 36: All Questions and Answers that were requested from the Board.
Financial Report Examples
Page 37: Financial Summary Page 38: Standard Income Statement Page 39: Balance Sheet
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KemperSports | Royal Oaks Country Club
Appendix
Questions From the Board
How do you define a successful partnership with a course owner? What does your ideal client relationship look like?
At KemperSports, a successful partnership is defined by alignment, trust, and shared accountability. We view our role not simply as an operator, but as a long-term steward of the club’s assets, culture, and reputation. Success occurs when the Board, ownership, and management team are aligned on vision, priorities, and standards, and when decisions are made collaboratively with transparency and mutual respect. For a private club such as Royal Oaks, a successful partnership is one in which the member experience improves consistently, operations are well-structured and predictable, staff feel supported and accountable, and the Board has confidence that the club is being managed thoughtfully and in the long-term best interests of the membership. Our ideal client relationship is collaborative and clearly defined. The Board sets strategic direction and governance standards, while KemperSports is empowered to execute day-to-day operations within that framework. Open communication, clearly established roles, and regular reporting ensure clarity, accountability, and no surprises. In our strongest partnerships, we operate as an extension of the Board and ownership — providing experience, data, and best practices — while respecting the club’s history, traditions, and unique culture. Ultimately, success is reflected in a club that feels well cared for, a Board that feels informed and confident, a staff that feels invested and stable, and members who experience consistent quality year after year.
Describe your process for understanding and preserving the unique culture and identity of our club. How do you avoid a "one-size-fits-all" approach?
Preserving and strengthening a club’s unique identity is a foundational principle of KemperSports. Our focus is on building the Royal Oaks brand, not overlaying a KemperSports identity. Members will not see “KemperSports” branding; instead, all efforts are centered on reinforcing the vision, culture, and traditions of Royal Oaks. We begin by listening — engaging with the Board, leadership, staff, and members to understand what makes the club special and what the membership values most. Our role is to bring experience, structure, and accountability to support that vision, not to impose unnecessary change. Importantly, our corporate support model is intentionally designed to avoid a one-size-fits-all approach. KemperSports maintains one of the lowest club-to-resource ratios in the industry, with regional leaders typically responsible for approximately ten clubs. This ensures our team is highly engaged, communicative, and focused on the specific needs and priorities of Royal Oaks.
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KemperSports | Royal Oaks Country Club
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