“Where Mind, Body and Spirit Connects and your Ultimate

Journey to Wellness Begins”

SERENITY PATH
WELLNESS CENTER
BUSINESS PLAN

Camp John Hay, Baguio City, Benguet 2600

+63 912 345 6789
[email protected]
www.serenitypath.com
Office Hours: Mon-Sat: 6am to 9pm

Prepared by:
Caliway, Mae Ann D.
Manlapaz, Jonathan
Orca, Precious Angel
Matekyeng, Pia Victoria
Bauzon, Cecilia
Bernardo, Norma Jane

Submitted to: Grace C. Espino Date: July 6,

2024

pg. 1
 Table of Contents
Executive Summary ………………………………………………………………………. 3

Company Overview ……………………………………………………………………… 6

Service Offerings …………………………………………………………………………… 7

Market Analysis ……………………………………………………………………………… 9

Sales and Marketing Plan …………………………………………………………………. 14

Ownership Structure and Management Plan …………………………………………. 18

Operating Plan ………………………………………………………………………………. 21

Financial Plan ………………………………………………………………………………… 23

Appendix ……………………………………………………………………………………… 28
EXECUTIVE SUMMARY

Serenity Path Holistic Wellness Center is poised to revolutionize the holistic wellness
industry in Baguio City, offering a diverse array of natural health services designed to foster optimal

pg. 2
well-being through integrative approaches. Located in the heart of Baguio City, our center provides a
comprehensive range of services including massage therapy, nutritional counseling, and yoga
classes, all aimed at empowering individuals on their journey to health and vitality.

Founded on the belief that holistic health can be achieved through natural and integrative
therapies, Serenity Path Holistic Wellness Center aims to capture a significant market share in
Baguio City, targeting a 10% share within the first year of operation. Our mission is clear, to
establish ourselves as the premier provider of natural health services in the region, driven by a
commitment to excellence in client care and supported by a team of highly skilled practitioners.

Our strategy focuses on continuous innovation and adaptation to industry trends, ensuring
that we meet the evolving needs of our clients. By nurturing a collaborative environment that
promotes learning and personal growth among our staff, we aim to not only meet but exceed the
expectations of our clients, setting new standards of holistic wellness in Baguio City.

Looking ahead, Serenity Path Holistic Wellness Center plans to expand its footprint beyond
Baguio City, extending our reach across Northern Luzon over the next five years. Through strategic
partnerships and leveraging digital marketing strategies, we aim to solidify our position as the trusted
authority in the health-conscious community, offering unparalleled natural health solutions and
contributing positively to the well-being of individuals throughout the region.

Problem:
Serenity Path Holistic Wellness Center aims to address the lack of access to holistic and
integrated health solutions in Baguio City area. Many individuals are seeking a comprehensive
approach to their health and wellness, but traditional healthcare providers often focus solely on
treating symptoms rather than addressing the root causes of issues. Additionally, the prevalence of
chronic stress and its impact on physical, emotional, and mental well-being is a significant problem
that requires a multifaceted approach, which is currently underserved by existing solutions.
Furthermore, there is a lack of access to natural, holistic therapies and treatments in a single,
convenient location, making it challenging for health-conscious individuals to find the personalized,
integrative healthcare approaches they desire. By addressing these critical gaps in the market,
Serenity Path Holistic Wellness Center will become a premier destination for individuals seeking to
improve their overall well-being through natural, holistic means.

Solution:

Serenity Path Holistic Wellness Center offers an integrated, holistic solution to address the
diverse health and wellness needs of our clients. Our comprehensive range of natural health services,

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including massage therapy, nutritional counseling, and yoga/mindfulness classes, provides a multi-
faceted approach to supporting physical, emotional, and mental well-being. By combining traditional
Western practices with Eastern natural therapies, we empower our clients to take an active role in
their health and achieve optimal levels of vitality and balance.

Business Overview

Serenity Path Holistic Wellness Center, nestled in Baguio City, is a premier destination
dedicated to holistic well-being. Grounded in the belief that optimal health is achieved through
natural and integrative methods, we offer a comprehensive array of services including massage
therapy, nutritional counseling, and yoga classes. Committed to innovation, we continuously
introduce cutting-edge therapies that empower individuals on their path to optimal health and
vitality. Our mission is to lead as Baguio City's foremost provider of natural health services,
achieving a 10% market share within our inaugural year. With a team of skilled practitioners
dedicated to exceptional client care, we cultivate a collaborative environment that fosters continuous
learning and personal growth. Through strategic partnerships and digital marketing, we aim to
become a trusted authority in our health-conscious community and expand our influence across
Northern Luzon in the next five years.

Mission:

At Serenity Path Holistic Wellness Center, our mission is to empower individuals on their
journey to holistic well-being. We are committed to providing a comprehensive range of natural
health services that harness the healing power of nature, fostering a culture of wellness and
empowering our community to thrive. By blending ancient wisdom with modern expertise, we strive
to redefine the standard of integrative healthcare, inspiring our clients to live their best lives.

Vision:

To be the foremost destination for holistic health and wellness in Baguio City, empowering
individuals to embrace natural and integrative approaches for lifelong vitality and well-being.

Customer Focus

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 The natural health industry is expanding due to growing consumer interest in holistic
wellness. This trend benefits Serenity Path Holistic Wellness Center in Baguio City, which offers a
wide array of natural health services and products. Positioned within this thriving market, the center
is poised to cater to the rising demand for personalized and integrative healthcare solutions among
health-conscious individuals.

TARGET CUSTOMERS C The Serenity Path Holistic Wellness

Center targets health-conscious adults
aged 25-55 in the Baguio City
metropolitan area. This demographic
actively seeks holistic and alternative
approaches to enhance their physical,
emotional, and mental well-being. By
focusing on this growing market segment,
the center aims to establish itself as a
leading provider of integrative natural
health services in the region.

KEY COSTUMERS

COMPANY OVERVIEW

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 Serenity Path Holistic Wellness Center specializes in nurturing the mind, body, and spirit
through a diverse range of holistic services. Our offerings include Yoga, Nutritional Counseling, and
Massage Therapy, each meticulously crafted to support your journey toward optimal well-being. We
are committed to empowering our clients with personalized care and expert guidance.

Each initial appointment includes a thorough assessment and consultation phase to

understand the client's objectives. Following this, a personalized treatment plan is formulated and
scheduled.

Serenity Path Holistic Wellness Center plans to operate six days a week, from 6 AM to 9 PM,
with the flexibility to adjust hours based on demand and potentially offer classes during off-peak
times.

Who is Serenity Path Wellness Center?

Serenity Path Holistic Wellness Center, situated in Camp John Hay, Baguio City, is a newly
established wellness facility dedicated to offering a diverse range of holistic services. Designed with
a focus on tranquility and healing, our center features sophisticated studios, private treatment rooms,
and a refreshing juice bar. Additionally, we provide a selection of natural and organic products,
including dietary supplements, showcased in our welcoming waiting area.

Founded by Jonathan Manlapaz, Serenity Path Holistic Wellness Center emerged in July
2023 following his inspirational journey through Japan, Korea, and Thailand. During his travels, Mr.
Manlapaz encountered a highly successful wellness center and engaged in extensive discussions with
its owner. Recognizing the similarities in customer demographics and market dynamics between
these Asian countries and his hometown, he identified a promising opportunity. After conducting
thorough local surveys, Mr. Manlapaz proceeded to establish Serenity Path Holistic Wellness Center,
confident in its potential for substantial success.

Serenity Path Wellness Center History

Upon surveying the local customer base, and finding a potential facility location, Mr.
Manlapaz incorporated Serenity Path Holistic Wellness Center as an S-Corporation on July 15, 2023
The business is currently being run out of Mr. Manlapaz private offices, but once the lease on
Serenity Path Holistic Wellness Center’s commercial location is finalized, all operations will be run
from there.

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Since incorporation, the Company has achieved the following milestones:

 Found commercial space and signed Letter of Intent to lease it

 Developed the company’s name, logo and website located at www.serenitypath.com
 Hired an interior designer for the decor and furniture layout
 Determined equipment and fixture requirements
 Begun recruiting key employees with previous wellness services experience

Wellness Center Design

Serenity Path will develop a 2,500-square-foot facility whose key elements will include the
following:
 Treatment Rooms
 Yoga Studio’s
 Counseling Rooms
 Reception Desk
 A waiting area
 Restrooms

SERVICE OFFERINGS
Serenity Path Holistic Wellness Center offers transformative experiences in Yoga, Nutritional
Counseling, and Massage Therapy, meticulously designed to guide you on a path toward optimal
health and vitality.

A. Yoga Class

Serenity Path provides a variety of yoga classes suitable for participants at any
skill level. These sessions are designed to improve physical flexibility, mental sharpness,
and emotional equilibrium, empowering individuals to develop a stronger mind-body
connection. Additionally, we offer specialized yoga-themed sessions every two weeks
based on client preferences. Each session concludes with meditation or artistic
expression, allowing clients to achieve mental serenity and freely express their emotions
following the yoga practice.

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 Price: P500/session

Duration: 45-60 minutes per session

Types of Yoga: Hot Yoga, Power Yoga, and Aerial Yoga

Yoga Themes: Gratitude, Silent Yoga, Embrace Change, Beginner Yoga

Instructor: Precious Angel Orca a certified yoga instructor

B. Massage Therapy
Our skilled massage therapists provide an array of techniques such as Swedish,
deep tissue, and sports massage to induce relaxation, alleviate muscle tension, and boost
overall physical health. Regular sessions contribute to stress reduction, improved
circulation, and support the body's innate healing mechanisms. Clients have the option to
personalize their experience by selecting from a variety of essential oils and enjoying
therapeutic music, ensuring a more enjoyable and rejuvenating massage therapy session.
Price: P800-P1000
Duration: 30 minutes or 60 minutes.
Types: Deep tissue massage, Swedish massage, Aromatherapy, Acupuncture, and
Hot Stone Massage.
C. Nutritional Counseling

Our seasoned nutritionists offer personalized guidance to optimize your diet and
lifestyle, enhancing health and vitality. Through detailed assessments and custom meal
plans, clients learn to nourish their bodies with nutrient-dense foods and adopt sustainable
eating habits. Our approach goes beyond calorie intake, considering individual needs,
lifestyle, and environment, emphasizing the interconnectedness of mind, body, and spirit.

Benefits include improved digestion, weight management, increased energy

levels, and enhanced emotional well-being, promoting a sustainable lifestyle. As a unique
feature, clients can opt for virtual cooking classes to learn healthy meal preparation.
Additionally, tailored supplement plans addressing specific deficiencies and health goals
are available, with herbal medicine options for cost-effective treatment, if desired.

Price: P2000 for initial consultation, P1000 for follow-ups

Duration: 45 minutes for initial consultation and 20 minutes for follow-ups.

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 Includes: Follow-up nutrition checkups, nutrition counseling session

MARKET ANALYSIS

Industry Overview

The wellness industry in the Philippines is thriving, fueled by increasing health consciousness
and a preference for holistic health solutions. This growth is evident across diverse segments such as
spas, fitness and yoga studios, nutritional counseling, and alternative therapies like acupuncture and
chiropractic care. Major urban centers like Metro Manila, Cebu City, and Davao City are focal points
due to higher disposable incomes and a larger consumer base.

Recent years have seen substantial growth in the wellness and mental health sectors, driven
by rising rates of stress-related illnesses and a reduced stigma surrounding seeking treatment.
Serenity Path Holistic Wellness Center capitalizes on this trend by offering a range of services
including yoga, meditation, and nutrition counseling. The center addresses all aspects of personal
care, nutrition, exercise, and mind-body well-being, reflecting the comprehensive nature of the
wellness business.

Consumer demand for holistic health solutions continues to grow, influenced by increased
awareness of the interconnectedness of physical, mental, and nutritional well-being. The pandemic
has further amplified this focus on health and wellness, with heightened interest in stress
management and preventive care. Customized wellness programs are gaining popularity as
individuals seek personalized services tailored to their unique health needs.

Detailed description of customers

Serenity Path Wellness Center typically works with adults who are between the ages of 25
and 55. Although there are increasingly more male customers, women make up the majority of the
service's clientele. These clients are usually middle-class to upper-class individuals who have more
money to spend on wellness services. Psychologically, the clientele actively looks for methods to
enhance their well-being and is very sensitive to their health. Many work as professionals in high-
stress environments, and they're searching for efficient ways to relax and unwind. They value holistic
wellness practices and preventative healthcare, leading an active lifestyle.

In terms of behavior, these clients are frequent consumers of wellness services; They are
inclined to invest in recurrent services like regular check-ins for dietary counseling, monthly

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massage therapy sessions, and regular yoga lessons because they value long-term wellness goals.
This group also has a tendency to be tech-savvy, using online platforms to schedule appointments,
monitor their progress toward well-being, and participate in online forums for wellness.

In addition, a lot of clients are driven by certain health objectives, like controlling long-term
illnesses, raising fitness levels, or losing weight. They are knowledgeable, frequently study wellness
techniques on their own, and demand excellent, evidence-based services. Reviews and testimonials
from previous customers, together with the service providers' perceived legitimacy and expertise, all
play a role in their decision-making process.

Regulations

Serenity Path Holistic Wellness Center adheres strictly to regulatory standards in the wellness
industry. This includes compliance with health and safety regulations mandated by the Department
of Health (DOH) and local government units (LGUs), focusing on hygiene, sanitation, and licensing
for therapies. Additionally, the center ensures all practitioners are certified and licensed in massage
therapy, nutritional counseling, and yoga, prioritizing health and safety protocols.

Data privacy is another critical area of compliance, with the center implementing robust
security measures to protect client information under laws such as the CCPA and GDPR. Marketing
and advertising practices adhere to legal requirements, ensuring all claims about service benefits are
truthful and substantiated.

Furthermore, Serenity Path complies with regional business licensing and building
regulations, which vary by location. Employment laws, including fair labor practices and proper
employee classification, are also rigorously followed. The center conducts regular policy reviews and
updates to maintain full compliance, minimizing legal risks and fostering a secure, ethical workplace
environment.

Customer Analysis

Demographic Profile of Target Market

Serenity Path Wellness Center will serve the residents of Baguio City and the immediate
surrounding areas as well as those who work in the central business district.

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The area we serve is populated mostly by middle-class Millennials; as a result, they have the means
to pay for higher-quality services and are looking for holistic wellness services that focus on the
whole person.
The precise demographics of the town in which our retail location resides are as follows:

Customer Segmentation

The Company will primarily target the following three customer segments:

1. Millennials: The town has a significant population of millennials. These individuals

are more likely to be wellness-focused. This demographic is well-connected and as
such is a prime source of referral business. Serenity Path Wellness Center expects to
regularly acquire new customers from referrals.

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 2. Professionals: Serenity Path Wellness Center is located along a well-traveled
commute route. By offering convenient locations and exceptional service to the
customer, Serenity Path will draw in working men and women who want to attend a
yoga or meditation session over their lunch break or at the end of the work day.

3. Generation X: The town has a sizeable population of middle-aged people. As this

age group finishes having children, they will increasingly focus on maximizing their
well-being. In addition, this demographic has become increasingly proactive in
maintaining their health as they age. Serenity Path’s range of services includes a
variety of options to address these concerns.

Direct & Indirect Competitors

The following practitioners/centers are located within a 20-kilometer radius of Serenity Path
Wellness Center, thus providing either direct or indirect competition for customers:

4. Whole Health

Whole Health offers preventive healthcare, lifestyle medicine, wellness

services, executive health, and concierge medicine. They are designed for individuals
interested in achieving a higher level of health, wellness, and longevity. The team
takes an evidence-based, patient-centered approach to care. Whole Health also
partners with corporations to develop wellness services for employees. The team
provides personalized medicine, with programs designed to meet the unique needs of
each patient. While we expect that Whole Health will continue to thrive based on its
location and customer relationships, we expect that more and more customers will
frequent Serenity Path Wellness Center based on the greater range of high-quality and
competitively priced services we offer.

5. Best Life

Established in 2017, Best Life provides a personalized approach to health

optimization, access to a range of treatments, and the latest technology. The company
provides its guests with aesthetics and wellness services such as IV therapy and

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 massage. Serenity Path Wellness Center has several advantages over Best Self Spa, in
that it offers a broader range of holistic treatments. Serenity Path will provide these
high-demand services at an affordable price point.

6. Wellness Champion

Wellness Champion is a provider of workplace wellness and injury prevention

coaching. Established in 2002, Wellness Champion provides personalized onsite
coaching. Their coaches help employees live healthier lives through individualized
solutions that include Nutrition Counseling, Health and Wellness Coaching, Medical
Nutrition Therapy, and Safety and Injury Prevention Coaching. At Serenity Path
Wellness Center we provide nutrition services that include comprehensive dietary
assessment, personalized approach, meal planning and food preparation, and how to
eat more mindfully and adopt healthier eating habits. Thus, we expect to draw
individuals who seek the same level of support.

Competitive Advantage

7. Location: Serenity Path Wellness Center is location is near the center of town, giving
us access to commuters going to and leaving the train station, local office workers,
and passersby shopping in the city. We also offer adequate parking making it easy for
customers to patronize us.

8. Great service at an affordable price: The complete array of wellness services

offered by Serenity Path Wellness Center goes beyond the alternative therapy-focused
services of its most premium-positioned competitor, Best Self. Serenity Path Wellness
Center will offer these services at a much more affordable price.

9. Management: Our management team has years of business and marketing experience
that allows us to market to and serve customers in a much more sophisticated manner
than our competitors.

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 10. Relationships: Having lived in the community for 25 years, Mr. Manlapaz knows all
of the local leaders, newspapers, and other influencers. As such, it will be relatively
easy for Serenity Path Wellness Center to build brand awareness and an initial
customer base.

11. Comprehensive Wellness Approach: Serenity Path Holistic Wellness Center offers a
comprehensive range of services including yoga, meditation, nutrition counseling, and
alternative therapies. This holistic approach addresses the interconnected aspects of
physical, mental, and nutritional well-being, providing integrated solutions for overall
health improvement.

12. Qualified and Experienced Practitioners: The center employs certified and
experienced practitioners who specialize in various wellness disciplines. This ensures
high-quality service delivery and personalized care tailored to meet the diverse health
needs and preferences of clients.

13. Customized Wellness Programs: Recognizing the importance of individualized care,

Serenity Path offers customized wellness programs. These programs are designed to
cater to the unique health goals, lifestyles, and preferences of each client, enhancing
effectiveness and client satisfaction.

SALES AND MARKETING PLAN

Serenity Path Wellness Center seeks to position itself as a respectable, upper-middle-market

competitor in the wellness market. Customers can expect to receive care from licensed and certified
professionals for a price somewhere between discount chains and luxury establishments.

Serenity Path Wellness Center will focus on the Company’s unique value proposition:

 Convenient location
 Highly trained specialists
 Significant personal attention
 Moderate price point
 Comfortable, customer-focused environment

pg. 14
Promotion Strategy
Serenity Path Wellness Center expects its target market to be individuals working and/or
living within a 10-kilometer radius of its location. Serenity Path’s promotions strategy to reach these
individuals includes:

A. Social Media Campaigns: Utilize popular platforms like Facebook,

Instagram, YouTube, and TikTok to build a vibrant online community.
Regular posts will feature behind-the-scenes glimpses of our wellness center,
heartfelt client testimonials showcasing success stories, valuable wellness tips,
and announcements of upcoming events and workshops. Engaging content
will foster interaction and create a strong digital presence, encouraging
followers to explore our holistic services.

B. Influencer Partnerships: Forge strategic collaborations with wellness

influencers who resonate with our values and target audience. These
influencers will visit our center to experience our services firsthand and share
their authentic experiences with their followers. Their endorsement will
amplify our reach, increase brand credibility, and attract new clients interested
in holistic wellness solutions. Through these partnerships, we aim to inspire
and educate a broader community about the benefits of nurturing mind, body,
and spirit at our Serenity Path Holistic Wellness Center.

C. Community Events/Organizations: Serenity Path Wellness Center will

promote itself by distributing marketing materials and participating in local
community events, such as school fairs, local festivals, or homeowner
associations.

D. Commute Advertising: We will drive attention toward Serenity Path

Wellness Center by leasing a billboard alongside Session Road. Advertising
on heavily traveled commute routes is an opportunity to alert large numbers of
working individuals with disposable income to our opening.

E. Customer Loyalty Programs: Serenity Path Wellness Center will create a

winning customer loyalty program to keep its best clients coming back again

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 and again. In addition, we will send periodic, regular emails and text messages
to customers. These communications will (a) ensure that customers are
satisfied with their treatments, and (b) remind customers after a certain period
of time has passed that they might want a new treatment. Long-term customers
will have the opportunity to participate in the loyalty program, and referrals
will be rewarded as well.

F. Direct Mail: Serenity Path Wellness Center will blanket neighborhoods

surrounding its locations with direct mail pieces. These pieces will provide
general information about our center. We offer discounts and/or provide other
inducements for people to visit the center.

G. Ongoing Customer Communications: Our center will maintain a website

and publish a monthly email newsletter to tell customers about new events,
products, and more.

H. Pre-Opening Events: Before opening the wellness center, Serenity Path will
organize pre-opening events designed for prospective customers, local
merchants, and press contacts. These events will create buzz and awareness
for Serenity Path Wellness Center in the area.

Pricing and Membership

A. Service Bundles and Packages:

1. Platinum Wellness Package: Designed for individuals seeking a comprehensive approach to

holistic wellness.
Features:
 Yoga class of your choice
 60-minute massage therapy sessions of your choice.
 Personalized nutrition consultation and counseling with a registered dietitian
Price: P1,000

2. Gold Wellness Package: Ideal for those seeking a balanced approach to improve well-
being.

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 Features:
 60-minute massage session of your choice
 Personalized nutritional counseling by a registered dietitian
Price: P850

3. Silver Wellness Package: A perfect introduction to the benefits of holistic wellness.

Features:
 Yoga session of your choice
 Nutrition counseling by a registered dietitian,
Price: P500

B. Membership Plans
A. Diamond Membership: Offers all-inclusive access to all services, priority booking,
exclusive VIP events, and personalized wellness consultations.

Benefits Monthly Cost Additional

 20% discount on all P3,000  Offer trial period for
services and products the diamond
 Two free individual membership to allow
potential members to
yoga or meditation
experience the benefits
classes per month before committing
 Complimentary
introductory session  10% Family discount
with yoga instructor on all products and
and nutritionist services.
 One massage therapy
 Referral program.
session per month
Where diamond
 Guaranteed spot in members can receive
workshop and events additional perks of
 Exclusive invitation to having for referring
member-only events friend.
 Priority Booking
 Access to member-only
online community

B.Gold Membership: Includes access to most services with some restrictions, priority booking, and
special discounts on additional services.

pg. 17
 Benefits Monthly Cost Additional
 15% discount on all P2,000  10% Discount on
services and products Family Yoga Session
 One free individual
yoga class or massage
therapy per month
 Early access to booking
for workshop events.
 Priority booking
 Access to member-only
online community

C. Silver Membership: Provides basic access to wellness services with the option to upgrade or add
services at a discounted price.

Benefits Monthly Additional

Cost

 10 % discount on all services and P1,500 Additional consideration

products. 10% Discount on Massage therapy
 Priority booking session
 Access to member-only online
community

OWNERSHIP STRUCTURE AND MANAGEMENT PLAN

Management Team

pg. 18
CHIEF EXECUTIVE OFFICER- Jonathan Manlapaz
Introducing Jonathan Manlapaz, a visionary leader and the CEO of Serenity Path Holistic
Wellness Center. With a steadfast commitment to holistic health and well-being, Jonathan combines
exceptional leadership skills with a deep understanding of integrated wellness practices. His journey
began with a passion for creating a sanctuary where physical, mental, and emotional health converge
to foster transformative healing experiences.

Under Jonathan's guidance, Serenity Path has flourished into a beacon of comprehensive
wellness services. He oversees all strategic and operational aspects of the center, ensuring that it
remains at the forefront of holistic care innovation. Jonathan's leadership is characterized by his
ability to inspire and empower a dedicated team of professionals, fostering a culture of compassion,
excellence, and client-centered care.

Driven by a mission to empower individuals on their wellness journeys, Jonathan continues

to lead Serenity Path in pioneering new approaches to holistic health, making a meaningful impact in
the community and beyond. His vision for a healthier world resonates deeply throughout every
aspect of Serenity Path, making it a place where individuals can truly thrive and find serenity in their
paths to wellness.

CHIEF FINANCE OFFICER- Mae Ann Caliway

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 Mae Ann Caliway, the Chief Financial Officer (CFO) at Serenity Path Holistic Wellness
Center. With a robust background in financial management and a passion for supporting holistic
health initiatives, Mae plays a vital role in ensuring the financial stability and strategic growth of the
center.

Mae brings a wealth of experience in financial planning, budgeting, and analysis to Serenity
Path. She is dedicated to optimizing financial performance while maintaining a focus on the center's
mission to provide comprehensive wellness services. Her strategic insights and meticulous approach
to financial oversight enable Serenity Path to effectively allocate resources, enhance operational
efficiency, and expand its impact in the community.

With a commitment to excellence and integrity, Mae collaborates closely with the leadership
team to implement sustainable financial strategies that support the center's holistic approach to health
and well-being. Through [his/her] leadership, Serenity Path continues to thrive as a trusted pillar of
holistic wellness, ensuring that resources are utilized wisely to benefit all those who seek healing and
transformation.

CHIEF OPERATIONS OFFICER- Cecilia Bauzon

Cecilia Bauzon is a seasoned leader known for her operational prowess and dedication to excellence.
With a strong background in managing healthcare operations and a passion for holistic wellness,
Cecilia oversees the day-to-day activities and operational efficiency of the center. She ensures that
Serenity Path delivers seamless and high-quality wellness services, integrating a holistic approach to
health and healing. Through [his/her] strategic leadership, Serenity Path continues to set benchmarks
in operational excellence and client satisfaction, making a significant impact in the realm of holistic
wellness.

YOGA INSTRUCTOR- Precious Angel Orca

Precious Angel Orca, a passionate Yoga Instructor at Serenity Path Holistic Wellness Center. With
[his/her] deep-rooted commitment to holistic health and mindfulness, Precious guides students on a
transformative journey of self-discovery through yoga. Trained in various yoga traditions and armed
with a wealth of knowledge in anatomy and meditation, [he/she] creates an inclusive and supportive
atmosphere in every class. Precious’s teaching style blends physical alignment with spiritual
awareness, encouraging students to find balance, strength, and inner peace on and off the mat. At

pg. 20
Serenity Path, She plays a vital role in fostering a community dedicated to holistic wellness,
empowering individuals to enhance their well-being through the practice of yoga.

PHYSICAL THERAPIST – Norma Jane Bernardo

Norma Jane Bernardo is a dedicated Physical Therapist at Serenity Path Holistic Wellness Center.
With a profound commitment to helping others achieve optimal physical health and wellness, Norma
brings extensive expertise in rehabilitation and pain management to the center. Trained in advanced
techniques and with a deep understanding of human anatomy, she develops personalized treatment
plans tailored to each client's specific needs and goals. Known for her compassionate care and
effective therapeutic interventions, Norma empowers clients to regain strength, mobility, and
functionality. At Serenity Path, she plays a pivotal role in promoting holistic healing, ensuring every
individual receives comprehensive care to enhance their overall well-being and quality of life.

NUTRITIONIST- Pia Victoria Matekyeng

Pia Victoria Matekyeng the dedicated Nutritionist at Serenity Path Holistic Wellness Center. With a
passion for promoting health through balanced nutrition, Pia brings a wealth of expertise in dietetics
and wellness counseling to the center. Armed with a deep understanding of the connection between
food and overall well-being, she helps clients achieve their health goals through personalized
nutrition plans tailored to their unique needs and lifestyles. Whether guiding clients on weight
management, addressing specific dietary concerns, or promoting overall wellness, Pia empowers
individuals to make informed choices that nurture both body and mind. At Serenity Path, Pia is
committed to fostering a supportive environment where clients can achieve optimal health and
vitality through the power of nutrition.

OPERATING PLAN

Location & Facilities

Our Location:

Camp John Hay, Baguio City, Benguet 2600

Call or text us at +63 912 345 6789

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Operation Hours:

Monday – Saturday: 6AM to 9PM

Facilities

Serenity Path will develop a 2,500-square-foot facility whose key elements will include the
following:
 Treatment Rooms
 Yoga Studio’s
 Counseling Rooms
 Reception Desk
 A waiting area
 Restrooms

Booking and Cancelation Policies:

 Reservation and cancellation must be done at least 2 hours before class starts. You will
receive an automated email notification if your reservation goes through.

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  Please settle the class fee within 4 hours after booking. Mode of payment includes Gcash,
BPI, and credit card via PayPal (transaction fee applies). Reserved classes are not confirmed
unless payment has been settled.
 Send your proof of payment to [email protected] or upload it to your profile at
www.serenitypath.com always bring your receipt in case the attending coach requires it on
the 1st day you are using the package or dropping in.
 When booking under a "12 Classes Shareable Card", use the email address that was used to
purchase. You may book for up to 4 attendees per class. Initially, the system will show that
you’ll be charged for the additional attendees but this will auto-correct at the end of the
booking process.
 If you encounter difficulties accessing your existing packages on the site, you may simply
book your class as drop-in and we will manually input your attendance on your class cards.
 If you can’t make it to your scheduled class, cancel your reservation 2 hours before class
through the “View Booking” link sent to your confirmation email. Click “Ticket Options”,
then “Cancel Ticket.” Failure to cancel your class online will count as one session in your
class card or forfeiture of your drop-in fee. A no-show will count as one attended class.

FINANCIAL PLAN

Revenue and Cost Drivers

Serenity Path Wellness Center revenues will come primarily from the services rendered.

As with most services, labor expenses are the key cost drivers for wellness centers. Specialists are
salaried. Wellness center treatments typically require the provider to have licensure or certification in
their field; therefore, attractive compensation packages are necessary to maintain a qualified staff.

The major cost drivers for the company’s operation will consist of:

 Treatment products and equipment

 Salaries
 Lease

Moreover, ongoing marketing expenditures and cost of goods sold expenses are also notable cost
drivers for Serenity Path Wellness Center.

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Capital Requirements and Use of Funds

Serenity Path Wellness Center is seeking total funding of P700,000 of debt capital to launch its
facility. The capital will be used for funding capital expenditures and location build-out, hiring initial
employees, marketing expenses, and working capital.

Specifically, these funds will be used as follows:

 Facility design/build: P50,000

 Wellness center equipment purchases: P150,000
 Working capital: P500,000 to pay for marketing, salaries, and lease costs until Serenity Path
Wellness Center is cash-flow positive

Forecast
a. Key Assumptions
✓ high quality services and product
✓ interconnected wellness
✓ personalized/individualized care plan
✓ holistic approach
✓ 10% VIP discount and 5% discount for membership
✓ sustainable practices
✓ preventative health
✓ patient education and empowerment

b. Revenue by Month

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 c. Expenses by Month

pg. 25
 d. Profit by Year

FINANCIAL PROJECTIONS

pg. 26
The following table reflects the key revenue and cost assumptions made in the financial model.

Number of customers per day Per location

Year 1 30
Year 2 40
Year 3 60
Year 4 80
Year 5 120
Annual Rent $90,000

5 Year Annual Income Statement

Year 1 Year 2 Year 3 Year 4 Year 5

Revenues
Product/Service A P151,200 P333,396 P367,569 P405,245 P446,783
Product/Service B P100,800 P222,264 P245,046 P270,163 P297,855
Total Revenues P252,000 P555,660 P612,615 P675,408 P744,638
Expenses &
Costs
Cost of goods sold P57,960 P122,245 P122,523 P128,328 P134,035
Lease P60,000 P61,500 P63,038 P64,613 P66,229
Marketing P20,000 P25,000 P25,000 P25,000 P25,000
Salaries P133,890 P204,030 P224,943 P236,190 P248,000
Other Expenses P3,500 P4,000 P4,500 P5,000 P5,500
Total Expenses & P271,850 P412,775 P435,504 P454,131 P473,263
Costs
EBITDA (P19,850) P142,885 P177,112 P221,277 P271,374
Depreciation P36,960 P36,960 P36,960 P36,960 P36,960
EBIT (P56,810) P105,925 P140,152 P184,317 P234,414
Interest P23,621 P20,668 P17,716 P14,763 P11,810
PRETAX (P80,431) P85,257 P122,436 P169,554 222,604
INCOME
Net Operating Loss (P80,431) (P80,431) P0 P0 P0
Income Tax P0 P1,689 P42,853 P59,344 P77,911
Expense
NET (P80,431) P83,568 P79,583 P110,210 P144,693
INCOME
Net Profit - 15.00% 13.00% 16.30% 19.40%
Margin (%)

5 Year Annual Balance Sheet

Year 1 Year 2 Year 3 Year 4 Year 5

ASSETS
Cash P16,710 P90,188 P158,957 P258,570 P392,389
Accounts P0 P0 P0 P0 P0
receivable
Inventory P21,000 P23,153 P25,526 P28,142 P31,027

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 Total Current P37,710 P113,340 P184,482 P286,712 P423,416
Assets
Fixed assets P246,450 P246,450 P246,450 P246,450 P246,450
Depreciation P36,960 P73,920 P110,880 P147,840 P184,800
Net fixed assets P209,490 P172,530 P135,570 P98,610 P61,650
TOTAL P247,200 P285,870 P320,052 P385,322 P485,066
ASSETS
LIABILITIE
S & EQUITY
Debt P317,971 P272,546 P227,122 P181,698 P136,273
Accounts payable P9,660 P10,187 P10,210 P10,694 P11,170
Total Liabilities P327,631 P282,733 P237,332 P192,391 P147,443
Share Capital P0 P0 P0 P0 P0
Retained earnings (P80,431) P3,137 P82,720 P192,930 P337,623
Total Equity (P80,431) P3,137 P82,720 P192,930 P337,623
TOTAL P247,200 P285,870 P320,052 P385,322 P485,066
LIABILITIE
S & EQUITY

5 Year Annual Cash Flow Statement

Year 1 Year 2 Year 3 Year 4 Year 5

CASH FLOW FROM
OPERATIONS
Net Income (Loss) (P80,431) P83,568 P79,583 P110,210 P144,693
Change in working capital (P11,340) (P1,625) (P2,350) (P2,133) (P2,409)
Depreciation P36,960 P36,960 P36,960 P36,960 P36,960
Net Cash Flow from Operations (P54,811) P118,902 P114,193 P145,037 P179,244
CASH FLOW FROM
INVESTMENTS
Investment (P246,450) P0 P0 P0 P0
Net Cash Flow from Investments (P246,450) P0 P0 P0 P0
CASH FLOW FROM
FINANCING
Cash from equity P0 P0 P0 P0 P0
Cash from debt P317,971 (P45,424) (P45,424) (P45,424) (P45,424)
Net Cash Flow from Financing P317,971 (P45,424) (P45,424) (P45,424) (P45,424)
SUMMARY
Net Cash Flow P16,710 P73,478 P68,769 P99,613 P133,819
Cash at Beginning of Period P0 P16,710 P90,188 P158,957 P258,570
Cash at End of Period P16,710 P90,188 P158,957 P258,570 P392,389

APPENDIX:

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