our vision,
our knowledge
experience
Our staff's extensive industry experience sets us apart from competitors, ensuring a deeper understanding of your needs. In short, we have helped many senior living organizations to be not only better but the best in their chosen markets. We have former senior-level executives from senior living organizations, including CCRCs, on staff enabling us to not only audit your numbers but also help improve performance. Recognizing that GAAP interpretations can vary based on unique client circumstances, we tailor our approach rather than applying a one-size-fits-all solution. Our approach is both efficient and effective, with experienced professionals who make informed decisions without unnecessary bureaucracy. In summary, we've helped numerous senior living organizations become leaders in their markets by enhancing performance and achieving their goals.
expertise
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Audit & Attest Services: With a focus on senior living and a highly experienced staff, including expertise in HUD and benefit plan audits, we quickly identify improvement opportunities. Each audit includes benchmarking to highlight areas for growth.
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Bank & Bond Financings: We have helped clients secure bank and bond financings, both taxable and tax-exempt, ranging from $5M to $135M. We can assist with negotiating key terms and minimizing capital costs and loan covenants.
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Economic Projections & Project Development: We support financial projections and scenario planning for both existing operations and new developments, helping management, boards, and financial institutions understand potential outcomes. Our discrete scenario modeling helps you determine affordable investments before engaging architects, minimizing project scope changes.
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Strategic Planning: We specialize in creating and implementing strategic plans, including alliances and acquisitions. We facilitate collaboration among boards, staff, and stakeholders to ensure that your organization’s mission, vision, and values translate into actionable plans.
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Interim CEO & CFO Services: With senior-level experience in and outside of senior living, our team offers interim executive services to drive economic efficiency and mission fulfillment. From benchmarking to team building, we understand the challenges you face and deliver meaningful results.
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990 & Tax Services: We handle your 990 filings with confidence, ensuring compliance while minimizing the burden. Our up-to-date knowledge of IRS rulings and guidance ensures your ongoing compliance