• Team hiring, onboarding and training
  • Resident services delivery and care planning
  • Quality assurance monitoring
  • Daily operations management and growth
  • First-rate policy and procedure creation and implementation
  • Annual operating budget creation and adherence
  • Financial management, controls and accounting systems development


  • Project budget analysis and estimation
  • Financial goal-setting
  • Financial planning preparation
  • Sales and marketing strategy
  • Financial schedule development
  • Capital requirements formulation


  • Demographic research and analysis
  • Location review and site analysis
  • Primary and secondary market areas comparisons
  • Competition set survey analysis
  • Project size review, emphasizing unit size/mix and pricing
  • Regulatory environment review




Project Development

  • Analysis, selection and control of land
  • Project team management
  • Design team selection and supervision
  • Space planning
  • Furniture and equipment budgeting
  • Regulatory approvals management
  • Pre-finance, construction and operation budget oversight
  • Value engineering
  • Capital financing or refinancing

sales and marketing

  • Strategic sales and marketing planning and budgeting
  • Competitive analyses
  • Hiring and onboarding of sales team members
  • Marketing and media campaigns
  • Lead tracking software ultilization
  • Pre-opening sales strategizing
  • Move-in coordination for new residents
  • Weekly, monthly, quarterly and annual status reporting


What drives you to be in the senior living industry? Learn about our history and our team to better understand what drives us and how we aim to collaborate with like-minded partners.