Services
Every association has a unique set of needs. That’s why our approach begins with a thorough assessment and then delivers clear options so board members can make informed decisions.
Construction Planning
A construction master plan that prioritizes required repairs from like-to-have upgrades. Mitigating risks through effective planning and providing a structured framework to minimize construction delays, saving money when projects are completed on time.
Cash Needs Planning
Identify how much cash is required at different stages, including but not limited to:
• Scenario 1: Pre-construction planning
• Scenario 2: Mid-project cash needs to complete construction
• Scenario 3: A plan to fund cash needed now through fully funded reserves.
Loans
We structure construction financing to minimize interest costs and ensure funds are available when needed.
Special Assessment Structuring
Provide detailed analysis to create the best payment options for owners while covering construction repairs, and reserve requirements.
Governance and Transparency
Deliver financial reports that empower board members to monitor progress.
Provide transparency reports and communications that reduce the number of questions addressed to board members.
Board Meetings
Relieve board members by addressing owner questions about construction-finances by attending board meetings.