A fresh start
Change your management.
Keep your community moving.
A thoughtful handover starts with a clear timeline, agreed responsibilities and the information your new team needs.
A transition with
a plan behind it.
Every association is different. We work with your board to agree the handover steps and timing.
Talk about switchingStart with your priorities
Discuss what needs to improve, the community’s services and the scope your board wants.
Confirm notice and timing
Your board confirms its current contract obligations and, where needed, obtains advice from association counsel. We help coordinate the operational timeline.
Organize the handover
Identify records, financial reports, homeowner accounts, vendor details and open work that need to transfer.
Prepare systems and communication
Coordinate account setup and homeowner notices so residents know where to pay and whom to contact.
Review the starting position
Review transferred information with the board and identify missing records or issues requiring follow-up.
Bring what you have.
A current budget, management agreement, community profile and list of unresolved issues help us understand your starting point. You can begin the conversation before all of those are assembled.
Our current offering includes no transition or signing-on fees. Your proposal will confirm the applicable terms.
A better next chapter
Let us talk about your community.
Tell us what your board needs. We will help you explore a management approach that fits.