Our Services

We offer a comprehensive range of services tailored to support and optimize assisted living facilities and adult programs.
From start-up assistance to operational guidance, our expert consultations are designed to meet your unique needs and ensure compliance with industry standards.

Consultations

Embark on Your Assisted Living Journey with Our Expert Guidance

Our comprehensive consultation process is tailored to your unique needs, whether you're launching a new facility, optimizing current operations, or addressing specific challenges. While we primarily serve Texas, Virginia, and Florida, our expertise extends Nationwide. Through our strategic two-step approach, we'll work closely with you to understand your vision, provide industry insights, and develop customized strategies for your success.

Let us be your trusted partner in creating exceptional care environments and achieving your assisted living goals!

  • Discovery Call

    15 Minutes

    Free

    A brief introductory conversation to understand your assisted living needs and determine how our expertise can help. During this complimentary call, we'll discuss your current situation, answer initial questions, and explain how our specialized services might address your facility's challenges.

    This no-obligation conversation helps us both determine if a full consultation would be beneficial for your specific assisted living goals.

  • Strategic Planning Session

    1 Hour

    $250.00

    A personalized session with Former Inspector Kimberly Rodriguez to evaluate your specific assisted living needs and challenges. We'll discuss your goals, identify potential regulatory concerns, and outline which of our specialized services would best support your facility's success.

Core Assisted Living Services

Our comprehensive suite of services is designed to support and optimize your assisted living facility. From start-up programs to operational assistance, we offer tailored solutions to meet your unique needs. Pricing varies based on the scope and duration of services provided.

Licensing Programs

Comprehensive end-to-end support from concept to licensure. Choose the level of involvement that fits your goals.

  • Guided Launch Program

    Starts at $19,995 (Payment Plans Available)

    HCBS Medicaid Waiver services will incur an additional cost of $2,997, not available for conversions.
    Alzheimer's Certification services will incur an additional cost of $6,995.
    Strategic Business Plan will incur an additional cost of $6,995.
    Architectural Review is not included.

    Our comprehensive A-to-Z program provides complete handholding support from initial concept through licensure and operation. We manage every aspect of the assisted living setup process so you can focus on building your business.

    Program Includes:

    Facility Development: Property search assistance, feasibility assessment, pre-approval coordination
    Regulatory Compliance: Complete policy & procedure development, all required documentation
    Inspection Preparation: Mock life safety and health inspections with remediation guidance
    Business Setup: LLC formation, contracts, agreements, and operational systems
    Marketing & Growth: Market analysis, marketing strategy development, referral network access (marketing execution is client responsibility)
    Ongoing Support: 12 months of training, two private consultations, regular progress reports
    Full Access: Direct links to required forms, agency contacts, and our team of experts
    Resource Materials: Business Plan Development Guide with step-by-step instructions and template

    This is a complete, non-divisible program designed for optimal success.
    Contact us to schedule your initial consultation.

  • Turnkey Program

    Starts at $44,990 (Payment Plans Available)

    HCBS Medicaid Waiver services will incur an additional cost of $2,997, not available for conversions.
    Alzheimer's Certification services will incur an additional cost of $6,995.
    Architectural Review is not included.

    Our comprehensive Property TurnKey Program provides complete done-for-you services from initial concept through licensure and operation. We handle every aspect of the assisted living setup process so you can focus on your investment while we build your business.

    Program Includes:

    Facility Development: Property search assistance, feasibility assessment, pre-approval coordination
    Regulatory Compliance: Complete policy & procedure development, all required documentation
    Inspection Preparation: Mock life safety and health inspections with remediation guidance
    Business Setup: LLC formation, contracts, agreements, and operational systems
    Marketing Strategy & Referrals: Market analysis, marketing strategy consulting, and referral network access (marketing execution is client responsibility)
    Strategic Business Plan: Complete business plan with proforma financials, projections, and funding support
    Ongoing Support: 12 months of training, two private consultations, regular progress reports
    Full Access: Direct links to required forms, agency contacts, and our team of experts

    This is a complete, fully-managed program designed for hands-off success.
    Contact us to schedule your initial consultation.

Property Evaluation & Strategic Planning

Make informed decisions about your property investment and business strategy with our expert analysis services.

  • Property Review (Feasibility)

    Starts at $4,500

    Need help with deciding if the property is a good fit?

    Not every property can be licensed. We assist with review of locality rules and regulations, Life Safety codes, requirements for retrofitting, underground systems for upgrades and conversions, compliance with state and federal regulations, requirements for operating and ensuring the property is an all-around good fit. During a change of ownership, we conduct the property review to confirm changes are required prior to the change of ownership.

  • Market Analysis

    Starts at $4,500

    Our detailed market analysis evaluates your proposed location for need, cost, demographics, and success potential. We conduct secret shopping research, provide keyword recommendations for search engines, and assess level of care, staffing costs, and manager expenses. Analysis includes SWOT evaluation, functional design considerations, property development guidance, and compliance assessment to maximize your return on investment.

  • Strategic Business Plan

    Starts at $6,995

    Our Strategic Business Plan provides the essential financial framework for your assisted living business. We develop a business plan with proforma financials, projections, break-even analysis, profit/loss statements, exit strategy, and 1-3 year trending review to support funding efforts and guide business decisions.

Renovation & Construction Support

Expert guidance and oversight for property modifications, renovations, and new construction projects to ensure regulatory compliance.

  • HOTEL/MOTEL/Apt CONVERSION ASSESSMENT

    Starts at $7,995

    Evaluate the feasibility of converting commercial hospitality properties into licensed assisted living facilities before you invest.

    Hotel/Motel and Apartment conversions require specialized assessment beyond standard residential evaluations. Our analysis examines structural conversion viability, commercial building code compliance, ADA accessibility gaps, mechanical and life safety system upgrades, room configuration adaptability, and zoning/licensing feasibility. We provide a comprehensive conversion roadmap with projected costs, timeline, and regulatory requirements. This assessment is essential for making informed decisions about commercial property investments.

  • Architectural Review

    Starts at $7,995

    Professional architectural plan review for ground-up new construction projects to ensure regulatory compliance before breaking ground.

    This service is specifically for new builds, not renovations. Our specialist team conducts comprehensive review of architectural plans against all relevant regulations, life safety codes, and licensing requirements. We identify potential compliance issues during the design phase when modifications are least expensive to implement. This pre-construction review prevents costly mistakes, construction delays, and failed inspections by ensuring your building plans are regulation-ready before you invest in construction.

  • SMALL-SCALE RENOVATION

    Starts at $7,995

    Complete renovation support for traditional home conversions into licensed assisted living facilities with total project costs up to $75,000.

    This service is designed for residential property conversions requiring fire sprinkler system installation (up to $50,000) and structural modifications (up to $25,000). We provide regulatory guidance, compliance oversight, contractor coordination, and inspection preparation to ensure your converted home meets all licensing requirements. Ideal for entrepreneurs creating intimate 6-16 bed facilities from single-family homes or small residential properties.

  • LARGE-SCALE RENOVATION

    Starts at $9,995

    Comprehensive renovation oversight for extensive facility modifications with total project costs exceeding $75,000.

    For major renovations requiring significant structural changes, advanced fire suppression systems, or complex retrofitting, enhanced oversight is essential to prevent costly compliance mistakes. This service provides in-depth plan evaluation, ongoing construction oversight, complex code compliance verification, and multi-phase inspection coordination. Our experts ensure your large-scale renovation meets all federal, state, and local requirements while preventing expensive mid-construction corrections and regulatory delays.

  • GROUND-UP NEW CONSTRUCTION

    Starts at $7,995

    (Added if scope changes from renovation to new construction)

    If your project evolves from renovation to building from the ground up, this architectural review service is added to prevent starting over with planning and compliance.

    This service is specifically for clients who begin with our program planning a renovation but later decide to pursue new construction instead. It provides comprehensive architectural plan review, new construction code compliance verification, ground-up building oversight, and construction milestone inspections. This is not a full construction management service - it ensures your architectural plans and construction process meet all regulatory requirements. Adding this service protects your investment by catching compliance issues before they become expensive construction problems.

    Note: This fee is added to your base program if your project scope changes to new construction after enrollment.

  • Project Managment

    Starts at $5,995

    Expert oversight of your assisted living development or renovation project from planning to completion. We coordinate with key stakeholders while ensuring regulatory compliance, timely completion, and budget management. Our service includes functional design planning and regulatory pre-approvals to minimize costly delays.

  • CERTIFICATE OF NEED (CON)

    TBD based off project complexity

    Professional guidance through state-required Certificate of Need processes for new facilities, new construction projects, and new healthcare programs. We prepare all necessary documentation, conduct market and needs assessments, and manage the entire application submission.

    Our experts navigate complex regulatory requirements to demonstrate project necessity, financial feasibility, and community benefit to secure your CON approval with minimal delays.

Licensing, Applications & Compliance Support

Navigate the complex regulatory landscape with expert guidance through applications, inspections, and compliance requirements.

  • Application Support

    Starts at $3,500

    Professional assistance with completing and submitting your assisted living facility application. We guide you through every required form, help compile necessary documentation, and ensure your application meets all state and regulatory requirements for timely submission and approval.

    Our experienced team reviews your application for completeness and accuracy before submission, helping you avoid common errors that cause delays or denials.

  • Assistance with Opening, modifying or closing

    Pricing TBD and based per locality to determine the number of weekly hours needed to complete.

    Avoid costly compliance mistakes that lead to denied licensure and financial losses.

    Many facilities fail due to lack of knowledge about complex regulations from multiple agencies. We provide detailed support ensuring compliance with federal, state, and local requirements including health, fire, and zoning laws. Our guidance helps you navigate critical steps and avoid common errors that result in denied applications, rejected licensure, and thousands in lost investments.

  • Change of Ownership (CHOW)

    Starts at $9,995

    Includes Application Support, a list of all required Documentation, Mock Health Inspection to ensure compliance prior to CHOW Inspection, and
    Support until Licensure is transferred to New Owner.

  • Policy and Procedure

    Starts at $4,500

    The facility policy and procedures are required to provide guidelines of how the facility will enforce and maintain compliance. We provide detailed policy and procedures according to the state specific guidelines that are realistic, accurate and manageable to provide the ultimate resident care.

    The facility can request the additional: Medication Management, Infection Control, Emergency Evacuation, resident and staff handbooks, with all the facility required documentation for records, binders and posting for an additional $999.00.

  • Mock Life Safety Inspection

    Starts at $3,500

    Full on-site Inspection to Pass the States required Life Safety Inspection to Obtain Licensure.

    Review of TAC and NFPA, Fire Systems and recommendations on how to comply with mock violations

    Additional Travel Fee starting at $149

  • Mock Health Inspection

    Starts at $3,500

    Full on-site Inspection to pass the State required Health Inspection to Obtain Licensure.

    Recommendations on how to comply with cited violations.

    Additional Travel Fee starting at $149

  • Alzheimer's Certification

    Starts at $8,995(Must be a Type B Community)

    Application Support and a list of required documentation Mock Health Inspection All Required Documentation On-Site Inspection and a list of required documentation Alzheimer's Certification Policy & Procedures and all community documents.

Zoning, Permits & Community Approval Services

Secure the necessary municipal approvals and community support for your assisted living facility with our professional advocacy services.

  • HOA Representation

    Starts at $5,995

    Professional advocacy and representation at Homeowners Association meetings to secure approval for your assisted living facility.

    We prepare HOA transparency letters, review covenants and restrictions, create presentation materials, and attend HOA board meetings and community forums on your behalf. Our team addresses homeowner concerns professionally, navigates HOA politics, and positions your facility as a valuable community asset. We handle all communication and follow-up documentation throughout the approval process.

  • Town Hall Representation

    Starts at $5,995

    Professional advocacy and representation at town hall meetings to secure community approval for your assisted living facility.

    We prepare presentation materials, attend meetings on your behalf, address community concerns professionally, and provide comprehensive follow-up documentation. Our team navigates public sentiment, responds to NIMBY objections with facts and empathy, and positions your facility as a valuable community resource. This service is identical in scope to our HOA Representation but focuses on municipal public hearings and town governance meetings.

  • Rezoning/Reclassification W/ Representation

    Starts at $7,995

    Complete property reclassification and zoning services with professional representation at all required hearings and meetings.

    This comprehensive service includes property rezoning application preparation and submission, Special Use Permit (SUP) application and documentation, professional representation at HOA meetings (if applicable), town hall meeting advocacy and presentation, zoning board hearing representation, community outreach and concern management, and comprehensive follow-up and approval documentation.

    Our experts handle every aspect of the municipal approval process, from document preparation through final approval, ensuring you secure the necessary permits and zoning changes to operate your assisted living facility legally.

  • REZONING/RECLASSIFICATION W/OUT REPRESENTATION

    Starts at $4,995

    Strategic consultation and document preparation for property reclassification when you prefer to handle meetings yourself.

    This service includes complete rezoning/reclassification application preparation, Special Use Permit (SUP) documentation and filing support, strategic consultation on presentation approach, coaching on addressing common concerns and objections, review of all submission materials for completeness, and guidance on municipal procedures and timelines.

    What's NOT included: We do not attend or present at HOA meetings, town hall sessions, SUP hearings, or zoning board meetings. You handle all in-person representation independently. Ideal for owners comfortable with public speaking who want expert document preparation and strategic guidance while managing costs.

  • Tax Abatement Representation

    Starts at $5995

    Professional representation to help secure property tax reductions for your assisted living facility, potentially saving thousands in annual operating expenses.

    Property tax abatements can significantly reduce your facility's operational costs, but the application process is complex and competitive. We prepare and submit all required documentation, including financial projections, community benefit statements, and compliance certifications. Our team represents you at county appraisal district hearings, municipal tax abatement committee meetings, and appeals if necessary. We build compelling cases demonstrating your facility's economic impact, job creation, and community value to maximize your chances of approval. Our experts navigate the technical requirements, deadlines, and political considerations that often determine success in securing multi-year tax relief for assisted living properties.

Ongoing Operational Support

Maintain compliance and operational excellence with our flexible support services and corrective action assistance.

  • Retainer Support

    10-hour minimum @ $250/hr

    Ongoing professional support for your assisted living facility's operational and compliance needs. Our flexible retainer service provides you with expert guidance whenever you need it, covering questions about regulations, operational challenges, staff training, or compliance concerns.

    Perfect for facilities that need periodic expert consultation without committing to a full program.

    Additional hours available at $250/hr as needed.

  • Plan of Correction (POC)

    $250 Per Violation

    Professional development of state-compliant Plans of Correction for inspection violations. Our experienced team creates detailed corrective action plans with timelines and monitoring procedures to ensure swift regulatory compliance and minimize follow-up issues.

Professional Development Programs

Elevate your team's capabilities with our specialized training services. We offer a range of programs designed to enhance skills, ensure compliance, and drive excellence in assisted living management. From individual instruction to group workshops, our training solutions are tailored to meet your organization's specific needs and regulatory requirements.

  • Assisted Living Manager Certification

    $499 (in-person)

    3 Days of 8-hour sessions, covering topics required by HHSC to become a Certified Assisted Living Manager.

    Additional Travel Fee starting at $149

  • Mock Inspection Training

    $3,500

    This 2-day, 8-hour training is interactive and hand-on, tailored for Regional and Key leadership positions. It covers conducting Mock Inspections, utilizing state forms available on public websites. Participants learn what to look for and the associated regulatory standards.

  • Maximize R.O.I (R.A.L.) Eventbrite

    $199 per Person

    This training provides a 2 hour presentation on the basics of operating a Residential Assisted Living or Adult Program to maximize the return on your investment.

Group Training Programs

Our expert-led training programs enhance compliance, improve operations, and develop staff capabilities across all aspects of assisted living management. All trainings are offered in either 4-hour ($599) or 8-hour ($999) formats, with pricing per group, not per person.

On-site training options available with travel fee starting at $149.

Available Training Programs:

  • Individualized Service Plan

    $999

    This 8-hour interactive training guides participants in creating a compliant Service Plan. Offering practical guidance and examples for accommodating residents and using adaptive devices throughout the facility.

  • Avoid High Risk Violation

    $999

    This 8-hour interactive training covers common violations and prevention techniques, including walkthroughs of the facilities physical plant and guidance on avoiding issues on resident care and dining.

  • Assisted Living Review

    $999

    This 8-hour interactive training is designed for new staff in key leadership roles, focusing on critical health and safety regulations. It offers on-site guidance tailored to participants' roles directly aligned with regulatory standards for comprehensive understanding and application.

  • Maintaining Staffing Assignment Sheets

    $599 Virtual or $999 On-site

    This training, offered in either 8-hours interactive or 4-hour virtual formats, focuses on aligning staff assignment sheets with residents' Individualized Service Plans (ISPs) to reduce care violations. It can be done on-site for a more practical approach to reviewing assignment sheets and resident plans.

  • Memory Care Review

    $999


    This 8-hour on-site training is tailored for new staff in key leadership roles, focusing on Memory Care regulatory standards. It provides direct guidance from regulations, enhancing staff understanding of their roles in compliance.

  • Mixed Population Review

    $599

    This 4-hour interactive training focuses on managing facilities with mixed populations in unsecured units. It covers standards for overseeing physical plant, staffing, and service plans.

  • Enhancing Resident Activities

    $599

    This 4-hour training focuses on regulatory standards for resident activities in secured and unsecured units. It will assess current activities and provide recommendations based on resident acuity levels, facility calendars, and staff feedback. The trainer lacks CTRS certification, relying solely on experience and regulations.