Frequently Asked Questions

Every engagement begins with a complimentary consultation where we learn about your community's specific challenges, goals, and constraints. From there, we propose a tailored scope of work with clear milestones and timelines. The engagement typically follows our four-phase approach: Discover (assessment), Design (strategy development), Implement (hands-on execution), and Sustain (knowledge transfer and ongoing support). Throughout the process, you receive regular progress updates and have direct access to your engagement manager.

It depends on the scope. Our Starter package assessments are typically completed within 3-4 weeks. Professional engagements with implementation support usually run 3-6 months. Enterprise partnerships are ongoing, often structured as 12-month agreements with renewal options. We never extend an engagement beyond what is necessary — our goal is to build your internal capability so you do not need us permanently.

We use fixed-fee engagements for defined scopes of work, so you know the full cost before we begin. There are no hidden charges, hourly surprises, or scope-creep billing. If additional work arises during an engagement, we discuss it transparently and agree on scope adjustments before proceeding. Travel expenses for on-site work are included in our quoted fees for domestic engagements.

No. Our exclusive focus on senior living is what makes us effective. We work with assisted living communities, memory care facilities, independent living communities, CCRCs, and skilled nursing facilities. This focus means our benchmarks, vendor relationships, regulatory knowledge, and operational playbooks are always specific to the industry rather than adapted from other sectors.

We use a hybrid approach. Initial assessments and implementation phases typically include on-site visits because there is no substitute for walking your hallways, observing workflows, and meeting your staff. Ongoing advisory and follow-up work is effectively handled through video conferencing, shared dashboards, and regular virtual check-ins. For our Enterprise clients, we schedule regular monthly on-site consulting days.

Results vary by engagement scope, but our procurement optimization engagements typically deliver 15-25% cost savings within the first year. Operational improvements like census growth and staff retention show measurable movement within 3-6 months. Technology implementations follow their own timelines based on the systems involved. We set specific, measurable KPIs at the beginning of every engagement and report against them regularly so you always know exactly where you stand.

Sustainability is built into every engagement from day one. We involve your team in the process rather than working in isolation, which builds ownership and understanding. All Professional and Enterprise packages include formal knowledge transfer sessions, documented standard operating procedures, and training materials. We also provide post-engagement check-ins — typically at 30, 60, and 90 days — to ensure implementations are holding and to address any emerging challenges.

The easiest way to begin is through our contact page. Fill out a brief form describing your community and challenges, and a member of our team will reach out within one business day to schedule a complimentary consultation. During that conversation, we will discuss your situation in detail and recommend whether a formal engagement makes sense. There is no obligation and no sales pressure — if consulting is not what you need right now, we will tell you.

Absolutely. A significant portion of our client base includes non-profit organizations and faith-based senior living communities. We understand the unique governance structures, mission-driven priorities, and funding considerations that distinguish these organizations. Our approach respects the values and mission of non-profit operators while still delivering the financial discipline and operational excellence that keeps communities sustainable for the residents who depend on them.

We work with operators ranging from single communities with 30 beds to multi-state portfolios with thousands of units. Our Starter package is specifically designed for smaller, single-site operators who need expert assessment without an enterprise-level commitment. The Professional and Enterprise packages scale to match the complexity and scope of larger organizations. The principles of good procurement, operational efficiency, and technology adoption apply regardless of size — the implementation approach simply adjusts.