Reserve Study Focus Areas
What Types of Reserve Studies Do We Specialize In?
We focus on the following types of reserve studies and financial plan: Business Cash Flow & Profit Consulting, Business Park/Commercial/Real Estate, City & Municipality Assets, Condos/High Rises/Apartments, Dental, Doctor & Chiropractic Office & Equipment, Golf Course & Resort, Homeowner/PUD, Reserve Studies HOA, Parks & Recreation
BUSINESS CASH FLOW & PROFIT CONSULTING
We are experts in the long-term planning and viability of cash flow and the goals and math that make it work. We will help you save (“reserve”) funds for specific future uses including growth, personnel, equipment, assets and ultimately, greater profitability. If you are a small business still trying to get over the hurdle of growth and find yourself tight on funds, month-over-month, your plan (or lack thereof) will most likely fail in time. As an entrepreneur, your time and efforts are best spent on strategic growth and leadership at its various levels. We are your professional allies to see that a plan is in place and our follow up is tailored to seamlessly press you into execution of said plan. Would you like to save more, execute better and increase profitability? Money doesn’t buy happiness but it will buy assets, personnel, equipment and even time freedom. It’s time to get control and execute the RIGHT PLAN. It is time to let the math do some talking.
BUSINESS PARK/COMMERCIAL/REAL ESTATE
With a vast variety of assets we can help you navigate the finances to maintain said assets or increase profitability by driving value back into the real estate. We have seen it all (we think…as we are occasionally surprised), from building defects to just plain poor use of funds, we will put together your plan to shore up funds against issues and problems, both planned and unplanned. From commercial tenants to privately owned property and places of worship, a long-term plan ensures long-term value and viability. Growth, certainty and good conversations come from the RIGHT PLAN.
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CITY & MUNICIPALITY ASSETS
Your tax base and/or constituents expect precise planning and transparent execution. Trust is paramount. Moreover, we understand how tight budgets work and more importantly, how to work with tight budgets. The right plan mitigates complaints and creates the confidence and certainty necessary at a public level. We can give your staff the resources and training they need to flourish in their roles. We pride ourselves in our ability to train others and apply the findings from your reserve study into real world application. It’s a lot to digest, and we make it palatable with a step-by-step consulting procedure so staff members have the resources to execute on a tailored long-term plan. Ultimately, we take the most pride in seeing you and your team flourish in the application of long-term planning. Cities simply have too many assets not to perform a Full Reserve Study. Call us today for a custom quote and operate with all the certainty you deserve!
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Condos/High Rises/Apartments
With a plethora of assets and a heavy expense load, no stone is unturned, no asset left out. We recognize the rigidity needed for such a plan and know how to guide you through it; thereby turning a quagmire into a garden. We have seen and heard the cringeworthy conversations that take place when a plan is not in place. Likewise, we have seen the confidence and trust that increases when a well laid, significantly vetted and transparent plan is laid before others. It is not lip service when we say that boards have the most thankless job on the planet, and nothing shows their true value like a full fledge financial plan that both safeguards the funds, while simultaneously using the funds to maintain and add value back into the community. Let the math do the talking and call us today!
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DENTAL, DOCTOR & CHIROPRACTIC OFC & EQUIP
Too many believe that professional offices are flush with cash without considering the high cost of equipment and the need for strategic growth and/or upgrades. We have seen others save well and yet burn through the cash flow and savings, all to maintain or replace equipment and grow their technologies. We know your time is valuable and have customized this service to work with your staff (where you dictate) or return brief and poignant responses in the way that best suits your availability. We get to the bottom line with minimal impact to your timeline. MAKE. THIS. PLAN. TODAY. Without a long-term plan, it’s a “best guess”. Do it right, without the guess work! You have invested too much for anything less.
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GOLF COURSE & RESORT
We understand your business is “value”. The value you bring to your clientele, the value of word of mouth marketing and the value of properly maintained assets. Our acutely designed plan will be one tailored to your needs and goals for which we can empower your executive staff to execute with the same precision. We believe your time and efforts are best spent on customer loyalty, asset valuations, strategic growth and leadership at its various levels. We are your professional allies to see that a plan is in place. Moreover, our accessibility is hands down; unmatched. Your can reach us like family, though we’ll safeguard your time and assets with the decades of professional experience we bring to your table. We want you and your executive team to flourish with the resources and decision tools we provide; to have the executable prowess available to demonstrate the significant contribution that only they can provide. We love what we do and we love what you do. PLAN today to make the call.
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Homeowner/PUD, Reserve Studies HOA
Every HOA is different. Different assets, different financials, different history and different operating procedures. EACH of these is taken into consideration to customize your 30 year budget and build the most accurate and precise long-term savings (“reserve”) report you can buy. We will guide you, the board, the property manager or whomever you assign point, through each area of the study (reserve studies HOA) and ultimately, how to apply and USE it in both daily and annual planning. It is not lip service when we say that you have the most thankless job on the planet. It does not have to be that way. Enough arguing over finances. Enough bickering over a “partial plan” and no more “half-efforts”. Confidence is born in the belly of trust and trust is derived from good plans, transparent transactions and continuity among special interests. We know homeowners associations (and reserve studies HOA)! And we LOVE to empower the board and the community to link arms in common interests through a long-term plan that is founded on decades of experience and the science of math! Though complex, reserve studies HOA are not rocket science. Neither should your board meetings be. It is time to spend LESS time guessing and assuming and more time living. Less time defending and more time BBQ’ing. Don’t wait any longer. Call today.
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Parks & Recreation
A beautifully manicured park says more than just, “come enjoy”. It speaks volumes about the entity that governs it and adds value back to the community in which it resides. When properly dressed and in good repair, it telegraphs the message that the finances are well planned, the maintenance schedule is well laid and overall, there is balance through solid planning. Parks, playgrounds, trails, water features and more each add to the vitality of a community. Do not underestimate their value, or their cost of maintenance and replacement. Through years of experience, we have seen too many underestimate the cost to replace park amenities and soon, a well meaning “home-baked plan” falls apart while assets fall into disrepair. We plan ahead so that we stay ahead of the plan. Develop a long-term plan TODAY and its execution will continue to add value back for decades to come.
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