Business, Legal & Financial Setup

Business Formation: Guidance on setting up your LLC and business structure correctly from the beginning so you can protect your personal assets and build on the right foundation.

The Right Order of Operations:I walk you through the proper sequence for legal setup, insurance, licensing, property, financing, and operations so you don’t waste time or money doing things out of order.

Tax Strategy & CPA Access: I connect you directly with my personal CPA to help you understand available tax benefits and create a tax strategy based on this specific business.

Property Acquisition & Financing

Finding the Right Property: I help you understand exactly what to look for in a facility, including ideal bed count, square footage, layout, location, and property characteristics.

Buy an Existing Facility or Find the Right Home: I connect you with my own broker, who can assist you with purchasing an existing facility and give you access to his exclusive network of residential care homes and properties for sale.

Owning vs. Leasing: We evaluate the numbers, your goals, available capital, and long-term strategy to determine whether buying or leasing makes the most sense for you.

Financing & Lending Assistance: I help you understand your financing options and connect you directly with my lender. Depending on your situation, we can explore conventional financing, SBA loans, and other available lending options.

Contractor Network: You get access to my trusted network of licensed contractors. If you already have a contractor, I can also work alongside them to help keep the project aligned with facility and licensing requirements.

Licensing, Compliance & Facility Preparation

Administrator Requirements & Systems: I walk you through the administrator path and help you build systems that allow the business to operate without you being involved in every small task.

Fire Clearance Preparation: Guidance on the requirements you’ll need to meet to prepare for and pass your fire inspection.

Facility Furnishings, Safety & Supply List: A clear breakdown of what you need to properly furnish, equip, and prepare the facility before opening.

Licensing Application Walkthrough: Step-by-step video guidance through the application process, including policies and procedures.
State licensing fees are not included.

Pre-Inspection Checklist: A detailed checklist to help you identify and fix issues before the official inspection.

Staffing & Operations

Hiring the Right Team: I help you understand who to hire, what roles you actually need, and how to avoid overstaffing too early.

Staff & Administrator Responsibilities: Clear expectations, responsibilities, and systems for your caregivers, staff, and administrator.

Admissions System: You receive the framework for your admissions process, including assessments, forms, documentation, and the steps to properly onboard your first residents.

Marketing, Referrals & Filling Your Beds

Pre-Opening Marketing Strategy: I show you how to begin marketing before your doors even open so you’re not starting from zero on opening day.

Placement Agent Coaching & Connections: Work directly with my placement agent, who coaches you on how to attract residents and connects you with placement agents in your local area.

Referral Strategy: Learn how to build relationships with referral sources that can consistently send residents.

Build Your Waitlist: Create demand early so you can start filling beds as soon as you open.