Developers usually set dues artificially low to boost initial sales, complicating the turnover to owner control. Careful management and financial analysis are crucial to a successful transition process.

Overseeing daily requirements of the buildings and systems. Providing administrative support and communications with owners, Board members, staff and outside vendors. Maximizing “uptime”.

Funding, budgeting & reserve allocations. Dues collections & assessments. Financial accounting and reporting. Facilitating reviews/audits as required. Planning for unexpected contingencies & disasters.

Ongoing maintenance of buildings, grounds & support systems. Anticipating necessary repairs and system failures. Obtaining competitive quotes, selecting and overseeing qualified service vendors.