Choosing (or switching) a management company
Most boards only do this once every few years, which means they are making a significant decision without a lot of practice. This guide is the checklist we wish every board had before the first meeting.
What is inside
8 pages · 7 sections
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Before you start
Why this decision is harder than it looks, and how to set the board's own standard before you contact anyone.
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Reading the situation
Separating a rough patch from a pattern, with a checklist to work through together at a board meeting.
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The walkthrough
The questions that surface how a company really operates, and what to listen for in the answers.
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The paperwork
Where the costs hide in a management agreement, and which clauses lock a board in longer than it realizes.
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Comparing fairly
A scoring sheet, so you compare companies on the same points rather than on whoever presents best.
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Making the move
The order records, finances and vendors move in, so residents notice little beyond new contact details.
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Next steps
Five concrete things the board can agree in a single meeting, whichever way the decision goes.
The guide is written to be useful whether or not you ever talk to us. If it helps your board make a confident decision with another company, that is a fine outcome.
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