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Owning an assisted living facility can be an exceptional choice for several reasons. Firstly, the demand for eldercare services is steadily increasing due to the aging population. This means the industry has a reliable customer base and potential for growth.


This invaluable session provides the concrete steps that will get your new business off to a strong start. You'll learn the ins and outs of startup execution, management, legal issues, and practical processes throughout the launch and growth phases and how to avoid the critical missteps that threaten the foundation of your business.


Our 120-minute Business Development Work Session provides you with the expertise and guidance you need to develop your Assisted Living business. We will explore your business foundation, personal values, skills, and experience to ensure your business is aligned with your and your family's lifestyle. We aim to give you the insights to create the company of your dreams.


The perfect opportunity to develop a well-rounded success plan for your Assisted Living business, including:


Company Foundation

  • Business Profitability Factors

  • Mission

  • Vision

  • Core Values

  • Organization Chart

  • Business Plan

  • Entity Creation

  • Federal EIN Registration

  • DUNS Number Registration

  • Business Insurance

  • Business Banking



  • Electronic and Paper Resident and Health Records Systems

  • Policies and Procedures Manual

  • Resident Care and Retention

  • Personal Care

  • Health Care and Social Services

  • Nutrition

  • Activities

  • Housekeeping

  • Maintenance

  • Operations Planning 

  • Admissions Process

  • Quality Assurance Process


Human Resources

  • Departments

  • Job Descriptions

  • Recruitment

  • Onboarding

  • Training

  • Incentive Programs

  • Management




  • Pricing Structure

  • Sales Forecasting

  • Inquiry Call Coaching

  • Sales Presentation

  • Facility Tour

  • Sales Strategy

  • Reaching your Target Audience

  • Resident Recruitment and Recruitment


  • Market Research

  • Logo Creation

  • Branding Strategy

  • Web and Social Media Presence

  • Customer Relationship Management

  • Marketing Plan

  • Client Profile: Who’s your customer?

  • Competitors Analysis Value

  • Metrics and Analytics



  • Accounting

    • Invoicing

    • Payments and Banking

    • Payroll

  • Budgeting

  • Financial Statements

  • Profit and Losses

  • Business Credit

  • Financial Status

  • Electronic Billing Systems



  • Quality Assurance & Improvement

  • Survey Visits

  • Statement of Deficiencies

  • Plan of Correction

  • ALB registration

  • Regulatory Agencies

  • State provider - Medicaid waiver

  • Policies and Procedures 

  • Risk Management

    • Process

    • Current risks


Life is allowed to be easy, and an assisted living business can let it be easy without you literally putting blood, sweat, and tears into it. 


You have to plan.


Schedule your first session today. 

Business Development Work Session - 120 minutes

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