top of page

Transition Components

  • Assessment of financial health

    • Adequacy of income [HOA maintenance fees]

    • Adequacy of reserves and appropriate funding schedule

    • Expense audit

    • Appropriate/adequate insurance

    • Tax exemption

  • Document due diligence​

  • Inspection/assessment of HOA assets, including maintenance records review:

    • Amenities [clubhouse, pool, etc.]

    • Common irrigation system

    • Landscaping, buffers/forested areas

    • Common area site grading

    • Community roads, curbs, sidewalks, and paths

    • Storm water conveyance system and facilities

Effective Dispute Resolution

bottom of page