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We Invest In One New Deal A Month!

Let us become your Strategic Partner


Strategic Partnership

Open your own luxury Memory Care Mansion using our plans and process.

We walk you through our 4 frameworks to build a new construction Memory Care Mansion.

  • We will make sure you don't buy the wrong property.

  • Have us review your deal before you purchase the property.

  • We will guide and work with you through every step of the location process.

  • Learn everything you need to know to choose the right location, steps and lessons such as:

  • Find what market you should be in.

  • How to determine your bed rates.

  • Secret shop your competition to know what does well in your location.

  • Determine if a property will work or not for your home.

  • Figure out if the zoning will work.

  • How to know if you found the right property.

  • How to talk to the local city and learn state requirements.

  • Do your due diligence on the property.

  • Use our new construction building plans (architectural and engineering plans)

  • Use our builder (if close enough) or use a local one with our scope of work.

  • Use our construction pricing template.

  • Use our building materials specs and our furniture/décor.

  • We will guide and work with you through every step of the building process to make sure you have the perfect home for your business.

  • Learn everything you need to know to ensure you create your perfect home, steps and lessons such as:

  • How to get Architectural plans.

  • How to get Engineering plans.

  • Work with a Civil Engineer.

  • Being sure that your building is ADA compliant.

  • Pull permits to ensure that you can build everything you'll need.

  • Create a construction scope of work.

  • How to know what your construction bids should be.

  • Spec out your materials and finishes.

  • Learn how to pass local inspection.

  • 2. FUNDING
  • We will create a custom business plan and financials for you.

  • You will be able to use our preferred lender.

  • We will guide and work with you through every step of the funding process to make sure you have the necessary funds to open.

  • Learn everything you need to know about raising capital to start your bussiness, steps and lessons such as: 

  • How to use our business plan and build out your business plan.

  • Build out a financial model.

  • Determine what your operating costs will be.

  • Get a meeting and explain to deal to potential investors using our investor meeting template.

  • Create multiple companies for business and asset protection.

  • How to get the loan to purchase the land.

  • Use our state inspector consultant for compliance prior to building completion.

  • Use our licensure paperwork.

  • Use our policies and procedures manuals.

  • We'll ensure that you'll have all your licenses by the time you're ready to operate 

  • Learn everything you need to know about the licensure process, steps and lessons such as:

  • How to build your home to state requirements.

  • What license type to obtain.

  • Ensure you will ne able to pass the State inspection.

  • Create your life safety paperwork.

  • Create your policy and procedures manuals.

  • How to open your business.

  • Operations

    We teach you the 8 frameworks of our operation company. Learn first-hand every aspect of operations before you open by shadowing us virtually or sending your manager to come learn from our team.

    We provide a template for every system that you will need.

  • Use our website and social media template.

  • Learn to fill your beds before you are open.

  • Build a waitlist.

  • Create a virtual tour for your home.

  • Learn how to network at community events. 

  • 2. SALES
  • Learn how to answer sales calls.

  • Rebuttal common objections through word tracks.

  • Use our structure of touring and sales presentations.

  • CRM and follow up system templates.

  • 3. HIRING
  • Hiring Managers, Caregivers & Chef.

  • Job Posts & Interview templates.

  • Onboarding paperwork.

  • Learn how to use our admission paperwork.

  • Use our assessment & care plan templates.

  • Use our medication management system.

  • Learn Outside Service coordination.

  • Use our resident binders template.

  • Learn how to best communicate with Families.

  • Use our New Hire Orientation templates.

  • Use our training systems.

  • Use our Medication Delegation template.

  • Use our Scheduling systems. 

  • Use our staff issues systems.

  • Use our PPE & Medical Supplies systems.

  • Order Office & Household Goods.

  • Use our Food & Menu Templates.

  • Learn how to use our special events ordering system.

  • 7. FINANCE
  • Learn how to manage your Mortgage and Taxes.

  • Use our template for Invoicing Residents.

  • Learn how to use our Payroll systems.

  • Use our PTO & Benefits systems.

  • Use our Profit & Cashflow systems.

  • Manage a bookkeeper.

  • Use our repairs log system.

  • Learn how to turn a bedroom.

  • Use our template to stage a bedroom.

  • Manage landscaping services.

  • Maintain fire alarms and sprinklers.

  • Who Should Apply

  • They are not afraid to get their hands dirty. Willing and able to work floor shifts, including overnight when the need arises.

  • They want to directly oversee the operations company. They will be the leader and ultimate responsible person for the success of the business.

  • They are not looking for a passive investment or to rent the building to another operator.

  • They want to open this nearby to where they live.

  • They are in a stable place in their life, job, finances and relationships.

  • They have a genuine desire to want to help people, specifically seniors.

  • A person, couple or team that wants to build a new construction luxury assisted living or memory care.

  • They want to take an active and all-in approach to learning.

  • They work harder than the average person and can bounce back from challenges and failures.

  • They have some type of medical or business experience.

  • They have a liquid savings of at least $50,000.

  • They and all their team have at least fair credit and no bankruptcies.

  • They are bank financeable to get a loan to purchase vacant land.

  • They have at least 10 hours of time each week available to commit prior to opening.

  • Take a Virtual Tour of our Assisted Living Mansion

    Take a Virtual Tour now

    Not sure you want to be Strategic Partners?

    Learn to do it on your own. Signup for our FREE FOUNDATIONS Training Course where we teach you step by step how to open your own Assisted Living Mansion.