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Below Are Templates And Documents I Created That You Can Use And Edit For Your Assisted Living Business

Investor Presentation Script


       This is the 3 part format that I use to raise money.

Due Diligence Checklist


        This is the checklist that I use before I by a new property.

Secret Shopping Checklist


        I use this form to gather info on my competitors.

Director Employment Agreement


        This is the job contract I use when hiring a director.

Director Interview Questions


        I use these questions to gauge experience

Fire Sprinkler Cheatsheet


        The differences between fire sprinkler types

Owner vs. Manager Roles Guide


        Breakdown of the various roles for Owner and Manager

KPI Chart

        My weekly KPI sheet

Bed Hold Deposit Form


        I use this form to take a move in deposit.