Flexible engagement models designed to deliver maximum value at every portfolio size and budget level.
All plans include a dedicated consultant, onboarding call, and 30-day satisfaction guarantee. Annual billing available with 15% savings.
Ideal for independent owners and small operators managing 1–5 properties who need a trusted compliance and advisory foundation.
Designed for regional operators and management companies managing 6–50 properties seeking comprehensive compliance and operational support.
Fully bespoke engagement for institutional owners, large portfolios (50+ units), and organizations requiring embedded consulting support.
Need something specific? These standalone services can be added to any plan or purchased independently.
Comprehensive on-site or remote audit covering all compliance areas. Includes detailed findings report and remediation roadmap.
Half-day or full-day Fair Housing training session for your team. Certification of completion provided. On-site or virtual delivery.
Deep review of up to 50 lease files, compliance assessment, and actionable findings report with recommended corrective language.
No long-term contracts are required for our monthly plans. All plans operate on a month-to-month basis with a 30-day notice for cancellation. Annual plans are available at a 15% discount.
Most clients are onboarded within 5–7 business days. The process begins with a discovery call, followed by a needs assessment and formal onboarding. Urgent engagements can often begin within 48–72 hours.
Absolutely. Affordable housing compliance is one of our core practice areas. We work with LIHTC, Section 8, HOME, HUD PBRA, and other affordable housing program types regularly.
We offer project-based and à la carte engagements for clients who need targeted support. Contact us and describe your situation — we'll recommend the right scope and provide a clear proposal.
Yes. Plans can be adjusted at any time with 30 days notice. Upgrades take effect immediately, and we'll prorate any billing differences. There are no penalties for changing your plan level.
Confidentiality is foundational to how we operate. Every engagement is protected by a mutual NDA. Client information, property data, and financial details are never shared outside your engagement team.