Engineer Better Outcomes
If you are one, two or three years away from the next major milestone in your company's life cycle, strategic preparation will improve your results. We provide techniques to enhance your outcomes.
Contract Performance
Analyze management agreements to allow for increased efficiencies through technology, flexibility, control of your primary assets, and increased revenue producing opportunities and profitability.
Efficiency Improvements
Reduce employee expenses and increase profits using technology, outsourcing, alternative work schedules, flexible environments, and banking and software integrations.
Succession Planning
Can your company run without you? Have you planned to retain key personnel and implemented the right processes to assure business continuation in your absence, or eventual exit?
Mergers and Acquisitions
Use your company's strengths to access capital, acquire a competitor, or position your company for sale. Actively manage the metrics that financial institutions and acquirers value to improve results.
How can Strategy 1 2 3 help my business?
We've seen it before!
Management companies across the country have similar challenges. Strategy 1 2 3 has experienced numerous creative ways that management companies overcame challenges facing all of us.
Because a good idea is a good idea
While always respectful of proprietary client information, peer to peer information sharing is a great way to learn what's worked for other executives, so you can apply your market knowledge to solve a challenge.
Best practices change over time
As competition increases and clients expect better, quicker, and faster responses, we share ways to manage expectations while being compensated for your performance.
Collaboration is key
"Collaborating with Cat has been invaluable. Her industry knowledge and experience was and is instrumental in her ability to guide practices that result in greater efficiencies for not only my business, but my clients’ as well. Often times our discussions led to discoveries which is not something that is easy to find with most business partners. I will continue to seek her insight for as long as she’ll offer it".
Matt Scibek, CEO, Westford Real Estate Management
Speaking of profitability...
Although your company is dedicated to serving not for profit associations, that doesn't mean your company is non-profit. We find ways to reduce your overhead so you can focus on revenue generating tasks.
What should you expect from greater revenue?
CEOs love earnings. Stakeholders love earnings. Banks love earnings. Acquirers love earnings. Using industry data from closed transactions, we help you calculate how an increased bottom line helps you affect the outcome you desire.
About Our Team
949-648-2226
Cat Carmichael, CMCA, PCAM
Cat Carmichael has been serving the community association profession for three decades, both as a management company executive and as a financial services professional, dedicated to serving management companies and their clients. Involved in mergers and acquisitions, succession planning, and strategic processes to improve efficiency, Cat shares knowledge that has helped her clients succeed. Serving on the Board of Trustees of the Community Associations Institute for three years, she was elected President Elect for 2018, and will be President in 2019. Cat is a graduate of the University of California, Irvine, and an honors graduate of Pacific Coast Banking School, where she earned recognition for her thesis “Addressing the Agency Dilemma When Banking for Property Management Companies”.
Brandi Reynolds, MBA
Brandi Reynolds holds a BS in Marketing and an MBA in Management. After five years in the marketing and sales of technology solutions Brandi left the information technology field and joined the world of Community Homeowner Associations as a Director of Client Services, she has worked in the indusrty for 17 years. Brandi has been actively involved in Community Association Institute (CAI), serving over the years as a National Business Partner Council Member, Board Member, Chapter president, programs chair, and publicity committee chair, as well as a volunteer on the education committee.