Strategy 123 has expanded its services for business partners! Call Cat for details!

GROW. Succeed. Profit. Exit.

We use proven analysis techniques  to guide Management Company and Business executives through pivotal events in a company's life cycle.

Engineer Better Outcomes AND GET RESULTS FASTER

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If you are actively growing or 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 recommend techniques to amplify your impact on your clients and your bottom line.

Fight Commodotization with Unique Messaging

Do your clients value your unique abilities to serve them?  Since different things matter to different clients, we work with you to create a culture which separates you from the competition.    Increase your profitability, improve  employee engagement, and enhance your customer's experience.


Efficiency Improvements and Contract Performance

Reduce employee expenses and increase profits using technology, outsourcing, alternative work schedules, flexible environments, and banking and software integrations.   Analyze management agreements to allow for increased efficiencies through technology,  flexibility, control of your primary assets, and increased revenue producing opportunities and profitability. 

Create Transferrable Value with Succession Planning

Can your company run without you?  Next level management is the most desired driver of a company's value.  Have you planned to retain key personnel and implemented the right processes  to assure business continuation in your absence, or eventual exit?  Good relationships with people who have great ideas and initiative are markers of success. 

Mergers, Acquisitions, and Strategic Partnerships

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.  Build strategic partnerships that broaden your marketing efforts and align your company with like-minded collaborators.

How can Strategy 1 2 3 help my business?

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We've seen it before!

Management companies and the businesses that serve them across the country have similar challenges.  Strategy 1 2 3 has experience with numerous creative ways that management companies overcame challenges facing all of us and businesses amplified their results.

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

Cat Carmichael, CMCA, PCAM

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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

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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. 

Confidential conversations start here

Start your strategy now.

Strategy 1 2 3

cat@strategy-123.com

949-648-2226

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Know what others executives know.