Tailored Support Services for Assisted Living Operators

 At SRM Advisors, we partner with owners to streamline operations, drive growth, and elevate care — so you can focus on what matters most.

From Daily Details to Big-Picture Strategy — We’ve Got You Covered

 Managing an assisted living facility isn’t just about staying compliant — it’s about creating a stable, safe, and caring environment for residents and staff alike. At SRM Advisors, we provide full-service property management that prioritizes structure, regulatory readiness, and operational excellence.

Comprehensive Services. Customized for You.

 Owning or operating an assisted living community involves more than day-to-day management. That’s why SRM Advisors offers a range of strategic services designed to meet your specific goals — whether you’re expanding, restructuring, or navigating licensing requirements.

Operational Consulting

• Strategic planning and market analysis
• Workflow optimization and system design
• On-site operational audits

HR & Staffing Support

• Staff recruitment and onboarding systems
• Employee handbooks, job descriptions, and policy development
• Coaching for administrators and team leads
• Build stronger teams with better tools — and leadership support that lasts.

Licensing & Regulatory Assistance

• Start-up Support for New Facilities
• Licensing Transitions and Updates
• Survey Preparation and Response Guidance
• CHOW Facilitation and Consultation Stay compliant and confident with proactive oversight and up-to-date documentation.

Accounting

• Strategic Planning
• Expense Tracking & Optimization • Workflow Optimization and System Design
• On-site Operational Audits

Marketing

• Lead Generation & Nurturing
• Local Search Optimization
• Website Design & Landing Page Optimization
• Targeted Digital Advertising
• Brand Development

Joint Ventures & Investments

• investment Consulting
• Equity & JV Structuring
• Tailored Debt Financing

Crisis & Turnaround Management

• Immediate triage and stabilization plans
• State intervention navigation
•Temporary leadership placement
If your facility is in crisis, we respond fast — with calm, expert guidance to restore order and trust.

Affordable Housing

• Government-Assisted Portfolio Management

Oversee daily operations of HUD- and LIHTC-subsidized senior housing, ensuring lease-up, occupancy reporting, and subsidy reconciliation

Facility Development & Expansion

• Feasibility analysis and site selection guidance
• Pre-opening setup and team structuring
• Licensing and launch coordination
From concept to opening, we provide the structure and expertise to get you started right.

Our Approach

Built on Structure. Delivered with Care.
Every service we offer is grounded in real-world experience and tailored to your operational reality. Whether you’re running a single group home or scaling a statewide portfolio, we meet you where you are — and help you move forward with clarity and confidence.
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Serving with Purpose
Our additional services are guided by the same values that define our full-service management: integrity, stewardship, and a belief in the worth of every individual we serve. We offer professional expertise — and a sense of purpose in every partnership.
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Have a Complex Challenge? We’re Built for It.

Let’s talk through your facility’s next steps — and how we can help make them successful.