Strategic planning
Strategic plan
A situation assessment across market, financial, and operational realities; scenario models; mission-tested priorities; an implementation calendar with named owners; and board adoption materials.
Annual plan refresh & accountability
A quarterly plan-to-actual review, a priority rebalancing memo, and board progress reporting that keeps the plan live between retreats.
Market & positioning
Repositioning & market study
Demand and competitor analysis, unit-mix and contract-type strategy across Type A/B/C, price-point positioning, and a phasing recommendation.
Affiliation, M&A & strategic options
A strategic-options framework spanning stand-alone, affiliate, merge, and divest; partner screening criteria; a financial impact model; due-diligence coordination; and a board decision memo. Advisory to the board only — investment bankers are engaged separately when a transaction proceeds.
Benchmarking & market intelligence
Annual CCRC financial ratios brief
A yearly benchmark brief covering liquidity, profitability, and capital-structure ratios against published CCRC medians, with a client-specific overlay showing where you actually sit.
Where else we work.
Start with a conversation.
Tell us what is in front of you — an opportunity, a challenge, or a transition. We will tell you plainly whether OAS is the right help, and what the engagement would produce.