CONDO & HOA BOARD ADVISORY
Maximize Your Association's Value
Optimize Your Budget
Protect Your Investment
Your community should be an asset, not a second full-time job
Our Mission
Restoring Control and Value to Your Board and the Trustees
Let's be honest: being on a board is a thankless, high-stakes job. You didn't sign up to work a second full-time career managing your neighbors' money, yet here you are—navigating complex infrastructure logistics, dealing with contractors, and possibly trying to keep a property management company honest.
I started Ascent Board Advisory because I saw too many good boards getting burnt out, or taken for a ride. You are the final decision-makers for your community, and it is easy for vendors to keep you in the dark, when they sense they can.
I'm here to be your independent, private advocate. I don't replace your leadership—I sharpen it, and partner with you. Whether it is reviewing your bylaws for compliance, forecasting your 5-year capital reserves, scrubbing your operational budget for leaks, or enforcing milestones on a massive capital project, I provide the technical muscle you need to make decisions with absolute confidence. My goal is simple: I take the grunt work off your plate and hold everyone accountable to your standards, so you can maintain control and focus on the big-picture leadership that actually matters.
The New Landscape
Why proactive planning matters right now.
The stakes have never been higher for communities. With reserve requirements tightening under federal lending guidelines, an unprepared board risks losing its mortgage financing eligibility entirely — crippling individual property values overnight. We get you ahead of the regulations so your community ascends to its true investment potential.
What We Do
Commercial-grade oversight for residential boards.
Seven core advisory services, in brief — each described in full on the Services page. Every engagement is scoped to your community.
- 01
Executive Board Advisory
An independent partner alongside your board for the decisions that matter most.
- 02
5-Year Capital Budgeting & Reserve Forecasting
Long-range financial plans that keep your community funded and mortgage-eligible.
- 03
Operational Budgeting & Expense Review
Line-item analysis that uncovers budget leaks and optimizes vendor spend.
- 04
Bylaw Practicality & Compliance
Governing documents made practical, current, and enforceable.
- 05
Capital Project Procurement
Specifications, vendor sourcing, and bid-leveling — before the work begins.
- 06
Project Oversight & Milestone Enforcement
Independent oversight ensuring payments align with work actually completed.
- 07
Property Management Performance Audits
Forensic review of your management company's processes and billings.
WHY BOARDS WORK WITH ASCENTBOARD ADVISORY
Construction, Capital, and Finance — in One Advisor
Finance-Trained, Management-Tested
Five years as a financial analyst, then five years managing commercial office buildings — budgeting the whole property, servicing its equipment through vendors, and answering to its owners. That's the same discipline an association board needs, applied with an analyst's eye.
$2M+ in Capital Projects Annually
Hands-on oversight of multi-million dollar capital and operating budgets, from procurement through final milestone.
Bids, Contracts & Scope
Construction build-outs bid to contractors, bids leveled side by side, vendor price increases negotiated, and scope held on time and on budget.
Areas We Serve
Advisory for Association Boards, Nationwide
Searching for an HOA or Condo Association consultant near you? Ascent Board Advisory works with residential community boards of trustees nationwide. Board advisory, budgeting, reserve fund planning, and management performance audits are delivered remotely across the U.S., and on-site capital improvement project oversight is available throughout New England.
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