For owners of community management companies · Arizona, Nevada, California

You built an HOA management company. We help you modernize it, grow it, or sell it.

Advisory for owner- or developer-operated community management companies. New customer acquisition, back office, systems and AI, pricing, troubleshooting at your HOA clients — and when the time comes, the sale of your business.

Book a callConfidential. No obligation. 20 minutes.
What is my company worth? →
Evaluation of Your Management Company
Prepared for Owner, [Company Name] · Company ReviewPage 1 of 14
EXAMPLE
AreaWhat we foundWhat we'd do
Accounting & closeSolid1 change
CollectionsCan be improved3 recommendations
Systems & softwareMigration overduePlan & oversee
Automation & AINot in use4 quick wins
Contracts & pricingUnder marketReprice at renewal
Hours per community3 take 40% of timeFix or reprice
Client retentionStrongKeep doing it
New-business leadsConversion of leads2 recommendations
Key-person riskNeeds reviewInterviews, month 2
Succession readinessNot startedLet's talk
Top prioritiesThree contracts lose money — reprice them at renewal.Two communities use 40% of staff time — fix or reprice.Too many decisions still land on the owner — hand them off.
Outreach to boards and clients included in scopeConfidential
What we do

Three things you want done and rarely have time to do.

Winning new communities, modernizing the operation behind them, and building a business worth more than the sum of its contracts — with a clear path to a sale when you're ready. Every engagement starts with a Company Review: a focused look at profitability by community, pricing, workload, reporting, and owner dependence, followed by a prioritized action plan.

MODERNIZE IT

Systems and back office

The software migration you've been putting off — planned and overseen by us

  • Automated collections and AP. A faster monthly accounting close.
  • A financial reporting package your boards actually read.
  • AI where it pays for itself now: board packets, election notices and ballots, documents searchable in seconds.
  • Annual budgets, reserve studies and long-range plans for your communities — the work boards judge you on.
  • Management fees that reflect what the work costs today.
Let your on-site managers manage
Company Reviewfixed fee
GROW IT

Winning new communities

The proposal, the board presentation and the pricing that win a new HOA client — built from a board's perspective

  • Developer-appointed management, set up before the first closing.
  • Tuck-in acquisitions of smaller firms — sourced, priced, integrated.
  • Capital for growth, when it helps: a minority investment from Terza in the right operator, or acquisition financing arranged through our banking and investor relationships.
Won on the proposal. Kept on how residents feel about living thereA hospitality mindset every day — the welcome for a new owner, an on-site manager who knows names, community social events — is what boards remember at renewal.
Advisory Mandatescoped per project
SELL IT

The sale of your business

What it's worth today, and what it could be worth after twelve months of preparation — real numbers, before you decide

  • The buyers beyond the ones who call you.
  • A run process and competing offers.
  • Someone at the table who has read an earn-out before.
Your name, your people: decide what stays before you sign the offer, not after
Listing Agreementretainer + success fee
Troubleshooting issues at an HOA

The two communities that take up a third of your time.

Some community problems consume more time than your team can reasonably give them. We help management company owners work through difficult budgets, reserve shortfalls, board transitions, and contracts at risk — bringing a board member's perspective and coordinating specialist support where needed.

Fixed fee

Dispute support, with association counsel Elections and recalls — run properly Special-assessment design and owner vote Underfunded reserve — a funding plan Board conflict or turnover Contract at risk — retention support
Succession and sale

Understand your business's value, prepare your options, and negotiate an informed transition.

Whether the next chapter is a family member, a senior manager, or a sale, the work is the same: know what the business is worth, spend the year before making it worth more, and go into any conversation with buyers prepared. We've sat on the buy side of consolidations, and we bring that experience to your side of the table.

Know where you stand
  • Valuation you can defend. Normalised earnings, per-door economics, contract quality and churn — priced against what buyers have actually paid, not a rule of thumb.
  • Preparation. The six to twelve months of clean-up that raises what a buyer will pay: close process, trust-account reconciliation, contract renewals, key-person dependence.
  • Your options. Succession inside the company, a partner, or a sale — and what each one means for you, your managers and your boards.
When you decide to sell
  • The buyer list. Nationals, regional groups and the independent owner down the road who wants to be bigger. Not just the ones who call you.
  • The process. Confidential outreach, a clean data room, competing offers, and terms negotiated rather than accepted.
  • The transition. Your name, your managers, your boards. What survives the sale is negotiable — if you negotiate it.
Who we are

We have sat on your customers' side of the table. Most advisors have not.

We know community management from the board’s side of the table. Our principal currently serves as treasurer on two HOA boards, with hands-on experience selecting management companies, strengthening reserves, and working through difficult funding decisions. That experience informs how we help you: understand what matters to boards, earn their confidence, and focus your team’s time where it makes the greatest difference.

Principal

LinkedIn ↗

John brings more than 35 years of experience helping business owners, family ownership groups, and investors navigate growth, financial challenges, and ownership transitions.

Much of his work has centered on real estate, property and community management — overseeing commercial and residential investments and guiding leasing, financing, capital planning, and asset strategy. Earlier in his career he worked in private equity and business acquisitions across the United States and Europe, and helped lead the consolidation of EuroFlorist’s seven-country European platform through its eventual sale.

At Terza Group, John combines that background with his experience as a homeowner in HOA communities and as a board member. His approach starts with understanding what each owner has built, where the business needs support, and what they want their next chapter to look like.

Advisors

The right expertise, when the work calls for it

John leads each engagement and brings in specialists for particular work, with a defined scope and clear responsibilities.

  • Community association counsel — Arizona, Nevada and California, including Davis-Stirling.
  • HOA-specialist CPAs — association accounting, audit, review and tax.
  • Reserve specialists — credentialed RS and PRA professionals.
  • Systems and operations practitioners — hands-on with the major community management platforms.
  • Transaction counsel and financing specialists — for acquisitions, succession and sales.

Book a call.

Confidential, no obligation, 20 minutes. Tell us what's not working, or what you're thinking about, and we'll tell you whether we can help and what it would involve. If we're not the right fit, we'll say who is.

Book a call
Terza Group
Community Management Advisory
a Terza Capital LLC company
San Francisco, CA | Scottsdale, AZ
hello@terzagroup.com
(650) 799-2995
terzagroup.com
Member of
CAI Arizona Chapter Arizona Association of Community Managers California Association of Community Managers CAI Nevada Chapter CAI Bay Area and Central California Chapter