Why communities choose Dahlia
400+
Homes & units under management
11+
Associations served
100%
Client retention
1:5–1:7
Manager-to-home ratio
A Transition Built for Boards, Not for Chaos
Most transitions fail on the details — records that never arrive, funds that don't reconcile, vendors left in limbo. We've built the process so none of that lands on your board.
Confidential Readiness Review
Before anything goes public, we review your governing documents, contracts, and finances to map exactly what the switch requires.
- Governing document & contract review
- Notice requirements checked
- A written transition plan for your board
Records & Funds Transfer
A detailed checklist of everything your current company must hand over — and we verify it when it arrives.
- Owner, architectural & financial records
- Bank account & reserve transfers
- Everything reconciled on receipt
Owner Communication Plan
Announcement timing and messaging that reassures owners instead of sparking panic threads on the community forum.
- Coordinated announcement to owners
- Clear FAQ for resident questions
- No gap in owner-facing service
Vendor Continuity
Contracts, insurance certificates, and service schedules transferred so landscaping, plowing, and trash never skip a week.
- Vendor contracts & COIs collected
- Service schedules verified
- No lapse in essential services
First 90 Days Stabilization
The transition isn't done at signing. We stabilize collections, catch up reporting, and set priorities with your board.
- Delinquency & receivables review
- Financial reporting caught up
- Priority plan agreed with the board
Reconciling Your Prior Company's Books
We establish a clean financial cutoff and verify balances, receivables, and outstanding obligations — including what your old company left behind.
- Clean transition-date accounting cutoff
- Verification of balances & obligations
- Documented findings for your board
Your HOA Management Transition Checklist
The twelve things every board should have in hand when changing management companies — before your old one decides what to hand over.
- 1Notice requirements in your management agreement (termination clause and deadline)
- 2A written termination letter from the board, per your agreement
- 3Owner roster with mailing addresses and emails
- 4Bank account signatory changes and reserve account control
- 5Financial records: budgets, monthly statements, general ledger, prior-year returns
- 6Receivables and delinquency list
- 7Vendor contracts, insurance certificates, and W-9s
- 8Governing documents, rules, and architectural / approval records
- 9Meeting minutes and board resolutions
- 10Keys, access codes, and alarm credentials
- 11Insurance policies and claims history
- 12Emergency contact list and site maps
Bring this checklist to every management company you interview — including us. A good firm will help you demand all of it from your current one. Association records generally belong to the association, not the management company.
Proof: a difficult transition, stabilized
Restoring Stability After a Difficult Management Transition
Delayed fund transfers, unpaid obligations, limited operating cash, and damaged vendor confidence.
We do not hide inherited problems or spend money an association does not have. We give Boards the information and structure they need to move forward responsibly.
Frequently Asked Questions
Planning a Management Change?
Let's review your community's needs. The conversation is confidential — nothing shared with your current company, and no obligation.
Prefer to talk or email? Call (508) 258-9220 or send your RFP to hello@dahliapropertysolutions.com.