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OFFERINGS · THE ENTRY ENGAGEMENT

The Greymont Assessment

Ninety days. The whole operation in view, and a clear path forward.

A principal-led review of how a building is run, what needs attention, and what should happen next. Findings are delivered at eight weeks. For the rest of the ninety days, Greymont works through the findings with your team and develops the correction plan: what each correction involves, in what order, who owns it, and what it is likely to take.

Discuss an Assessment

What the Assessment brings together

The Assessment brings the physical building, its people, finances, service, and governance into one view. We review the agreed records, interview relevant stakeholders, and observe the work on site.

The report sets out what we reviewed, what we found, why it matters, and what we recommend. It distinguishes evidence from judgment and makes gaps in the record visible.

Every Assessment is led by Ronan Kearney.

Six Operating Domains

  • Operations and service
  • Staffing and labor
  • Financial reporting
  • Vendors and contracts
  • Compliance, risk, and life safety
  • Capital and reserves

Each Assessment is weighted to the owner’s priorities and the building’s circumstances.

Where relevant to the agreed scope, the review also considers whether marketing and leasing practices reflect the building’s operating offer.

The Ninety Days

  1. WEEKS 1 AND 2: DEFINE THE QUESTION AND SEE THE OPERATION

    Confirm the scope, review the initial records, and set the operating priorities with ownership. Walk front and back of house, speak with staff and management, and observe service at set times. Missing items do not extend the calendar; they become findings.

  2. WEEKS 3 TO 5: FOLLOW THE EVIDENCE

    Review selected financial records, contracts, and operating controls. Identify unresolved legal, technical, and insurance questions for the responsible specialists.

  3. WEEKS 6 AND 7: FORM THE FINDINGS

    Test the explanation, distinguish material issues, and sequence the recommended actions. Give management an opportunity to correct material facts.

  4. WEEK 8: DELIVER THE FINDINGS REPORT

    Present the operating picture, supported findings, and recommended priorities to the agreed recipients.

  5. WEEK 9 THROUGH DAY 90: DEVELOP THE CORRECTION PLAN

    Work through the findings with ownership and management to define the corrections, their sequence, responsibilities, estimated costs, proposed timing, and any specialist input required.

  6. AT DAY 90: CONFIRM THE PLAN AND WHAT FOLLOWS

    Ownership decides whether to carry out the plan with its own team or continue with Greymont on a monthly advisory basis.

The Deliverable

  • The PictureA one-page view of what is happening, with a quick-reference scorecard.
  • The FindingsWhat was found, why it matters, and the recommended response, with evidence, confidence, and urgency identified.
  • The PlanA correction plan for the priorities agreed within the engagement scope, developed with your team through day ninety. It sets out proposed responsibilities, estimated costs, and decision dates.
  • What Was Not ReviewedThe limits of the work, gaps in the record, and questions that need further specialist attention.

Every sentence is written to survive being read aloud at a contentious board meeting.

Alongside Your Management Team

Greymont works alongside your existing management and reports independently to ownership.

Practical questions

We already have management. Why bring in Greymont?

Your management team runs the building. Greymont gives ownership an independent assessment of how the operation is working, where the evidence points, and what deserves attention first. The purpose is to help you decide what to retain, what to change, and what to ask of the people responsible. You do not need to replace your managing agent to engage Greymont.

How will you work with our management team?

Greymont works alongside management and reports independently to ownership. We confirm access, contacts, and who receives the findings at the outset. Management has an opportunity to correct material facts; Greymont remains responsible for its conclusions. Urgent matters are raised promptly.

What if the board, ownership, and management disagree about what needs to change?

Ronan has worked with boards and management teams when priorities differ and decisions are contested. He hears each view, tests it against the evidence, and sets out the choices and trade-offs plainly. Where agreement is possible, he helps the parties reach it; where it is not, he makes clear which decisions rest with the board or ownership.

What will we have at the end, and who carries out the work?

You receive findings at week eight and a correction plan developed with your team thereafter. The plan covers the agreed priorities, proposed responsibilities, estimated costs, and decision dates. Ownership and its appointed team carry out the work. You can use the plan without retaining Greymont; any continuing support is agreed separately.

Why ninety days?

The ninety days cover both the review and the time to plan with your team. Findings are delivered at week eight, and the correction plan is developed with your team thereafter. Ronan is direct about what can reasonably be reviewed and planned within the agreed scope and the information available. Where a question cannot be settled in that time, the findings say so and name the next step. The ninety days begin on the date agreed in the engagement letter.

Will Ronan lead our Assessment personally?

Yes. Ronan leads every Assessment personally and is your main point of contact. Where specialist input is needed, the role and scope are agreed with you.

How is the fee set?

The Assessment has a fixed fee for a defined scope. After the first conversation, we confirm the work, timing, and fee before you decide whether to proceed. Additional work is agreed separately.

Can Greymont help develop the team?

Manager coaching directly related to the initial corrections is included within the Assessment’s scope. Implementation remains the responsibility of ownership and its appointed team. Broader training programs, specialist work, and any additional implementation support are agreed separately.

How much of our team’s time will this take?

The review requires access to the records in scope, relevant people, and the building. Before work begins, we confirm the main contact and how requests and meetings will be coordinated. The level of involvement depends on the agreed scope and the records available.

Is this a financial audit or technical inspection?

No. It is an operating review, not an engineering inspection, financial audit, legal opinion, valuation, or technical certification. Specialist work and any management appointment need their own agreement.

How will you protect our information?

We confirm access, recipients, and information handling before work begins. Use of non-public client information with AI requires prior written approval. Greymont checks its work and remains responsible for its findings and recommendations.

What happens in the first conversation?

The first conversation is a complimentary thirty-minute consultation to understand the property, the decision ahead, and whether Greymont is the right fit. We discuss scope, timing, and terms. Document review, findings, and recommendations begin under a signed engagement.

An Independent Read. A Plan the Board Can Hold.

The findings give ownership a plan it can act on, and Greymont helps the existing team understand the work ahead.