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Transitioning from a declarant-led to a resident-led board is a complex process that requires detailed planning, compliance, and communication. At A.N.A Property Management, we help manage this process from start to finish — guiding both the declarant and the new board through legal requirements, operational setup, and long-term strategy.
Our experienced team provides hands-on support to ensure that the board transition is executed seamlessly, equipping homeowner directors with the tools, knowledge, and infrastructure they need to take control of their community with confidence.
Our Board Transition services include:
Transition Documentation Oversight
Monitoring and completing all required documentation, reports, and turnover materials in accordance with regulations.
Service Launch & Building Readiness
Supporting the setup of ongoing services (security, waste, cleaning, etc.) to ensure full operational continuity during the handover.
Operational Design Review
Evaluating existing systems and procedures to ensure they are practical and sustainable for the long term.
Purchaser & Turnover Meetings
Planning and facilitating purchaser meetings, turnover meetings, and orientation sessions with new board members.
Resident & Board Support Tools
Offering access to digital communication platforms and customer care to support the board and residents post-handover.
Long-Term Property Value Planning
Providing strategic guidance to help the new board maintain and enhance the value of the community over time.
We establish a clear roadmap for the transition, including timelines, regulatory requirements, and document checklists for declarant and board compliance.
We organize and lead key meetings — including purchaser and turnover meetings — while providing training and resources to help new board members succeed.
We coordinate the launch of key services, assess operational readiness, and review vendor performance to ensure smooth ongoing building operations.
Even after the handover, we continue to provide support through digital tools, 24/7 customer care, and strategic planning guidance for long-term success.
Ideally, the process begins several months before the turnover date to allow sufficient time for planning, documentation, and orientation.
Yes. We offer resources, guidance, and meeting facilitation to ensure new board members understand their roles and responsibilities.
The list includes financial records, building plans, warranties, service contracts, reserve fund studies, and more. We help you stay compliant with all requirements.
Absolutely. We provide ongoing management services, digital tools, and 24/7 resident support to ensure continued success.
Yes. We assist with notices, meeting coordination, and resident communications to keep everyone informed and engaged.