Senior Living
Empowering senior living organizations through strategic solutions designed to drive performance and long-term success.
Senior Living
Baker Tilly’s senior living team brings decades of experience supporting organizations through every stage of growth and transformation.
With a deep understanding of the industry’s financial, operational and regulatory landscape, we help providers reimagine strategy, elevate care delivery and build a more resilient future.
Featured solutions for senior living
At Baker Tilly, we understand the evolving complexities of senior living organizations. From financial planning and market research to clinical, operational and technology transformation. Our team delivers tailored, strategic guidance to help organizations adapt, grow and thrive in today’s environment. Explore how our solutions can help address your organization’s most pressing challenges.
Growth planning
Development, expansion and long-term success in senior living require careful, strategic planning backed by market insight and financial analysis. We help organizations plan for the future with a data-driven, mission-aligned approach to growth and sustainability.
- Strategic planning: Align organizational goals, financial realities and market opportunities.
- Market research and analysis: Understand consumer trends, competition and future demand.
- Financial planning and feasibility studies: Evaluate and plan for construction, renovation or repositioning projects.
- Development advisory: Navigate the full lifecycle of a development project—from concept to completion.
- Project financing: Access programs like HUD, LIHTC, Fannie Mae and Freddie Mac.
- Transaction due diligence: Evaluate opportunities, risks and synergies in M&A or partnership scenarios.
- Construction audit and monitoring: Maintain cost control and oversight from pre-construction through project completion.
Clinical and care optimization
Delivering high-quality care in today’s evolving environment means navigating staffing challenges and regulatory compliance, while at the same time ensuring your facility is properly reimbursed by third-party payors for the care you are delivering to your residents. Our clinical and care optimization solutions bridge operations and finance to help organization improve outcomes and remain sustainable.
- Clinical advisory: Strengthen care quality, documentation and staffing strategies.
- Medicare and Medicaid reimbursement and billing: Ensure accurate reimbursement for care delivery, reduce risk and effectively manage billing and collection cycles.
Operational excellence
Senior living providers face growing pressure from staffing shortages, reimbursement shifts, evolving care models, campus repositioning and rising demands for financial transparency. We help organizations enhance care delivery, improve efficiency and strengthen financial performance through targeted operational and financial strategies.
- Operational assessments: Identify revenue enhancement and cost-saving opportunities and boost sustainability.
- Digital transformation: Build a future-ready organization using AI, automation and analytics.
- CFO advisory: Align finance with business strategy and modern expectations.
- Outsourced accounting: Strengthen your back office with tailored support and technology.
- Cost reporting and reimbursement: ensure accuracy, compliance and utilize cost reporting data to drive performance improvement.
Unlock savings, fuel growth.
Operational assessment finds $1.4M in savings for senior living community
Real savings, real impactBy the numbers
Senior specialization
Navigating reimbursement pressures, regulatory reform, workforce challenges and rising consumer expectations can be challenging. At Baker Tilly, our senior living team brings deep industry knowledge and hands-on experience to help you adapt and lead with confidence. We support a wide range of providers, each with unique needs and opportunities.
Continuing-care retirement communities (CCRCs) and life plan communities (LPCs)
Navigate complex care models and multi-level service offerings with strategies that support long-term sustainability and resident satisfaction.
Skilled nursing facilities (SNFs)
Improve operational performance, manage compliance risk and respond to shifting reimbursement models in a highly regulated environment.
Assisted living facilities
Stay competitive by optimizing operations, enhancing care delivery and responding to changing resident expectations and market trends.
