4

Top industry

strategies and

challenges

Growth strategies

and repositioning

strategiesMerger,

acquisition, affiliation,

partnership, collaboration

Serving the middle market

Viability of CCRC/LPC

model

Financial pressure and

regulatory requirements

Human capital

Competition and

consumerism

Quality

Board governance

Healthcare delivery system

Peak performance

Branding and

marketing promo

Strategy

Fiscal management

Research and

innovation

Communication

Workforce

Organizational structure

Technology

9

Residential and

healthcare revenue

Labor costs

Amenity costs

Market profile and

marketing/sales

Debt serviceCapital needs/

age of plant

Strategic transactions

Philanthropy and

foundation support

Liquidity and reserves

Mission

Management

Board

Drivers for a community’s financial health

13

Addressing challenges with a unique prospect journey