Plan to Profit — The Aspiring Owner's Workbook

Before you fall in love with a house, fall in love with the numbers.

Thinking about opening an assisted living home? Plan to Profit is an eight-step planning workbook from a 40-year senior-care veteran who built, filled, and sold four assisted living facilities — the exact planning sequence she wishes someone had handed her before her first building.

Inside — 22 pages, 8 steps:

• Define Your Model — decide what you’re building before you spend a dollar.
• Know Your Market — competitor rate survey + demand snapshot.
• Count the Real Startup Costs — including the ramp months everyone forgets.
• Build Your Revenue Model — rate schedule + 12-month census ramp.
• Master Operating Expenses — a full monthly budget worksheet.
• Find Your Break-Even — the one number every owner must know cold.
• Fill the Building — referral pipeline + 90-day marketing rhythm.
• Protect the Profit & Plan Your Exit — build a business worth selling.

For future owners of assisted living homes, residential care homes, and small senior communities — whether you’re still dreaming or have a license application half-finished on the kitchen table.

Instant PDF download (US Letter, 8.5×11). By Kathy Swanstrom, Anchor Care Consulting — 40 years in senior care. Licensing, staffing ratios, and Medicaid rules vary by state; confirm details with your state licensing agency.