Analysis Group

Volunteer community association board members are seeking prudence in business, especially when it relates to complex decisions and maintaining fiscal responsibility and intergenerational equity. The business judgment rule protects them from personal liability if they rely and act on the advice of experts as long as they haven’t committed a crime, engaged in self-dealing, or breached their fiduciary duty.

CIA’s Analysis Group prepares Economic Analysis studies for board members and management and/or individual member owner(s) or shareholder(s), analyzing the impact of various proposed financial and operating policies on the community association’s future. Our studies help board members and management decide how best to allocate resources.

CIA’s Analysis Group also analyzes Reserve Study Plan Analyses to see if the community association’s reserve fund size is equivalent to current reserve deterioration of the association’s common areas. The excess of the latter over the former is referred to as the total funding shortfall or cumulative deferred assessment increase.

For landlords and/or individual member owner(s) or shareholder(s), CIA’s Analysis Group provides Real Estate Investment Portfolio Analyses to ensure they have the correct asset allocation according to their objectives, risk tolerance and other constraints.