Finance ManagementFinance Management
OAC understands the importance of identifying funding sources, preparing an accurate budget, providing the necessary detail that allows the user to understand, and presenting it in a user-friendly manner.
OAC is sensitive to the fact that finances are personal and can be a cumbersome process that needs to be well organized and closely monitored. From Budget creation to Cash Flow Analysis; Change Management and Funds Disbursement, we make certain that all Change Orders are legitimate, Lien Releases are included, Insurance Certificates are up to date, and funds are transferred when they need to be.
We create, monitor, and present a monthly report for our owner’s so they are well informed and understand where their money is being spent and value is being delivered.
Funds Disbursement Verification
OAC collects, evaluates, and submits a detailed “claims list” (i.e. Pay Application) packet to the client that includes the invoices, schedule, insurance certificates, lien releases, and an overall project pay application that show the expenses and remaining balances to date per each scope of work.
Change Management
OAC assists our clients in defining a complete change order process wherein the project team understands, and complies with, the necessary protocols that are so important in maintaining control of the project budget.
OAC is diligent about keeping our clients up to date and informed on any and all Budget and Scope changes.
Reserve Fund Study
OAC will add value to your property and organization by bringing you clarity with respect to existing and projected conditions of the many different components to your building. Our priority is keeping your property sufficiently funded and prepared for the future.
Property Condition Assessment
Property Condition Assessments are critical for determining the current value of Real Estate property. OAC is trained and certified in the ASTM Standard E 2018-08 and follows our very structured process in evaluating improvements on a parcel of commercial real estate. We offer an added security during real estate transactions by analyzing the critical building components and giving realistic recommendations to buyers, sellers and underwriters prior to the final sale.
TESTIMONIALSHear from clients and internal partners on the clarity, confidence, and results delivered through our work.
What sets OAC apart is their ability to proactively identify issues, coordinate solutions efficiently, and maintain rigorous quality control across all facets of the project. Their presence gives ownership and development teams confidence that the final product will reflect the level of excellence expected in luxury real estate. We highly recommend OAC Management to any developer or ownership group seeking a trusted partner dedicated to delivering superior quality and protecting the integrity of their projects.
Graham Frank
FDC Development LLC - Managing PartnerHaving OAC involved on this project has proven to be way smoother, and way more professional than other projects my family has done.
Private Client
At Wright & Company, we work with many owner's representatives, and this team stands out as one of the best. Their organization, collaborative approach, technical expertise, and ability to solve problems proactively make them an invaluable partner on any project. Just as importantly, they are professional, responsive, and genuinely a joy to work with. We look forward to our next project together!