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    Steve Bahmer
    (850) 671-3700
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    Gold and Silver business partners are top-level, highly-engaged supporters of LeadingAge Florida and demonstrate their extraordinary commitment to our members year-round.


      Client First Means We Care


    We care about our clients. Client First is a rally cry around our organization. We move mountains for the clients that rely on us and they love us for it. From our specialized industries to our dedicated services, we make it our business to know their business. Our goal is to make a difference for our clients, and we have been meeting that goal since 1948.


    With seven offices located throughout Florida, CLA is a professional services firm committed to meeting your organization’s evolving needs with three integrated business lines in one professional services firm: Audit/Tax/Consulting, Outsourcing and Wealth Advisory. CLA has developed one of the nation’s largest healthcare practices by being a truly industry-driven firm. Our team includes CPAs and a diverse range of experienced specialists with backgrounds and skill sets ranging from CEOs and CFOs to RNs, certified coders and senior housing executives.


    Greystone is proud to support LeadingAge Florida and its members as a Business Partner. Since 1982, we’ve advised more than 500 organizations on the business of senior living, including strategic planning, campus planning, development, resident marketing, capital financing and refinancing, mergers, acquisitions, operations management and more.

    Greystone has been serving providers in the Florida market for more than 30 years. A number of our Florida client relationships have been in place for more than 15 years. These clients operate communities large and small and in areas urban and rural. No matter the scope, status or location of your existing or proposed community, we apply the same level of knowledge, effort and creativity toward helping you realize your plans for the future.

    Through 30-plus years of service, we’ve participated in more than 125 community start-ups, expansions and redevelopments. We’ve marketed more than 40,000 housing units and managed more than 50 communities. Our services have helped providers secure more than $150 million in pre-finance capital and nearly $8 billion in permanent financing. In short, we know the business of senior living and how to help you create and execute on growth plans.

    At Greystone, you’ll find experience and a history of success unmatched in senior living. This starts with our multi-disciplined, collaborative approach of assisting providers to create strategic plans, market analyses, marketing audits, strategic pricing analyses, operational assessments, along expansion and development plans.

    When you take advantage of our services, you enjoy experience-based guidance that focuses on your vision while emphasizing appeal to seniors, risk mitigation and a commitment to getting the job done. We can be your trusted advisor. 225 E. John Carpenter Freeway, Ste 700, Irving, TX 75062 - (972) 402-3700



    Combined Version: Delivering a world class Resident Experience requires partnering with a truly global company that possesses the perspective, scope and resources to fulfill that promise. That’s why senior living communities have trusted their hospitality services to world leader Sodexo for more than 50 years.

    Like a prism that separates light into many beautiful hues, Sodexo takes non-core services and refracts them through a meaningful Quality of Life lens. In doing so, real and measurable impact is made on six key Quality of Life dimensions – Physical Environment, Health & Well-Being, Social Interaction, Recognition, Ease & Efficiency, and Personal Growth – for residents, staff and guests.

    Sodexo’s world class Dining and Nutrition Services promote a healthy lifestyle and intelligently designed dining venues serving on-trend food and beverages encourage fun and friendship. In addition, Sodexo’s suite of technological tools allows residents to stay connected within the community.

    Prudent Facility Management, including scrupulous Housekeeping, not only maintain a comfortable resident environment, but also rein in costs in terms of wasted energy, deferred maintenance and infection prevention – three critical areas that threaten to erode profitability.

    As the 16th largest employer in the world, Sodexo leverages extensive tools and resources for training and development resulting in a fulfilled and engaged workforce.

    Since 1966, Sodexo has continually honed its expertise in Dining and Nutrition Services, Facility Management and In-Home Care. Today, we serve 75 million guests, including 400 communities in the United States and 2,900 across the globe.




    One of the nation’s leading underwriters of financing for not-for-profit senior living providers. Ziegler offers creative, tailored solutions to its senior living clientele, including investment banking, financial risk management, merger and acquisition services, investment management, seed capital, FHA/HUD, capital and strategic planning as well as senior living research, education, and communication. We strive to anticipate client needs and meet those needs through new and creative solutions.


    MSL’s passion for helping our clients can be summarized with three words: talent, experience, and attitude. MSL provides client service through management consulting, tax and business advisory services, and financial, accounting and assurance services. We have specialized practice groups in the areas of employee benefit plans, SEC/corporate finance, healthcare and clinical consulting, governmental, not-for-profit, fraud examination, and business valuation/litigation support.

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