Is your HOA getting “value for spend”?
Board Members: Minimize Your Personal Liability
McMills Duffy Consulting Group shows California HOAs and Boards how to increase reserves, property values, and operational efficiency - while reducing risk and financial waste. We do this utilizing a hands-on, technology-first approach and proprietary risk management framework.
In California, individual board members of HOAs can be held personally liable and sued by homeowners. Reduce your personal liability by applying a governance framework to all aspects of board duties.
hOA / board consulting Engagements
HOA Financial Hygiene
Problem: BOD was facing an HOA with hundreds of thousands of dollars in inflated project fees and deferred property maintenance issues - costing individual homeowners thousands of dollars in special assessments and double-digit YOY dues increases.
Solution: McMills Duffy Consulting Group scrutinized HOA balance sheets, vetting vendors and verifying legitimacy of capital expenditures (projects). In a period of 30 days, the action plan that McMills Duffy provided the Board called to reduce annual operating expenses by 49%, and identified cost avoidance of over $1M+. Major capital expenditure financial modeling was done to allocate capital to avoid future homeowner special assessment(s).
Vendor Utilization
Problem: There was a significant gap between what an HOA’s vendors were contractually obligated to provide, and services actually being delivered, resulting in myriad unnecessary line items add-ons (consultants, additional vendors) bloating the HOA’s balance sheet.
Solution: McMills Duffy reconciled vendor SLAs (service level agreements) and SLOs (service level objectives) to align and reduce unnecessary line item costs, saving the HOA $150,000+ per year.
Project Rationalization
Problem: Board was a victim of “scope creep” - when inflated scopes of work for capital projects on the property ultimately resulted in the issuance of a special assessment - and HOA dues being raised by 18% - both of which could have been avoided had the Board been competently advised.
Solution: The project rationalization model employed by McMills Duffy Consulting would have saved the HOA approximately $1.5M in unnecessary project costs, not to mention a special assessment and a significant dues increase for homeowners. McMills Duffy achieved a future cost avoidance of approximately 27% of HOA operating budget for 2025 FY.
HOA Litigation Avoidance & Board Governance
Problem: Board was inexperienced, and unintentionally entered into mediation with a litigious homeowner over damages that were not HOA responsibility - potentially costing the HOA almost $1M in settlement fees.
Solution: McMills Duffy Consulting performed forensic research of the issues and their genesis - collaborating with HOA legal counsel to educate and present the Board with a holistic legal approach, and a governance framework.
Let’s talk.
All communications are confidential.
Book a 30 minute no-cost discovery call with our Principle Consultants. From beginning to end, we’re ready to delve into your HOA’s issues to provide actionable solutions. We promise a client-centric approach that empowers resolutions, eases concerns, and delivers tangible value to our HOA clients. All communications are confidential.
About
Board Services
HOA Balance Sheet Hygiene & Cost Avoidance
Operational Hygiene & Efficiency
Yield-focused Financial / Reserves Management
Board Governance, Fiduciary Duty, Liability & Training
Homeowner Alignment & Messaging
Vendor Utilization
Project Rationalization
Technology / Digital Utilization & Cost Efficiencies
California State HOA Compliance / Fine Avoidance
Locations
San Francisco
Sausalito
Marin
Peninsula
South Bay
East Bay
Recognition
California Largest Private Tax Court Settlement - Litigation Strategy & Management - The Recorder, 2010
Leadership Award for Financial Services Operational Excellence - Capgemini Global Financial Services Consulting, 2020
Clients
HOA Board - Sausalito