Clarity. Confidence. Compliance.

Every board decision depends on trust — trust in the numbers, trust in the report findings, and trust that the board is performing its due diligence.

Board Assurance Review (BAR) was created to make that trust measurable.

We provide independent, professional second opinions on the reports that shape your community’s future — reserve fund studies, engineering reviews, EV infrastructure plans, and more.

Our goal is simple: to help boards and property managers make decisions that are confident, defensible, and liability-hardened.

Independent. Neutral. Built on best practice.

"Trust, but verify"

That's the second-best Ronald Reagan quote we know.

Boards often receive long, jargon-heavy reports that assume board directors have the technical knowledge and an unlimited amount of time at their disposal to work through every page.

(continued)

The BAR Methodology does the heavy lifting for you.

We test your report to see how solid it is. We do this by verifying: data quality, accuracy, and integrity, assumption realism, and logic consistency. If the calculations check out and the logic is derived from the data, the report is likely sound and can be relied upon (note: you may not like what it says, but you'll know it's valid). If we find one or more anomalies (things just don't add up), we identify where the analysis breaks down — clearly, respectfully, and in plain English.

Why this matters: Board directors are volunteers, not engineers or accountants. You make multi-million dollar decisions based on the reports provided to you.

Rigorously testing a report's internal logic provides you, the corporation, and owners/members with the assurance that the report can be relied upon for decision-making.

We call this approach 'board intelligence' — providing insight to understand, question, and stand behind a report based on the quality of its internal structure.

Get in touch with us to learn more about our approach.

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B Corp Certification

The next level for ethical corporations

Many organizations say they are ethical - and some actually do follow through on their commitment - until starts impacting earnings. And why not? Its their ethics and who even remembers what they commited to. That's where B Corp Certification comes in. To be considered. an organization's operating philosophy must include the notion that businesses have the capacity to be forces for good in their communities. And that "the purpose of a company is to create inclusive, environmentally sustainable prosperity".

The organization must then participate in a B Corp Impact Assessment, which "measures ...[the]... company’s economic, social and environmental impacts ..." The assessment grades the organization's level of accountability and transparency, its effects on employees, the community, and the environment, as well as the beneficial impact of its products or services. And then B Corp reviews your impact assessment to make sure its complete.

If you get this far, the last step is embedding the B. Corp ethos into your organization in a pretty substantive way ... but I'll let the Business Development Bank of Canada explain:

When you’re ready to formally join the movement, the next step is to change your company’s articles of incorporation to enshrine its commitment to a broader societal purpose.

This is the key tweak that differentiates B Corps from traditional companies. B Corps are required not only to create shareholder value, but also to account for the impact of their actions on other stakeholders.

Companies with 49 or fewer employees will need to make this change at the time of certification, while those with 50 or more employees have a year. This change helps preserve your legacy and ensures that your corporate values are baked into the DNA of the business.

"https://www.bdc.ca/en/articles-tools/sustainability/environment/3-steps-to-becoming-certified-b-corp#:~:text=When%20you%E2%80%99re%20ready,of%20the%20business.

Board Assurance Review supports this initiative and plans to eventually achieve a B Corp certification.

Board Assurance Review

Assurance, not audit. Confidence, not confrontation.

Why Assure a Report?

(because they have low self-esteem...🤭)

Condominium boards of directors and their property managers make decisions that directly affect their communities. These decisions may cost hundreds of thousands of dollars, cause an increase in the common element fees, and/or have decades-long financial and operational consequences.

Most of those decisions are based on reports: reserve fund studies, engineering assessments, energy or EV infrastructure plans, governance analyses, and more. These reports are often long, technical, and full of specialized assumptions that most volunteer board members aren’t trained to assess.

How do you know that the report you're reading is right? Is it 100% right? ....90%? ...75%?

That’s where BAR comes in.

A Safe Space for Better Decisions

Board Assurance Review (BAR) provides an independent, intense, and neutral review of key reports and recommendations so boards and property managers can make confident, liability-hardened decisions.

We go through consultant reports line by line — confirming the math, the logic, and the methodology — and issue an independent BAR Score, ranking the reliability of the report on a scale from 1 to 10.

Each BAR Report includes:

A clear, concise one-page summary
Commentary on what was done well
Identification of any gaps or inconsistencies
Recommendations for improvement

A Win for Everyone

Boards gain clarity, confidence, and documented due diligence.
Consultants can address any identified gaps and strengthen their deliverables.
Property managers can rest easier knowing external validation backs their advice.

And if a problem comes along down the road, boards can demonstrate that they acted responsibly — having relied on a verified, independent review process.

A small price to pay for peace of mind.

I want more info

What makes us different?

BAR isn’t another consulting firm. We don’t rewrite your consultant’s work - we validate it.

We give boards an unbiased lens to confirm that what’s been presented is complete, accurate, and aligned with good governance.

Why use BAR?

✅ Independent: No financial ties to consultants or management firms.

✅ Practical: We translate technical findings into plain language for real-world decisions.

✅ Actionable: Every BAR Report includes a clear score, concise commentary, and next-step recommendations.

✅ Collaborative: Consultants can use our findings to strengthen their own reports.

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