Sage Management

What Sage Management does

Sage Management, Inc. is a privately held, full-service senior living management and compliance consulting firm founded in 2004 and headquartered in Orange Beach, Alabama. The company delivers integrated management, compliance consulting, mock surveys, plan of correction, post-survey implementation, fall prevention, dietary consulting, and 24/7 crisis intervention to Independent Living, Assisted Living, and Memory Care communities across the Southeast U.S., spanning New Orleans to North Carolina and Florida. Service engagements are bundled: full-service management cannot be purchased a la carte, and pricing is quote-based and not publicly disclosed. The customer base ranges from family-operated mid-market communities to publicly traded enterprise operators including Brookdale Senior Living, Noland Health Services, and Legacy Senior Living.

The firm's underlying technology is a compliance-first operational management platform centered on proprietary forms, tools, and methodologies that are exclusive to Sage Management. The platform includes categorized operational forms tailored to each client, RN-led resident pre-admission screening protocols (Physical Self Maintenance Scale, Mental Status Evaluation, Aphasia Screening, Geriatric Depression Screening, Behavioral Screening, and Clinical History), multi-day mock survey audits, custom P&P manuals organized by state rulebook chapters, and a Fall Analysis & Prevention program credited with a 44% reduction in resident falls across client communities. The Director of Compliance holds RN credentials and a Category II Administrator's license scored at 100%, and the firm documents over 50 deficiency-free state surveys and one client with no deficiency in over a decade.

The business model is anchored by managed services agreements with senior living operators, supplemented by professional services (mock surveys, plans of correction, policy development) and ADPH-approved continuing education programs delivered on-demand. The company appears to be founder/management-owned with no disclosed external institutional capital, operates within Community Senior Life's broader healthcare ecosystem, and is led by President & CEO J. Douglas Warren, Chairman & Medical Director Dr. Daniel M. Scarbrough, CSO Nick Wilmott, CFO Brad Oldham, and a clinical team of RN- and LPN-credentialed operators. Forward growth is indicated by the launch of an On-Demand Education platform extending the firm's compliance IP into a scalable digital channel.

Name

Sage Management

Legal name

Sage Management, Inc.

Website

https://sagemanagement.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Sage Management is a privately held, full-service senior living management and compliance consulting firm serving Independent Living, Assisted Living, and Memory Care communities across the Southeast U.S., with a documented track record of 50+ deficiency-free state surveys.

Ownership category

akta.pro rank

Product category

Senior Living Management Services

NAICS

Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (6233), Management Consulting Services (54161), Services for the Elderly and Persons with Disabilities (624120)

SIC

Services-Nursing & Personal Care Facilities (8050), Services-Management Consulting Services (8742), Services-Facilities Support Management Services (8744)

akta.pro primary industry

Senior & Assisted Living Residential Property Management (BPAJAFAE)

akta.pro secondary industries

Continuing Care Retirement Communities (CCRC) with Memory Care (HLADACAD), Chronic Care & Complex Care Management (HSABAIAD)

Keywords

• Senior living management
• Compliance consulting
• Assisted living services
• Memory care consulting
• Regulatory compliance services

Headquarters

HQ city

Orange Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Senior Living Management Services: Full-service senior living management for Independent Living, Assisted Living, and Memory Care communities. Services cannot be purchased separately - comprehensive management approach covering operations, compliance, marketing, and departmental processes.
2. Compliance Consulting Services: Mock surveys, compliance consulting for assisted living and memory care, plan of correction development, and post-survey implementation. Includes 24/7 on-call services and on-site presence during state surveys.
3. Education and Training Programs: ADPH-approved continuing education courses and training programs for senior living staff. Includes courses on dietary management, staff retention, time management, admission criteria, dementia care, elopement prevention, and administrator development.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Sage Management provides full-service senior living management and compliance consulting for Independent Living, Assisted Living, and Memory Care communities across the Southeast U.S. Offerings bundle compliance consulting (mock surveys, plan of correction, post-survey implementation, policies and procedures) with operational management (internal process structuring, fall prevention, crisis assistance, dietary services, human resources, marketing/sales, resident attraction and retention, RN-led pre-admission screenings, and hands-on training), supplemented by ADPH-approved on-demand continuing education. Services are delivered as comprehensive management agreements rather than sold as standalone modules.

Product overview

Sage Management is a full-service senior living management company offering a comprehensive suite of compliance and operational services for Independent Living, Assisted Living, and Memory Care communities. The portfolio centers on Compliance Consulting Services as the core offering, supplemented by Mock Surveys, Plan of Correction, Post-Survey Implementation, Policies & Procedures, Internal Process Structuring, Fall Analysis & Prevention, Crisis Assistance & Risk Management, and Dietary Services. These modules work together as an integrated full-service approach — Compliance Consulting provides the strategic foundation while Mock Surveys identify issues, Plans of Correction address deficiencies, and Post-Survey Implementation ensures sustained compliance. On-Demand Education and Hands-On Training provide staff development while Resident Pre-Admission Screenings support intake processes. The company serves communities ranging from family-operated to publicly traded across the Southeast U.S.

Differentiator

Problem solved

Functional benefit

Products and services

• Compliance Consulting Services Strategic compliance consulting service helping senior living communities maintain compliance with state regulations for assisted living, memory care, and other levels of care, including operations strategy and practice improvement recommendations. Target buyers are assisted living and memory care community operators.
• Mock Surveys Multi-day community audits (announced or unannounced) covering personnel records, resident charts, administrative records, resident care, medication systems, housekeeping, infection control, fire safety, physical plant, and incident reports; includes an exit conference with written findings and recommendations for assisted living and memory care communities.
• Plan of Correction Development of community-specific Plans of Correction (POC) for deficiencies cited by surveying agencies; plans include monitoring methods and responsible parties with implementation support to prevent repeat deficiencies at assisted living and memory care communities.
• Post-Survey Implementation Implementation support that sets up internal systems and processes targeting deficient practices identified during mock surveys or state surveys, with ongoing monitoring of POC implementation and revisions for ineffective processes at senior living communities.
• Policies & Procedures Custom Operational Policy & Procedures manuals organized by state rulebook chapters covering Dietary, Maintenance, HIPAA, Pharmacy, and other departments; available in hard copy and searchable PDF format for assisted living and memory care communities.
• Full-Service Senior Living Management Comprehensive, full-service senior living management for Independent Living, Assisted Living, and Memory Care communities covering operations, compliance, marketing, and departmental processes; sold as bundled management agreements to community owners and operators rather than as standalone modules.
• Fall Analysis & Prevention On-site fall prevention program including incident report review, realistic intervention recommendations, employee training, forms, specific intervention lists, investigation procedures, and tangible intervention development; reported to deliver a 44% decrease in resident falls within client communities.
• Crisis Assistance & Risk Management 24/7 on-call crisis management team for urgent time-sensitive situations including state surveys, fires, floods, abuse incidents, and media attention scenarios; consultants are available day, night, weekends, and holidays.
• On-Demand Education Online continuing education courses for senior living staff including ADPH-approved CEU courses on dietary management, dementia care, staff retention, time management, admission criteria, mealtime satisfaction, elopement prevention, and survey deficiencies.

Quantifiable outcome

• 44% decrease in resident falls within client communities
• +2 more outcomes

Named customers32 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

One partnership is on record.

• Community Senior LifecoreStrategic or Co-development PartnerStrategic relationship with Community Senior Life providing Sage Management with deep understanding of healthcare priorities in senior living community missions while maintaining operational profitability. This relationship informs their approach to balancing healthcare and hospitality in community management.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Integral Senior Living: Third-party senior-living management company providing full-service operations, marketing, and clinical support to independent, assisted-living, and memory-care communities. Closely comparable to Sage Management in offering an outsourced, full-service management model to community owners.
• The Arbor Company: Independent senior-living operator and management firm providing full-service operations, dining, and lifestyle programming across the Southeast and Mid-Atlantic. Comparable to Sage in regional Southeast focus and integrated management model.
• Discovery Senior Living: Senior-living management, operations, and development company with a portfolio of assisted-living and memory-care communities. Comparable to Sage in delivering full-service management and consulting to senior-living owners.
• Pegasus Senior Living: Third-party senior-living management and consulting firm operating independent, assisted, and memory-care communities nationwide. Directly comparable to Sage in outsourced operations and compliance support.
• Enlivant: Senior-living management and operating company serving assisted-living and memory-care communities across the US. Directly comparable to Sage in providing third-party management services for senior-living owners and operators.

Broad incumbents

• Sunrise Senior Living: Large, established senior-living operator with communities across the US and internationally, providing assisted living and memory care. Broad incumbent peer in the same end market as Sage Management.
• Life Care Services (LCS): National senior-living management and development company providing operations, dining, and clinical support to CCRCs and assisted-living communities. Broad incumbent offering third-party management services analogous to Sage's full-service model.
• Atria Senior Living: Major US senior-living operator with a national footprint offering independent, assisted, and memory-care services. Comparable to Sage as a broad incumbent in the same end market with overlapping compliance and operational requirements.
• Five Star Senior Living: Large, established senior-living operator and management services provider with communities across the US. Comparable to Sage as a broad incumbent offering management services to third-party owners in addition to operating its own portfolio.
• Brookdale Senior Living: Largest US senior-living operator; simultaneously a marquee Sage customer and a competitive incumbent offering in-house management, consulting, and compliance capabilities to its owned and managed portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sage Management