What Holleran does

Holleran Consulting, LLC is a U.S.-based research and consulting firm founded in 1992 and headquartered in Wrightsville, Pennsylvania, specializing in engagement and satisfaction surveys, community health needs assessments, and strategic consulting for the senior living and aging-services industry. The company's core products are annual and continuous engagement surveys for residents and employees of senior living communities, supplemented by specialized tools (EnGauge 365 quarterly feedback, Momentum Check action-plan tracking, Digital Suggestion Box, Pulse Surveys, and CoreQ/US News regulatory surveys). Its underlying technology combines a proprietary survey platform with an interactive client-facing data portal, an in-house phone-based data collection team specialized in engaging senior respondents, and a proprietary AI-assisted natural language processing tool for open-ended comment analysis. The platform is anchored by the Holleran National Benchmark — a comparative database of 239,000+ surveys from 1,000+ communities — which functions as the firm's primary competitive asset.

The business operates on a project-based, quote-priced consulting model with recurring annual survey engagements supplemented by add-on modules. Holleran targets senior living providers (Life Plan Communities, CCRC operators, assisted living, skilled nursing), health systems, and public health agencies, with 685+ client partners across 34 U.S. states and Canada. Go-to-market is sales-led and relationship-driven, with enterprise consulting engagements overseen by project managers and supported by strategic channel partnerships (Touchtown for app-based distribution, CoreQ for regulatory compliance, U.S. News & World Report for Best Senior Living award eligibility, and Argentum for industry research co-publication). The company was acquired by Spectrum Consultants in 2022 and is led by President Christine Fares Walley alongside founder Michele Holleran; it maintains a relationship with Tandem Senior Living Advisors as an affiliated entity. The firm's annual Choice Community Awards program and the forthcoming 2025 National Study on Aging represent key brand-building and thought-leadership assets.

Name

Holleran

Legal name

Holleran Consulting, LLC

Website

https://holleranconsult.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

101–250 employees

Short description

Holleran is a 30+ year U.S. research and consulting firm that designs and administers resident and employee engagement surveys, community health needs assessments, and benchmarking services for senior living providers, retirement communities, and health systems across North America.

Ownership category

akta.pro rank

Headquarters

HQ city

Wrightsville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Resident Engagement & Satisfaction Surveys: Annual or periodic surveys measuring resident satisfaction and engagement across senior living communities, with benchmark comparisons and action planning support.
2. Employee Engagement & Satisfaction Surveys: Workplace culture and engagement surveys for senior living employees, including culture, well-being, and DEI assessments.
3. Community Health Needs Assessments: Research and consulting services for health systems, public health agencies, and community partnerships to identify health needs and develop improvement plans.
4. Specialized Survey Tools: Pulse surveys, new resident/exit surveys, and specialized assessment tools (CoreQ, US News surveys) offered as add-ons or standalone services.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels10 records

Core offering

Holleran is a full-service research and consulting firm that designs, administers, and analyzes engagement and satisfaction surveys for senior living providers, retirement communities, and healthcare systems. Its portfolio includes resident and employee engagement surveys, the Holleran National Benchmark database, continuous-feedback tools (EnGauge 365, Momentum Check, Digital Suggestion Box), regulatory surveys (CoreQ, U.S. News), and community health needs assessments. Services are delivered with an in-house data collection team, AI-assisted comment analysis, and guided action planning.

Product overview

Holleran is a full-service research and consulting organization offering a comprehensive suite of engagement and satisfaction survey products for the senior living industry. The core portfolio centers on two primary survey products—Resident Engagement & Satisfaction Surveys and Employee Engagement & Satisfaction Surveys—supplemented by specialized modules including EnGauge 365 (continuous quarterly feedback), Momentum Check (action plan tracking), Digital Suggestion Box (real-time feedback), Pulse Surveys, and regulatory/compliance tools (CoreQ, U.S. News Best Senior Living). Employee-focused offerings include Culture, Well-Being, and DEI Surveys plus New/Exit Employee Surveys. Community Health Needs Assessments and Community Engagement Needs Assessments (CENA) extend the research services. The Holleran National Benchmark database underpins all offerings with comparative analytics, and the Choice Community Award program recognizes top-performing clients. The company operates an in-house data collection team for survey administration across written, telephone, online, and SMS distribution channels.

Differentiator

Problem solved

Functional benefit

Products and services

• Resident Engagement & Satisfaction Surveys Comprehensive survey tool measuring resident engagement across four dimensions — belonging, independence, community leadership visibility, and healthy experiences — paired with traditional satisfaction questions for senior living communities.
• Employee Engagement & Satisfaction Surveys Proprietary engagement and satisfaction tool exploring workplace culture beyond basic benefits and pay, using specialized dimensions of engagement for recruitment and retention strategy at senior living operators.
• EnGauge 365 Continuous feedback tool providing quarterly insights, advanced analytics, and benchmark comparisons on resident and employee satisfaction throughout the year.
• Momentum Check Quick 10-question survey tool that tracks the progress of community action plans and maintains communication flow year-round.
• Digital Suggestion Box Real-time feedback tool capturing day-to-day feedback from residents and stakeholders via URL or QR code for instant transparency and accountability.
• New Resident, Resident Discharge & Post-Tour Surveys Suite of tools including New Resident Surveys at 30, 90, and 180 day intervals, Resident & Patient Discharge Surveys, and Post-Tour Surveys for prospects and new move-ins.
• CoreQ Surveys Regulatory compliance survey set for assisted living, skilled nursing, and short-term rehabilitation communities to assess satisfaction among patients, residents, and families, with annual completion required by many state oversight departments.
• U.S. News & World Report Best Senior Living Surveys Integration with U.S. News Best Senior Living rankings where Holleran adds required questions to existing surveys or creates stand-alone surveys and submits data to U.S. News for award eligibility.
• Pulse Surveys Short 10–15 question highly targeted surveys customizable to specific community needs, available between full surveys for dining services, life enrichment, expansion strategy, new construction, and management changes.
• New Employee & Employee Exit Surveys Tools tracking new employee experience from orientation through trial period at 30, 90, and 180 days, and exit surveys gaining insights into workplace issues, culture, and management contributing to turnover.
• Culture Survey 18-question survey measuring organizational culture feedback against three key domains: how people are treated, how decisions are made, and how change is embraced.
• Well-Being Survey Survey tool focusing on mental health, employee burnout, and work-life balance, created during the COVID-19 pandemic to open discussions on well-being in the workplace.
• Diversity, Equity, and Inclusion Survey Quantitative feedback survey on employee perceptions around inclusion, measuring whether employees feel accepted, welcomed, valued, and acknowledged for who they are.
• Community Health Needs Assessments High-quality community research integrating findings into community health improvement initiatives, examining traditional health concerns and social determinants of health for health systems, public health agencies, and community partnerships.
• Community Engagement Needs Assessment (CENA) Assessment uncovering data around the aging experience and resident experience in the greater community, useful for public health and grant-funded programs to develop new products, services, and partnerships.
• Holleran National Benchmark Extensive survey benchmark database with over 239,000+ surveys across 685+ client partners nationwide, enabling organizations to compare performance against best-in-class Life Plan Communities.
• Qualitative & Quantitative Research Services Research services combining secondary data sources (CMS, Census, CDC, Nielsen) with primary data from key informants, senior surveys, focus groups, and community forums.

Named customers14 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability2 records

Feature7 records

Partnerships

Nine partnerships are on record, tiered minor and core.

• Plante Moran Living ForwardminorStrategic or Co-development Partner · 1 January 2025Research sponsor for the 2025 Holleran National Study on Aging, contributing to funding the research on Baby Boomer preferences and aging marketplace expectations.
• RLPSminorStrategic or Co-development Partner · 1 January 2025Research sponsor for the 2025 Holleran National Study on Aging, supporting the deep dive into older adults' expectations.
• Sabal StrategiesminorStrategic or Co-development Partner · 1 January 2025Research sponsor for the 2025 Holleran National Study on Aging, contributing to funding research on aging marketplace dynamics.
• Thomas CuisineminorStrategic or Co-development Partner · 1 January 2025Research sponsor for the 2025 Holleran National Study on Aging, supporting research on dining standards and food service preferences among older adults.
• ArgentumcoreStrategic or Co-development Partner · 1 December 2024Collaborative partnership with Argentum (the leading national association exclusively representing senior living providers) to conduct a National Workforce Study in Senior Living. The white paper explores workforce challenges including retention, recruitment, leadership development, diversity, and policy in the senior living industry.
• TouchtowncoreChannel Partner/ Reseller/ Distributor · 1 November 2022Holleran partnered with Touchtown for resident satisfaction and engagement survey distribution through Touchtown Community Apps. The partnership enables residents to access surveys directly through the app. Data from 2019-2021 showed communities using Touchtown had significantly higher average scores across all engagement factors and residents were more likely to recommend their community.
• CoreQcoreTechnology or IntegrationHolleran is a recognized provider partner for CoreQ, a set of measures for assisted living, skilled nursing, and short-term rehabilitation communities used to assess satisfaction. Holleran administers CoreQ surveys and ensures compliance with regulations and data upload to regulatory portals.
• U.S. News & World ReportcoreTechnology or IntegrationHolleran is an approved survey vendor for U.S. News & World Report's Best Senior Living program. The company adds required questions to existing surveys or creates stand-alone surveys, then submits raw data to U.S. News for award eligibility determination.
• Tandem Senior Living AdvisorscoreOthersParent company of Holleran Consulting. Ashley Greenawalt serves as the point of contact for all financial aspects concerning Holleran for the parent company.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Qualtrics: Enterprise experience management platform used by many senior living and healthcare organizations for engagement surveys. A platform competitor whose AI-driven analytics and benchmarking features are converging on Holleran's value proposition.
• Gallup: Employee engagement survey provider with Q12 and broader workforce analytics. Competes with Holleran's employee engagement practice for senior living HR leaders evaluating enterprise engagement programs.
• NRC Health: Large healthcare consumer and employee experience measurement firm with established senior living offerings. Overlaps with Holleran on resident/family experience measurement but addresses a much broader healthcare market.
• Great Place to Work: Workplace culture assessment and certification provider with strong adoption in healthcare and senior living. Competes with Holleran's Culture, Well-Being, and DEI employee survey offerings.
• Press Ganey: Healthcare experience measurement leader offering patient, employee, and physician surveys at scale. Competes with Holleran in employee engagement and patient/resident experience within health systems and senior living operators.

Others

• Argentum: National industry association exclusively representing senior living providers, with which Holleran co-publishes workforce research. Adjacent ecosystem player rather than a competing research firm.
• Touchtown: Resident engagement technology platform for senior living communities and a channel partner that distributes Holleran surveys through community apps. Ecosystem participant rather than direct research competitor.

Direct peers

• Activated Insights: Senior living-focused employee engagement and customer satisfaction survey provider serving many of the same Life Plan Community and assisted living operators as Holleran. Closest direct competitor in the senior living research niche.
• ServiceTrac: Senior living customer satisfaction survey and benchmarking provider, similar in scope to Holleran's resident surveys and benchmark offering. Direct alternative for senior living operators evaluating survey vendors.
• Pinnacle Quality Insight: Customer satisfaction surveying specialized for senior living and skilled nursing communities. Competes head-to-head with Holleran on resident/family satisfaction measurement in the same customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/HolleranConsult
• YouTubeyoutube.com/channel/UCqYvdwJE3f6Ybol-ayqT7kw
• Facebookfacebook.com/HolleranConsult
• LinkedInlinkedin.com/company/holleranconsult

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 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 Holleran