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Proactive Solutions

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uuid003bnzt

Namestring
Proactive Solutions
Legal namestring
Proactive Solutions, LLC
Company typeenum
Private
Founded yearint
2018
Descriptiontext

Proactive Solutions, LLC is a Washington State-based consulting firm founded in 2018 by Sherise Baltazar in Olympia, WA, that provides licensing and operational advisory services exclusively to Adult Family Home (AFH) providers in Washington State. The firm guides prospective and existing AFH operators through the complex multi-step licensing process administered by the Department of Social and Health Services (DSHS) and Residential Care Services (RCS), including initial consultation, home readiness assessment, application preparation, policy and procedure development, mock inspections, and post-licensing compliance support. The offering is structured around a multi-phase Licensing Package (Phase One at $575 for initial consultation and virtual inspection; Phase Two at $1,400 for application and document development), a Change of Ownership (CHOW) package at $975, and a catalog of add-on services (on-site mock inspection at $600, virtual mock inspection at $400, hourly consulting at $70/hour, care plan development, Medicaid contract application, capacity increases, and supply ordering with a $50 convenience fee).

The firm delivers services primarily through Zoom-based video consultations with screen sharing, supplemented by on-site visits in five Washington counties (Thurston, Lewis, Clark, Cowlitz, Pierce). The team comprises 4-5 individuals: founder Sherise Baltazar (former AFH Policy Program Manager at RCS 2015-2018 and DSHS-credentialed subject matter expert), Christi Pederson (former ALTSA Policy Unit Manager, joined February 2022), Traci Nelson (multi-home AFH owner/operator with 16+ years of experience, joined April 2025), and Tara Brewer (administrative assistant). Proactive Solutions does not operate a proprietary technology platform; delivery relies on standard commercial tools (Zoom, website contact forms, email, phone).

Revenue is generated on a pay-as-you-go professional services basis with publicly disclosed fixed pricing. The go-to-market is sales-led and referral-driven, relying heavily on website testimonials, word-of-mouth, direct phone/email outreach, and an online appointment booking system. There is no evidence of external funding; the company is founder-owned and bootstrapped. Customer base consists exclusively of individual SMB AFH owner-operators in Washington State.

Short descriptiontext

Proactive Solutions, LLC is a Washington State-based consulting firm that guides Adult Family Home providers through the DSHS licensing process, offering structured multi-phase licensing packages, mock inspections, and operational advisory services delivered primarily via Zoom.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersOlympia, United States
HQ citystring
Olympia
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
adult family home consulting, AFH licensing services, healthcare compliance consulting, senior care licensing, regulatory compliance services
Industry1 code
1Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC)
CodeHSABAIAGPrimaryYes
SIC code1 code
  • Services-Management Consulting Services8742
Product category
Adult Family Home Licensing & Compliance Consulting
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model3 records
1Licensing Package Services
TypeProfessional Services
Description

One-time professional services packages (Phase One at $575 and Phase Two at $1,400) that guide AFH providers through the licensing process. CHOW (Change of Ownership) Package at $975.

proactivesolutionsllc.com
2On-site and Virtual Mock Inspections
TypeProfessional Services
Description

Inspection services at $600 on-site or $400 virtual to evaluate home readiness for state inspections.

proactivesolutionsllc.com
3Hourly Consulting
TypeProfessional Services
Description

General consulting at $70/hour with 2-hour minimum. Additional services including care plan development ($175), reminder worksheets ($100), Medicaid contracts ($175), and capacity increases ($200).

proactivesolutionsllc.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Others
Pricing details5 tiers
1Phase One Licensing Package - Initial consultation and virtual inspection
ModelOne time/ perpetual licenseBilling cadencePay-as-you-go
Notes

$575 - Includes initial Zoom consultation, virtual home inspection, and contractor/building official coordination.

proactivesolutionsllc.com
2Phase Two Licensing Package - Application assistance and document development
ModelOne time/ perpetual licenseBilling cadencePay-as-you-go
Notes

$1,400 - Includes LLC/EIN/master business license assistance, AFH application submission, document development via Zoom series, filing system setup, and pre/post licensing support.

proactivesolutionsllc.com
3CHOW Phase One Package - Change of Ownership licensing
ModelOne time/ perpetual licenseBilling cadencePay-as-you-go
Notes

$975 - Includes policy manual, binder tab dividers, and Zoom meetings for transitioning from prior provider.

proactivesolutionsllc.com
4On-site Mock Inspection
ModelUnit PricingBilling cadencePay-as-you-go
Notes

$600 on-site or $400 virtual - Comprehensive home inspection, record audit (residents, staff, administration), medication reconciliation, and best practices report. Available in Thurston, Lewis, Clark, Cowlitz, and Pierce counties.

proactivesolutionsllc.com
5General Consulting - Hourly rate
ModelUsage-basedBilling cadencePay-as-you-go
Notes

$70/hour with 2-hour minimum. Additional services: Negotiated Care Plans $175 (updates $100), Reminder Worksheet $100, Medicaid Contract Application $175, Resident Capacity Increase $200.

proactivesolutionsllc.com
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Proactive Solutions is a consulting firm that guides Adult Family Home (AFH) providers in Washington State through the licensing, inspection, and ongoing regulatory compliance process. It sells structured multi-phase licensing packages (Phase One and Phase Two), a Change of Ownership (CHOW) package, mock inspections, hourly consulting, and add-on services such as negotiated care plans, Medicaid contract applications, and supply ordering, delivered primarily via Zoom and selective on-site visits.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Providers report passing all building and state inspections with zero deficiencies when following the company's guidance
Product overview1 text field

Proactive Solutions is a consulting firm offering a structured multi-phase licensing package for Adult Family Home (AFH) providers in Washington State, centered on the Licensing Package (Phase One and Phase Two) designed to guide applicants from initial consultation through final licensing. The portfolio also includes a Change of Ownership (CHOW) package for transferring existing AFH licenses, plus an array of à la carte add-on services including mock inspections, general consulting, care plan development, and supply ordering. All phases employ Zoom video conferencing for remote client meetings.

Product and service11 records
1Licensing Package Phase One
CategoryAFH Licensing Services
Description

Initial consultation and virtual home inspection service that helps applicants understand AFH licensing requirements, identify necessary home modifications, and prepare for the licensing process. Priced at $575 and includes initial Zoom consultation, virtual home inspection, and contractor/building official coordination.

2Licensing Package Phase Two
CategoryAFH Licensing Services
Description

Comprehensive application assistance and document development service including LLC/EIN/master business license assistance, AFH application submission, policy manual creation, staff training, virtual walk-through inspections, filing system setup, and pre/post licensing support via Zoom series. Priced at $1,400 with optional supply ordering.

3Change of Ownership (CHOW) Licensing Package Phase One
CategoryAFH Licensing Services
Description

Specialized licensing package for transferring ownership of an existing licensed AFH, including policy manual, binder tab dividers, and Zoom meetings to transition records from the prior provider. Priced at $975.

4On-site Mock Inspection
CategoryInspection & Compliance Services
Description

Pre-licensing home evaluation service that mimics the full Residential Care Services inspection, including physical walk-through, records audit (residents, staff, administration), medication reconciliation, and a comprehensive best practices deficiency report. Priced at $600 on-site or $400 virtual; available in Thurston, Lewis, Clark, Cowlitz, and Pierce counties.

5General Consulting
CategoryConsulting Services
Description

Hourly consulting service for ongoing AFH operational support and guidance. Priced at $70/hour with a 2-hour minimum.

6Develop Negotiated Care Plans
CategoryCare Plan Services
Description

Service to develop negotiated care plans for AFH residents. Priced at $175 for new plans and $100 for updates.

7Reminder Worksheet
CategoryCompliance Tracking Services
Description

One-time service providing a reminder worksheet for tracking renewal dates and administrative deadlines. Priced at $100.

8Medicaid Contract and Background Check Application
CategoryAdministrative Application Services
Description

Assistance service for applying for Medicaid contracts and obtaining approval to conduct background checks on potential residents or staff. Priced at $175.

9Increase Resident Capacity Application
CategoryAdministrative Application Services
Description

Service to assist providers with applications to increase their licensed resident capacity. Priced at $200.

10Supply Ordering Service
CategorySupply Services
Description

Convenience service to order and deliver required AFH supplies including fire extinguishers, binders, and call bell systems. Includes a $50 convenience fee plus the cost of supplies.

11Monthly Maintenance Checks
CategoryRecurring Compliance Services
Description

Recurring on-site consultation service to help providers maintain compliance, establish consistent practices, and improve safety and operational efficiency within their AFH.

Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers8 records
TypeOthers
Description

National in-home senior care franchise providing personal care, companionship, and disease-specific care services. Related to Proactive Solutions through the elder care services ecosystem, though it operates a care delivery franchise rather than a licensing consultancy.

TypeBroad incumbent
Description

Senior care resource platform providing information, reviews, and referral services across assisted living, in-home care, and elder care services. Comparable as a senior care advisory and content resource, but oriented to families seeking care rather than providers seeking licensing support.

TypeOthers
Description

Global home care franchise network specializing in personalized senior care services. Related to Proactive Solutions through the elder care services market, though it operates a care delivery model rather than a licensing and compliance consultancy.

TypeBroad incumbent
Description

Senior living placement and advisory franchise assisting families with assisted living and memory care selection. Comparable as a senior care advisory franchise model, though focused on family-side placement rather than provider licensing.

TypeBroad incumbent
Description

Senior living placement and advisory franchise helping families navigate assisted living, memory care, and in-home care options. Comparable in being a senior care advisory service, though focused on placement rather than provider licensing and compliance.

TypeOthers
Description

National home care franchise providing in-home senior care and personal support services. Related to Proactive Solutions through the senior care services market, though it delivers care directly rather than consulting on facility licensing.

TypeOthers
Description

International in-home care franchise providing senior companionship, personal care, and specialty care services. Related to Proactive Solutions through the long-term care services ecosystem, though focused on home care delivery rather than provider licensing.

TypeBroad incumbent
Description

Largest US senior care advisory and referral network helping families find senior living and care options. Comparable to Proactive Solutions as a senior care advisory service, but operates at national scale across all care settings rather than specializing in AFH licensing in one state.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers5 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Proactive Solutions

Adult Family Home Licensing & Compliance Consultingproactivesolutionsllc.com

Proactive Solutions, LLC is a Washington State-based consulting firm that guides Adult Family Home providers through the DSHS licensing process, offering structured multi-phase licensing packages, mock inspections, and operational advisory services delivered primarily via Zoom.

What Proactive Solutions does

Proactive Solutions, LLC is a Washington State-based consulting firm founded in 2018 by Sherise Baltazar in Olympia, WA, that provides licensing and operational advisory services exclusively to Adult Family Home (AFH) providers in Washington State. The firm guides prospective and existing AFH operators through the complex multi-step licensing process administered by the Department of Social and Health Services (DSHS) and Residential Care Services (RCS), including initial consultation, home readiness assessment, application preparation, policy and procedure development, mock inspections, and post-licensing compliance support. The offering is structured around a multi-phase Licensing Package (Phase One at $575 for initial consultation and virtual inspection; Phase Two at $1,400 for application and document development), a Change of Ownership (CHOW) package at $975, and a catalog of add-on services (on-site mock inspection at $600, virtual mock inspection at $400, hourly consulting at $70/hour, care plan development, Medicaid contract application, capacity increases, and supply ordering with a $50 convenience fee).

The firm delivers services primarily through Zoom-based video consultations with screen sharing, supplemented by on-site visits in five Washington counties (Thurston, Lewis, Clark, Cowlitz, Pierce). The team comprises 4-5 individuals: founder Sherise Baltazar (former AFH Policy Program Manager at RCS 2015-2018 and DSHS-credentialed subject matter expert), Christi Pederson (former ALTSA Policy Unit Manager, joined February 2022), Traci Nelson (multi-home AFH owner/operator with 16+ years of experience, joined April 2025), and Tara Brewer (administrative assistant). Proactive Solutions does not operate a proprietary technology platform; delivery relies on standard commercial tools (Zoom, website contact forms, email, phone).

Revenue is generated on a pay-as-you-go professional services basis with publicly disclosed fixed pricing. The go-to-market is sales-led and referral-driven, relying heavily on website testimonials, word-of-mouth, direct phone/email outreach, and an online appointment booking system. There is no evidence of external funding; the company is founder-owned and bootstrapped. Customer base consists exclusively of individual SMB AFH owner-operators in Washington State.

Proactive Solutions firmographics

Firmographics
Name
Proactive Solutions
Legal name
Proactive Solutions, LLC
Website
https://proactivesolutionsllc.com
Company type
Private
Founded year
2018
Operating status
Operating
Headcount range
1–10 employees
Short description
Proactive Solutions, LLC is a Washington State-based consulting firm that guides Adult Family Home providers through the DSHS licensing process, offering structured multi-phase licensing packages, mock inspections, and operational advisory services delivered primarily via Zoom.
Ownership category
akta.pro rank

Proactive Solutions industry classification

Industry
Product category
Adult Family Home Licensing & Compliance Consulting
SIC
Services-Management Consulting Services (8742)
akta.pro primary industry
Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC) (HSABAIAG)

Keywords

  • Adult family home consulting
  • AFH licensing services
  • Healthcare compliance consulting
  • Senior care licensing
  • Regulatory compliance services

Where Proactive Solutions is headquartered

Location

Headquarters

HQ city
Olympia
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Proactive Solutions business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Others

Revenue model

  1. Licensing Package Services: One-time professional services packages (Phase One at $575 and Phase Two at $1,400) that guide AFH providers through the licensing process. CHOW (Change of Ownership) Package at $975.
  2. On-site and Virtual Mock Inspections: Inspection services at $600 on-site or $400 virtual to evaluate home readiness for state inspections.
  3. Hourly Consulting: General consulting at $70/hour with 2-hour minimum. Additional services including care plan development ($175), reminder worksheets ($100), Medicaid contracts ($175), and capacity increases ($200).

Pricing tiers

ModelBillingPrice
One time/ perpetual licensePay-as-you-goPhase One Licensing Package - Initial consultation and virtual inspection
One time/ perpetual licensePay-as-you-goPhase Two Licensing Package - Application assistance and document development
One time/ perpetual licensePay-as-you-goCHOW Phase One Package - Change of Ownership licensing
Unit PricingPay-as-you-goOn-site Mock Inspection
Usage-basedPay-as-you-goGeneral Consulting - Hourly rate

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Proactive Solutions product offering

Product offering

Core offering

Proactive Solutions is a consulting firm that guides Adult Family Home (AFH) providers in Washington State through the licensing, inspection, and ongoing regulatory compliance process. It sells structured multi-phase licensing packages (Phase One and Phase Two), a Change of Ownership (CHOW) package, mock inspections, hourly consulting, and add-on services such as negotiated care plans, Medicaid contract applications, and supply ordering, delivered primarily via Zoom and selective on-site visits.

Product overview

Proactive Solutions is a consulting firm offering a structured multi-phase licensing package for Adult Family Home (AFH) providers in Washington State, centered on the Licensing Package (Phase One and Phase Two) designed to guide applicants from initial consultation through final licensing. The portfolio also includes a Change of Ownership (CHOW) package for transferring existing AFH licenses, plus an array of à la carte add-on services including mock inspections, general consulting, care plan development, and supply ordering. All phases employ Zoom video conferencing for remote client meetings.

Differentiator

Problem solved

Functional benefit

Products and services

  • Licensing Package Phase One Initial consultation and virtual home inspection service that helps applicants understand AFH licensing requirements, identify necessary home modifications, and prepare for the licensing process. Priced at $575 and includes initial Zoom consultation, virtual home inspection, and contractor/building official coordination.
  • Licensing Package Phase Two Comprehensive application assistance and document development service including LLC/EIN/master business license assistance, AFH application submission, policy manual creation, staff training, virtual walk-through inspections, filing system setup, and pre/post licensing support via Zoom series. Priced at $1,400 with optional supply ordering.
  • Change of Ownership (CHOW) Licensing Package Phase One Specialized licensing package for transferring ownership of an existing licensed AFH, including policy manual, binder tab dividers, and Zoom meetings to transition records from the prior provider. Priced at $975.
  • On-site Mock Inspection Pre-licensing home evaluation service that mimics the full Residential Care Services inspection, including physical walk-through, records audit (residents, staff, administration), medication reconciliation, and a comprehensive best practices deficiency report. Priced at $600 on-site or $400 virtual; available in Thurston, Lewis, Clark, Cowlitz, and Pierce counties.
  • General Consulting Hourly consulting service for ongoing AFH operational support and guidance. Priced at $70/hour with a 2-hour minimum.
  • Develop Negotiated Care Plans Service to develop negotiated care plans for AFH residents. Priced at $175 for new plans and $100 for updates.
  • Reminder Worksheet One-time service providing a reminder worksheet for tracking renewal dates and administrative deadlines. Priced at $100.
  • Medicaid Contract and Background Check Application Assistance service for applying for Medicaid contracts and obtaining approval to conduct background checks on potential residents or staff. Priced at $175.
  • Increase Resident Capacity Application Service to assist providers with applications to increase their licensed resident capacity. Priced at $200.
  • Supply Ordering Service Convenience service to order and deliver required AFH supplies including fire extinguishers, binders, and call bell systems. Includes a $50 convenience fee plus the cost of supplies.
  • Monthly Maintenance Checks Recurring on-site consultation service to help providers maintain compliance, establish consistent practices, and improve safety and operational efficiency within their AFH.

Quantifiable outcome

  • Providers report passing all building and state inspections with zero deficiencies when following the company's guidance

Companies that use Proactive Solutions

Customer profile

Named customers5 records

Segments1 record

Ideal customer profiles1 record

Proactive Solutions technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Proactive Solutions partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Proactive Solutions competitors and assessment

Company assessment

Others

  • Senior Helpers: National in-home senior care franchise providing personal care, companionship, and disease-specific care services. Related to Proactive Solutions through the elder care services ecosystem, though it operates a care delivery franchise rather than a licensing consultancy.
  • Home Instead: Global home care franchise network specializing in personalized senior care services. Related to Proactive Solutions through the elder care services market, though it operates a care delivery model rather than a licensing and compliance consultancy.
  • ComForCare: National home care franchise providing in-home senior care and personal support services. Related to Proactive Solutions through the senior care services market, though it delivers care directly rather than consulting on facility licensing.
  • Right at Home: International in-home care franchise providing senior companionship, personal care, and specialty care services. Related to Proactive Solutions through the long-term care services ecosystem, though focused on home care delivery rather than provider licensing.

Broad incumbents

  • Caring.com: Senior care resource platform providing information, reviews, and referral services across assisted living, in-home care, and elder care services. Comparable as a senior care advisory and content resource, but oriented to families seeking care rather than providers seeking licensing support.
  • Assisted Living Locators: Senior living placement and advisory franchise assisting families with assisted living and memory care selection. Comparable as a senior care advisory franchise model, though focused on family-side placement rather than provider licensing.
  • CarePatrol: Senior living placement and advisory franchise helping families navigate assisted living, memory care, and in-home care options. Comparable in being a senior care advisory service, though focused on placement rather than provider licensing and compliance.
  • A Place for Mom: Largest US senior care advisory and referral network helping families find senior living and care options. Comparable to Proactive Solutions as a senior care advisory service, but operates at national scale across all care settings rather than specializing in AFH licensing in one state.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Proactive Solutions social profiles

Digital presence

Proactive Solutions financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Proactive Solutions leadership team

Management profile

Number of profiles

Profiles4 records

Proactive Solutions funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Proactive Solutions M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Proactive Solutions

What does Proactive Solutions do?

Proactive Solutions is a consulting firm that guides Adult Family Home (AFH) providers in Washington State through the licensing, inspection, and ongoing regulatory compliance process. It sells structured multi-phase licensing packages (Phase One and Phase Two), a Change of Ownership (CHOW) package, mock inspections, hourly consulting, and add-on services such as negotiated care plans, Medicaid contract applications, and supply ordering, delivered primarily via Zoom and selective on-site visits.

Is Proactive Solutions a public or private company?

Proactive Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Proactive Solutions founded?

Proactive Solutions was founded in 2018. It employs 1 to 10 people.

Where is Proactive Solutions based?

Proactive Solutions is headquartered in Olympia, United States, in the North America region.

How does Proactive Solutions make money?

Three revenue lines are on record. Licensing Package Services are the primary driver. The others are on-site and Virtual Mock Inspections and hourly Consulting.

Who are Proactive Solutions's main competitors?

Others on record are Senior Helpers, Home Instead, ComForCare and Right at Home. Broad incumbents are Caring.com, Assisted Living Locators, CarePatrol and A Place for Mom.

Does Proactive Solutions have an API?

No public API is recorded for Proactive Solutions.

What industry is Proactive Solutions in?

Proactive Solutions's product category is Adult Family Home Licensing & Compliance Consulting. Its primary akta.pro industry code is HSABAIAG, Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC). Its SIC code is 8742.

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