Roseberry Care LLC

Due Diligence Portal · Asset Sale Documentation · Confidential

Confidential · Authorized Recipients Only
Facility: Roseberry Care LLC · roseberrycare.com
License Type: Residential Care · Memory / Dementia Specialization
Coverage Period: 2023 · 2024 · 2025
Prepared: July 2026
⚠ This portal contains confidential financial and personnel information prepared for M&A due diligence. Distribution is restricted to authorized buyers and their designated representatives. Do not share or forward outside the transaction.
Due Diligence Categories
HR & Payroll Records
Staffing history, workforce analytics, compensation, overtime, and retention for 2023–2025. Sourced from Paylocity Data Insights. Includes key personnel profiles and seniority analysis.
18 reports linked
Financial Records
Monthly operating account bank statements for 2023, 2024, and 2025. 36 statements covering the full three-year due diligence period.
6 folders linked
Repairs & Capital Improvements
Receipts and documentation for facility repairs, renovations, and capital improvements — flooring, lighting, kitchen, dining, and front porch.
6 folders linked

Staffing & Employment History Dashboard · 2023–2025

Interactive dashboard covering workforce analytics, compensation trends, overtime, and retention for all three reporting years. Includes facility background, key personnel profiles (Jay Sterling & Jessica Quistgard), active employee seniority analysis, current staff & compensation table, and direct links to 18 source reports from Paylocity Data Insights.

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ℹ The HR & Payroll dashboard is a separate document. The link above will be activated once the file is shared. Contact the listing broker for access.
Operating Account · Monthly Statements by Year
2023
12 monthly statements · Jan – Dec
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2024
12 monthly statements · Jan – Dec
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2025
12 monthly statements · Jan – Dec
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Payroll Account · Monthly Statements by Year
2023
12 monthly statements · Jan – Dec
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2024
12 monthly statements · Jan – Dec
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2025
12 monthly statements · Jan – Dec
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Repair Categories · Receipts & Documentation
Electrical
Electrical repair and improvement receipts
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Fire Safety
Fire safety system receipts and compliance documentation
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HVAC
Heating, ventilation, and air conditioning receipts
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Plumbing
Plumbing repair and improvement receipts
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Kitchen
Kitchen renovation and improvement receipts
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Multi-Room
Receipts for improvements spanning multiple rooms or common areas
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