Due Diligence Categories
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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
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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
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Repairs & Capital Improvements
Receipts and documentation for facility repairs, renovations, and capital improvements — flooring, lighting, kitchen, dining, and front porch.
6 folders linked
HR & Payroll Records
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.
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.
Financial Records — Bank Statements
Operating Account · Monthly Statements by Year
Payroll Account · Monthly Statements by Year
Repairs & Capital Improvements
Repair Categories · Receipts & Documentation