How to Fill Out an Assisted Living Facility License Application

Transcript

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welcome to Assisted Living investing uh for our live today today we're going to be talking about uh how to fill out an assisted living facility license application uh so excited to do this with you today here at Assisted Living investing we help beginners like you launch their Assisted Living business in 12 months and uh filling out the application understanding that process is a really big part of what you need to do in order to get to the point where you have that that business up and running and you're able to run that that

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home and so we're going to get into that in today's video this actually comes from a conversation I was having with somebody in the Facebook group so if you're not a member of that Facebook group uh go check us out on Assisted Living investing we will have links in the in YouTube so you can go uh over there and join the the Facebook group but um you know what I'd love to do for you there H sorry my goodness this is having Tech issues again um but um when you have questions and things like that um I love

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to to to try to answer your questions number one if I can um and if I can't and I need to do a little bit more research or I feel like it's going to benefit the entire group I will be putting out videos just like this one to help you um you know get get the goals that you have achieve uh achieve your goals of of launching your Assisted Living business so if you need help and you need some extra guidance as you're going through this whole process to try to launch an assisted living business

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and reach your goals and your dreams then um you know that's that's what we're here to do and um on top of that you know if you need some help if you need some extra guidance make sure you check us out at Assisted Living investing. net um check things out if you want to look into our Mastermind program go to Alim mastermind.com application you can apply for that right there uh just a free application takes you two or three minutes to fill it out then I can assess if I could help you or

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not and then from there we can get into what that looks like so go check us out there Alim mastermind.com application now the other thing is if you need some free resources you need some extra stuff on YouTube we're going to have all the links and things for you there um but over here um we we've got a ticker going down across um to to get your free business plan checklist so I want to just remind you to go and grab that uh and I'll have this up here as well so you have have that again we're

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talking today about how to fill out an assisted living uh facility license application this is not the application for uh becoming an administrator this is specifically to your uh facility and what that's going to look like so we're going to go ahead and jump into that for those of you who don't know who I am my name is Brandon Gustafson I own and operate two assisted living facilities and have done that since 2020 so it's been close to four years now since I bought my first one I've secured over

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one and a half million in SBA funding I know that process very well can help can help guide you through that and what it looks like and what it takes to actually obtain that type of funding um I operate my businesses out of state I live in Utah um and one of my facilities is in Colorado and the other one is Idaho so if you are thinking you can't do this out of state or do it remotely or things like that um I can guide you through that process as well and what that looks like and if you want to be involved in

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it more Hands-On I have a lot of experience in the healthcare industry itself I have a masters in healthcare administration I have worked in the industry for over a decade and have a lot of experience just in the industry so that's that's who I am in a nutshell and how I can help you out now let's get into the one quick other kind of short announcement before we jump too deep into it tomorrow um at 1 pm Eastern 10: a.m. Pacific time we are doing a webinar a live webinar so if you could jump on

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there you can go and register for that right here go to Alim mastermind.com weinar um and we'll send you all the links and all the information and it's going to go really deep into the the Assisted Living launch formula that I use inside of the Assisted Living investing Mastermind um to help you launch your business so if you've ever wondered what that looks like and and how it works and and things like that make sure you join the webinar because it's going to really answer a lot of

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those questions for you and help you um help you understand how I can help you in the process I go through uh and the guidance that I give you as you're trying to launch your Assisted Living business so again that is a IM mastermind.com weinar if you cannot make the webinar you don't want to register for whatever reason but you want to watch the replay even after the fact those of you that are watching this three four months from now if you go and apply to The Mastermind program Alim mastermind.com

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application um you and I I look at your application feel like I can help you out I'll prove you and then you'll get access to that uh webinar there as well so uh excited to to chat with those of you who are going to make it to the webinar tomorrow and uh there's going to be some time for Q&A there as well in addition to what we've got today uh if you have any questions then feel free to type those in we'll get to some Q&A here at the end I do have a meeting at the top of the hour that I'll have to hop

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off for but if you have questions please go ahead and type those in and for those of you who are newbies um that want uh to to kind of tell me that that you're new to this type in newbie down below and those of you who want the webinar um then type in webinar down below and we'll make sure that you get link to that as well so that we can help you out um and give you some guidance um also as a heads up my cat is down here with me and is whining so you may hear some meowing in the background so I apologize

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for that um let's see um let's get into the topic for today filling out this facility application to to obtain the license for the facility so as you're going through this um a couple things to know the this is different from your administrator license um so I talked to you a little bit about that here at the beginning there's two different licenses that you have to have um for the facility in order to run it there's the administrator license this does not have to be you as I mentioned I work out of

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state so I don't I don't have an administrator license and that's okay being the owner of the business it's fine I do have to have somebody that has a facility administrator license at my facility that is a requirement it does not have to be need them that is not what we're talking about today though if you would like um a deeper dive on that type of application process what it takes to become an administrator type in administrator down below and if I get a bunch of people commenting that then

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that'll be a cue for me to uh create a video on what it takes to become an administrator of an assisted living facility also of note it each of these applications are going to be different for every single state um they are not it's not a standard application so what that means is we're going to go through an example here and I believe it's in Florida um you could be in California or Texas or Delaware or South Dakota or Washington I wherever you're at the application itself is going to look

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slightly different because it is a state specific application what we're going to go through should be applicable to your state though because while the application looks different it's going to have a little bit different wording might need a few different things um at its core it's going to be a lot of the same information so um just want to make sure that you're aware of that now the other thing that you want to be aware of as you're getting into these applications is there are fees that are

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associated with them and we'll we'll see this when we get into the application the example here there are two fees though that you need to be aware of there is a General application fee so that is they'll say you know in order for you to to get the license to operate this it's $10,000 or $5,000 so there's there's a chunk of money that you have to pay for the license for the facility and then there will also be a bed count fee and this bed count fee is how many beds you want to be licensed

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for and the type of um care that you're going to be providing so this could be anywhere from $50 per bed to $500 per bed it just kind of depends on the state and how they want to do that so and you'll see this again when we do the application example you let's say it's $5,000 for the Bas And1 $ for every single bed after that you would pay 5,000 Plus in a 10 bed facility 10 beds times $100 is ,000 I can't do the math doing math when it's live is is just a disaster so you

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know I think it's a thousand um so you'd pay that 5,000 base and then You' do the Thousand um for the bed count so you'd be paying a total of $6,000 for um for what you need to pay so that's what the fees are going to look like and how they work as you get into that application it can be confusing to kind of navigate that and understand what it's saying we'll get into this in the example but just understand that there are fees associated with this it's not a free

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application so you do have to put a little skin in the game in order to to get this up and running it's not a huge amount but it is a chunk of money that you're going to have to have and set aside to to get this going there's also going to be other items that you need as you are going through the application process um there's the the actual physical application that that we'll look at here in a few minutes um itself they're going to want bank account information they're

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going to want to see insurance information like a Certificate of Insurance they will want entity documents so this could be your operating agreement and or your EIN letter that says I have an LLC or I like I'm really a business I promise here's the paper that says that I'm a business um so you need to have that you're going to have to have your policies and procedures um this is a big thing and this is what can take a really long time as you're getting your facility license application put

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together is policies and procedures if you need want want to dive a little bit deeper into policies and procedures then cop just po post downstairs don't do it downstairs copy my goodness uh comment down below policies and procedures uh sometimes my brain is just somewhere else so comment policies and procedures if you'd like me to do a little bit of uh do a video on on policies and procedures what they are how they work and how you can go about um creating those um because that would be helpful and for those of you who do

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policies and procedures for people um on YouTube specifically please don't do this on Facebook because they'll put me in Facebook Gil I don't want to do that but on YouTube if you have a company that does this and does policies and procedures for people I would love to talk to you number one so reach out and let's see if we can if I can we can create some kind of a partnership but if you want to go ahead and put your link down below as well um that would be great now for those of you watching

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please be careful with links because they can be malicious and so I want you to be careful with that um it would be best if those of you that have these programs can reach out to me directly and we can create some kind of a a partnership and then for those in The Mastermind program we'll make sure you have the clean links for for that um to to get you started so I just wanted to throw that out there because I know there's companies that do this and and you are you're you help out so much so

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thank you for all the work you do there um there may be other requirements as well um that are just State based and and things that you need to be aware of as you're as you're getting that the whole application they will tell you what it is um it's probably not going to be on the physical application itself but they will have a list a punch list of we need these things here uh typically it's going to be these things on here your insurance and maybe one or two other things that you'll need it's

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typically about five to seven items that they're they're going to want to look at so that's something for you to be aware of now let's look at an actual application for what this looks like um so what I'm going to do here is flip over to this I'm going to unshare this screen and I'm going to share a another screen that I believe is this one and let's hope that it's the right one I want to look at this let's see if it's showing the right thing I don't think it

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is um okay let's share let's just do the entire screen here this should get me there okay so you're going to see me you know in perpetuity for just a second Here and Now what you should be seeing is a a copy of an application here okay I'm I'm almost certain that that is if somebody in in the live could just you know give me a thumbs up or say yep it's good um that would be helpful um in the comment section um but what we're going to see here I'm going to zoom in just a

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little bit we'll go fifth to width um and I have about 15 minutes so if you have questions then please feel free to um add those in um and I'll get to them as as I'm able to but here in the application itself this is for the state of Florida you can see over here it's about 13 pages long so it's it's it's long enough that it's going to take you a chunk of time it's going to probably going to take you a couple hours to go through this but it's also not going to take you

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days or weeks to fill out this application so uh okay awesome thank you jacine uh okay I uh okay right here at the top of this this is your provider information and what you're going to be putting in here is the information as a provider some of the stuff you may not end up having um you know you might not have a license number you may not have an NPI I would check with your state to see if you need an NPI an NPI is the national provider identifier you can register for it for free um but Most states do not require

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it um if if you end up running into that problem please reach out to me and I can kind of give you some guidance on that if I see enough people will do a kind of a video on how to obtain an NPI Most states for assisted living do not need an an N an an NPI uh it's often used for billing and you don't have to worry about that um same with Medicare so in in Assisted Living we don't deal with Medicare and so you do not need to have the CMS CCN um you do not need that that number there um if you are a Medicaid if

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you have Medicaid then you could put that in there most of the time when you're going through this you will not be able to become Medicaid certified until you have your facility license so you're probably not going to need that either okay so that's that whole Top Line you probably actually don't need a lot of that information you can check that they looks like they have resource links and things like that go ahead and check it um to see but probably not going to need it um now this is just

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more basic information name of the facility addresses websites email addresses contact info all of that stuff so you're going to put that on there the property owner information so if it is um if it's I think if it's the same as the information here then you don't need to do it if it's different then you're going to check that and you're going to just put the the information on here what that means is you have two entities let's say one entity owns the real estate and one entity is the operating

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entity you would have a separate company that owns the property you would fill this in here if it is the same one that owns it then you would say no um so that's how you would treat that one um let's get into contact person typically this is the person filling out this information in case they need to reach out how are they going to contact you here's the license information right here so this is the the lcy name this is the name of the owner of the facility your EIN number um for your

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LLC your contact information here and then the description of the leny what type of entity are you are you a for-profit not for-profit are you a public like a state um a government owned entity um you're probably going to be for profit or not for profit and then you need to just check check the box that you are I would you know in this example I would probably put it as an LLC a limited liability company but you would put whatever it is that you need to put on yours this is where you're going to get

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into the application type and this is where there's a lot of confusion so you would say if you're doing an initial license this is what you're going to do if you're doing a change of ownership you're going to do this right here or if you're doing a renewal you're going to have to fill this out this renewal is where at the top where it was asking for all that information you have that at that point and you can put it in there um also a lot of States when you do a renewal they have an online portal for

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it so you don't have to fill out this paper application every single time which is nice um but if you needed to drop it to paper this is how you do it and you go through this process right here so what you're going to put in here um this is where I say to people initial license or change of ownership very similar to same application as you can see here you check this box or you check this box and you just kind of put the things in there that that make that are applicable to you and what you're trying

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to do um now if you are doing fee if the fee is required um you're going to have to put some of these things in there um there should be some guidance here um let's see Personnel so this is um these are the things that if you're doing this on the application there's a fee that is associated with it if you're making a change to something like this then there is no fee required it's more of a FYI we're changing this so if you're doing a new provider name new provider address

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um bed capacity we're changing that uh any of the services that we're providing are changing there's a fee associated with that you have to put that over here if you're just saying we had a new partner come on um the property owner has changed they need to know that information you're going to fill out the the application here but that is a no fee required um type of a of a situation okay um these are also um pieces that go up there didn't the PDF doesn't look like it came through um great but you

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know there's government for you um so this is the the type of license um what type of what type of services are you going to be doing um are you Nur limited nursing limited health um Extended congregate care um there are there's definitions for these that are easy to find online I'm not going to dive into every single one of them but what type of license are you going to be doing how many beds how many buildings how many Wings floors rooms um you want to put all of that if you're extended

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congregate care um you need to put all of that in here um for an LNS these are specific questions for the LNS and the ECC license here's the lmh license and again limited mental health L lmh LNS is limited nursing services and ECC is extended congregate care when you're getting into assisted living I believe you're going to be ECC that's probably the license but it depends like are you going to be doing Mental Health stuff and you need to have an lmh license those are questions you need to dig in

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for your specific situation and asking somebody at the state for some extra guidance is going to help you out quite a bit in figuring that out here is where you're going to be doing the number of beds so you're going to say you know do we do we need extra beds here how many beds are we doing this um weit the fee for the OSS beds and right here this is what we're talking about a per bed fee of 6496 in this case um for the osss which is I don't know if I have the acronym on here I'm not seeing it

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um yeah not sure what OSS is but you could probably find that pretty quickly uh and figure out what that is but you would say um we are going to have um 10 beds at 6496 that's $650 uh you know $649 60 that's how much you're going to have in that fee for this specific thing around the bed count um how how you do that math it's very very simple right there okay um this is where OSS beds I'm wondering if it's something like it's a kind of like a Medicaid type of a thing but I'm

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not 100% sure uh for those of you that are working in Florida it's an acronym that I don't know you can very quickly figure out what that is okay this is the lure fee down here that you need to to be aware of um so this is the fee that we're talking about up front so so there's going to be this is just basically a little grid that shows you what this is going to look like so this is let's say that we're doing a standard Alf um license fee except exemption um you know do you have

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the exemption or not and you probably don't if you're doing this for the first time um what you're going to do here is let's say that this this this initial one here 649 6496 per bed times 10 so that's $649.90 plus this 38 8773 um and that's that's your total fee that you need to be aware of now if you're doing an ECC license then you're doing 1015 per bed and then adding the 546 if you're doing LNS 1015 plus 322 77 lmh there's no extra fee um banial assessment fee so that's I'm guessing

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that's like in every other year you have to do just kind of an assessment thing where it's um $2 per bed um and you just have to do that okay so this is how you can figure out the fees each of these application period each of these application forms will walk you through how you're going to to do this this is if you're going to increase or decrease the bed capacity um between license renewal periods um so you can figure out that information here as well to put in there this is a change during the

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licensing period so it's a fee so if you were increasing or decreasing during like an initial um while you have an an actual license you have to notify them that we're doing this um adjust your fees you have to do like a $25 processing fee if you are ending up doing this and during a renewal period between those periods um I would suggest reaching out to the state for some guidance on exactly what that looks like and what the fees associated with it are you can see here in Florida that these

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are not a ton um 1015 per bed and 6496 per bed those are very reasonable um compared to what I've seen in some other states so uh it's something for you to just kind of look at and you're just kind of doing the math on here um this is specialty between license so if you're adding some kind of a specialty license on these as well you're going to have to pay extra money um so that's just how that works helps you figure out what the fees are because these acronyms are specific

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to Florida it's hard to say exactly which one you would be doing and so what I would say is reach out to the state um get clear on which one you need to do in your specific situation and then use this to calculate what those fees are going to look like for you okay um down here this is ownership information um who the owners are how much of the company The Entity they own um you're going to put that in here board members um so you have to fill this out this is this is pretty standard um as well I see

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this on on multiple I've seen this in multiple States um on their applications if you have a management company then um you're going to put this in here and who the management company is if if you don't then you just hit no and you can skip it because they don't you don't have a management company if you do then you're going to put that if you have a management company you're going to know that because you're going to hire them typically a management company you're

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going to pay about 5% of gross income too um and smaller facilities most management companies don't want to work with small facilities it's like a single 16 bed or smaller um they're not that interested because there's not a lot of um there's not a lot of income that they get off of that and so they're probably going to be less likely to do it just if you want to know more about management companies type in management company down below and uh we can do a video on that at some point in the future this is

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the Personnel um that are involved in the facility so this is where your facility administrator you're going to need that on here this is where if you are the administrator you need your license number so you can put that information on here um when the training happened if you're not the administrator you need this information from your administrator so you can put that on there um who's managing it all their information on there this is the person that's in charge of finances and this is

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just contact information that they need there and then the safety person oftentimes in a small facility this will be the facility administrator could be you as the owner um but they need to know who the safety person is in case they need to to get in there uh this is these are just required disclosures I'm not going to read them um you can look at them and say what what we're are going to disclose or not disclos CL um and you have to uh indicate um what you're seeing on there a lot of these

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are questions about you um you know are you have you ever committed fraud is there a history there it's kind of background information um that you fill out yes or no just be honest uh as you're filling that out um these are provider fines and financial um information so if there are fines or anything anything like that that you need to be aware of then you'll do this Most states will have an online portal that uh give you this information um here as well so you're not probably not

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going to need to fill that out but um if you ever need to drop it to paper I would ask for guidance from the state um to to get some specific guidance there consumer information this is um a little bit of information about the let's see currently apply to your facility so this is um asking it's it's kind of like a survey about your facility and often times this is going to be with a relicense because on a brand new facility you don't have any of this information but do you have um what's your license

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capacity how many private rooms and semi-private rooms are offered uh do you have a bed hold policy that you hold things for people any religious affiliations any languages that are spoken in the facility a lot of this is like going to be public information that goes out and they put it on their websites so that people can um you know receive guidance or or direction as as to what they need um there uh this is availability of nurses that are on site um do you have nurses are they direct staff are they third party um are they

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24-hour are they just part-time what does that look like so you're going to put that information on there uh defines what nurse is LPN R RNs um APRN what does that look like um you just want to be honest there um what payment forms do you do um Medicare Medicaid veterans uh Insurance you know all of those things what do you accept um you can put that in there recreational programs do you offer anything extra for your residents um that you want to put in there special care units and programs you know do you

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offer anything extra like that on here here's a supporting documents so this is what we were talking about as far as the other documents that you might need these are requirements for the State of Florida so it's going to get in here all the other things that you need to have so I said five to seven obviously this is a lot more so you just want to look at that and if you have questions on what some of these things are like assurity or Continuum Bond I don't know what that is and so I would reach out to

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the state and say or do an internet search and and try to figure out exactly what that is and and what it means for me um but you you got to fill out those this proof of financial ability to operate it's telling you go find this form so you would just go in and find that form online and fill it out and attach it um and and you're just going to put all of that U put put it all together policies and procedures um all the all this stuff ATT testation this is just saying I is the the owner of the

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facility um I attest to all of these things um you sign it and you know date it and everything there and that is how you put this together um it it really is there there's not a lot here the most confusing pieces of it can be trying to figure out what the fees look like and and how to understand what that is um and then maybe which population you want to serve so we're talking about the ECC license versus the versus the lmh license and and what that looks like those are going to be specific to States they specific

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to your situation it's hard for me to know um where you're at if you need some extra guidance as you're going through this um consider joining The Mastermind you can apply for that at Alim mastermind.com application and you know as you get to that phase that's something we can look at and give you some extra guidance on to to help you out so that's a lot um now if there are any questions I would love to answer them I do have a meeting this starts a minute ago um but um I'm going to pull this up

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really quick and share the screen um and just thank everybody for for watching thanks for being here remind you to subscribe like and ring the bell as well so you get notified when we put out this content uh we are you know we do lives on Tuesdays I I ended up going about an hour earlier than I had planned today just stuff hour earlier than I announced but stuff happened and I just needed to do it um but you I love getting on here talking with people we do lives on Tuesdays we do long form videos on

00:30:03
Thursdays and I just I love working with people and and helping you and guiding you um through that process I want to remind you as well to get over to the website Assisted Living investing. net um and and get the free business plan checklist it's Assisted Living investing. netb checklist you can get that free resource on YouTube we'll have resources to all our other free things and then as you get into The Mastermind program if you want to see if it's a good fit check us out at Alim

00:30:29
mastermind.com application and reminder about the webinar tomorrow you can apply for that or register for that at Alim mastermind.com weinar um and we'll kind of help you out with that so with that said um uh I don't see any questions and I do need to run but I want to thank everybody for being here for watching and for participating uh it has been you know not a lot of interactions we've had in the past but this was kind of a little more technical um as as you're trying to get into this um and and so if you have

00:31:00
questions after the fact please reach out um and we'll see what we can do to guide you and and give you some some extra guidance along your path to launching that Assisted Living business because does it residential Assisted Living sound interesting to you but you don't know how to get started at Assisted Living investing. net I'm here to help beginners like you launch their Assisted Living business in the next 12 months well thank you again for watching thanks for being here and remember that

00:31:24
it doesn't take a lot just consistent effort step by step by step I promise you if you do that and you're consistent and persistent you're going to be successful thanks for watching and have a great day