Mid-market growth Proper HOA Management is a small firm with 2-10 employees serving the DFW area and generating revenue in the 10-25 million range. This indicates expansion potential through service expansion, upsell of enhanced technology platforms, and scalable governance solutions to larger communities or more properties.

Comprehensive services The company offers end-to-end association management, including budgeting, legal, AR/AP, maintenance, capital projects, communications, and meetings. This breadth suggests opportunities to cross-sell premium modules such as advanced financial analytics, document management, resident portals, and capital improvement planning to deepen client reliance.

Tech-enabled ops Utilizes a modern tech stack (WordPress, Shopify, Mailchimp, Microsoft 365, Fastly, WP Engine, WhatsApp, JetEngine) for communications, e-commerce, and website presence. Potential upsell: upgrade to integrated HOA platforms, CRM enhancements, automated reporting, and secure resident messaging to improve efficiency and retention.

Market positioning Operating in a regional market with comparable players of varied scale, Proper HOA Management can differentiate through proactive maintenance, board-friendly reporting, and capital improvement oversight. Target growth by acquiring mid-size portfolios or partnering with developers of new communities transitioning to management.

Retention leverage Current client scope includes monthly and quarterly governance cadence plus leasing and private resident communications. There is room to lock in longer-term contracts with value-driven SLAs, performance dashboards, and cost controls to reduce turnover and strengthen long-term revenue in a competitive market.