Senior Housing Acquisition Integration Checklist | 100-Day Connect-First Playbook
Most senior housing acquisitions lose the first 100 days to integration drift: the seller keeps reporting on legacy definitions, the buyer stands up a parallel workbook, and the lender package is reset against numbers neither side trusts.
On this page
A 100-day, software-enforced checklist for integrating a senior living or care acquisition onto one operating record — without ripping out the seller’s EHR, ERP, or payroll on day one.
SeniorCRE’s acquisition integration checklist is the operator-facing companion to the First 100 Days institutional playbook and the post-close tech stack guide . It runs connect-first: keep the target’s stack, normalize it into the canonical operating record, and use the same checklist on every subsequent acquisition.
For multi-state rollouts, pair this with the multi-state portfolio implementation timeline and the senior living operating infrastructure reference architecture.
Key points
- A connect-first integration onto the canonical operating record runs in 100 days or less per acquisition — even when the seller is uncooperative and the target keeps its existing EHR, ERP, and payroll stack.
- No. SeniorCRE’s integration philosophy is connect-first, replace-later. We ingest PointClickCare, MatrixCare, Yardi, Sage Intacct, ALIS, and payroll into the canonical entity layer, so buyers get one operating record without forcing a clinical or financial cutover at close.
- Every source system is normalized into six entities: Resident, Care Plan, Ledger, Shift, Property/Unit, and Entity. That mapping is the integration deliverable, and it is what allows covenant, REIT, and clinical surfaces to come online without rebuilding reports per deal.
- Yes. The 100-day checklist is templated per acquisition and rolled up across the active pipeline, so institutional buyers running serial deals can integrate without losing covenant or clinical visibility on any asset.
- Typically 0.25–1.0 FTE per acquisition for the rollout window. The buyer owns RBAC, BAA assignment, and stakeholder communication; SeniorCRE owns connector provisioning, backfill, and canonical mapping.
- Catalog every system the target runs and confirm BAA / DPA assignability.' }, { step: 2, title:
- Stand up the buyer tenant, RBAC, SSO, and audit logging before close.' }, { step: 3, title:
- Map GL and KPI dictionary onto canonical entities; activate read-only connectors with 24-month backfill.
https://seniorcre.com/acquisition-integration-checklist