Transitioning Away From a Management Company: A Florida HOA Guide

Introduction

Breaking away from a management company can feel overwhelming — contracts, compliance, vendor relationships, and homeowner communication must all be handled carefully. But when done correctly, Florida HOAs can successfully transition into self-management while saving money and improving control.

Here’s a step-by-step guide for boards considering the move.

Step 1: Review Your Current Contract

• Check termination clauses and notice requirements (usually 60–90 days).

• Avoid penalties by timing your notice correctly.

Step 2: Build Your Transition Timeline

• Map out a 90-day plan covering:

  • Banking transfers

  • Software implementation

  • Communication to homeowners

Step 3: Choose Your Technology

• Select HOA software to manage accounting, payments, and communications.

• JAM Consults often recommends PayHOA, AppFolio, or CINC.

Step 4: Train the Board

• Clearly define officer roles.

• Provide board member certification courses.

• Set up a compliance calendar.

Step 5: Communicate the Change to Homeowners

• Send letters/emails explaining the transition.

• Emphasize cost savings and improved transparency.

• Provide clear instructions for dues payments under the new system.

Conclusion

Transitioning away from a management company is the most empowering decision a board can make — and it’s easy to overlook critical steps. JAM Consults specializes in guiding boards through this process, from reviewing contracts to setting up software and training your directors. You are not alone — let us walk you through it to ensure your community succeeds.

👉 Ready to make the switch?