Case Study: Flagler achieves streamlined entity management and compliance tracking with EntityKeeper

Flagler streamlines entity management across multiple states with EntityKeeper after 25+ years of growth

Flagler, a national healthcare property investment and management group, faced challenges in managing its numerous entities across multiple states. Their entity data was stored in scanned paper documents, making information difficult to find, and critical filing deadlines were tracked in error-prone Excel spreadsheets. This cumbersome process led to compliance headaches and wasted time for their finance, acquisitions, and compliance teams. To solve this, they turned to EntityKeeper for its entity management software.

By implementing EntityKeeper, Flagler automated its compliance tracking and centralized all entity documents and data into a single platform. The solution provided automated notifications for filing deadlines, eliminating missed dates and associated penalties. Furthermore, the platform streamlined the creation of organizational charts from their own data, drastically reducing the time needed to share ownership structures with investors. As a result, EntityKeeper helped the Flagler team work more efficiently, saving hours previously spent sorting through documents and ensuring they are always prepared for audits.

Flagler