Case Study: Flagler Investment Holdings achieves streamlined entity compliance and ownership tracking with EntityKeeper

How a National Investment Group Used Automation to Manage Entities

Flagler Investment Holdings (Flagler), a national healthcare property investment, development, and asset management firm, struggled to manage hundreds of entities across multiple states after 25 years of growth. Their records were paper-based or kept in scattered Excel files and siloed tools, creating compliance headaches, missed filing visibility, and difficulty tracking complex ownership structures — so they turned to EntityKeeper’s entity management automation.

EntityKeeper centralized Flagler’s documents, imported filing deadlines, provided automated deadline notifications, and enabled real‑time access to ownership data and automatically generated org charts. As a result, Flagler no longer spends hours sorting documents, has improved compliance ahead of audits, and shares updated ownership charts with investors in a fraction of the time thanks to EntityKeeper.

Flagler

Maricris Daza

Chief Financial Officer