Clients Trust The zumBrunnen Report ©                      Fall 2018
Pros and Cons of Different Types of Reserve Study Funding Plans
Many reserve study consultants recommend a fully funded plan, but there are other types of funding plans that might be more beneficial based on your situation. Our article explores the advantages and disadvantages of five options: 1) Fully Funded Plan, 2) Baseline Funding Plan, 3) Threshold Funding Plan, 4) Statutory Funding Plan and 5) Modified Funding Plan.
10 Fall Building Maintenance Tips - Prepare Now for Winter Weather
Here are 10 important things to do as a building Owner or Director of Facilities to ensure you and your buildings are ready for the change in seasons. Putting these items on your fall "To-Do List" over the next month or two will help ensure energy-efficient, dry, and comfortable buildings, and most importantly, a safe environment this winter.
zumBrunnen Announces Firm's Succession Plan and Ownership Transition to Rob Milam
To position the company for continued long-term growth, zumBrunnen, Inc. is pleased to announce a transition in ownership from John zumBrunnen, the Founder, to Rob Milam. Rob has been with the firm since 2013, and he has 25 years of experience in the industry. He holds a Bachelor of Science degree in Building Construction from Auburn University.

Ownership of the firm will begin transitioning to Rob on January 1, 2019. To ensure a seamless process, the transition will take place over five years. John zumBrunnen will remain involved on an Executive Board, Doug McMillan will continue to lead the Project Manager Team and Rob will incorporate Business Development into his current role.
Doug McMillan Celebrates 20th Anniversary with zumBrunnen
Please join us in wishing Doug McMillan a very happy 20th work anniversary. Doug joined zumBrunnen in October 1998, and he has been a driving force in the company's success over the years.

"We are delighted to recognize Doug for 20 years of incredible service to the firm," said John zumBrunnen, founder of the company. "It has been a pleasure working with Doug over the years, and we look forward to his continued leadership in directing our future growth. Please join us in congratulating him on this significant milestone anniversary."
zumBrunnen Proud to Announce 21 New Projects
As independent building consultants, zumBrunnen assists all types of clients in making smart business decisions about their facilities. We are proud to announce recent project commissions for capital planning, reserve studies, construction monitoring, facility assessments and other specialized building-related services. We want to sincerely thank our ongoing clients for their continued business and extend a warm welcome to our newest clients.
Upcoming Conferences
LeadingAge Annual Meeting and Expo
Philadelphia, PA - October 28-31, 2018

Please Attend Our Session: Strategic-Planning Board Retreats: The Fundamentals  on October 30 from 8-9:30 AM Featuring:

  • John zumBrunnen (zumBrunnen)
  • Jill Sorenson (LCS)
  • Sarkis Garabedian (Ziegler)
  • Craig Brown (Board Member, Casa de las Campanas)
Also Please Stop By Booth #2308 to Visit with Our Team & Pick Up Your Copy of Our  9 Best Practices for Real Estate Asset Management  White Paper.
Want to schedule a brief meeting during a conference?

Please call, text, or email us:

John zumBrunnen

Doug McMillan

Rob Milam
New Projects
zumBrunnen, Inc. | 404.601.4050 | |