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Ptolemy(239) 467-0142Request the no-charge master planNo-charge master plan
Aerial map of a master-planned community with every palm and tree plotted as a colored point in our GIS inventory

Monitor, Manage, Protect · Southwest Florida communities

No surprises for the board.

We map every palm and tree, find problems on a schedule, and put the work in the budget year before it reaches a board meeting.

ISA Certified ArboristTCIA memberFlorida Nursery, Growers and Landscape Association memberISA Certified Arborist · Tree Risk Assessment Qualified

At home? Palm and tree care for homeowners

166,412palms and trees mapped in our GIS inventory
79,500+inspections recorded since 2023
ISACertified Arborist on every plan
TRAQTree Risk Assessment Qualified

Counts from our GIS inventory and field records. See our work

Why boards ask for a plan

The same dead palm. Two very different board meetings.

Without a plan

  1. A palm dies in the entry bed and nobody saw it coming.
  2. An emergency removal, paid out of reserves.
  3. A board meeting about why nobody knew.

With a plan

  1. Problems show up on a scheduled inspection.
  2. Removals are planned into a budget year.
  3. A board meeting that approves the plan and moves on.

The offer

The 30-Day Board-Ready Palm and Tree Master Plan.

What do we get?
Every palm and tree mapped by species in our GIS inventory. The health care, pruning and removals the property needs. A detailed budget for years 1 to 3, by year, the term of the care agreement, and a rough guide for years 4 to 10. The Storm Plan, signed before the season with storm pricing agreed.
What happens next?
The association signs the one-page terms. The 30 days start that day. We map every palm and tree and deliver the plan and the budget by day 30.
What does the board decide?
Put the plan on the agenda within 120 days of delivery and let Jeff present it, about 45 minutes plus questions. Then we work through the budget with the board.
Sample pageA sample report page: palm inventory by species with each palm's condition grade, and a chart of palms by condition
What the board reads. Palms counted by species, each with its latest condition grade, and the whole inventory by condition.
The mapA community map with every palm and tree plotted as a colored point
Every palm and tree, mapped.
The budget by year
WorkYear 1Year 2Year 3
Palm and tree health careEvery visitEvery visitEvery visit
Palm pruningPhase 1Phase 2Phase 3
Tree pruningWalks and roadsCommon areasAs prescribed
RemovalsDead and high riskAs foundAs found
Storm responseOptionalOptionalOptional
Example layout. Years 1 to 3 in detail, years 4 to 10 as a guide. Each plan carries its own figures.

How it runs

  1. Day 1Sign one page

    The association signs the one-page terms. The 30 days start here.

  2. Step 2Mapping

    Every palm and tree, by species, in our GIS inventory.

  3. By day 30The plan and the budget

    We deliver the plan: the work the property needs, a detailed budget for years 1 to 3, a guide to year 10.

  4. Within 120 daysThe board meeting

    Within 120 days of delivery, Jeff presents, about 45 minutes plus questions.

  5. Step 5Working through the budget

    We fit the plan to what the board wants to spend each year per palm and tree, and still meet its goals.

Not ready to call? Read the Board Budget Brief.

One printable page for the board packet: what a palm and tree plan covers and how it fits the budget year.

Read the brief

Palm and Tree Library

Four palm killers. No cure.

None of the four can be treated once established. The only defense is catching them first. We confirm before we act.

Questions

Questions boards ask about the master plan

Assessing a Bismarck palm in the field
Why is there no charge for the master plan?

It is our investment in a long-term relationship with the community. In return, we ask for the chance to present the plan to the board within 120 days of delivery, about 45 minutes plus questions. There is no fee if it does not happen, and the presentation does not commit the community to buy anything. The terms are on one page, signed before mapping starts.

What happens after the presentation?

We work through the budget with the board. The plan is a starting point. The key number is what the board wants to spend each year for each palm and tree. We adjust the plan until it fits that number and still meets the board's goals, and keep tuning it with the board over the years.

Who can use the plan?

The plan, the GIS mapping, the palm and tree inventory and the specifications are our proprietary work, for the association's own planning, budgeting and management. We ask that they stay with the association and its management team, and are not shared with outside contractors or used to build competing bids. The association keeps the written plan and the printed map, and can still seek bids with its own specifications.

Is our property big enough?

Any community can request the master plan. Larger properties are mapped first. A smaller property goes in a queue and is mapped when nearby work fills a full mapping day. We tell you up front when we can start. The 30 days count from the day the association signs the one-page terms.

We have a sick palm now. Do we wait?

No. Dying palms, suspected lethal bronzing and safety risks skip the queue as a paid site visit, whatever the size of the property.

Is every palm graded?

Every palm and tree is mapped. Palms on Standard and Advanced care are also graded for color and fullness. The rest are monitored: a visual inspection for threats.

What areas do you serve?

Southwest Florida (Naples, Fort Myers, Bonita Springs, Estero, Port Charlotte, Sarasota and Lakewood Ranch) and the Treasure Coast (Port St. Lucie).

Coming soon

The client portal.

Palm and tree health, the budget, and recommended removals in one place for managers and boards.

See a sample

Before budget season

What is your plan, and who is watching your palms and trees?

Planning or a budget questionRequest the no-charge master plan
A palm problem or storm damage nowCall (239) 467-0142