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One plan for the people who answer for the trees

Health care, pruning and removals on one written plan, written for your job and your budget.

Who we serve

Master-planned communitiesNew phases and mature common areas BoardsNo surprises in the budget ManagersAnswers and records for the board DistrictsA record for every tree Golf coursesSpecimen palms, planned around play Commercial propertiesCurb appeal and liability

Also

HomeownersWe serve you too

Facts

Facts for board membersSeventeen facts, each with a source Facts for managersWhat to ask, what to keep on file The board budget briefOne printable page for the packet

“The reports have been so helpful in communicating what is really taking place in the community, and the documentation helps at our board meetings.”

A manager wrote to us

The Palm and Tree Master Plan

Health care, pruning and removals on one written 10-year plan, led by ISA Certified Arborists.

The master plan

Health care

Health ProgramMonitor, Standard, Advanced Disease and pest protocols Soil, water and lab testing

Pruning

Palm pruning Tree pruning

Removals

Palm and tree removal Stump grinding

Storm Response

Storm response Tree loss reports

Other Services

Tree risk assessment (TRAQ)Lightning protection New planting assessment Tree protection during construction Golf course shade studies All services

“The reports have been so helpful in communicating what is really taking place in the community, and the documentation helps at our board meetings.”

A manager wrote to us

Plans & Budgets

The Palm and Tree Master Plan

One written 10-year plan that puts palm and tree care in next year’s budget, with no surprises for the board.

The master plan

Planning

Palm and Tree Master Plan What a plan includes Multi-year phasing The budget-season calendar Operating or reserve funds Questions boards ask

Facts

Facts for board membersSeventeen facts, each with a source Facts for managersWhat to ask, what to keep on file All facts

“The reports have been so helpful in communicating what is really taking place in the community, and the documentation helps at our board meetings.”

A manager wrote to us

Palm and Tree Library

What we see in the field across Southwest Florida, with photos, severity and what we do first.

Open the library

Find a problem

Palm diseases Palm pests Palm disordersNutrition and cold Tree problems Lethal bronzing Field photo library

Learn

Protocols for every threat Palm fertilizing and nutrition Why palms fail Our sourcesWhere our guidance comes from

How we work

How it worksAssess, map, care, verify How we rate a palm Inventory and mapping OTC and injections: a last resort Tree and palm establishment

Soil and irrigation

The soil and irrigation guide The ground The water Roots and depth Nutrition Establishment The eight tests The plan

“The reports have been so helpful in communicating what is really taking place in the community, and the documentation helps at our board meetings.”

A manager wrote to us

Palm and tree care at scale

Thirty years of putting health care, pruning and removals in one plan for communities.

Company

About Ptolemy Credentials and standardsISA, TRAQ, PPQ, LIAF and more Ptolemy PartnersHow we manage partner crews, and how to join

Our work

Our workResults, no client names Where we workThe communities and courses we serve Field Notes (blog)Budgets, threats, soil, storms

Talk to us

Contact us Request the free master plan Have a palm tested

“The reports have been so helpful in communicating what is really taking place in the community, and the documentation helps at our board meetings.”

A manager wrote to us

(239) 467-0142 Request the free master planFree master plan

Palm and Tree Library

Field Notes

What we see in the field across Southwest Florida, written for the managers, boards and superintendents who run communities: the threats that kill palms, the budget calendar, soil and water, and the standards behind the work. See the guides

5posts in Standards

2026

4 notes

StandardsAugust 25, 2026 · 4 min readPrescription Pruning: Why Every Cut Should Have a ReasonJeff Kaulbars holds the Florida Chapter ISA Prescription Pruning Qualification, and every tree we prune gets a written prescription before the first cut.

StandardsAugust 11, 2026 · 4 min readWhat We Check When New Trees and Palms Go InWe assess every new planting against the plan and report what we find, before or after the community accepts it. What happens next is up to the community and its installer.

StandardsJuly 28, 2026 · 5 min readANSI A300: The Questions a Board Should Ask Any Tree CrewThe national tree care standard gives a board a yardstick for every bid and every invoice, if the board knows what to ask.

StandardsMarch 24, 2026 · 5 min readFlorida Grades and Standards: What "Florida No. 1" Means for Your New PalmsThe state grades every nursery palm and tree, and the grade is checked the day it arrives, while a defect is still the installer's.

2025

1 note

StandardsDecember 9, 2025 · 5 min readTree Risk Assessment: What TRAQ Means When We Call a Tree High RiskA removal call should follow a method a board can read: how likely the tree is to fail, what it would hit, and how bad that would be.

From reading to a plan

See where your palms and trees stand.

Start with the free master plan. We walk the property, map what you have and write one plan for 10 years, with an estimated budget each year.

Request the free master plan

How a plan fits your budget The Palm Health Program