Advisory / Consulting Services

Opportunity Zones

Internal Revenue Code 1400Z-1 and 1400Z-2 guidance.Establishment of Qualified Opportunity Funds (QOF's)

Computing tax basis for Opportunity Fund investments

Financial statement preparation to meet the 90% test

Form 8996 QOF initial and annual IRS certification preparation and filing

Ongoing compliance support and monitoring

Safe harbor reviews

Capital Fundraising

Equity and Debt crowd funding evaluation and accounting for your business under the Jumpstart Our Business Startups (JOBS) Act of 2012 an assist with SEC financial filings. Capital fundraising & forecasting services.

Budget development services for grants, RFP's, or other proposals.

Mergers & Acquisitions

Business Valuation and fair value calculations for fair market value, investment value, and fair value for financial reporting.

Discount and Premium calculations based on factors affecting the business of interest.

Technical Assistance

Technical Assistance with a variety of other capital sources such as the Small Business Administration (SBA) conventional financing, public funds, budget development services, or capital layering.

Forecasting & Pro Formas

Operating and capital forecasting services and pro formas for 1,5,10 or 15 years based on historical trends, industry factors, market share, growth rates, capacity and other relevant data.