Services
Due Diligence and Feasibility Services
Evaluate public financing opportunities
Analyze impact and building permit fee budgets
Total Tax Rate and Carrying Cost Analysis
Cash Flow Analysis and Feasibility Analysis
Fiscal Impact and Economic Benefit Analysis
Review of project conditions and agreements
Land Secured Public Financing
Evaluate financing opportunities and alternatives
Prepare Financing Plans and Implementing Agreements (Development Agreements and Funding Agreements)
Develop and review Public Facilities Financing Plans (PFFP)
Structure and Implement of local financing districts (e.g. CFD, AD, PID, MUD, SAD, LID, CDD) and statewide programs (e.g. SCIP and BOLD)
Tax increment financing districts (e.g. IFD, EIFD, IRFD, TIRZ)
Evaluate and implement financing of ongoing public services
Forecast reimbursements from bond sales and ongoing revenue streams
Reimbursement Services
Analyze Fee credit structures
Negotiate reimbursement agreements
Prepare and review reimbursement packages
Fiscal and Economic Benefit Analysis
Provide Fiscal Impact Analysis and Reports (FIA)
Economic Benefit Analysis (EBA) modeling and reports
Annexation Analysis
Financing of ongoing impacts with Services Districts (CFD, CSA, CSD, LMD, PID, CDD)
Compliance and Administration
SEC continuing disclosure
Review and prepare tax levies and special assessments.
Manage of fee credit and reimbursement programs
Disclosure Services
Prepare required tax disclosures for land purchasers and homebuyers
Master Property Tax Disclosure reports (MPTD) and Residential Property Tax Disclosure reports (RPTD), and Reports
Notice of Special Tax/Notice of Special Assessment (NST)
Estimated Property Tax Calculator
Preparation of Continuing Disclosure Reports
Development Impact Fees
Prepare and review development impact fee studies
Evaluate fee methodology
Litigation support
Other Services
School Financing
Acquisition and Disposition Analysis
Cash Flow Feasibility Analysis
Portfolio Analysis
Project Financing & Capital Market Services
Project Management and Field Services
Property Tax Review and Appeals
Entitlement Analysis
3-Step Process
Our Process, Made Simple
We believe great construction starts with great communication. That’s why our process is built around transparency, trust, and timely execution — so you always know what to expect.