OUR SERVICES

DUE DILIGENCE AND
FEASIBILTY SERVICES

  • Evaluate public financing opportunities
  • Analyze impact  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

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