Evaluate tax credits, public financing tools, and other funding alternatives alongside your investment, development, or expansion plan. Understand the conditions as well as the potential value.
Business owners · Developers · Employers · Project sponsors
We’ll define the analysis and support needed to move it forward.
We tailor the scope to your facts, goals, and timing. The work may span several of these areas.
Assess whether a planned expansion or investment may fit the program. Coordinate the project narrative, financial information, employment and investment assumptions, and application workstream.
What the work can includeAn eligibility and application-readiness assessment with potential commitments identified.
Explore whether an available local mechanism could support eligible infrastructure or development needs. Coordinate with public agencies, counsel, and municipal-finance specialists.
What the work can includeA preliminary financing feasibility map and stakeholder engagement plan.
Review how district services, assessments, governance, and geographic boundaries may affect a project. Consider district coordination within the wider development strategy.
What the work can includeA district and assessment review connected to operating assumptions.
Evaluate Property Assessed Clean Energy financing for eligible improvements. Review assessment repayment, financing cost, lender consent, and transaction implications with financing and legal professionals.
What the work can includeA financing comparison and program, lender, and project checklist.
Evaluate how EB-5 capital may fit a project’s tax and entity structure. Coordinate with immigration counsel, securities counsel, and appropriately authorized capital professionals.
What the work can includeA tax-structure and coordination plan; immigration and securities advice remain with the relevant professionals.
Screen location and project programs, compare potential value with costs and restrictions, and organize the documentation and milestones to pursue selected opportunities.
What the work can includeAn incentive matrix, application priorities, and ongoing obligations calendar.
Deliverables are agreed in advance and shaped around the decision you need to make.
No. California Competes is a tax-credit program; PACE is assessment-based financing; EB-5 involves investment and immigration requirements; tax increment financing and business improvement districts serve distinct public-finance purposes.
No. Availability depends on the program, location, project, agency process, and current rules. Third-party decisions are outside our control.
During site selection, budgeting, or early structuring. Some opportunities depend on applications, approvals, or commitments before investment decisions are finalized.
Tell us what you’re considering, what’s at stake, and when you need to act.