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20

Years

Experience

3

Specialist

Industries

Financial Planning Projects

  • Financial modeling

  • Tax base analysis

  • Demographic analysis

  • New development mitigation

  • Financial and capital improvements planning

  • Ballot measures and election planning

  • Third-party reviews and specialized debt analysis

Financial Transactions

  • General obligation bonds

  • Certificates of participation (“COPs”)

  • Lease-purchase financings

  • Lease revenue bonds

  • Tax and revenue anticipation notes (“TRANs”)

  • Limited obligation improvement/assessment bonds