Services
End-to-end support for the full lifecycle
Four connected services, from formation through exit. Most sponsors engage us for all four, because each one depends on the records and decisions made in the others.
- Structure & FormationDesigning the fund and business structure so the project can pass its tests for the full hold.
- Ongoing Compliance & TestingMonitoring the fund and business tests continuously, so issues are caught while they can still be fixed.
- ReportingOrganizing the information behind required filings and keeping investors informed with clear, consistent reporting.
- Exit & LifecycleKeeping the project on track for its hold-period milestones and preparing for a well-documented exit.
How we work
Alongside your counsel and advisors
QOZB Management doesn’t replace your attorneys or your CPA. Counsel advises on the legal structure; your tax advisors make the tax determinations and prepare returns. We bring the operational discipline that connects them: the data, the testing, the records and the calendar that keep a project compliant for a decade.
Talk to us before the structure is set.
Whether you’re forming a new fund or bringing an existing project into compliance, we’ll tell you plainly where you stand.