Who we serve
Built for sophisticated sponsors
We work with the people responsible for complex Opportunity Zone projects, and with the counsel and advisors who support them, nationwide.
Fund sponsors
Sponsors of qualified opportunity funds, single-asset or multi-asset, who need fund-level testing, investor reporting and a defensible compliance record for their investors.
- Fund-level testing
- Investor reporting
- Multi-project oversight
Real estate developers
Developers building or substantially improving property in Opportunity Zones, where deployment timelines, improvement tracking and documentation drive compliance.
- Deployment planning
- Improvement tracking
- Construction-period records
Operating businesses
Companies operating as qualified opportunity zone businesses, where income, assets and activities must stay inside the program’s tests as the business grows.
- Business-level tests
- Growth and change reviews
- Ongoing monitoring
Investors and family offices
Investors who want independent visibility into whether the projects they’ve backed are keeping their compliance obligations.
- Compliance visibility
- Plain-language reporting
- Lifecycle tracking
For counsel and CPAs
A partner for your clients’ OZ projects
Attorneys and accountants advising on Opportunity Zone projects often need a reliable operational partner: someone to keep the testing, data and records in order between your engagements. We work alongside you and defer to you on legal and tax questions.
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.