Our Process

Our proven process is designed to gather the information needed to address your unique needs and ensure successful outcomes.

Why Choose Us

Offering a unique blend of tax incentive & advisory services

Who We Serve

Serving property & business owners, investors, developers, and nonprofits

Our Process

Delivering custom tailored solutions

Our Experts

Over 50 years of combined experience

Our approach to working with a client varies significantly depending on the needs and desired objectives. We apply our years of experience to tailor the scope of services for a project to ensure a successful outcome. Our processes, expertise, and relationships allow us to provide unique solutions to our clients and related stakeholders.

For every project, we spend significant time upfront to understand the client and underwrite the potential project to identify the issues, solve complex problems, and ensure our clients benefit.

Step 1
Step 1
Meet with client and understand needs and objectives
Step 1
Step 2
Step 2
Develop a custom tailored scope of services
Step 2
Step 3
Step 3
Provide the services and adjust scope as needed
Step 3
Step 4
Step 4
Assist with other client needs after project completion
Step 4
Step 5
Step 5
Continuously connect with client to help them with future business and investment opportunities
Step 5
"Working with Bracket Partners as a TIF Lender is a pleasure due to their strong communication skills, expertise in niche lending tools, and willingness to find creative solutions to get deals closed. We've built trust quickly because we share the common goal of supporting community development, and they understand how important specialized lending tools, like incentives, are to the overall capital stack."
Untamed Equity

How We Can Help

We offer a comprehensive and integrated suite of solutions to help clients maximize value. All of our solutions include successfully navigating and implementing incentives at the federal, state, and local level.

Real Estate Advisory Services

Development consulting & owner representation

Specialty Tax & Related Financial Solutions

Innovative tax consulting solutions

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All rights reserved.