Services
- Qualified Opportunity Zone Introduction Training
- QOZ Industry Overview – Marketing to Private Equity, High Net Worth Individuals, Family Offices, and Institutional Capital
- General Structural Overview and Considerations
- Investor Type Identification
- Location Identification
- Webinar and Structuring Q&A
- In-Person Conference and Best Practices Session
- Industry, QOF, or Investor Introductions as appropriate
- Develop Qualified Opportunity Fund and Qualified Opportunity Zone Business Organizational Structure
- Economic Return Analysis with Several QOF Strategies
- Develop QOZB Business Plan for Term Sheet/PPM
- Evaluate QOZB Sleeve and Issuance of Investor Interest
- Evaluate Entity Structure
- Phasing in QOF Investors and Non-QOF Investors
- Tangible Property Test
- Gross Income Test – Safe Harbor Evaluation
- Non-qualified Financial Property Planning
- Develop 31-Month Working Capital Safe Harbor Plan
- Intangible Property Test Evaluation
- Growth Scenario Planning
- Prepare QOF/QOZB Organizational Chart
- Prepare Business Portions and QOZ/QOZB Descriptions for Business Term Sheets
- Initial PPM Evaluation
- Initial LPA/LLCA Evaluation
- Initial Subscription Agreement
- Evaluation
- Review Business Qualification with company’s tax and corporate counsel and CPAs
- Review method of admitting QOF investors for qualification
- Review strategies for unwind of QOF interests
- Review interim liquidity events for potential QOF treatment