Services Available

Financial Advisory Services

Structuring and Marketing New Issue, Refunding and Temporary or Bridge Financing on either a Competitive or a Negotiated basis for Units of Local Government.

Using Various Financing Avenues, Including:

Building and Leasing Corporation Bonds, General Obligation Bonds, State Revolving Loan Fund Loans, Rural Development Loans, Judgment Funding Bonds, Tax Increment (TIF) Financing, Bond and Tax Anticipation Notes, Common School Fund Loans and other sources.

Rate Consulting Services

Providing financial and analytical services for:

Municipally Owned Utilities, Regional Water and Sewer Districts, Conservancy Districts, Not-for-Profit Utilities and Investor Owned Utilities.

Involving the Following Services:

User Fee Studies (preliminary and final), Cost of Service Studies, Cost of Equity Studies, Expert Witness Services, Tracker Preparation, Issue Analysis and Regulatory Report Preparation.

Clerk Treasurer Consulting Services

Clerk Treasurer Training, Assistance with SBA Requirements, Payroll, Taxes, Bookkeeping and Monthly Reports, Budget Preparation and Assistance, CTAR and RD Report Preparation .

Other Services

Refunding Analysis, Parity Tests, Escrow Restructurings and Equipment Leasing.