Capital Trust Agency
“Our governing board retained CBO Financial to ensure our CDE would perform as desired. We have found their support and expertise throughout the NMTC process to be quite valuable, and that their fee structure is fair. We highly recommend CBO Financial for any consultative services related to the NMTC program.”
Ed Gray III
Neighborhood Centers, INC.
“CBO Financial was instrumental in helping us to finance a community center, which could not have been built without the flexible financing provided by CBO; we found the CBO team to be highly competent, professional and they delivered what they promised. I highly recommend that other nonprofits work with the team at CBO Financial for their project financing needs.”
Vice President & CFO
“CBO Financial provided tremendous support and leadership in the submission of a successful NMTC application for Volunteers of America. They guided us each step of the way, providing thoughtful and timely expert advice as the organization developed the application. We look forward to working closely with them as we begin the operations of the CDE and start to close transactions.”
VP & Finance