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CBO Financial

Services

We can assist you in planning and securing financing for your projects.

New Markets Tax Credits

The primary focus of CBO Financial is helping low-income communities to experience economic revitalization through the application of the New Markets Tax Credit (NMTC) program. NMTC investors make investments in companies known as Community Development Entities (CDEs) that in turn make loans to businesses in low-income communities.

Borrowers

Provide capital where previously unavailable to qualified borrowers.

Investors

NMTC essentially guarantees return of investment plus a return on the investment.

To States, Municipalities, and/or EDAs

Opportunity to combine public funding with tax credits to induce development.

Bringing Private Capital to Disinvested Communities

One of the persistent economic challenges that communities living with low incomes across the nation face is the lack of access to private investment capital for local business and real estate projects, especially in communities of color.

New Markets Tax Credit Program Advantages

  • Intended for financing projects in disinvested areas
  • Flexible financing optiones designed to support a spectrum of beneficial social projects
  • Promotes private investments; enabling multi-million-dollar financing deals
  • Affordable loans with conditions and terms that tend to be more favorable than traditional financing.
  • Offers investors federal tax credits
Free Project Analysis

NMTC

- New Markets Tax Credits -
Financing for projects located in low income communities

New Markets Tax Credits Services

NMTC Financing Services
CBO Financial specializes in helping low-income communities accelerate economic revitalization through the New Markets Tax Credit (NMTC) program. The CBO team can take a leadership role in developing an NMTC Allocation Application for financial institutions that have a pipeline of projects, or develop NMTC Request Packages for individual projects.
USDA Economic Development Projects
CBO Financial assists in securing grants, loan guarantees, and direct loans for infrastructure improvements in rural communities, including water and waste treatment, electric power, and telecommunications services.
EPA Funding Applications
Expert guidance in applying for environmental grants and funding opportunities to support sustainable development projects.
Historic Tax Credit Application Assistance
Guidance and support in applying for federal historic tax credits to preserve and rehabilitate historic properties.
The New Markets Tax Credits program offers an excellet opportunity for both investors and borrowers. We can help facilitate financing for a broad range of community projects. Learn more about the NMTC program and contact us today for a free project analysis or with any questions you might have.
New Markets Tax Credits

Other Financing Services

CBO Financial can take a leadership role in developing a capital stack for transformative projects in disadvantaged communities or fill a gap for projects that have almost all the capital they need to proceed by being an access point to a variety of federal programs. Expert guidance is provided for strategy development, followed by drafting narrative responses and assembling (or preparing) the myriad documents associated with federal funding applications.

Expert Guidance for Securing Financing

We offer specialized services to secure financing for transformative projects, including:

Project Planning and Financial Modeling

Comprehensive planning and financial modeling for project feasibility and sustainability
Project Planning And Financial Modeling

Financing Request Package Development

Assistance in developing detailed financing request packages
Financing Request Package Development

Structured Financing Solutions

such as tax-exempt bonds and tax-credit financing structures
US Department of Agriculture Programs (USDA)

HISTORIC TAX CREDIT APPLICATION Assistance

CBO Financial can assist and take a leadership role in developing both Part I and Part II federal and state Historic Tax Credit applications.
HISTORIC TAX CREDIT APPLICATION Assistance

RACP APPLICATION PREPARATION Assistance

Redevelopment Assistance Capital Program is intended for regional economic, cultural, civic, recreational, and historical improvement in Pennsylvania.
PENNSYLVANIA RACP APPLICATION PREPARATION

Puerto Rico Financing Programs Assistance

Puerto Rico financing programs offers many community development opportunities for mainland investors and local business owners.
Puerto Rico Financing Programs Assistance

Additional Services

We provide a range of services to help plan and finance projects in low-income communities, including:
• Below-Market Loans and Subsidies: Access to financing sources like New Markets Tax Credits and Historic Tax Credits
• Education & Training: Programs to build capacity and enhance skills of community development professionals
• Financing Readiness Assessment: Evaluations to prepare projects for financing applications
New Markets Tax Credits (NMTC)
NMTC Services
Other Financing Services

CBO Financial focuses on economic revitalization in low-income communities through the NMTC program. NMTC investors make investments in Community Development Entities (CDEs) that provide loans to businesses in these communities.

  • Borrowers: Provide capital where previously unavailable
  • Investors: NMTC guarantees return of investment plus a return on the investment
  • States, Municipalities, and/or EDAs: Combine public funding with tax credits to induce development
  • CDE Certification: Form an entity with a primary mission of serving low-income communities to apply for NMTCs
  • NMTC Placement: Secure flexible, forgivable financing for up to 25% of project cost
  • NMTC Consulting: Consultations to ensure organization preparedness for the NMTC program
  • NMTC Allocation Application: Source maps of viable NMTC areas and identify project locations
  • USDA Programs: Community Facilities and Rural Utilities Programs for community development
  • Historic Tax Credit Application Assistance: Leadership in developing federal and state Historic Tax Credit applications
  • RACP Application Preparation Assistance: Support for Redevelopment Assistance Capital Program applications in Pennsylvania

You see challenges. We see possibilities.
Your community sees change.

Established in 1999, CBO Financial is a financial consulting firm that specializes in helping businesses secure funding for development projects in the nation’s most distressed communities. Our experts understand how to present economic, environmental, and societal benefits to public and private organizations so your project receives the funding it needs to move forward quickly and reasonably. A CBO Financial subsidiary, Community Development Funding, LLC, has received six awards under the federal New Markets Tax Credit program totaling $150M. In addition the team has taken a leadership role in securing 18 awards for clients totaling over $400M.

The funding is out there

CBO can be your access point for various federal financing and subsidy programs, including CDFI Fund, EPA, USDA, and other agencies.
Programs
community-development-project-financing

A SIGNIFICANT IMPACT

CBO is on a mission to elevate the lives of people in distressed communities by providing flexible, below-market gap financing to high-impact projects that cannot otherwise move forward.
Programs
low-income-community-development-project-financing

MILLION-DOLLAR STORIES

The CBO team has funded over $1 billion in projects for local and national nonprofits, for-profit developers, and municipal agencies. Our team can help you find the low-cost financing or new market tax credits needed for your projects.
Programs

Does Your Project Qualify for Low-Cost Financing or New Markets Tax Credits?

Reach out to our specialists to discuss how we can work together.
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