Project Planning

Project Planning & Financial Modeling Services

Get your project off to the right start by identifying anticipated predevelopment expenses, project budget, sources and uses of funds, cash flow forecasts and debt service coverage.

Project Planning & Financial Modeling Services

A solid project requires adequate planning and financial modeling. CBO Financial has the experience and expertise to help you to avoid project failure due to common oversights when it comes to financial modeling.

Fluctuating market conditions can have an impact upon any project strategy. Market analysis and financial modeling helps to avoid potential changes to a project and creates a spectrum of options designed to mitigate risks. Working with the right project management team will result in a plan that meets your organization’s needs while achieving optimal efficiency, budget adherence, and minimizing risk.

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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

Financing Request Package Development

Assistance in developing detailed financing request packages

Structured Financing Solutions

such as tax-exempt bonds and tax-credit financing structures

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.

RACP APPLICATION PREPARATION

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

Puerto Rico Financing Assistance

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