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.

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.