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.

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.
Get a Free Project Analysis

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

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.
Our Services
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The funding is out there

CBO can be your access point for a variety of federal financing and subsidy programs, including those offered by the CDFI Fund, EPA, USDA and other agencies.
Programs
community-development-project-financing

 a Significant Impact

CBO is on a mission to help elevate the lives of people living in distressed communities by providing flexible, below-market gap financing to high-impact projects that cannot otherwise move forward. Does your project qualify for financing?
Team
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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.
Projects

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.
Get a Free Project Analysis