The First Steps Pre-Marketing Lowers Borrowing Costs
Developing the Financial Plan Ongoing Monitoring Service
Document Preparation Professional Referenda Services



The First Steps 

  • Initial Review
     
    We will meet with you to thoroughly discuss your current financial position, your anticipated financing needs and capabilities. We will review the legal aspects of your project. We will also review outstanding debt refunding and defeasance possibilities.

  • Management
     
    We will manage and coordinate all planning and issuance matters with bond counsel and staff members. Where appropriate, we will review and recommend rating agencies and/or bond insurance proposals.

  • Principals and Staff Availability
     
    A principal of our firm always closely monitors each phase of the underwriting/financial planning process. The principal and staff members will be available to discuss the financing plan at any time during the development process. We will attend public meetings at your request.










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