For over 35 years, this public finance and economic development advisory Firm, has supported municipalities in identifying, evaluating and executing successful redevelopment projects. They have a reputation as one of the leading regional public finance advisors in the state. The Firm has developed strong relationships with their clients leading to 70% repeat business with its largest 2019 client representing only 8% of total revenues. They conduct approximately 100 engagements annually. As a Company qualified under SEC regulations, they utilize sophisticated economic development strategies including advising on the issuance of bonds to meet the financing needs of their loyal customer base. The Firm’s staff consists of dedicated professionals having a great deal of longevity and a deep understanding of the market place.
This is a great opportunity for an individual knowledgeable in public finance and economic development or for an existing firm seeking to grow via an acquisition. The office space is central to the business community and consists of 4,014 sq ft. with many private offices. The business has been pre-qualified for SBA bank financing with the seller also willing to provide up to 10% of seller financing to a qualified buyer. The seller will provide the new owner with needed training and will assist with creating a smooth transition to its processes and customer base.