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Empowering Innovation and Strategy Development

End-to-End Project Management Services

Is your organization facing critical questions about project initiation, financing, and compliance? Strategy offers comprehensive project management services to address your concerns, improve performance, and turn your project into a reality.

Getting Started

We provide guidance on initiating your project and navigating the initial stages effectively. We specialize in guiding strategic initiatives from inception, navigating the initial stages with precision. Our team assists in formulating the right queries and maximizing your access to incentive programs and financing sources. Also, we ensure that your project complies with all rules and regulations throughout its lifecycle.

External Expertise Partners

We collaborate with external expertise partners as needed, including real estate, tax, environmental, corporate structure, private equity, tax planning, mergers, and acquisitions specialists. Additionally, we offer recommendations for key project players such as surveyors, engineers, architects, contractors, and accountants.

Frequently Asked Questions About Our Services

Not every resource needs full-time involvement. We efficiently utilize seasoned experts, pulling them in as needed with a clear scope to maximize financing and incentives.

At Strategus, we bring extensive experience and expertise to:

  • Economic Development Incentives: Procurement and Management
  • We specialize in identifying, structuring, and managing the procurement and implementation of economic development incentives tailored to your specific needs.
  • Debt and Equity Financing, Procurement and Management
  • Our team excels in identifying, structuring, and managing the procurement and implementation of debt and equity financing solutions, ensuring they align seamlessly with your project goals.
  • Customized Incentive and Financing Solutions
  • We expertly layer the right mix of incentives and financing sources to create a bespoke solution that optimally suits your unique project requirements.
  • Comprehensive Project Support
  • From concept to funding and compliance, we provide end-to-end support, ensuring your overall incentive and financing package is successfully implemented and remains compliant throughout its lifecycle.

Strategus excels at integrating various incentives and financing sources, including Tax Increment Financing (TIF), Economic Development for a Growing Economy (EDGE) tax credits, and Federal New Markets Tax Credit (NMTC) financing, among others. Our proven strategies apply innovation and creativity to streamline the incentives and financing process for diverse projects.

  • Advanced Integration Strategies
  • We adeptly combine basic state and local incentives with more complex federal, state, and local economic development incentives to optimize project outcomes. For instance, we may combine federal NMTC financing with other federal and state investment tax credit programs to enhance project equity and cash flow.
  • Tailored Solutions for Rural Communities
  • In rural settings, we leverage programs like the Federal HUD Section 108 loan program, State Regional Cities Grant Proceeds, and the USDA Business and Industry Loan (USDA B&I) guarantee program, in conjunction with Federal NMTC financing, to effectively address specific community needs.
  • The Need for Comprehensive Solutions
  • In today's landscape, projects often require more than just basic incentives. Strategus ensures your project receives the advanced support and tailored solutions it needs to succeed.
  • Foundational State and Local Incentives
  • Strategus has a strong foundation for managing basic state and local incentives. This includes job growth incentives like Indiana's EDGE, workforce training incentives such as Indiana's Skills Enhancement Fund, and new capital investment incentives like Indiana's Hoosier Business Investment Tax Credit. Additionally, we are adept at navigating primary local incentives such as property tax abatement, ensuring your project benefits from a comprehensive incentive strategy.

Strategus specializes in managing intricate federal, state, and local incentive processes, going beyond the basics to integrate diverse incentives tailored to each project's needs. Our comprehensive services encompass combining and integrating various incentives, ensuring optimal outcomes for our clients. Trust our seasoned team to navigate complex incentive landscapes effectively and bring your projects to fruition.

Strategus extensive complex federal, state, and local incentive experience includes:

  • Federal New Market Tax Credit Allocations and Related Funding (Obtaining the Allocation and the Leveraged Loan).
  • State New Market Tax Credit Allocations and Related Funding (Obtaining the Allocation and the Leveraged Loan).
  • Federal Historic Tax Credit (Obtaining and Monetizing the Tax Credit).
  • State Historic Tax Credit (Obtaining and Monetizing the Tax Credit).
  • State Community Revitalization Enhancement District (CRED) Tax Credit (Obtaining and Monetizing the Tax Credit).
  • State Industrial Recovery Tax Credits (Obtaining and Monetizing the Tax Credit).
  • Other State Investment Tax Credit (Obtaining and Monetizing the Tax Credit).
  • Federal Community Development Block Grants (CDGB).
  • Federal New Market Tax Credit Leveraged Federal HUD Section 108 Loans.
  • Federal New Market Tax Credit-Leveraged Local TIF Lender Loans.
  • Federal New Market Tax Credit Leveraged Federal EB-5 Loans.
  • Federal USDA Business and Industry (B&I) Loan Guarantees Are Used to Secure NMTC Loans.
  • Local Tif is Used to Secure NMTC-Leveraged Loans.
  • Leveraged State Ventured Capital Investment Tax Credit (Leveraging and Monetizing the Tax Credit).
  • State R&D Tax Credits (Monetized).
  • Federal Low-income Housing Tax Credits for Affordable Assisted Living Facilities.
  • Federal Tax Bonds Are Used to Finance Affordable Assisted Living Facilities.
  • Local Payment in Lieu of Tax PILOT for Affordable Assisted Living Facilities.

Strategus offers comprehensive project financing services, encompassing analysis, planning, structuring, and facilitation of both traditional and nontraditional debt and equity financing sources. Our leadership ensures a single point of contact for each client throughout the project financing lifecycle.

Strategus extensive financing experience includes:

  • Traditional Debt Financing (Real Estate and Private Companies).
  • Traditional Equity Financing (Real Estate and Private Companies).
  • Nontraditional Debt Financing.
  • TIF (Tax Increment Financing)-Backed Bonds.
  • Other Special Taxing District Local Option Tax Backed Bonds.
  • Industrial Revenue Tax-Exempt Bonds.
  • 501(c) Tax-exempt Bonds.
  • SBA Loan Guarantee Programs.
  • USDA Loan Guarantee Programs.
  • HUD CDBG 108 Loan Program.
  • New Markets Tax Credit Leverage Loan Financing.
  • EB-5 Financing.
  • Regional Cities Initiative Financing.
  • Affordable Housing Section 142 Bonds.
  • Nontraditional Equity Funding From the Sale of Tax Credits.
  • Federal New Markets Tax Credits.
  • Federal Historic Tax Credits.
  • Federal Renewable Energy Tax Credits.
  • Federal Low-Income Housing Tax Credits.
  • State Venture Capital Investment Tax Credits.
  • State Community Revitalization Enhancement District Tax Credits.
  • State Industrial Recovery Tax Credits.
  • State New Markets State Credits.

Effective Compliance Management

At Strategus, we initiate incentive compliance procedures at the onset of the incentive procurement process. As incentives grow in complexity, so does the compliance workload. We provide essential administrative support to ensure you maximize incentives and financing. Start your project confidently with the CRS. Team's procurement and compliance services. Contact us today.

Meet Our Team

Frank Hoffman Managing Director & Founder, CRS.Team LLC

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Robert “Bob” Poznanski Managing Director of CRS.Team

New Markets Tax Credit (NMTC) Support Services

Lex Dennis Managing Director-Client Services

New Markets Tax Credit (NMTC) Support Services

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Debra Griggs Executive Manager

New Markets Tax Credit (NMTC) Support Services

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Catherine Hoffman Executive Manager

New Markets Tax Credit (NMTC) Support Services