Municipal Advisory
Baker Tilly’s municipal advisory team works with public sector entities including local governments, schools, utilities and economic development agencies to help resolve financial issues, enhance and protect value and improve the quality of life for their communities. Our team of independent municipal advisors is held to a higher standard of service due to our fiduciary responsibility - advocating for clients with no competing interest assures the client of the greatest objectivity in analyzing, determining and planning.
Municipal Advisory
By the numbers
As of June 3, 2025, Baker Tilly and Moss Adams have merged. Combined statistics are based on data currently available. Actual counts may vary slightly and will be finalized during the integration process.
Who we serve
We help state departments, cities, villages, towns, and counties manage financial complexity with clear, actionable strategies. From forecasting revenue to structuring funding plans, our advisors bring firsthand government experience to deliver practical, balanced solutions to your community.
We work directly with school districts and libraries to build financial strategies that are practical, data-informed, and built for long-term success. Our advisors bring firsthand experience in education leadership to help you plan for capital needs, improve transparency and adapt to evolving demands.
Utilities seek smarter, cost-effective ways to meet rising service demands. Our advisors create tailored financial plans to help utilities manage complexity, meet regulations, and stay ahead of change.
Economic development is about building thriving communities, not just growth. We guide leaders through incentives, planning and financial readiness to turn vision into long-term impact.
Case Study
Baker Tilly analysis guides Atlantic coast town on sports P3 investment
View the case studyColleges and universities need bold, resilient financial strategies to thrive in a changing landscape. We help leaders define goals, modernize operations and build sustainable futures.
Article
Facing the future: How higher education institutions can thrive under a new federal compact
Read the articleOur solutions
Whatever your municipal advisory needs may be, Baker Tilly is ready to meet you where you are—with a full range of services designed to evolve with your community’s goals.
We don’t just solve problems, we help you discover opportunities, design strategies and deliver results. From accounting and capital planning to public finance and economic development, our advisors bring bold thinking and specialized knowledge to every engagement.
- Capital project planning and debt issuance
- Long range capital planning and implementation
- Project planning and financial development
- Developing and evaluating funding alternatives
- Financial presentations to elected officials and stakeholders
- Official statements and bond sale preparations
- Credit rating support and services
- Presentations to bond rating agencies
- Evaluation of bond insurance proposals
- Pricing advisory services for competitive bond sales, negotiated bond sales and private placements
- Competitive bond sales and electronic bidding services
- Refinancing debt
- Negotiated bond sales and private placements
- Coordination of bond closings
- Assistance to the trustee bank
- Parity reports
- Escrow verifications
- In-progress construction reports
- Arbitrage rebate calculations
- Annual continuing disclosure filings
- Debt management
- Post-issuance compliance
- Bond proceeds investment services
- Operating funds investment services
- Comprehensive banking services
- Investment policy review
- Community and school district goals assessment and establishment
- Strategic funding plan development
- Multiyear plan execution
- Plan progress evaluation and monitoring
- Across the board rate analysis
- Cost of service rate analysis
- Regulatory commission support
- Expert testimony
- Wholesale cost of service
- Audit preparation and financial reporting
- Debt management planning for infrastructure projects
- Financial management reports and budget assistance
- Litigation support services/expert testimony
- Negotiating inter-governmental agreements for utilities
- Privatization and municipalization analysis relating to utility ownership
- Studies of impact and fairness in utility wholesale charges
- Sustainability planning
- Economic development financial planning
- Private, federal and state incentive structuring and negotiation assistance
- Tax increment financing (TIF) and incentive administration services
- Project financing
- Project financial and economic impact analyses
- Tax credit assistance
- Local and regional economic development strategic planning
- Policy positioning and development
- Revitalization strategies
- Retail and small business support strategies
- Public-private partnership (P3) strategies
- Stakeholder education and engagement
- Project facilitation, implementation and evaluation
- Strategic funding planning and implementation
Public sector power hour
This monthly webinar series is designed to tackle the most pressing challenges and opportunities facing public sector entities. Each month, we bring you new, timely topics, featuring panelists and guest speakers who will share best practices and valuable resources.
Featured solutions
In addition to municipal advisory services, we collaborate with fellow public sector Value Architects™ to deliver the following solutions:
Public Sector Advisory
Our mission is building strong communities.
Center for Government Resiliency
Plan today to thrive tomorrow.
Government Funding & Compliance Advisory
Unlock and optimize your funding potential.
Public Sector Investment Services
Providing fixed-income portfolio management and institutional investment advisory services exclusively to the public sector.
Inflation Reduction Act Tax Credit Solutions
The Inflation Reduction Act (IRA) includes the largest clean energy incentive effort in U.S. history. Find out how your organization can leverage IRA energy tax credits to save as much as 50% or more on qualifying project costs.
Public sector professionals
