Incentives Advisory
Every year, federal, state and city governments across the United States invest over $170 billion of incentive funding into private businesses. Taking advantage of available incentives programs can fill financing gaps and turn planned projects into a reality.
Incentives Advisory
At a glance
You only get one opportunity to make your case for business incentives. Using a strategic approach positions your project for the most favorable award and provides an advantage in the marketplace.
As a business grows, there are critical decisions that impact the direction leadership takes to achieve their goals. Increasing headcount, expanding an existing location and developing a new facility are just a few considerations to define growth for a company. What organizations may not realize is the economic impact growth projects have which in turn, makes them attractive for available incentives.
Taking a comprehensive view of incentive opportunities can provide value in both the short term and long term. Often times, these incentive packages are a crucial piece to a funding structure for the project to be completed.
- New Markets Tax Credits
- Opportunity Zones
- State and local credits and incentives
- Job creation and retention credits
- Tax increment financing
- Property Assessed Clean Energy (PACE)
- Historic Tax Credits
Featured case studies
How Baker Tilly guided Bakerly’s expansion with strategic site selection
Bakerly engaged Baker Tilly to identify the optimal location for future food production capacity through a detailed site suitability analysis with a comprehensive supply chain scenario review and to secure credits and incentives for the project.
Baker Tilly helps Pallidus secure incentives for new manufacturing facility in South Carolina
Pallidus Inc., a leading manufacturer of silicone-carbide semiconductor wafers, engaged Baker Tilly to assistance in securing state and local incentives for a new manufacturing facility in Rock Hill, South Carolina.
mHUB uses NMTC financing to acquire and rehabilitate historic building in Chicago for new headquarters
The Baker Tilly Capital team's historic tax credit consultants helped mHUB secure $36.6 million of New Markets Tax Credit (NMTC) financing to acquire and rehabilitate the historic 240 N Ashland Blvd clock-tower building in Chicago.
Pawnee Nation of Oklahoma utilizes NMTCs to construct new behavioral healthcare center
The Baker Tilly Capital team helped Pawnee Nation of Oklahoma pool capital together from various sources to construct their new inpatient and outpatient behavioral health and substance use disorder treatment facility.
Lac Courte Oreilles Tribe constructs new community healthcare center with the help of NMTCs
The Baker Tilly Capital team helped the Lac Courte Oreilles Tribe secure $44.3 million of New Markets Tax Credit financing from multiple Community Development Entities to construct their new behavioral health center.
Bringing a Kansas City building back to life
Baker Tilly Capital's incentives advisory team helped secure more than $18M financing package using credit and incentive programs to revitalize a historic structure in the heart of Kansas City.
Brakebush Brothers’ hometown expansion creates over 70 jobs in Wisconsin
Brakebush Brothers, a leading poultry processing firm, seeks expansion to satisfy customer demand. This resulted in high employment growth as the contingency of a five year plan made in state income tax credit to make the expansion possible.
Better together
Baker Tilly Expands Specialty Tax Services with Invoke Tax Partners
Baker Tilly acquires Invoke Tax Partners, a nationally recognized state and local tax specialty firm based in Dallas. This acquisition enhances Baker Tilly’s capabilities in real estate and business personal property tax, sales and use tax and severance tax.
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