Municipal Advisory Services for Local Governments
Serving as an independent municipal advisor for cities, counties, townships, villages and towns
Municipal Advisory Services for Local Governments
Heidi L. Amspaugh
Principal
Elizabeth Bergman
Principal
Brian Colton
Principal
Brian S. Cooper
Principal
Brad E. Elmer
Managing Director
David Erdman
Managing Director
Jason G. Semler
Principal
Baker Tilly Municipal Advisors are passionate about helping local governments enhance their communities. That’s why we created a top ten municipal advisory firm within one of the nation’s largest accounting and advisory firms.
At a glance
Local governments have challenges that are different from other public sector entities. These include developing long-range strategic plans and utilizing various funding sources to enhance the community. We also assist with projecting changes in tax revenue and finding new revenue sources, funding ongoing enhancements to the community and structuring the most advantageous economic development packages. Baker Tilly Municipal Advisors’ goal is to help you craft complete strategies to address your most pressing opportunities and challenges.
Our team is comprised of financial advisors and consultants, many of whom have roots as local government leaders. This experience from the “other side of the desk” means they have a strong understanding of the issues you face and the need to balance the priorities of multiple stakeholders.
Solutions for local governments
- Official statements and bond sale preparations
- Presentations to bond rating agencies
- Evaluation of bond insurance proposals
- 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
Capital planning
- Debt management solutions
- Long range capital planning and implementation
- Project planning and financial development
- Developing and evaluating funding alternatives
- Financial presentations to elected officials and stakeholders
Strategic planning
- Fiscal assessments
- Comprehensive financial plans
- Long range strategic planning
Municipal and financial advisory
- 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
Strategic planning
- 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
BTMA+ is a suite of solutions to help you meet your goals.
Finance training and support
- Assisting new finance directors
- Outsourced finance services
- Cash advisory services
- Grant support
Financial management and accounting
- Bank reconciliations
- General ledger maintenance
- Audit preparation
- Financial statement preparation
- Comprehensive financial planning
- Management and operational studies
Budgeting and planning
- Budget forecasting and preparation
- Budget workshops for governing bodies and leadership
- Budget monitoring and reporting
- Community goals assessment and establishment
- Strategic funding plan development
- Multiyear plan execution
- Plan progress evaluation and monitoring
Resources
