Selected Casework

Recent engagements spanning each of our practice areas.

01

Grant Strategy & Proposal Writing

Local Preschool — Non-Profit & Mission-Driven

Partnered with a local preschool to identify funding opportunities aligned with its mission and developed a competitive grant proposal on its behalf — from research and positioning through final submission.

Grant successfully awarded
02

Developer Due Diligence Report

Local Municipality — Public Sector & Economic Development

Conducted a due diligence review of a private property developer on behalf of a local municipality considering a financial partnership, including a loan, with the firm — assessing risk before public funds were committed.

Report delivered to inform the municipality's decision
03

DDA Tax Increment Financing Plan

Downtown Development Authority — Public Sector & Economic Development

Led the development of a TIF plan for a Downtown Development Authority, structuring the financing mechanism to support district investment priorities and guiding it through the formation and approval process.

TIF plan adopted by the board
04

Annual Fundraising Committee Strategic Plan

Community Fundraising Committee — Non-Profit & Mission-Driven

Led strategic planning for an annual fundraising committee, clarifying goals, roles, and a year-over-year campaign approach to build a more consistent, repeatable fundraising process.

New strategic plan adopted for the campaign
05

Facility Assessment & Strategic Plan

Regional Fairgrounds Association — Human Capital & Organizational Strategy

Leading a facility-wide assessment and multi-year strategic plan for a regional fairgrounds, prioritizing safety and infrastructure needs alongside a coordinated grant and fundraising strategy to support near-term and long-range capital projects.

Engagement underway