The OZ Summit
OZ Summit
CUSTOM OZ FUND
$10,000+
Annual Membership to the OZ Weekly Ascent
starting at
STRATEGY CALL
START HERE
$249+
Discuss entity structuring options
Determine need for legal counsel
Questions answered in real time
OZ WEEKLY ASCENT
COMPLIANCE Q&A's
$349/month
Weekly Access To Ashley Tison
OZ tools, community, coaching and support necessary to keep your OZ fund compliant
INCLUDED!
*Included with your OZ Summit package
Happy Travelers
Fully customized OZ fund built with you. Ashley Tison "Your OZ Sherpa" and his team will guide you to the tax savings summit!
© 2019-2023 OZPros. All rights reserved.
“The quality of the work is astronomical. It’s beyond expectation. We’ve been extremely satisfied. We made the right decision.”
John Hilgers - Clearskies
“Ashley Tison knows everything there is to know about Qualified Opportunity Zones, Qualified Opportunity Funds; he knows it cold.”
Joseph Chiavone - Wisenbaker Builder Services
Ashley Tison
John Vachon
The OZ Sherpa
Senior OZ Strategist
The Opportunity Zone path has been traveled by many people just like you. Most don’t realize it often requires a weekly climb, tailored tools and a long term commitment. But the journey is well worth the effort and will take you up a meaningful path of doing well by doing good.
- Articles of Organization
- Operating Agreement
- State Filing Service
- Registered Agent Service
- 31-Month Business Plan Template
The OZPros will guide you throughout your OZ journey with live events, tools, community, coaching, accountability, and support necessary to keep your OZ fund on the right path.
We created the OZ Summit package to get your Opportunity Zone entities up and running as quickly as possible in the simplest and easiest manner. Let us do the heavy lifting so you can start reaping the benefits of the Opportunity Zone program.
Let us save you time, money, and give you peace of mind about your taxes as we help you do opportunity zones.
DO WELL BY DOING GOOD
OZ Weekly Ascent
Membership Options
Questions? Contact Us ➤
Questions? Contact Us
LET US DO THE HEAVY LIFTING!
We’ll customize and build an OZ Fund just for you!
FULL SERVICE OPPORTUNITY ZONE ADVISORY FIRM
Use the contact form if you would like to inquire about our The OZ Summit package. We will respond via email or phone as soon as we can, generally the same or next business day.
Prominent collaborator and influencer in the OZ arena, sharing my expertise through advising/moderating several groups within OZWorks and OZPros.
Ashley Tison "The OZ Sherpa", is founder of OZPros and a leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies.
Your Highly Specialized OZ Guides
formerly "Done For You"
- OZ Compliance Checklist
- Pitch Deck
- Ongoing Compliance Services
- Fund Administration Services
- Annual Membership to the OZ Weekly Ascent!
We recommend scheduling a Strategy Call with us to start this process so we can grab some basic information from you and learn about your project and goals. If you already had Strategy Call with the OZPros team or if you're not ready to do so...you can fill out the form below.
