Create Or Optimize Your OZ Fund…
We help investors and project managers:
Plan Your Investing Strategy / Fund Structure
Launch Your Own Fund
Keep Your Fund In Compliance
Strategy Call
60 Minute Phone Call with a Certified OZPro
$499
- 60-Minute OZ Brainstorming Call
- Discuss Entity Structuring Options
- Determine Need For Legal Counsel
- Questions Answered In Real Time
The OZ Summit
Fully customized OZ fund built with you. Ashley Tison “Your OZ Sherpa” and his team will guide you to the tax savings summit!
$11,500+
- Articles of Organization
- Operating Agreement
- State Filing Service
- Registered Agent Service
- 31-Month Business Plan Template
- Fund Administration Services
- Includes annual membership to the OZ Weekly Ascent
OZ Weekly Ascent
Weekly guidance in the form of live events, tools, community, coaching, accountability and support necessary to keep your OZ fund compliant.
$349/mo
- OZ Compliance Checklist
- Weekly Call With OZPro Team
- Questions Answered In Real Time
- Includes monthly membership to OZworks Group ($49.99 value)
Add-On Services Available
State Filing
File your Articles of Organization with your state of choice.
QOZB Creation
Articles of Formation, Operating Agreement, and EIN for the fund’s underlying QOZB.
Construction Contract
Agreement between developers and contractors for smooth construction.
Pro Forma
File your Articles of Organization with your state of choice.
Registered Agent
Designation of a registered agent to receive service process in your state of choice.
Working Capital Safe Harbor
A working capital safe harbor business plan ensures your QOZB will remain in compliance.
Pitch Deck & PPM
Take your fund to market, and soft-circle capital with marketing documentation.
Compliance
Ongoing administration to help your fund comply with IRS qualified opportunity zone regulations.
Take Your First Step with OZPros
Strategy
Call
Schedule Your OZ Strategy Call To Get Started
To schedule your call: click here
- 60-Minute Zoom or Phone Call with the OZPros team.
- Get a 30,000-foot overview of Opportunity Zones.
- Shape out your OZ strategy and determine your need for legal counsel.
- Discuss how to best structure your own OZ fund or business.
- Determine next steps and chart a path forward.
- Engage with OZPros to begin our Done-For-You Process.
Done-For-You Process
Intake Process
Invoice Paid Engagement Signed
Entity Formation
QOF / QOZB
Organizing Docs
Return in 5 Business Days
Customer Testimonials
“The quality of the work is astronomical. It’s beyond expectation. We’ve been extremely satisfied. We made the right decision.”
John Hilgers
Clearskies
