Services | OZPros

Your Next Step: Get a clear roadmap based on your OZ needs and goals

city overview


You may have heard about the Opportunity Zone program, but how do you actually use it to mitigate taxes and/or raise capital for your OZ transaction?

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


  • 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!


  • 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.


  • 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.


Ongoing administration to help your fund comply with IRS qualified opportunity zone regulations.

Take Your First Step with OZPros


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


Organizing Docs

Return in 5 Business Days

Customer Testimonials

John Hilgers

“The quality of the work is astronomical. It’s beyond expectation. We’ve been extremely satisfied. We made the right decision.”

John Hilgers


Joseph Chiavone

“Ashley Tison knows everything there is to know about Qualified Opportunity Zones, Qualified Opportunity Funds; he knows it cold.”

Joseph Chiavone

Wisenbaker Builder Services

Not sure where to begin?