Services | OZPros

Strategy Call - Not sure where to begin?

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Services

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

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Strategy Call

60 Minute Phone Call with a Certified OZPro

$249

  • 60-Minute OZ Brainstorming Call
  • Discuss Entity Structuring Options
  • Determine Need For Legal Counsel
  • Questions Answered In Real Time
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Done For You

Fully Customized OZ Fund Built For You By OZPros Team. Pricing starts at…

$5,999+

  • Articles of Organization
  • Operating Agreement
  • State Filing Service
  • Registered Agent Service
  • 31-Month Business Plan Template
  • OZ Compliance Checklist
  • PPM and Pitch Deck
  • Ongoing Compliance Services
  • Fund Administration Services
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OZ Compliance

Ongoing Compliance Program for QOZ / QOZBs

$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 Testimonial

Joseph Chiavone

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

John Hilgers

Clearskies

John Hilgers

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

Joseph Chiavone

Wisenbaker Builder Services

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Not sure where to begin?