Turnkey compliance support to protect your incentive portfolio.

Our compliance support begins with understanding your business’s full incentive picture and obligations, including building a complete picture of the incentives and grant obligations on your books, including any we’ve helped you negotiate. Our team reviews each agreement to catalog reporting deadlines, job and investment thresholds, capital spend requirements, and clawback triggers, then organizes the data into a centralized portfolio. This gives understaffed tax, accounting, and finance teams an accurate view of what’s owed and when, relieving the administrative burden that often comes with incentive packages.

We track each filing deadline, certification, and milestone across your incentive portfolio and manage your compliance calendar to ensure nothing slips through the cracks. Our team prepares and submits required reporting on your behalf, coordinates with the relevant agencies, and keeps your internal stakeholders informed with regular status updates, freeing them up to focus on their main day-to-day responsibilities.

We strive to capture the full value of every incentive you’ve earned. Our team identifies risks that could jeopardize an award, flags gaps before they become costly clawbacks or penalties, and looks for opportunities to stack, extend, or renegotiate terms as your business evolves.