Our Services
Structured accountability for every incentive agreement.
We offer three core services that work together to protect public funds — from the moment an incentive is awarded through the full lifecycle of the agreement.
Incentive Monitoring
Systematic oversight of every commitment, every cycle.
Economic incentive agreements contain dozens of performance commitments — job creation targets, wage thresholds, capital investment benchmarks, timeline milestones, and more. Without a dedicated monitoring system, these obligations are easily lost in the shuffle of day-to-day government operations.
We build a structured tracking framework around your existing agreements, cataloguing every commitment and establishing a clear schedule for verification. Our team monitors progress proactively — flagging potential gaps before they become unrecoverable losses.
What We Deliver
- Comprehensive agreement inventory and commitment mapping
- Custom tracking framework for each incentive type
- Milestone calendars with automated alert triggers
- Quarterly status reporting for government stakeholders
- Documentation repository for audit readiness
"Nothing falls through the cracks."
Compliance Verification
Evidence-based review that holds up under scrutiny.
Claiming compliance is easy. Proving it requires documentation, methodology, and independence. Our compliance verification process is designed to produce findings that are defensible — in negotiations, in public reporting, and in legal proceedings if necessary.
We conduct structured reviews of recipient-submitted documentation, cross-reference claims against third-party data sources, and apply consistent standards across your entire incentive portfolio. Every finding is documented with supporting evidence and a clear methodology.
What We Deliver
- Structured compliance review protocols for each agreement type
- Third-party data cross-referencing (employment records, tax filings, permit data)
- Documented findings with supporting evidence
- Compliance scorecards for each incentive recipient
- Recommendations for corrective action where gaps are identified
"Findings that hold up under scrutiny."
Recovery & Recapture
When commitments fall short, we help recover what's owed.
Non-compliance doesn't have to mean a permanent loss for taxpayers. When our verification process identifies shortfalls, we guide governments through the recapture process — calculating the appropriate clawback amount, preparing the necessary documentation, and supporting negotiations with the recipient.
Our team has experience navigating the legal and political complexities of incentive recapture. We work collaboratively with your legal counsel and economic development staff to pursue recovery in a manner that is firm, fair, and fully documented.
What We Deliver
- Non-compliance determination reports with supporting evidence
- Clawback calculation methodology and amount documentation
- Recapture demand letter preparation support
- Negotiation support and settlement documentation
- Post-recovery reporting for public accountability
"Non-compliance doesn't have to mean a permanent loss."
Three services. One mission: ensure that every incentive dollar paid is an incentive dollar earned.
The Full Picture
These services are designed to work together.
Most governments engage us for all three — because monitoring without verification leaves gaps, and verification without recovery leaves money on the table. Together, they form a complete accountability system.
Monitoring
Establishes the baseline — what was promised, when, and by whom.
Verification
Confirms whether those promises were kept, with evidence to back it up.
Recovery
Ensures that shortfalls result in recapture, not just documentation.
Ready to build accountability into your incentive portfolio?
We'll start with a no-obligation consultation to understand your current agreements, identify gaps, and outline how our services can be tailored to your needs.
What to Expect
- A 30-minute call to review your current incentive portfolio
- An honest assessment of monitoring and compliance gaps
- A proposed scope of work tailored to your situation
- No pressure, no obligation — just a clear picture of where you stand