Why Choose Us

We’re different than other financial services businesses. Learn more about what makes us unique.

Why Choose Us

Offering a unique blend of tax incentive & advisory services

Who We Serve

Serving property & business owners, investors, developers, and nonprofits

Our Process

Delivering custom tailored solutions

Our Experts

Over 50 years of combined experience

We Navigate the Complex Process of Project Development, Start to Finish

Bracket Partners offers solutions-based financial advisory services unique to the marketplace. We combine specialized tax and accounting solutions for credits and incentives with development advisory services including assisting with equity, debt, and other financing solutions. Being a boutique advisory firm, we can structure our services and engagements in creative arrangements to maximize value to the client.

What Makes Us Better

Specialized Solutions

We focus on services and transactions involving tax credits and incentives which allows us to provide deep technical experience and personalized service. Whether it is financing a development with a complicated capital stack or simply helping taxpayers benefit from a single tax incentive, we can tailor our services to help clients maximize value.

We focus only on services and transactions involving tax credits and incentives which allows us to provide deep technical experience and personalized service. Although our services are project based, our goal with every client is to work together for decades. Whether it is financing a development with a complicated capital stack or simply helping taxpayers benefit from a single tax incentive, we can tailor our services to help clients maximize value.

We have established relationships with a wide variety of traditional CPA firms, attorneys, lenders, tax equity investors, consultants, and other parties. These relationships allow us to successfully help taxpayers, developers, businesses, and investors finance projects, while maximizing benefits from tax credits and incentives.

We have all been involved in successfully completing many projects working with countless clients and other project stakeholders over our careers. Many of our clients have been with us for years and we have prospered together.

View Our Work

Over 50 Years of Combined Experience

Trusted by Developers, Businesses, Lenders, Investors, Attorneys, and Advisors

Solutions-based Approach

"Bracket Partners played a vital role in our Adams & Oak project, providing exceptional financial modeling, tax credit allocation, and development advice. John and Matt went above and beyond, and we highly recommend them to both new and experienced developers. They made a significant positive impact, and we look forward to working with them again."
Baldovin Development Co.

How We Can Help

We offer a comprehensive and integrated suite of solutions to help clients maximize value. All of our solutions include successfully navigating and implementing incentives at the federal, state, and local level.

Real Estate Advisory Services

Development consulting & owner representation

Specialty Tax & Related Financial Solutions

Innovative tax consulting solutions

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