Every Capital Project Is an Incentive Opportunity

Every capital project — an expansion, a relocation, a new facility, a major equipment investment — is an opportunity to negotiate economic incentives worth millions. Most companies leave these on the table, either because they start the process too late or because they lack the specialized negotiation experience required to maximize what local and state governments are willing to offer.

JM Tax Advocates changes that. Our team has secured some of the largest economic incentive packages in state history for qualifying clients — including packages that made national headlines. We bring a strategic negotiation approach to every engagement, treating incentive procurement as a financial control that directly impacts capital allocation decisions.

What economic incentive procurement delivers:

• Strategic negotiation: We engage local and state stakeholders early, positioning your project to capture maximum available incentives before commitments are finalized.
• Capital value framing: Incentive procurement is tied directly to your capital investment profile — we quantify potential value against project scope, timing, job creation, and investment thresholds.
• Integrated property tax strategy: Incentives do not exist in isolation. Our approach connects incentive procurement to your broader property tax strategy — ensuring compliance requirements are met and savings are protected year over year.
• Complete program spectrum: Property tax abatements, tax increment financing, infrastructure support, workforce development incentives, training grants, credits, exemptions, and negotiated local or state programs tied to expansion, relocation, modernization, or capital investment.

Our incentive procurement process:

• Assess — Evaluate incentive plan, identify areas and possible sites of opportunity.
• Negotiate — Engage stakeholders and negotiate incentive options across all available programs.
• Compare — Evaluate options by site, quantify potential value, and align with project objectives.
• Secure — Support application, approval, and public-hearing requirements to finalize packages.
• Sustain — Annual compliance plan for certifying benefits received, including ongoing reporting and monitoring.

The planning process requires six to nine months before construction. Companies that start early capture the highest-level benefits. JM Tax Advocates advocates for maximum-level incentives that typically achieve a benefit of 5% to 20% of capital investment, returning millions to your bottom line.

Start Your Complimentary Business Tax Assessment — find out whether your current or planned capital projects qualify for economic incentives. JM Tax Advocates will review your situation and provide qualified recommendations at no cost.