Municipal Advisory Services for Local Governments
Municipal Advisory Services for Local Governments
Heidi L. Amspaugh
Principal
Doug Baldessari
CPA
Principal
Elizabeth Bergman
Principal
Brian Colton
Principal
Brian S. Cooper
Principal
Matt Eckerle
CIPMA
Principal
Brad E. Elmer
Managing Director
David Erdman
Managing Director
Doug Green
CIPMA
Director
Benjamin O. Hart
CPA, CGMA
Director
Paige E. Sansone
CPA
Principal
Jason G. Semler
CPA
Principal
Eric J. Walsh
CPA
Principal
Baker Tilly Municipal Advisors are passionate about helping local governments enhance their communities. That’s why we created a top ten municipal advisory firm within one of the nation’s largest accounting and advisory firms.
At a glance
Local governments have challenges that are different from other public sector entities. These include developing long-range strategic plans and utilizing various funding sources to enhance the community. We also assist with projecting changes in tax revenue and finding new revenue sources, funding ongoing enhancements to the community and structuring the most advantageous economic development packages. Baker Tilly Municipal Advisors’ goal is to help you craft complete strategies to address your most pressing opportunities and challenges.
Our team is comprised of financial advisors and consultants, many of whom have roots as local government leaders. This experience from the “other side of the desk” means they have a strong understanding of the issues you face and the need to balance the priorities of multiple stakeholders.
Solutions for local governments
- Official statements and bond sale preparations
- Presentations to bond rating agencies
- Evaluation of bond insurance proposals
- Competitive bond sales and electronic bidding services
- Refinancing debt
- Negotiated bond sales and private placements
- Coordination of bond closings
- Assistance to the trustee bank
- Parity reports
- Escrow verifications
- In-progress construction reports
- Arbitrage rebate calculations
- Annual continuing disclosure filings
- Debt management
- Post-issuance compliance
Capital planning
- Debt management solutions
- Long range capital planning and implementation
- Project planning and financial development
- Developing and evaluating funding alternatives
- Financial presentations to elected officials and stakeholders
Strategic planning
- Fiscal assessments
- Comprehensive financial plans
- Long range strategic planning
Municipal and financial advisory
- Economic development financial planning
- Private, federal and state incentive structuring and negotiation assistance
- Tax increment financing (TIF) and incentive administration services
- Project financing
- Project financial and economic impact analyses
- Tax credit assistance
Strategic planning
- Local and regional economic development strategic planning
- Policy positioning and development
- Revitalization strategies
- Retail and small business support strategies
- Public-private partnership (P3) strategies
- Stakeholder education and engagement
- Project facilitation, implementation and evaluation
- Strategic funding planning and implementation
BTMA+ is a suite of solutions to help you meet your goals.
Finance training and support
- Assisting new finance directors
- Outsourced finance services
- Cash advisory services
- Grant support
Financial management and accounting
- Bank reconciliations
- General ledger maintenance
- Audit preparation
- Financial statement preparation
- Comprehensive financial planning
- Management and operational studies
Budgeting and planning
- Budget forecasting and preparation
- Budget workshops for governing bodies and leadership
- Budget monitoring and reporting
- Community goals assessment and establishment
- Strategic funding plan development
- Multiyear plan execution
- Plan progress evaluation and monitoring
Featured solutions
Cybersecurity
Proactively protect and address your cybersecurity and information technology (IT) risks.
Economic Development for Local Governments
Successful economic development efforts require agile planning and a comprehensive approach to implement solutions that make your community a more attractive place to live, work and play.
Public Sector Executive Recruitment
As one of the nation’s largest and most experienced public sector recruitment teams, we have been delivering executive talent to government, non-profit, educational, transit, and other specialized entities for more than 30 years.
Financial Statement Audit
Baker Tilly marries technology with the extensive experience to provide clients with an innovative financial statement audit service.
Public Sector Human Capital Advisory
Public sector leaders face unprecedented challenges finding, developing, motivating and keeping a talented, highly-engaged workforce. Our team is committed to supplying public officials with creative, practical, and cost-effective solutions to all their human capital needs.
Internal Audit
Leverage industry-specialized internal audit services for organizational success.
Public Sector Performance Optimization
Delivering strategic solutions for public sector leaders
Single Audits & Federal Awards Compliance Audits
Entities that depend on government grants need comprehensive single audits for continued support
Public Sector Outsourced Accounting
Providing comprehensive support services for your finance office.
Public Sector Financial Management Advisory
Helping public leaders succeed is not just our livelihood, it is our passion.
Baker Tilly Municipal Advisors, LLC is a registered municipal advisor and controlled subsidiary of Baker Tilly Advisory Group, LLP, a tax and advisory firm. Baker Tilly Advisory Group, LP, trading as Baker Tilly, is a member of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities.