OZ Pros

OZ Pros

Directory Category: Service Provider
Year Founded: 2019
Website: https://ozpros.com/

OZ Pros is a full service Opportunity Zone advisory firm, helping clients navigate the OZ fund and business creation process through education, products, and advisory work.

OZ Pros services funds and projects by providing consulting for OZ funds, full-service creation of OZ funds, and IRS and SEC compliance services. OZ Pros consults with investors on investment products, tax benefit maximization, and full-service creation of captive Qualified Opportunity Funds.

Additional add-on services include state filing, QOZB creation, pro forma modeling, registered agent service, working capital safe harbor business plan formation, pitch deck and PPM creation, and additional compliance services.

Contact

Office Address:
401 Hawthorne Ln Ste 110-147
Charlotte, NC 28204

Phone:
(833) 653-0055

Social Media

Executive Leadership

  • Ashley Tison, Chief Executive Officer

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