Ehlers’ post-issuance compliance professionals have your back when it comes to the payment and continuing disclosure obligations associated with debt issuance. Trust our team to file the required reporting and and process bond payments promptly and accurately.

For 65 years, Ehlers has helped school districts build strong and vibrant learning communities. Our integrated, best practice client service model empowers clients to collaborate with a single advisory firm for:

• financial and referendum planning & support
• debt issuance & management
• reliable modeling and benchmarking analyses
• truth in taxation presentations & support
• fully integrated post-issuance services

We’ve helped public sector clients realize their vision through creative debt solutions for more than six decades. It’s why we consistently rank in the top three nationally for the number of competitive bond sales advised.

• Debt Planning & Structure
• Issuance
• Bond Proceeds Investment
• Arbitrage Consulting
• Paying Agent Services
• Continuing Disclosures

Creating new jobs and revitalizing communities is what it’s all about.  Our advisors leverage first-hand experience in local government to design financial solutions that bring your development visions to life.

• Feasibility Studies
• Tax Increment Financing Services
• Developer Selection & Negotiation
• Public Financing

From annual budgets to capital improvement plans – and everything in between – Ehlers provides strategic, yet practical fiscal guidance to help clients fulfill immediate financial needs and achieve long-term community goals.

• Planning & Goal Setting
• Studies & Analyses
• Budgeting & Benchmarking

Ehlers “closes the loop” on issuing public debt by delivering comprehensive cash management and investment strategies for bond proceeds, not to mention general and enterprise funds. We also help clients create smart, safe investment policies that seek to support liquidity and return, while adhering to IRS regulations.

• Policy Analysis & Creation
• Portfolio Management
• Performance & Benchmark Reporting
• Compliance

Our specialized consultants partner seamlessly with your Ehlers’ Advisory team to develop strategies that ensure IRS compliance and minimize rebates.

• Arbitrage monitoring and rebate reporting
• Arbitrage calculations
• IRS inquiry & audit preparation
• Post-issuance compliance policy development
• Compliance reviews