The Company is a provider of training and technical assistance for a variety of housing and community development programs at the federal, state, and local levels. The Company’s focus areas include economic development, disaster recovery, and housing solutions related to affordability, sustainability, and vulnerable groups.

Key Aspects
• Since 1998, the Company has received nearly $60 million from HUD technical assistance funds and more than $5 million in awards from other organizations.
• A roster of more than 200 subject matter experts allows the Company to provide assistance regarding a wide variety of housing and community development topics.
• The Company achieved a 38.4% compound annual growth rate (CAGR) in adjusted EBITDA from 2021 to 2024.
• As of Q4 2024, the Company manages consulting contracts in 39 states and has capabilities to oversee and direct up to 70 individual projects simultaneously.
• The Company maintains an established reputation for exceptional services and completing activities within defined budget and timeframe.

Opportunities
• Offer trainings and workshops regarding HUD programs.
• Hold trainings and workshops in additional major cities around the U.S. to expand client reach.
• Management contends that the aftermath of natural disasters, when community planning and rebuilding efforts are needed most, provide periods of growth for the Company.
• Develop a marketing campaign to further expand Company recognition and awareness.

Headquartered
• Southeast U.S

Current Markets
• The Company primarily serves HUD and organizations associated with HUD programs, as well as housing and community development programs falling under state, city, and local jurisdictions. Workshops are also offered to any individual, department, or organization which registers to attend. The Company serves clients in the U.S. and its territories.

Real Estate
• The Company operates from a 4,000 square-foot office in the Southeast U.S. and a 2,429 square-foot office in the Southwest U.S. Both properties are held by an affiliated entity. The Southeast U.S. office may be leased to new ownership or the property may be included in a sale. The Southwest U.S. office and property are not available for lease or purchase post-sale.

Shareholder Objectives
• The Company is owned by a single shareholder who is seeking retirement and an eventual full exit following a transition period. Ownership is open to a variety of deal structures.