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Financial Management

Assistance in annual budget preparation and projections; feasibility studies in connection with interlocal services agreements; development of financial models comparing alternatives between ad valorem taxation and payments in lieu of taxes; annexation fiscal plans


“We will neglect our cities to our peril, for in neglecting them we neglect the nation.” - President John F. Kennedy

Capital Planning

Capital Planning involves the budgeting of resources to address long-term plans and needs. Expansion of services, upgrades, and replacements of buildings or equipment require effective planning and budgeting. CarterDillonUmbaugh will assist in the development of this process including addressing of funding options or refinancing of debt.


“A city is not an accident but the result of coherent visions and aims.” -Leon Krier

Economic Development/TIF Studies

TIF feasability studies; TIF bond issues; TIF creation and modification--tax impact studies; review and evaluation of financial terms of contracts regarding services between the public and private sectors; assist in negotiations with redevelopment projects with respect to financial terms and conditions between the developer and governmental entity.


“The axis of the earth sticks out visibly through the centre of each and every town or city.” - Oliver Wendall Holmes, Sr.

Utility Rate Studies

Expert testimony before regulatory agencies; preparation of feasibility studies for creation of indpendent authorities for the purpose of redevelopment; sewer, storm water, and water user fee studies.




“By far the greatest and most admirable form of wisdom is that needed to plan and beautify cities and human communities.” -Socrates

Bond Issuance

CarterDillonUmbaugh will consult and advise a municipality through the entire Bond Issuance process, from the initial “what-if?” stage through post issuance.



“What is the city but the people?” -William Shakespeare