Tax & Financial Advisory
Helping organizations unlock capital and reduce taxes through expert financial structuring and strategic advisory.
Strategic Tax Solutions for Complex Projects
Sterling Point Capital helps businesses, nonprofits, and real estate developers secure critical funding and reduce tax exposure through a strategic combination of government incentives, private capital, and sophisticated financial structuring. With a deep understanding of programs like New Markets Tax Credits (NMTCs), Opportunity Zones, and various federal and state-level incentives, we identify and implement funding strategies that most firms overlook.
Whether it’s financing a major expansion, launching a new facility, or preparing for a business sale, we tailor every engagement to meet the unique needs and goals of each client. From maximizing the value of tax credits to negotiating more efficient and tax-advantaged exits, our advisory services are designed to unlock capital, mitigate financial risk, and drive long-term value for growth-focused organizations.
Whether it’s financing a major expansion, launching a new facility, or preparing for a business sale, we tailor every engagement to meet the unique needs and goals of each client. From maximizing the value of tax credits to negotiating more efficient and tax-advantaged exits, our advisory services are designed to unlock capital, mitigate financial risk, and drive long-term value for growth-focused organizations.


Proven Track Record of Results
With over $500 million in funding secured across diverse sectors, our work speaks for itself. We understand the nuances of both public and private funding, and we help clients tap into programs others often overlook.
Recent Projects Include:
- D’Youville College’s Health Professions HUB
- A new facility for the Council on Addiction and Recovery Services.
- The Erie County’s Child Advocacy Center, as managed by BestSelf Behavioral Health
- $52 million for the construction of a distribution center & headquarters facility
- $15 million for a national insurance company’s new corporate headquarters
- $4 million against a $20 million manufacturing expansion (expected 2021)
- $5 million against a $30 million mixed-use real estate development (expected 2021)
- $25 million against Johnson Controls’ $150 million manufacturing & testing center (As a registered lobbyist under a former employer)
Resources & Insights
Explore our thought leadership and featured media to learn more about smart tax strategies:
Gain insights from real-world case studies, expert articles, and interviews that break down complex financial tools into actionable guidance.
White Papers & Articles
:
- 8 Ways to Minimize Taxes When Selling a Business
- Opportunity Zones: An Investor’s Guide
- How to Sell Your Business Tax-Efficiently Using Structured Sales
- Lower-Risk Opportunity Zone Investments
- How to Reduce Your Taxes Through Negotiation
Media & Podcasts:
