The proof is in the process.

Our Process

Step 1
Step 2
Step 3
Step 4
Step 5

Step 1: Information Gathering and Location Analysis

Whether your company is just starting up, looking for the best location to build headquarters, or you have been in business for many years and are looking to expand, our team can provide a high-level and/or in-depth location analysis, which includes information important to your company's location decisions. And when it comes to incentives, the first thing we do is get to know your business and your project. How much are you going to invest? What are your job-creation plans and workforce needs? What are your deadlines? We do more than just ask the questions, we draw out the facts that will make your incentives application better and enhance how incentives can improve your project. We take on the heavy lifting because your time is too valuable.

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Step 2: Meetings with State and Local Officials

Incentive procurement is a highly competitive arena. Making the case to government decision makers is a true differentiator. We leverage our resources to help clients achieve their greatest success. This means bringing our clients and community partners together to get the best result for everyone involved. You might call it going the extra mile. For us, it's just business as usual.

The KSM Location Advisors team is first-rate. They truly understand our business and what we are trying to do as a company. Because of their experience and relationships, they provide tremendous value. They are an important advisor and strategic partner.

Bob Whitt, Sun King Brewing
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Step 3: Incentives Applications and Negotiations

Making a strong application means answering key questions effectively. This is where our experience comes through. Knowing what programs are available to incentivize your project and how to position your project to qualify for them is critical. But "the ask" is only the beginning. We help our community partners understand the metrics that will ultimately drive our client's site selection decision. This process ensures an outcome that is fair and focused on the best result for both sides.

KSM Location Advisors has been with Octiv through every step of our growth. Their process and relationships provide so much value to our business. We rely on their expertise, and they make it really easy for us to reap the benefits.

David Kerr, Octiv
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Step 4: Formal Approvals and Contracts

Even if your business submits the strongest application, and even if you negotiate the best possible incentives, your project’s success will ultimately depend on public buy-in. Whether seeking formal approval of your incentive package from officials who have been involved throughout the process or a new set of decision-makers, our focus is to ensure final approval efficiently and timely. Our experienced team is with you every step of the way to avoid surprises and secure the formal approval needed for any incentives offered.

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Step 5: Compliance

For many consulting firms, the client relationship ends after the incentives package is won. For KSM’s dedicated team, our work is just starting. Managing compliance is just as important to make sure you receive your incentives. After we secure your project’s approval, we continue to work with you for the entire life cycle of the incentive programs. Our deep bench includes CPAs, attorneys, an MBA and an economist, each of whom works in a team atmosphere to help maximize every incentive dollar that was offered to you.

The KSM Location Advisors compliance team is amazing...the people we work with are incredible.  Always super responsive and helpful and there for us when we need them!

Tim Paul, Comfort Keepers
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KSM Location Advisors has advised clients on over 500 projects in securing more than $500 million in state and local incentives in all 48 contiguous states.

Our services are all-encompassing

At KSM Location Advisors, we work with clients to maximize state and local incentive packages and make fully informed, data-driven location decisions. If you can see it, we can help you achieve it.

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