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O-ZONE ALPHA was founded in 2018 after several months of exhaustive planning and analysis, triggered by the Tax Cuts and Jobs Act of 2017 (TCJA) and escalated by the October 2018 release of proposed IRS Regulations. Effectively navigating the legal, tax, and administrative complexities of the Opportunity Zone program requires a deep, specialized understanding - an understanding we've been developing since the genesis of the program in December of 2017.  

Our mission is to connect communities, capital, and entrepreneurs, thereby achieving lasting, positive social impacts, superior returns, and significant tax savings.


Our passion for this mission coupled with our complementary skill sets, collaborative approach, and fanatic client dedication result in unparalleled client service and solutions that are creative, effective, and timely.


In addition, we are the most diversely experienced team in the industry. Our leadership team is comprised of successful entrepreneurs, with over 50 years of experience in the areas of

  • merger and acquisition advisory,

  • tax planning and compliance,

  • operations,

  • procurement,

  • technology consulting,

  • strategic advisory,

  • marketing,

  • product development,

  • algorithm engineering,

  • government contracts,

  • private equity and venture capital investing,

  • data analysis,

  • real estate investing,

  • architectural design,

  • real estate development,

  • contract negotiation,

  • business development,

  • business valuation,

  • corporate turnarounds, and

  • expert testimony in merger and valuation matters.


If it involves business, we've likely been involved.


Let our expertise and passion work for you. Contact us today to learn how we can help you.


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