Making Opportunity Count

Case Study #1 | Company Expansion/Relocation | Global IT Company Overview:A rapidly expanding technology company with clients consisting of Fortune Global 1000 has international operations with a concentration in the U.S. The company services technology needs for the manufacturing, logistics, retail, and financial services industries. Challenge:As client acquisition accelerated, capacity could no longer be met within existing operations. There was tremendous stress trying to meet customer demand. There were labor shortages, a lack of available space, and limited capital to expand or relocate existing operations. ​Solution:Economic Incentives Advisory Group (EIAG) was engaged to identify states with a business-friendly climate and…

Case Study #2 | Company Expansion/Relocation | North American Environmental Solutions Company Overview:The industry leader in North American waste solutions was looking to consolidate operations to efficiently serve its base of 21 million customers. The company’s primary objective is to manage more than 20 tons of recyclable material by 2020. This company has North America’s largest network of recycling facilities and continues to expand its footprint. To achieve this goal, customer service operations needed to be consolidated from a multi-state footprint into one centralized location to create economies of scale. Hiring, training, programs and product launches could more easily be…

Case Study #3 | Training Grant Administration | Advanced Manufacturing, CA-ETP   Overview:A leading global provider of orthopedic devices related to rehabilitation, pain management, and physical therapy was looking to expand product lines. Additionally, the company manufactures and distributes a broad range of surgical reconstructive implant products. The company has become the largest non-surgical orthopedic rehabilitation device company in the United States and among the largest globally. As new products were being launched, their southern California employment base required training on new product lines. Challenge:The company’s business activities resulted in the combination of two companies with broad orthopedic product offerings…

Case Study #4 | Training Grant Administration | Mechanical & Electrical Construction Company Overview:A Fortune 500 company with estimated revenues of approximately $7.5B is a leader in mechanical and electrical construction, industrial and energy infrastructure, and building services. The company is a provider of critical infrastructure systems and maintains those systems. The company has approximately 35,000 skilled employees and growing. The company has an aim to be recognized as a world leader in its field and recognized as one of the world’s best-managed and most admired organizations. Challenge:The company was experiencing hypergrowth in specific markets. As new projects were on…

Case Study #5 | Research & Development Tax Credit | Technology/Payment Processing Company Overview:The client is a technology company that develops payment solutions for merchants and developers. The company has invested heavily in technology, algorithms, and other intelligence tools. The investments had been made through leveraging existing personnel as well as contracting work through third-party developers and engineers. Challenge:The company’s significant investments in technology, personnel, sales, and marketing activity were incremental, and did not have the internal resources to research available government incentives. Every time the company tried to take the time to identify government programs, there were other projects…

Case Study #6 | Research & Development Tax Credit | Startup IT Company Processing Company Overview:A start-up software company with innovative technology in the education space was growing rapidly. Engineers, researchers, and other professionals are joining the company monthly to grow the solutions and overall enterprise. Challenge:There is a tremendous investment being made in developing and advancing the technology. There are constant enhancements, customization, research, and new product development occurring weekly. The investments being made in salaries, software, and hardware are constant. The challenge is the company is reinvesting profits back into the company, and there will not be a…

Case Study #7 | Hiring Credits/WOTC | National Products Company Overview:A national wholesaler with a multi-state footprint has facilities and employees throughout the United States. The company serves customers in the food processing, industrial process piping, pool/spa construction, and water treatment sectors. The company wholesales more than 13,000 types of products for water management and conservation. ​Challenge:The employees were in a combination of isolated locations as well as centralized regional offices. The employees were also a blend of exempt and non-exempt personnel. Multiple hiring processes were in place, which made it difficult to screen and qualify job applicants for hiring-related…

Case Study #8 | Tax Credit & Grant Administration| National Healthcare Company Company Overview:A national wholesaler with a multi-state footprint has facilities and employees throughout the United States. The company serves customers in the food processing, industrial process piping, pool/spa construction and water treatment sectors. The company wholesales more than 13,000 types of products for water management and conservation. ​Challenge:The employees were in a combination of isolated locations as well as centralized regional offices. The employees were also a blend of exempt and non-exempt personnel. Multiple hiring processes were in place, which made it difficult to screen and qualify job…

Case Study # 9 | Economic Incentives Administration| Global Computer Manufacturer Overview:The client is one of the world’s largest computer manufacturers and also offers a wide range of IT products (hardware and software) and services for enterprise, government, small business, and consumer markets. The company has also started to offer computer storage systems. Challenge:The client, using internal resources, negotiated an incentives package approaching $300 million for a facility expansion in the southeastern United States. The incentives contract had been signed by the client and the state. Over a year passed, and the company had not received any of its economic…

Case Study #1 | Company Expansion/Relocation | Global IT Company Overview:A rapidly expanding technology company with clients consisting of Fortune Global 1000 has international operations with a concentration in the U.S. The company services technology needs for the manufacturing, logistics, retail, and financial services industries. Challenge:As client acquisition accelerated, capacity could no longer be met within existing operations. There was tremendous stress trying to meet customer demand. There were labor shortages, a lack of available space, and limited capital to expand or relocate existing operations. ​Solution:Economic Incentives Advisory Group (EIAG) was engaged to identify states with a business-friendly climate and…

Case Study #2 | Company Expansion/Relocation | North American Environmental Solutions Company Overview:The industry leader in North American waste solutions was looking to consolidate operations to efficiently serve its base of 21 million customers. The company’s primary objective is to manage more than 20 tons of recyclable material by 2020. This company has North America’s largest network of recycling facilities and continues to expand its footprint. To achieve this goal, customer service operations needed to be consolidated from a multi-state footprint into one centralized location to create economies of scale. Hiring, training, programs and product launches could more easily be…

Case Study #3 | Training Grant Administration | Advanced Manufacturing, CA-ETP   Overview:A leading global provider of orthopedic devices related to rehabilitation, pain management, and physical therapy was looking to expand product lines. Additionally, the company manufactures and distributes a broad range of surgical reconstructive implant products. The company has become the largest non-surgical orthopedic rehabilitation device company in the United States and among the largest globally. As new products were being launched, their southern California employment base required training on new product lines. Challenge:The company’s business activities resulted in the combination of two companies with broad orthopedic product offerings…

Case Study #4 | Training Grant Administration | Mechanical & Electrical Construction Company Overview:A Fortune 500 company with estimated revenues of approximately $7.5B is a leader in mechanical and electrical construction, industrial and energy infrastructure, and building services. The company is a provider of critical infrastructure systems and maintains those systems. The company has approximately 35,000 skilled employees and growing. The company has an aim to be recognized as a world leader in its field and recognized as one of the world’s best-managed and most admired organizations. Challenge:The company was experiencing hypergrowth in specific markets. As new projects were on…

Case Study #5 | Research & Development Tax Credit | Technology/Payment Processing Company Overview:The client is a technology company that develops payment solutions for merchants and developers. The company has invested heavily in technology, algorithms, and other intelligence tools. The investments had been made through leveraging existing personnel as well as contracting work through third-party developers and engineers. Challenge:The company’s significant investments in technology, personnel, sales, and marketing activity were incremental, and did not have the internal resources to research available government incentives. Every time the company tried to take the time to identify government programs, there were other projects…

Case Study #6 | Research & Development Tax Credit | Startup IT Company Processing Company Overview:A start-up software company with innovative technology in the education space was growing rapidly. Engineers, researchers, and other professionals are joining the company monthly to grow the solutions and overall enterprise. Challenge:There is a tremendous investment being made in developing and advancing the technology. There are constant enhancements, customization, research, and new product development occurring weekly. The investments being made in salaries, software, and hardware are constant. The challenge is the company is reinvesting profits back into the company, and there will not be a…

Case Study #7 | Hiring Credits/WOTC | National Products Company Overview:A national wholesaler with a multi-state footprint has facilities and employees throughout the United States. The company serves customers in the food processing, industrial process piping, pool/spa construction, and water treatment sectors. The company wholesales more than 13,000 types of products for water management and conservation. ​Challenge:The employees were in a combination of isolated locations as well as centralized regional offices. The employees were also a blend of exempt and non-exempt personnel. Multiple hiring processes were in place, which made it difficult to screen and qualify job applicants for hiring-related…

Case Study #8 | Tax Credit & Grant Administration| National Healthcare Company Company Overview:A national wholesaler with a multi-state footprint has facilities and employees throughout the United States. The company serves customers in the food processing, industrial process piping, pool/spa construction and water treatment sectors. The company wholesales more than 13,000 types of products for water management and conservation. ​Challenge:The employees were in a combination of isolated locations as well as centralized regional offices. The employees were also a blend of exempt and non-exempt personnel. Multiple hiring processes were in place, which made it difficult to screen and qualify job…

Case Study # 9 | Economic Incentives Administration| Global Computer Manufacturer Overview:The client is one of the world’s largest computer manufacturers and also offers a wide range of IT products (hardware and software) and services for enterprise, government, small business, and consumer markets. The company has also started to offer computer storage systems. Challenge:The client, using internal resources, negotiated an incentives package approaching $300 million for a facility expansion in the southeastern United States. The incentives contract had been signed by the client and the state. Over a year passed, and the company had not received any of its economic…