Financial and capital planning

Financial and capital planning

The need for critical infrastructure improvements continues to grow.

Local governments and utilities have limited funds, and investments must be made to support growth, regulatory compliance, and capital renewal. We work with you to develop comprehensive, reliable, and flexible financial plans that forecast your operations and maintenance (O&M) costs, determine how necessary capital improvements will be financed, project customer account and usage information, and monitor the overall financial performance and health of the organization. We also develop capital planning strategies and tactics that manage risk and ensure you have the appropriate resources to meet your organization’s needs.

What we do

Managing capital spending

Understanding and predicting customer behavior

Tools for planning and communicating

Defensible prioritization

An implementation focus

No items found.

Our process

We partner with you to create dynamic, scenario-based financial plans that balance necessary capital improvements with fiscal reality. By combining robust modeling with defensible prioritization strategies, we ensure your organization has a clear, actionable path to fund critical infrastructure and maintain long-term financial health.

Practice leaders

John Mastracchio, ASA, CFA
John Mastracchio, ASA, CFA

Executive Vice President

Brandon Vatter, PE
Brandon Vatter, PE

Senior Manager

Bart Kreps
Bart Kreps

Executive Vice President

Read
Bio

Let's solve your next challenge together