Example 3
Customer-provided prompt
- MG Group is a prominent player in commercial real estate development, specifically focusing on adaptive reuse projects in the Las Vegas area.
- These projects are uniquely challenging due to the intersection with various complex tax regulations, such as historic preservation incentives and local development programs.
- MG Group is faced with a need to optimize tax strategies to maximize financial benefits from these projects while navigating the evolving local tax and zoning laws.
- They are looking to recover at least 4M in expenditures per each of the 11 ongoing projects - something we need to validate with our modeling and value sizing benchmarks.
- Let’s propose a 12-week project, aimed at delivering a tailored tax optimization strategy that fits MG Group's specific needs in adaptive reuse projects. I envision 3 phases: diagnostic and opportunity identification, strategy development, and training and transition.
- Let’s show profiles of Sarah Chen as the Engagement Partner, with Mark Rodriguez as co-lead. Use standard profiles for Lisa Martinez, Emily Lee, Rachel Green.
- The project is budgeted at $250,000 and should include detailed phases for diagnostics, strategy development, and implementation guidance.
- There will be interim deliverables within each stage
- Ultimately, we will produce a tax optimization strategy document, backed up by the financial impact analysis and model
- We will need to support the executive presentation and readout and ensure we make any refinements to the tax strategy based on that
- Let’s reflect the knowledge transfer and training component as well
Excerpts from the generated proposal