"I retained Heritage Consulting Group early in 2003 to process the certification necessary for a historic property I own in downtown Dallas.  They came highly recommended for their successes in such historic tax credit certification projects and they have not disappointed.  Both John Tess and Rob Mawson have diligently applied their expertise to this project. The certification, like most, is complicated.  I recommend the work of Heritage Consulting Group without hesitation." Alice Murray, President Alice Murray Company

Our Process

Receive expert guidance for your historic preservation and real estate redevelopment projects

Heritage Consulting Group has years of experience helping our clients with historic landmark tax credits, National Register nominations, regulatory reviews and compliance, state and local design reviews and due diligence and site evaluations. We've been highly successful due to our unique approach to managing projects. 

Our approach to historic preservation and real estate redevelopment projects is based on:

1.  Flexibility

We understand that no two projects are the same. We shape our management approach based on the unique size, shape and scope of the project. This includes adjusting work schedules and products as circumstances require. This flexibility allows us to be cost-effective, timely and productive.

2.  Owner Representation 

Our goal is to present our clients in the best possible light and to provide them the highest quality representation. Throughout the process - from beginning analysis to final project completion- our team provides the expert guidance our clients can depend on for a successful project. 

3.  Priority Identification 

Projects nearly always evolve and undergo some negotiation. To make sure we deliver the best results, we get to know our clients, their goals, priorities and project give points upfront. This time spent up front in understanding the end game allows greater potential for timelines and success. 

4.  Situational Analysis 

Projects never happen in a vacuum. Heritage Consulting Group works to understand the environment surrounding the project in order to anticipate opportunities and challenges. Problems are better avoided and opportunities better captured by anticipating and understanding options. 

5.  Regular Communication & Feedback 

Heritage Consulting Group finds it vitally important to establish routine and ongoing communication and feedback. This communication will take the form of written progress reports, conversation and team meetings or conference calls.