Securities offered through Quincy Wells Capital, LLC, member FINRA/SIPC.

QOZ Advisors is a marketing name used by QOZ Advisors LLC. QOZ Advisors LLC is not a registered broker-dealer or investment adviser.

Check Paul Hogenson on FINRA BrokerCheck · Quincy Wells Capital on BrokerCheck · SIPC

Opportunity zone investing · Your next chapter

A significant gain.
A more considered
next move.

Selling a business, stock, or real estate brings important decisions. Start a conversation about whether opportunity zone investing fits your next chapter.

Discuss your capital gain See our process

General investment guideline: $100,000; smaller amounts may be considered case by case. Offering minimums and eligibility vary. · A conversation with Paul Hogenson

CLARITY BEFORE COMMITMENT

Begin with your goals.
Then explore the possibilities.

Your situation firstBusiness · Stock · Real estate

Direct conversationPaul reviews each inquiry

A clear next stepAppointments up to 45 minutes

Start where you are

What brought you
to this moment?

Whether a sale is ahead of you or already complete, tell us what you are considering. Estimates are welcome.

Selling a business

You’ve built something valuable. Now you’re considering how the proceeds fit your life and long-term plans.

Explore your next chapter ↗02

Selling appreciated stock

A stock sale creates a new set of decisions about your capital gain, available cash, and future investments.

Consider the possibilities ↗03

Selling real estate

You’re ready to explore what comes after a property sale and how an investment may fit your broader plan.

Discuss your transition ↗

A thoughtful beginning

Understand first.
Decide with context.

Our first conversation is about your circumstances and questions. An inquiry is not an investment commitment.

Tell us about your situation

Share your sale type, timing, and an approximate investment range. No tax documents or account details are needed.

Connect directly with Paul

Paul reviews your inquiry and follows up using your preferred contact method to discuss next steps.

Explore the fit

Discuss your questions, objectives, and the role your tax and legal professionals should play in evaluating any next step.

Let’s start a conversation

Your next chapter
starts with clarity.

Tell Paul what you’re planning around. He reviews every inquiry and follows up to discuss the appropriate next step.

General investment guideline: $100,000; smaller amounts may be considered case by case. Offering minimums and eligibility vary. · Appointments up to 45 minutes

Start with your situation

Share your sale type, timing, approximate investment range and questions. Estimates are welcome. Please do not submit confidential documents.

Start your inquiry

Prefer to call? 480.914.1031

Prepare for your next conversation

Start with the questions
that matter to you.

Business sellers →Business-sale planning guide →Stock sales →Real estate sales →Conversation checklist →Capital gains planning calculator →How opportunity zone investing works →Evaluate a fund →

Before we talk

A few useful answers.

Do I need to have completed my sale?

No. You can tell us about a planned sale or one that has already closed. Include your estimated timing so Paul has context for the conversation.

What information should I have ready?

Your sale type, approximate timing, investment range, and questions are enough to begin. Please do not submit tax returns, account numbers, or confidential documents through the inquiry form.

Will an inquiry determine whether I qualify?

No. Submitting an inquiry does not determine investment eligibility, tax treatment, or suitability. Those questions require further review.