Unique Services

Unmatched Experience in Monetizing Transferable Tax Credits

Because our owners are one of the few businesses in the Country that specialized in the brokering transferable state tax credits, we can offer service and experienced expertise in monetizing federal tax credits that are unmatched in this new marketplace. 

Prior to the enactment of the Inflation Reduction Act, only a handful of transferable tax credit brokerage firms existed in our Country. With our associated organizations, we have already sold $350,000,000 of tax credits at top dollar. In serving our clients, we have worked effectively with government authorities in issuing and processing tax credit transfers. In well over 1,000 sales, all of our tax credit sellers and buyers have been absolutely satisfied. While this solid performance sounds easy, it is not – these transactions are very complicated, involve large amounts of money and require care and diligence.