1. Register. Please complete the registration form, which will allow us to (1) place you on our time-sensitive list, (2) send you further information, and (3) begin the matching process. Authorized representatives of credit buyers, such as corporate officers, may also register on their principals’ behalf.

2. Review and Sign Engagement Materials.  When we receive your information, we will contact you by your preferred method and send you additional information in order to establish the terms of our engagement.

3. Close the Purchase.  Once we locate a suitable seller for your needs, we will furnish buyers and sellers with a Purchase Agreement when a match is acceptable. Once all terms meet with the approval of all parties, the Agreement is executed to effectuate the transfer of the tax credit and the corresponding sales proceeds distribution.

4.  Tax Credit Tracking. We will take care of all necessary governmental notifications to ensure a proper transfer of the Tax Credit and will retain necessary records of the transaction.