Easy Step-by-Step Process:
1. Register. If you believe you may want to sell your tax credits, we ask that you complete our registration form. Completing this form does not obligate you in any way to use our services, but allows us to place you on our time-sensitive list, send you further information, and begin the matching process. We encourage you to register with us even if your tax credit has not yet been issued. Authorized representatives of sellers, including accountants and attorneys, may also complete the registration process on behalf of their principals.
2. Review and Sign Engagement Materials. When we receive the registration form we will furnish you with a packet of materials for your review. Once we have reached agreement on the terms of our engagement, your position on our registration list will be confirmed, and we will try to locate a suitable buyer for your credit.
3. Close the Sale. When we find a buyer for your credit, we will notify you. We will furnish buyers and sellers with a Purchase Agreement, and once all of the terms meet with the approval of all parties, the Agreement will be signed by all parties to the transaction and we will effectuate the transfer of your credit. At that point, your credit becomes cash in hand for you. We will take care of all necessary governmental notifications to ensure a proper transfer and will retain necessary records of the transaction.