We provide lender-ready capital raise packaging and debt or equity placement support for business owners and buyers looking to secure serious term sheets and close funding on a defined timeline.
For business owners and acquirers pursuing private debt or equity, submit your deal for review. We revert within one working day with next steps and either a quote for our services.
For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Commercial Solar ITC Eligibility Screening
This is the right first question. Many commercial solar projects look attractive on paper because the proposal includes a federal solar tax credit, but the business later finds out it cannot use that credit efficiently in the period that matters. That creates a real financing problem, not just a tax planning issue.
The core distinction is simple. A project may qualify for a solar tax credit, but your company may still be unable to use it effectively due to entity structure, tax capacity, timing, or documentation gaps. This page helps you screen that issue before you commit to a project or a financing plan.
A business can often use a solar ITC if the project is properly structured, the qualifying entity owns the asset, the tax credit is validly generated, and the business has the capacity to use it under its tax profile. If one or more of those pieces fail, the company may need a monetization path instead of internal use.
If your company cannot use the credit efficiently, review our pillar guide on How Can Businesses Monetize Solar Tax Credits? and the transaction-focused page on Sell Solar Tax Credits.
Before anyone talks about pricing, payback, or transfer buyers, your team should run a basic screening review. This catches most of the issues that later kill board approval or delay closing.
| Screening Question | What Needs To Be Confirmed | Why It Matters |
|---|---|---|
| Which Entity Owns The System? | The legal entity that owns the qualifying solar asset and related project records | The credit attaches to the qualifying owner, not automatically to the site operator or parent group |
| Is The Project Properly Placed In Service? | Commissioning and operational evidence with a clear project file | Credit claims depend on actual project status, not installer timelines alone |
| Can The Business Use The Credit? | Current and expected tax position assessed by qualified tax advisors | A valid credit can still be commercially weak if the company cannot use it efficiently |
| Is The Cost Basis Support Defensible? | Invoices, contracts, payment records, and tax workpapers | Weak support creates tax risk and reduces confidence in the projected value |
| Do Contracts Allocate Other Attributes? | EPC, lease, PPA, and operating agreements that may assign RECs or other value streams | Your team should not assume all environmental and tax value belongs to one entity |
| Is There Recapture Sensitivity? | Ownership and operating plans during the relevant post-close period | Future changes can affect risk and how the CFO views the project economics |
The company may not have enough tax liability in the period that matters to absorb the projected credit efficiently.
The system may be held in an entity that does not match the tax planning assumptions used in the original proposal.
The credit may be generated at a time that does not line up with the company’s projected tax position or approval cycle.
Missing records, unclear invoices, or incomplete project files can undermine the confidence needed for internal use or a transfer transaction.
This is usually the key commercial decision. If the business can use the credit cleanly and efficiently, internal use may be the right path. If not, the company should evaluate monetization early instead of forcing a weak structure.
Best when the qualifying owner entity and tax profile support practical use of the credit with strong documentation and clear board confidence.
Best when the company wants cash or near-term value, has limited tax appetite, or needs a cleaner project economics package for financing and approvals.
If you are already leaning toward a transaction, read How Can Businesses Monetize Solar Tax Credits? and our buyer-oriented page on Sell Solar Tax Credits.
In many structures, yes, but they are separate value streams. A federal solar tax credit is a tax attribute. Renewable Energy Certificates, including I-RECs in some markets, are environmental attributes and are governed by separate ownership and contract terms.
The practical mistake is assuming both belong to the same entity by default. Your contracts may assign RECs or similar attributes to a utility, offtaker, landlord, or third-party operator. Check the documents before counting that value in your investment case.
Financely is not your tax preparer and does not provide legal advice. We act as a transaction-led structuring and placement advisor for businesses that need a clear commercial path, either toward tax credit monetization or toward a financeable project package.
We help clients screen the file, identify execution gaps, coordinate the right specialists, and move qualifying transactions toward a documented outcome instead of relying on installer assumptions.
For service scope, review what we do. For active mandates, use deal submission. Related pages in this cluster: monetizing solar tax credits , selling solar tax credits , commercial solar project finance , and solar developer tax credit solutions.
This page is informational and commercial in nature. Solar tax credit eligibility, calculation, and use depend on project facts, tax law, entity structure, and documentation. Your business should obtain tax and legal advice from licensed professionals before making filing, structuring, or transfer decisions.
If your team is unsure whether the business can actually use the projected solar ITC, we can review the commercial file and map the next step. The aim is to cut weak assumptions early and avoid delays during internal approval.
A useful submission usually includes project size, ownership structure, current installation status, target timeline, and any tax or legal work already prepared. If internal use looks weak, we can also assess whether a monetization route is the better commercial path.
No. A project may qualify, while your company may still be unable to use the credit efficiently due to tax capacity, entity structure, timing, or documentation issues.
No. The installer proposal is a starting point. The finance team still needs entity, tax, contract, and documentation screening.
That is common. It also means the tax credit analysis must be done at the correct entity level rather than assumed at group level.
Often yes, but they are separate value streams and ownership depends on project documents and contract allocation.
Evaluate monetization early if tax capacity is limited, timing is poor, or the project needs cleaner economics for approvals or financing.
Start with How Businesses Monetize Solar Tax Credits , then review Sell Solar Tax Credits if your file is moving toward a transaction.
Informational only for commercial audiences. This page is not tax advice, legal advice, or an offer to buy or sell securities. Tax and legal determinations must be made by licensed professionals engaged for the transaction. Terms and outcomes are indicative until confirmed in signed mandate and closing documents.
Financely advises growth-focused businesses on accessing capital by introducing their opportunities to professional investors. Financely is not a securities broker or dealer. Where appropriate, engagements are coordinated with regulated broker-dealers, investment banks, legal counsel, and other specialists.
Financely does not solicit, offer, or accept orders to buy or sell securities and makes no assurance regarding capital-raising outcomes.
Services are strictly business-to-business. Financely does not provide personal finance, consumer credit, or retail advisory services.
Advisory services are reserved for post-revenue companies that recognize the time and resources required for professional underwriting.
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Email supportdesk@financely-group.com for general enquiries, press & partnership requests.
All mandates start with an RFQ. We review submissions, issue a brief Go/No-Go memo, and where bankable, release a Term Sheet that leads to funding. We arrange capital across Senior Secured, Unitranche, Second Lien/Mezzanine, Preferred Equity, and Gap Solutions. We do not process deals by email or chat.
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
Funding arranged for trade flows with instruments sized to your cycle and aligned to delivery and settlement.
Move forward to secure working capital and keep goods moving. Submit the RFQ to start underwriting for funding.
Limited or non-recourse structures for energy and infrastructure with lender-ready materials.
Funding solutions aligned to project cash flows with credible covenants and conditions to reach notice to proceed.
Advance the file to termable status. Submit the RFQ so we can underwrite and secure funding.
Debt and Preferred solutions anchored on cash flow, Quality of Earnings, and clear closing mechanics.
Funding across senior, unitranche, and preferred to match stable cash flows and acquisition timelines.
Get financed on workable terms for closing. Submit the RFQ to start underwriting.
Acquisition, development, bridge, and refinance with lender-ready packs and third-party reports managed.
Funding calibrated to DSCR, leverage, and tenancy with terms designed to close.
Move to a financeable package. Submit the RFQ to initiate underwriting for funding.
KYC and Source of Funds required. Engagements are best-efforts and subject to underwriting. Preference for operating companies with meaningful revenue. See our FAQ and Procedure.
Financely Inc. (“Financely”) provides corporate-finance advice and is wholly owned by Aurora Bay Trust, a trust formed under Bahamian law, together with its authorized affiliates. Depending on deal structure, jurisdiction, and local rules, engagements may be carried out through Financely Group LLC, a non-deposit-taking, non-banking financial company; Ashford Capital Advisory LLC; or another related entity.
Financely and its affiliates are not registered as securities broker-dealers and do not execute securities transactions or hold client funds or securities. When a mandate involves the purchase or sale of securities and a registered intermediary is required, any orders are introduced to and executed by one or more independent U.S. broker-dealers registered with the SEC and FINRA. Those broker-dealers are solely responsible for trade execution, custody, and related regulatory obligations. Nothing in this material constitutes an offer, solicitation, or recommendation to buy or sell any security or to engage in any specific transaction. Before engaging Financely Group LLC, Ashford Capital Advisory LLC, or any affiliate, you are responsible for confirming that such engagement complies with your own legal, regulatory, tax, and other requirements. In the United States, certain advisory activities may be conducted in reliance on exemptions available under the Investment Advisers Act of 1940, including the “foreign private adviser” exemption where applicable. Our services and regulatory status may vary by jurisdiction and by transaction type.
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