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.
Developer-Facing Solar Tax Credit Execution Support
Developers lose deals when client-side tax credit questions are left unresolved until late-stage contracting. The project may be technically sound, pricing may be agreed, and the client still stalls because nobody has clearly answered whether the business can use the credit, monetize it, or finance the gap created by timing.
This page is for solar developers and EPC-led commercial teams that need a practical solution around tax credit friction. The goal is to protect deal momentum by giving clients a clear commercial path, not just another slide deck.
In real commercial projects, developers often carry the burden of explaining tax credit value without controlling the client’s tax profile, ownership structure, or internal approvals. That is where deals start slipping.
The buyer likes the project but cannot confirm whether the operating entity can actually use the projected credit.
The buyer has heard of transfer transactions but has no process, no advisors aligned, and no buyer-ready file.
The project capital stack is sensitive to when tax credit value becomes usable or monetized.
The developer team is asked finance and structuring questions that sit outside EPC scope but still block signature and close.
Financely supports developers with transaction-led commercial structuring around tax credit usability, monetization readiness, and finance coordination. We do not replace tax counsel or legal counsel. We help move the project into an executable process with the right specialists involved at the right time.
| Developer Need | Financely Support | Commercial Outcome |
|---|---|---|
| Early Tax Credit Friction | Client-side screening path for internal use versus monetization | Faster decisioning and fewer late surprises |
| Monetization Readiness | File preparation sequencing, diligence checklisting, and transaction packaging support | More credible path to buyer outreach |
| Finance Stack Coordination | Integration of tax credit strategy into project finance structuring discussions | Cleaner capital stack planning and fewer gaps |
| Client Advisory Coordination | Practical execution workflow with tax and legal advisors for the transaction | Reduced deal drift during diligence and closing prep |
| Time-Sensitive Projects | Structured intake and transaction sequencing for commercial urgency | Better chance of maintaining project momentum |
The strongest developers do not oversell tax credits as automatic value. They frame them as a project economics component that must be confirmed at the client entity level. That builds trust and reduces re-trades later.
A cleaner message to commercial buyers is: the project may generate eligible tax credit value, and the next step is to confirm whether your business can use it directly or should run a monetization process.
For client-facing education, you can direct them to Can My Business Use Solar ITC?. For transfer execution context, use Sell Solar Tax Credits for Business. For broader strategy, point them to How Can Businesses Monetize Solar Tax Credits?.
This is usually how the process works when a developer wants help keeping a commercial project moving while client-side tax credit questions are resolved.
We review the project basics, client type, current stage, timeline pressure, and what exactly is blocking signature or close.
We define the commercial decision path for internal tax credit use versus monetization, based on the project and client profile.
We identify what the client team and advisors need to assemble so the process can move without avoidable back-and-forth.
If needed, we support transaction-led coordination for tax credit placement readiness and project finance structuring alignment.
We help keep the workstream focused on executable outputs so the project team is not stuck in indefinite analysis mode.
We support final sequencing so the transaction path is documented and ready for the relevant counterparties and advisors.
This creates credibility problems once the client finance team starts asking entity-level and documentation questions.
Late-stage tax credit friction often creates rework, delays, or stalled approvals.
Clients need a clear route: internal use, monetization, or a revised finance structure.
Environmental attributes are separate from tax credits and must be reviewed under their own contract allocation terms.
Financely is a transaction-led structuring and placement advisor. For developers, we sit at the commercial execution layer where tax credit questions, monetization readiness, and finance structuring start affecting whether the project closes. We do not provide tax advice or legal advice.
We are most useful when the developer has a real client, a live project, and a timeline that cannot absorb months of confusion around tax credit strategy.
For service scope, review what we do. For active mandates, use deal submission. Related pages in this cluster: monetizing solar tax credits , solar ITC screening , selling solar tax credits , and commercial solar project finance.
Financely does not provide tax advice, legal advice, or guarantees of tax credit eligibility, buyer pricing, financing approval, or closing timeline. All outcomes depend on project facts, documentation, advisor work, diligence, and third-party decisions.
If your commercial team has a live project but the client is stuck on tax credit usability, monetization, or finance structuring questions, we can help map the execution path. The aim is to restore deal momentum with a practical process, not more vague guidance.
A useful submission usually includes the project type and size, client profile, current stage, target close date, and the specific issue blocking progress. If the transaction is still early, we can help you frame the tax credit conversation correctly before it turns into a late-stage problem.
This service is built for developers working on real commercial opportunities who need a transaction-led partner to support the finance and tax credit side of execution.
This page is written for developers and EPC-led commercial teams, but the work ultimately supports the end customer transaction path.
No. We coordinate the commercial execution path and transaction readiness. Tax and legal advice must come from licensed professionals.
Yes. That is one of the most common developer bottlenecks. Start with a screening path and, if needed, move to monetization readiness.
We support transaction-led structuring and placement readiness on a best-efforts basis for qualifying files, subject to diligence and third-party decisions.
Yes, when tax credit timing or usability affects the capital stack. See Commercial Solar Project Finance.
Usually Can My Business Use Solar ITC?. If they are already committed to a transfer path, send Sell Solar Tax Credits for Business.
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.
To proceed,
request a quote
and receive indicative commercial terms. If you require guidance before engaging,
book a paid telephone consultation.
Security notice: we are aware of third parties using Financely’s name without authorization. Only emails sent from our official domains and communications through our portal are valid. Please verify any outreach before sharing documents or sending payments, and read our impersonation warning.
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.
Click
here to download our brochure. Email
supportdesk@financely-group.com for general enquiries.
