Tax Credit Transfer Solutions
Comprehensive Solutions for Tax Credit Buyers and Sellers
With a deep understanding of the needs of corporate taxpayers and effective transaction management, combined with industry-leading tax insurance expertise, Birch helps buyers and sellers achieve the highest level of efficiency and value.
Birch takes a long-term view, investing in relationships with top corporate taxpayers and clean energy developers, saving both buyers and sellers time sourcing transactions and counterparties that fit.
Tax Credit Buyers
Effectively navigating the tax credit transfer market will result in increased earnings, lower effective tax rates, and increased cash flow. Buyers can often realize these benefits with zero above-the-line costs, making tax credit transfer transactions a very competitive use of time and resources when compared to other tax planning initiatives.
Corporate tax, finance and treasury departments seek low-risk, high-value tax credit transfer opportunities, but do not have the time to spend evaluating dozens of opportunities each year. Birch saves time by matching transfer opportunities with the right buyers, reducing deal execution risk, and delivering risk solutions that are on the cutting edge of the global insurance market.
Tax Credit Sellers
Birch understands that when it comes to selling transferable tax credits, developers need reasonable pricing, speed and certainty of close. Birch provides access to a diverse base of investment-grade tax credit buyers active in the market and ready to transact. In addition, Birch partners with sellers to provide expert structuring consultation, access to financial partners and advanced risk mitigation strategies.
Birch’s process is designed to reduce deal closing risk for both sides of a transaction by identifying and resolving potential issues upfront and, if applicable, previewing risks with the global insurance market before entering into the deal process.
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