Sector Expertise
Deep expertise. Relationships that run deeper.
Power generation and infrastructure projects hinge on specialized technical expertise and relationships with the state and local authorities who control the incentives, abatements and approvals that make or break project economics. Merit Advisors has spent more than 28 years building those relationships, working directly with stakeholders who shape outcomes for energy projects across the country, while helping clients extract value through federal tax incentives. That’s why developers, independent power producers and data center operators securing their own generation rely on Merit to land stronger incentive packages, reduce cash operating costs and protect project returns.
- We specialize exclusively in energy. Every engagement is led by professionals who understand how power generation and infrastructure projects are financed, permitted and taxed.
- We’re at the table with the state and local officials behind the incentives, abatements and approvals that determine project economics. That access is what turns a technically correct position into an approved one.
- We solve tax issues holistically. One team covers property tax, sales and use tax, and credits and incentives together, so every decision is coordinated toward the best outcome for your project.
- We practice principled client service. Our collaborative and transparent approach keeps us in sync with your operating cadence, and it shows in the results.
“As an out of state developer, we had no relationships and no read on local politics. Merit’s knowledge of the people and the policy environment gave us a real advantage, and it showed up directly in our project’s outcome.”
Public Engagement Manager
Energy Infrastructure Company
Power Generation & Infrastructure Services
Explore our solutions for power and infrastructure companies.
Credits & Incentives Services
Get the Full Value of Every Credit, Not Just the Credit Itself
Not every advantage in this industry comes from who you know. Some of it comes from execution. Credits and incentives are a technical discipline of their own: local, state, and federal programs can meaningfully change the economics of a power or infrastructure project, but only if they’re structured, timed and documented correctly. Merit brings deep experience helping developers and owners capture that value, from initial qualification through monetization and long term compliance.
- We model how today’s credit decisions affect tomorrow’s project economics, so you’re optimizing for the life of the asset, not just the current tax year.
- We help you time and structure credit transfer transactions so credits function as real, dollar for dollar tax savings, not discounted paper value left on the table.
- Our documentation approach supports both your initial credit claims and future transferability, so compliance and monetization work together instead of against each other.
Property Tax Services
Protecting Investments from Tax Exposure
Power and infrastructure assets carry some of the highest assessed values of any asset class, which means even small missteps in valuation or abatement structuring can create outsized tax exposure over the life of a project. Deep relationships are what make our approach here work. We know the assessors, appraisal districts, and local taxing authorities who determine your valuation, not just the rules they apply. That standing gives us a seat at the table to help you secure the right abatements, defend them, and control valuation exposure for decades to come.
- We use strategic valuation support to reduce assessed values and tax exposure across multiple jurisdictions, so a single project’s tax burden doesn’t outgrow its economics.
- We help ensure your property tax incentives adapt to changing timelines, ownership structures, and project conditions while protecting the savings you’ve already achieved.
- Clear forecasting and accrual visibility give your finance team the budgeting confidence they need for long-term planning, without surprises showing up years into the asset’s life.
Sales & Use Tax Services
Compliance That Scales With Your Project, Not Against It
Sales and Use Tax is a moving target. It shifts across development, construction and operations, and one wrong call at any stage can mean real cost or risk. Merit meets that complexity head on, whether you need support on a specific issue or want the entire function managed end to end.
- We identify opportunities to recapture prior overpayments and reduce cash outlays, while building a plan that limits future exposure as the project moves through each stage.
- When audits arise, we support you directly through the process to help move toward resolution faster.
- We help ensure every available exemption is captured through proactive contract review, tax planning, compliance oversight, and ongoing maintenance.
How Much Value Can
Merit Add to Your Business?
Let our expert team of energy business advisors perform a health check to find out. Chances are Merit can add value, but if not we’ll tell you—honestly.
