Rewards of Merit

Client Success Stories

Discover how we unlock trapped value

Our clients know the rewards of partnering with Merit Advisors. Explore our latest case studies to see how we help energy companies unlock opportunities to reduce cash operating costs, recover unnecessary outlays and capitalize on untapped resources.

Royalties & Non-Op
Case Study

Wiping Out Tax Liabilities for Non-Op Interests

This operator engaged Merit to minimize property tax liabilities for its mineral holdings by reducing the working interest values.

Fixing a Mineral Interest Mistake to Secure Big Savings

Royalties & Non-Op
Case Study

This large operator turned to Merit after a state Tax Commission error resulted in an unfair valuation.

Reducing Inflated Assessments the Competition Overlooked

Downstream
Case Study

Unhappy with its prior tax consultant, this petrochemical facility wanted a partner who could reduce its ad valorem assessments.

Slashing Audit Liability & Exposure for an Industry Leader

Midstream
Case Study

This large public company was under audit facing a $9 million use tax liability.

Reducing Audit Assessments & Recovering Overpayments

Midstream
Case Study

This client faced multiple sales and use tax audits but had no staff available to manage the process.

Eliminating Exposure & Minimizing Future Liability

Midstream
Case Study

Our team leveraged strong working relationships with auditors to resolve this public midstream company’s unpaid tax liabilities.

Capitalizing on an Off-Market Development Opportunity

OFS
Case Study

There were no suitable buildings on the market that would meet this client’s requirements.

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.