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.


Reducing Valuations for Underutilized Assets

OFS
Case Study

Merit successfully persuaded authorities to reduce valuations for assets which were effectively generating no income.

Reducing Tax Liability to Protect Profits in a Downturn

OFS
Case Study

This large public operator engaged Merit to identify opportunities for cash tax savings amid diminishing market activity.

Correcting Overcharged Taxes to Recover Big Refunds

OFS
Case Study

Merit discovered this rapidly expanding company was charging unnecessary tax on almost all of its sales.

Saving an Oil & Gas Major Millions Annually

E&P
Case Study

Merit worked closely with this operator to identify overlooked opportunities to reduce assessments.

Reducing Assessments When the Competition Couldn’t

E&P
Case Study

Merit negotiated obsolescence reductions for underperforming assets, which local parishes had been reluctant to allow.

Recovering Overpayments & Making Long-Term Fixes

E&P
Case Study

Merit identified a significant amount of overpaid sales and use taxes for this large operator.