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.

Power & Infrastructure
Case Study

Maximizing Energy Storage Tax Credits & Incentives

This energy infrastructure provider switched to Merit after a prior advisor fell short in capturing available incentives.

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.

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.

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.

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