Tax Equity Advisory Services

End-to-end advisory for tax credit transactions, tax equity, and transferability. 

Monetizing tax credits can be complex. In a market where structure, timing, and counterparties matter, clients need a clear path from upfront evaluation through transaction execution.

BDO Capital Advisors provides advisory services across tax equity, transferable tax credits, and related monetization strategies. We help developers and sponsors raise tax equity, position projects and credits for market, and execute transactions efficiently. We also help investors and tax credit buyers source, evaluate, and pursue opportunities that fit their return goals, risk appetite, and diligence requirements.

Our team brings practical tax credit expertise across structuring, underwriting, diligence, modeling, and execution. We support transactions involving tax equity, transferability, and hybrid structures, helping clients evaluate alternatives, navigate key issues, and move from feasibility through closing with a clear, disciplined process.

We support the full tax credit transaction lifecycle, including readiness assessment, structuring, market positioning, investor and buyer screening, underwriting support, diligence coordination, and closing support. We work closely with management teams and alongside legal, tax, accounting, engineering, insurance, and other advisors to help align stakeholders, reduce execution risk, and keep processes moving.