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Tax Credit Securitization Specialists

Monetize your tax credits.

"Its your money. Get it." 

Buyers aren't coming to you to buy your tax credits. The good news is that you can securitize them, register your offering, and take your offering to the market. The market is full of investors who want a discount on taxes. Let Kelso walk you through every step of the way to reaching the market. 

Our Services

Our Servuces
Feasibility Study

Before you begin, we will thoroughly review your financials to determine if and how you can securitize your assets.

Deal
Structuring

We will design an offering of your tax credits and corporate model around your own unique objectives.

Financial Modeling

We will prepare pro forma statements for the performance and duration of the tax credits you wish to offer the market.  

Securities Valuation

Using multiple econometric modeling methods, we will establish the value of your tax credit offering. 

Risk
Analysis

We will design marketing materials and summaries for your legal counsel to approve to disclose all risks and protect you.

Registration Preparation

We will prepare an S-1 or other registration statement for your legal counsel to review and file with the SEC. 

Testimonials

"Buying secondary tax credits (via registered securities) is a great way for investors to save money on taxes."

J. T.

Certified Financial Planner offering tax credits to his clients

Contact

Ready to find out more?

We do not accept walk-ins from the street. If you would like to schedule an evaluation phone call de gratis, please contact the financial professional who told you about us. 

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