What if you could help your clients reclaim a significant portion of their post-sale tax liability taxes while giving them a meaningful next venture?
Energy asset ownership enables owners to redirect tax liability into residential solar and energy storage projects generating federal ITCs and depreciation.
For owners planning future exits, proactively structuring acquisitions to offset taxes may increase net proceeds by 20-30%. For owners who've already sold, carryback provisions enable owners to reclaim 2023-2025 taxes and get cash back from the IRS.
Beyond tax benefits, starting an energy asset ownership LLC provides a transition for owners who may not want to fully retire. This part-time business delivers significant tax advantages alongside purpose, bridging years of ownership to post-sale life.
This session covers the mechanics of the strategy from LLC formation to portfolio development to material participation, and how to communicate its value to clients navigating business sales.
Learning Objectives:
- Recognize how business sale tax liability creates an opportunity for energy asset ownership strategies.
- Learn how to incorporate energy asset ownership in pre-sale planning (structuring acquisitions to offset current/future sale proceeds and maximize net value) and in post-sale tax recovery (carrying credits back 3 years to reclaim paid taxes).
- Understand how an energy asset ownership LLC operates, including material participation requirements that enable owners to treat this as an active business venture rather than passive investment.
- See how every dollar of tax liability redirected to energy assets generates $1.20-$1.40+ in combined federal credits and depreciation.
- Identify how offering this strategy differentiates your practice by addressing both the financial mechanics of the exit and the personal transition challenge, creating a unique value proposition for clients.
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Scott Schuster leads Partner Success at Inception Financial, driving growth across partner programs. He bridges technical execution and client success, guiding partners through solar fundamentals, project details, LLC formation, material participation, and proformas. Focused on partner education, Scott helps ensure clients fully realize the value of their energy investments.
Timothy Gervais is a Certified Public Accountant and Certified Valuation Analyst specializing in individual and small business taxation and the valuation of closely held businesses. He has experience across public accounting, wealth management, and financial planning, and currently serves as a Client Relations Manager at Inception Financial. Timothy is a member of the AICPA, MACPA, and NACVA, and lives in Maryland with his wife and three children.