John Martrel
Lead Advisor
Michael Leana
Data Diva
joan martinez
Lead Advisor
Sarah Robertson
Investment Strategist
David Hernandez
Money Maestro
Elizabeth Johnson
Management Assist
Frequently Asked Questions

Why sell your tax credits instead of waiting?
Selling gives you fast access to cash you can put straight back into your business whether to fuel growth, cover operating costs, or jump on new opportunities. It s a smart move when time and liquidity matter.
How long does it take to get paid?
Timing depends on the complexity of your credits and how complete your documentation is but thanks to our streamlined process, most clients receive their cash within just a few weeks.
Are there any fees or hidden costs?
No hidden fees—just a clear, upfront discount on the credits we buy. That discount is our fee for providing fast cash and handling the full redemption process on your behalf.