Winthrop attorney Amber Peterson contributed to the Q2 2024 Transferable Tax Credit Due Diligence Checklist by David Burton, Norton Rose Fulbright; Bryen Alperin, Foss & Company; and Gary Blitz, Aon.

A due diligence checklist is an essential tool for preparing transferable tax credit transactions. It helps guide discussions, flag potential obstacles, and keep stakeholders focused on strategy, structure, and execution. Because due diligence is not one-size-fits-all, requirements often depend on the complexity of the deal, the seller’s credit profile, and their track record. This checklist outlines the standard deliverables needed for execution while highlighting how diligence expectations vary by transaction type.

To read more and download a copy of the checklist, please visit the Foss & Company website here.

May 28, 2024