Portfolio Synthesis
For multi-site operators, the strategic question is rarely "should we do solar."
It is which sites, in what sequence, under which capital structure, against which customer commitment, before which federal or state deadline.
01
Which sites
Which facilities in the portfolio actually carry the roof, the interconnect, the load profile, and the customer-pressure exposure that justifies moving first.
02
In what sequence
Which facility goes first, which goes second, and how the schedule lines up against the closing federal incentive window.
03
Under which capital structure
Cash, MACRS-leveraged, lease, PPA, or hybrid, sized to the tax appetite, the balance sheet, and the customer-facing optics.
04
Against which customer commitment
Which large customer commitment is closest to becoming a supplier requirement, and what evidence the customer’s procurement team will ask for.
05
Before which deadline
The July 4, 2026 federal safe-harbor window, state incentive block timing, utility rebate cycles, and customer disclosure dates.
I Portfolio energy maps
Facility-by-facility economic feasibility across a multi-state footprint, sized for the right utility territory, the right rate class, and the right incentive overlay. Built so a leadership team can compare twenty plants on one screen.
II Leadership briefs
Executive-ready synthesis of customer-pressure timelines with federal and state incentive windows. Designed to be read in fifteen minutes and decided in thirty.
III Decision frameworks
Section 48E mechanics, FEOC compliance, MACRS modeling, and capital sequencing translated into one-page sequencing calls a CFO can make in a single meeting.