Leo Berwick offers premiere tax-sophisticated, client-focused renewable energy valuation and cost segregation services. We fully integrate exceptional valuation, cost segregation, and M&A tax expertise under one unparalleled roof.

When you are considering your next investment, sale, M&A transaction, tax credit application, tax insurance submission, in the renewable energy space, consider Leo Berwick as your trusted advisor. Leo Berwick has built a Valuation and Cost Segregation team led by industry veterans who bring depth of experience and high quality services and tight integration with our world-class M&A Tax team.

What We Can Do For You

  • Integrated Tax, valuation, cost segregation analyses ​
  • Valuations for tax insurance placement​
  • Retained components valuation​s for 80/20 tests
  • Financial reporting valuations​
  • Portfolio valuations​
  • Purchase price allocations

What We Bring to Your Next Deal

  • A full suite of integrated renewable energy, valuation, cost segregation, and M&A tax professionals with deep industry expertise and knowledge. ​
  • Trusted voices that will identify and answer the difficult questions.​
  • A holistic and comprehensive analysis that reflects a deep understanding of the Inflation Reduction Act and its impact on your transaction.​
  • Clear and concise deliverables that address the key valuation and tax aspects of your transaction.​
  • Deliverables that are responsive to your specific tax and transaction needs and are adapted to the facts and circumstances of the proposed deal’s form and economics. ​
  • Thorough vetting of assumptions and parameters. 

Let’s work together.

You want an M&A tax expert who gets it. A commercially minded expert who understands deals, not just taxes. A partner who shares your drive for minimizing risk, maximizing value, and accelerating returns.

That’s Leo Berwick. The first call you make for any deal.