The Ocean Advisory Group is a specialized consultancy firm based in Puerto Rico, dedicated to guiding businesses through complex financial transactions. The project focuses on a multidisciplinary approach that spans Buy-Side and Sell-Side advisory, real estate, and renewable energy. A core specialty is their Tax Credit Advisory, which navigates Puerto Rico’s unique transferable tax credit landscape for R&D, tourism, and infrastructure projects, helping clients optimize tax efficiencies and secure strategic growth.
Market Expertise:
Deep specialization in Puerto Rico’s regulatory and financial landscapes.
Energy Impact:
Facilitating Solar PPAs that typically result in a 25%+ reduction in monthly energy costs for commercial clients.
Value Chain:
End-to-end support from initial valuation and negotiation to final transaction execution.
User Interface Design:
A professional, high-trust corporate portal featuring specialized inquiry forms for tax credit buyers, sellers, and brokers.
Backend Development:
Integrated lead-matching system to pair buyers and sellers of niche tax credits (renewable energy, historic preservation, etc.).
Responsive Design:
A clean, executive-style interface optimized for business leaders accessing advisory resources and RFP services.
Database Integration:
Management of a network of trusted buyers and sellers to ensure competitive pricing and secure transaction data.
Requirement Analysis:
Conducting technical site visits for Solar PPA RFPs and detailed valuation of operating companies for sell-side transitions.
