Green Summit

Accounting & Advisory Firms · Solutions

Property & portfolio advisory

When a client's question moves beyond the return, bring an engineering answer to the table.

Some client questions are about the building, not the return: what to fix first, what an acquisition will cost to operate, whether the utility allowance holds up. Green Summit lets your firm extend the conversation into property performance, acquisition decisions and affordable-housing requirements when it is relevant to the client, and stays out of it when it is not.

What we offer accounting & advisory firms

  • Acquisition Energy Due Diligence

    Before a client closes on the next property, targeted energy and building-systems due diligence identifies information gaps, operating issues and improvement opportunities.

  • ASHRAE Level I, II & III Energy Audits

    Understand where a building is losing value. Level I, II and III audits identify, evaluate and prioritize improvements at the depth the decision calls for.

  • Building Performance Standards & Compliance Planning

    One portfolio, different jurisdictions, one coordinated response. We screen applicability, organize the energy data and connect the technical work to each building's reporting and capital decisions.

  • C-PACE Advisory & Financing Support

    Evaluate whether Commercial Property Assessed Clean Energy financing belongs in a client's project plan: eligibility screening, technical documentation and coordination with program administrators and capital providers.

  • Decarbonization Consulting

    A carbon plan that fits the building, the budget and the capital cycle: a sequence of decisions that says what to do, when and how to evaluate progress.

  • ENERGY STAR Portfolio Manager Benchmarking & Portfolio Analysis

    The objective is not to enter data. It is a repeatable view of which properties need attention and why, built from organized building and meter information.

  • LIHTC Utility Allowance Studies

    For LIHTC and other affordable-housing assets: utility allowance studies and Energy Consumption Model analysis within the accepted methodology, tied to unit types, systems and metering.

  • Measurement & Verification

    Know what changed and why, with a scope that connects each improvement to a credible baseline, the right data and a documented method for evaluating results.

  • Portfolio & Capital Planning

    Put the right improvements in the right order, translating energy and building-performance information into capital priorities your client can act on.

  • Strategic Consulting

    Make the next decision with the whole project in view, connecting building performance, compliance, incentives and capital priorities before your client commits to a course of action.

How we work with your team

  • Bring it up only when it is relevant.

    We join the client conversation when the question has an engineering answer, and stay in the background when it does not.

  • Keep your firm at the center.

    We settle communication and review responsibilities with your team before any client sees a recommendation; final filing decisions and tax returns remain with the authorized advisors.

  • Deliver decisions, not data.

    Every audit, benchmark and study ends in priorities your client can fund and your advisors can evaluate.

Why Green Summit

Green Summit is a consulting partner delivering end-to-end compliance solutions in building performance, specialty tax credits and incentives, and advisory services, combining a licensed engineering firm with in-house CPAs since its founding in 2014. The engineers who audit the building are the team that documents its incentives, so the property conversation and the tax conversation stay connected.

Let's talk about the buildings behind your clients' returns.

Tell us the client's property type and location, the question on the table and how you would like to work together.

Also for accounting & advisory firms

Or call 321-273-2200 · inquiry@greensummit.com

Please do not include tax returns, household income records, payroll or other sensitive documents in this initial inquiry.