Peak Energy Advisors
Incentives, rebates, and financing

Plan upgrades before incentives slip away.

Rebates, tax incentives, financing programs, and compliance deadlines often depend on timing, utility territory, equipment scope, and documentation. Peak reviews those details before project choices are locked in.

Review the right programsScreen utility rebates, tax incentives, financing, building-performance incentives, audit support, and electrification programs.
Check timing before commitmentsIncentive eligibility can change before equipment selection, construction contracts, compliance plans, audits, or project completion.
Turn options into next stepsPeak separates possible programs, missing documentation, application deadlines, and coordination risks.
Financial and planning review on a tablet in a professional office setting
Planning support
Compliance work can affect project timing and budget. Screen incentives before the team chooses equipment, signs contracts, or files a compliance plan.
What Peak reviews
Rebates, incentives, financing, and deadlines.

Utility programs, tax benefits, building-performance incentives, audit support, electrification programs, and equipment replacement incentives.

When to screen
Before decisions are hard to unwind.

Screen before equipment selection, construction contracts, compliance plans, capital planning, energy audits, and project completion.

What clients receive
A practical eligibility and timing summary.

Potential programs, eligibility conditions, application deadlines, required documents, coordination risks, and recommended next steps.

Information needed

Good incentive screening starts with basic project facts.

Peak can start with a short description, then confirm what is missing before deadlines or applications create avoidable risk.

Building and utility context

Address, building type, utility provider, existing compliance requirements, and any known filing or audit deadlines.

Project scope

Equipment type, estimated cost, project schedule, design stage, and whether contracts or purchase orders are already in motion.

Documentation

Utility bills, benchmarking exports, audit reports, equipment specs, contractor proposals, and prior incentive applications when available.

Decision constraints

Owner approvals, budget cycle, tenant impacts, financing limits, and any compliance plan that could change project timing.

Client deliverable

Incentive research should end in a usable plan.

The value is not a long list of possible programs. The value is knowing which options are worth pursuing, what could block eligibility, and who needs to act next.

Potential programsRelevant rebates, tax incentives, financing options, and building-performance incentives tied to the building and project scope.
Eligibility and deadlinesKnown conditions, application timing, required approvals, and documents needed before work begins or closes out.
Recommended next stepsWhat to collect, what to confirm, which programs to prioritize, and where compliance timing affects the project.
Example output

A short incentive screen can support a larger compliance plan.

For a real building, Peak can pair incentive screening with the applicability summary, deadline schedule, and action matrix.

Need incentive screening for a real project?

Request an advisory review before equipment selection, contracts, or compliance filings make the available options harder to use.