Midas Wealth Partner Meeting 7/23/25

Midas Wealth team members discussed the company's new solar financing products, including direct outreach, tax equity pre-activation, and tax equity post-activation, as well as the updated calculator and processes for submitting customer timelines. Key highlights included the tax credit transfer options, depreciation benefits, and the importance of accurate information and timely submissions for the successful implementation of these offerings.

Below is the meeting video and timeline of certain topics:

Greetings and Introductions

New Products and Changes : From 1:13 - 7 minutes long.

Depreciation Options : From 8:20 - 4 minutes long.

New Calculator and Direct Outreach: From 12:25 - 4 minutes long.

Energy Community Credit : From 17:05 - less than a minute long.

State Incentives : From 17:33 - 1 minute long.

Incentives and Tax Credits Calculation : From 18:43 - 4 minutes long.

Tax Equity Transfer Program : From 22:47 - 6 minutes long.

Business Income and Tax Filing : From 29:45 - 3 minutes long.

Back Taxes and Tax Liability : From 33:06 - 5 minutes long.

Grants and Incentives Eligibility : 38:10 - 5 minutes long.

Pre-activation vs Post-activation : From 43:14 - Less than 1 minute long.

Tax Credit Transfer : From 43:14 - 3 minutes.

System Details - From 47:32 - 2 minutes.

Proposal Document Update : From 50:30 - 2 minutes.

Pricing Structure : From 53:13 - 7 minutes.

Midas Platform Overview : From 1:01:00 - 5 minutes.

Custom Invoices From 1:06:13 - 1 minute.

Payment Options : From 1:07:18 - 7 minutes.

Pitching to Solar Installers: From 1:15:04 - 2 minutes.

End.