Your portfolio companies are exactly the profile these incentives were built for, developing products, growing headcount, acquiring space. Bring them real tax savings and cash flow without becoming a tax specialist.
Discuss a PartnershipFractional CFOs sit on the exact decisions these studies key off of, R&D spend, hiring, real-estate acquisition. Partnering with Novaric lets you turn those into tangible savings for each portfolio company, especially the pre-profit ones that can monetize the R&D credit against payroll before they ever owe income tax.
The studies most relevant to your book, and the client signals that point to them.
Pre-revenue or growth clients with engineering and product payroll, cash now, via the payroll offset.
Learn more →Clients developing or improving products, processes, or software.
Learn more →Portfolio companies that own or build their offices or facilities.
Learn more →Most fractional-CFO partnerships run white-label or co-delivered, we do the study, you present the win as part of your CFO service.
Your clients. Your relationship. Our specialty.
Anything doing genuine product or software development, especially pre-profit companies that can use the payroll offset. We’ll help you screen the portfolio.
Yes, we deliver a filing-ready package and coordinate directly with each company’s tax preparer.
This page is general information, not tax or legal advice. Whether a client’s activities or property qualify depends on their facts and applicable law, and is determined through the appropriate study. Novaric coordinates with the partner firm and does not guarantee eligibility, savings, or any IRS outcome.