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The company has extensive experience in crewed and un-crewed spacecraft, encompassing automated and manual flight design with an emphasis on safety and mission success.

Architecture and Engineering

The subject of this case study is a structural engineering firm renowned for their avant-garde approaches in engineering techniques, including radar, lasers, and advanced modeling software like REVIT, BIM, and CAD. They have a strong focus on sustainability and are pioneers in ‘green construction.

Blockchain Development

The company is a financial technology startup formed in 2020 with an initial team of three employees. Bootstrapped by its owners, the company is deeply involved in developing algorithmic trading strategies using probabilistic models. They specialize in signal identification and the creation of trading algorithms, focusing on the dynamic landscape of cryptocurrency.

Chemical Companies

With over 35 years of experience, this chemical company is an industry leader in developing and manufacturing eco-friendly products for personal care, household, and industrial applications.

Construction / MEP

This full-service construction firm provides an array of services including Mechanical, Electrical, and Plumbing (MEP) engineering, and operates across the United States. They serve various sectors including Corporate, Cultural, Healthcare, Education, and more.

Consumer Goods

With a legacy spanning over 40 years, the company is a stalwart in the bowling industry. Driven by a multi-disciplined team, state-ofthe- art testing facilities, and leading-edge production processes, the company sets the bar high when it comes to performance bowling balls.

Contract Manufacturing

This company is a contract manufacturer focusing on the design and development of production processes for highly specialized medical instruments. Their expertise lies in fulfilling customer designs that are innovative and have never been manufactured before, meeting stringent quality and regulatory requirements. Medical instruments are at the forefront of healthcare innovation but often present unique challenges in terms of R&D tax credits. Dive into this case study to explore how transformed these challenges into financial assets for a contract manufacturing company specialized in medical instruments.

Financial Services

Founded over 15 years ago, this mid-sized hedge fund manages around $5 billion in assets primarily for pensions, endowments, and foundations. With strategies that span various asset classes globally, the company has positioned itself as a major player in the financial industry.

Food & Beverage

Established in 1995, this $70 million brewing company produces over 260,000 barrels of beer annually and has a presence in over 40 U.S. states and Washington D.C. The company has expanded its offerings to include a restaurant and an Inn, allowing customers to immerse themselves in the entire brewery experience.


A game studio based in the US began an extensive research and development effort to make the leap into Virtual Reality (VR) over the course of several years.

Life Science

The company conducts ongoing laboratory and clinical studies on its products to enhance their performance, with many of these studies published in medical, veterinary, and health-related journals.

Manufacturing & Distribution

This company specializes in creating complex electronic products such as emergency response and communications systems. The $40 million manufacturing company focuses on cutting-edge innovation. They possess a talented team of designers, mechanical and electrical engineers, software developers, and quality control experts who spearhead their R&D initiatives.

Metal Fabrication

After 40 years in the metal fabrication industry, this business strives to innovate metal fatigue and failure mitigation techniques that are used in the aerospace, automotive, biomedical, chemical, defense, energy, and fitness industries as well as the nuclear and oil & gas, as well as the rail industry.

Mortgage Banking

With over 20 years in the mortgage banking industry, this firm has established itself as a market leader offering cutting-edge loan products. The firm has branches and loan officers nationwide, and relies heavily on its proprietary financial software to originate, underwrite, close, and fund loans efficiently and economically.

Oil & Gas

This case study focuses on a company that has been developing and manufacturing components for use across multiple industries. Those components are custom seals and gaskets and they are not constructed as a high-volume, mass produced product but tailored instead for specific applications on-demand. This company became a leading supplier to the oil and gas industry, taking their production techniques and applying them to the design and manufacture of specialty shields, flange gaskets, and well head gaskets. Today, they offer the most extensive and effective line of oilfield sealing solutions in the industry.

Pharma / Nutraceutical / Bioceutical

For over 25 years, this company has supported healthy lifestyles and pet care through their research and development of high-quality, innovative products. As an industry leader in production standards and quality control, the company supports extensive laboratory research and clinical studies on its products, which have been published and presented in medical and veterinary journals.

Plastics & Injection Molding

This plastics company has been a vanguard in industrial plastics applications. Offering services like urethane casting, thermoforming, machining, and plastic injection molding, the company continuously evolves to meet the demands of new industries and applications.

Saas Platform

A video subscription company needed to make improvements to its current product offering.

Software Development

This company develops specialized digital signage solutions requiring significant software development


If your startup business meets the above-mentioned qualifications, there’s a good chance you can apply for the R&D tax credit.

Tool & Die

With four decades of experience, this Tool & Die company has excelled in creating high-quality dies for a variety of sectors. Their expertise spans from initial design to the finished product, always meeting client specifications with utmost precision.