Boldt B2B · Recovery & Benefits Advisory

We find what businesses and municipalities are owed and entitled to recover.

Boldt B2B helps businesses and municipalities uncover hidden value, recover overlooked funds, and protect their people through expertise in employee benefits, financial products, energy, tax credits, tariff refunds and litigation recovery. As your strategic partner, we identify opportunities others miss and help maximize every dollar your organization is entitled to recover.

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What we do

Six disciplines, one strategic partner.

Every engagement begins with one objective: identifying every financial opportunity, tax incentive, cost-saving strategy, settlement recovery, and operational advantage your organization may be entitled to. From there, we develop a clear roadmap, assemble the required documentation, and guide you through the entire recovery process—from discovery to results.

Whether it's reducing operating costs, increasing EBITDA, recovering previously overlooked funds, or improving employee benefits, our team serves as your single strategic partner across six specialized disciplines, helping uncover opportunities most organizations never realize exist.

01

Tariff Tax Recovery

Free audit · Accelerated refund option · No-cost contingency

Many U.S. importers have overpaid significant import duties under recent tariff actions—and a defined window exists to claim those refunds back. We start with a free audit of your import history, identify every overpaid duty you're entitled to recover, and handle the customs filing from start to finish. There's no upfront cost, and you only benefit when refunds are recovered. We also offer prefunding for Phases 1, 2, and 3—so if you've already filed, we can get your refunds to you in weeks, not years.

Get a free tariff audit →
02

Multi-District Litigation (MDL)

Public water · Settlement claims · Recovery

Multi-District Litigation (MDL) consolidates many related claims into a single coordinated proceeding so that businesses and municipalities can pursue recovery efficiently. Corporations contaminated public water systems across America with PFAS—the "forever chemicals." A multi-billion dollar settlement exists to make communities whole. The deadline to claim your share is July 31, 2026. After that, your ratepayers absorb the cost instead.

A second MDL is now emerging over cigarette butt contamination—the most littered item on earth and a major source of plastic and chemical pollution in public waterways. We help you position early to claim what you're owed.

Discuss an MDL claim →
03

Community Solar & Sustainability

Clean energy · Guaranteed savings · No installation

Businesses served by Southern California Edison (SCE) can reduce their electricity costs by 10% through Community Solar—with no solar panels, rooftop installation, long-term equipment commitments, or upfront costs. You keep your existing Southern California Edison service and receive monthly bill credits that lower your electric costs while supporting locally generated renewable energy. Participation also demonstrates your organization's commitment to sustainability, providing a meaningful story to share with customers, employees, investors, and the community. In addition, we offer proven electrical and water conservation technologies that can further reduce operating expenses, with many organizations achieving a return on investment in as little as six months to a year, depending on facility type and usage.

Learn about solar →
04

R&D Tax Credit

Recovery · Eligibility · Compliance

Since 1981, the Federal Research & Development (R&D) Tax Credit has rewarded companies that innovate by developing new or improved products, processes, software, formulas, and technologies. Yet billions of dollars in available tax credits go unclaimed every year because many businesses don't realize their everyday activities qualify. Recent tax law changes have created a limited opportunity for eligible companies to look back up to three years and recover substantial federal and state tax credits before statutory deadlines expire. Our specialists identify qualifying activities, prepare IRS-compliant documentation, and maximize every dollar your business has earned—often resulting in refunds ranging from thousands to millions of dollars.

Check R&D eligibility →
05

Employee Group Benefits

Comprehensive employee benefits solutions

We design, implement, and manage competitive employee benefits programs that help organizations attract and retain top talent while controlling healthcare costs. Our customized medical, dental, vision, life, disability, and voluntary benefit solutions are tailored to your workforce and budget. Beyond traditional brokerage services, we uncover often-overlooked opportunities—including wholesale pharmaceutical pricing, and tax-advantaged benefit strategies—that can save employers thousands, and in larger organizations, millions of dollars annually while increasing EBITDA and enterprise value.

Discuss group benefits →
06

Group Life & Annuity Benefits

Income · Protection · Long-term security · Tax-free retirement

We help employers attract and retain top talent by offering benefits that protect employees from market, income, health, legislative, and tax risks—during their careers and into retirement. This approach strengthens company culture, boosts loyalty, improves recruitment and retention, and lowers benefit costs. By aligning employee desires with employer goals, we help businesses stand out and grow profitability.

Explore life & annuity →
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