Summit LIHTC Consulting LLC

What Summit LIHTC Consulting LLC does

Summit LIHTC Consulting LLC is a private professional services firm founded in 2013 and headquartered in Lee's Summit, Missouri, that provides consulting services to participants in the Low Income Housing Tax Credit (LIHTC) program. The firm serves LIHTC developers, lenders, and investors across 14 states spanning the Midwest, South, and West, including Missouri, Kansas, Texas, Louisiana, and Utah. Its service offerings cover LIHTC application preparation, site selection and preliminary feasibility analysis, financial modeling and pro forma creation, and a threshold application review service. The firm is structured as a single-member LLC founded and operated by Mindy Dernier, who previously worked as a Project Manager at a LIHTC Developer and as a Real Estate Analyst at Novogradac & Company LLP.

The firm operates on a project-based professional services model, generating revenue through consulting fees for LIHTC application preparation, feasibility studies, and pro forma creation. Pricing is quote-based and varies by project scope and complexity. The firm offers free initial consultations and distributes services primarily through direct outreach, referrals, and a Squarespace-hosted website (lihtcprogram.com). The firm is bootstrapped with no external institutional funding, no parent company, and no disclosed subsidiaries. Headcount is reported at 1-10 employees, consistent with a founder-led solo or very small practice.

Summit LIHTC Consulting has no proprietary technology platform, no software product, no API, no mobile app, and no disclosed integrations. Its competitive positioning rests on the founder's combined developer-side and third-party analyst experience, and accumulated knowledge of state-specific LIHTC scoring criteria and application formatting requirements across 14 states. The firm is positioned as a specialized boutique consultancy rather than a technology-enabled platform, with its primary deliverable being expert judgment and document preparation rather than scalable software.

Name

Summit LIHTC Consulting LLC

Legal name

Summit LIHTC Consulting LLC

Website

https://lihtcprogram.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Summit LIHTC Consulting LLC is a private, founder-led professional services firm providing LIHTC application preparation, feasibility analysis, and pro forma creation for affordable housing developers, lenders, and investors across 14 U.S. states.

Ownership category

akta.pro rank

Product category

LIHTC / Affordable Housing Tax Credit Consulting

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Affordable Rental & Multifamily Housing Finance Programs (LIHTC/Tax Credits/Subsidized Loans) (FSALAKAF)

Keywords

• LIHTC consulting
• Tax credit applications
• Feasibility analysis
• Affordable housing
• Pro forma modeling

Headquarters

HQ city

Lee's Summit

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. LIHTC Consulting Services: The company generates revenue through consulting fees for LIHTC application preparation, feasibility studies, and pro forma creation. Services are project-based and tailored to each client's specific development needs. The engagement typically involves analyzing deal competitiveness, assisting with application submission, and supporting the development from site selection through construction completion.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Summit LIHTC Consulting provides Low Income Housing Tax Credit (LIHTC) consulting services to developers, lenders, and investors, including LIHTC application preparation, site selection and preliminary feasibility studies, financial modeling and pro forma creation, and application threshold review. Services cover the full development lifecycle from site selection through construction completion, with specialized expertise in state-specific scoring criteria and formatting requirements across 14 states.

Product overview

Summit LIHTC Consulting is a consulting services firm offering a single unified set of services rather than a software product. Their core offerings include LIHTC Application Assistance, Site Selection/Preliminary Feasibility Studies, Financial Modeling/Proforma Creation, and Application Review Services. These consulting services work together to guide clients through the complete LIHTC development process from site selection to construction completion.

Differentiator

Problem solved

Functional benefit

Products and services

• LIHTC Application Assistance

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• EY (Ernst & Young): Big 4 firm with an Affordable Housing and LIHTC tax credit practice providing tax, transactions, and advisory support to large developers, syndicators, and investors.
• Deloitte: Big 4 firm offering affordable housing tax credit advisory, compliance, and consulting services for institutional LIHTC developers and syndicators, including state-level QAP support.
• CohnReznick: Top-30 U.S. accounting and advisory firm with a dedicated Affordable Housing practice serving LIHTC developers, syndicators, and investors with feasibility, allocation, and compliance services — directly overlapping Summit's core offerings at larger scale.
• KPMG LLP: Big 4 firm with an Affordable Housing practice providing tax credit structuring, compliance, and advisory services to large LIHTC developers and institutional investors across all 50 states.
• FORVIS: Major U.S. accounting and advisory firm (formed via merger of Dixon Hughes Goodman and BKD) with an affordable housing practice providing audit, tax, and consulting services to LIHTC developers and investors.
• Wipfli LLP: Top-25 U.S. accounting and consulting firm with a dedicated affordable housing industry group serving LIHTC developers, property managers, and investors with advisory and compliance services.
• Baker Tilly: Major advisory and accounting firm with an established affordable housing/LIHTC practice providing consulting, tax credit services, and development advisory to developers and investors nationwide.

Direct peers

• Vogt Strategic Insights: Specialized firm producing LIHTC market studies and appraisals for state allocating agencies — closely comparable to Summit's feasibility and market analysis services in scope, though with broader geographic coverage.
• Novogradac & Company LLP: National accounting and consulting firm specializing in LIHTC and affordable housing, providing market studies, appraisals, and tax credit advisory. Summit's founder previously worked here as a Real Estate Analyst, making it the closest direct peer in services and methodology.

Emerging players

• Recap Real Estate Advisors: Real estate advisory firm providing underwriting, market feasibility, and LIHTC-related consulting for developers and investors, with services directly comparable to Summit's feasibility and pro forma offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/summit-lihtc-consulting-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Summit LIHTC Consulting LLC