About Our Team
Energy Impact has been helping businesses uncover utility sales tax exemptions since 2006. Though based in Indianapolis, Energy Impact serves clients in 30 states. The firm is dedicated to saving clients sales tax on production-use utilities. Our expertise is in separating production versus nonproduction energy usage on utility meters. This process allows us to determine the precise percentage of the utility being used in the process.
The professionals at Energy Impact are committed and focused on providing outstanding customer service to clients. We strive to be responsive, proactive and detailed in order to exceed our clients’ expectations. Thorough analysis of our clients’ energy production is conducted in an efficient manner that optimizes savings and refunds. Compensation is based only on the savings generated. Energy Impact is results oriented and expects to achieve significant savings for our clients.
Energy Impact was not only able to recover tax overpayments for our company; they accurately filed all required documentation needed to permanently receive the tax exemption. Their predominant use study qualified us for the full utility sales tax exemption in Indiana. We were completely satisfied with the outcome.Boral Bricks
MEET THE TEAM
E: email@example.com | O: 317.536.0200 | M: 317.294.9213
As the founder of Energy Impact, Ryan Stephenson leads Energy Impact’s utility sales tax strategy. Stephenson focuses on conducting quality facility and meter engineering studies to separate production versus nonproduction energy usage. His in-depth finance expertise, along with his detailed understanding of electrical and civil engineering concepts, have created tangible value for Energy Impact’s customers, which translates into long-term savings.
Stephenson’s career has included positions with increasing responsibility in finance, business development and contract negotiation. While working on his MBA, Stephenson worked for a business startup incubator, where he helped entrepreneurs with research and business plans. After completing his MBA, Stephenson worked as a Revenue Forecast Analyst in the travel industry and a Financial Analyst for a medical equipment manufacturer. In 2006, Stephenson got the entrepreneurial itch, so he decided to start Energy Impact (originally called PSA LLC). Stephenson’s diverse experience has served him well at Energy Impact by allowing him to use his skills to build client relationships and negotiate sometimes complicated vendor contracts.
Stephenson earned a business degree from Indiana University, and an MBA in Finance from the University of Colorado. He lives on the south side of Indianapolis with his wife, Amanda, and their four children. In his spare time, he enjoys spending time with his family, exercising, traveling, and coaching his children’s sports teams.
VP, Strategic Alliances
E: firstname.lastname@example.org | O: 317.536.2661 | M: 317.345.6685
Marcus Fehman develops and nurtures Energy Impact’s strategic alliances in 30 States. Since 2012, Fehman has been focused on developing strategic relationships, including prospective clients, referral sources, and other Energy Impact growth opportunities. This has been through a detailed understanding of key market trends and customer segments.
Fehman’s experience includes different roles as a Sales and Services Manager where he was responsible for maintaining key alliances with business leaders to learn their business development and client entertainment needs. He then spent five years with the Indiana Chamber of Commerce as Business Development Manager, obtaining knowledge of current business and state legislative issues while continually understanding the chamber’s positions on these and other legislative initiatives at the statehouse. These experiences and relationships have been instrumental in his role as Vice President of Strategic Alliances with Energy Impact.
Fehman earned a BS degree in Sport Administration and an MBA in Human Resource Management from Ball State University. He currently lives in Fishers, Indiana, with his wife Becky, daughter Quinncy and one on the way. He enjoys spending time with his family, attending sporting events and participating in general fitness activities. He has been involved with Big Brothers Big Sisters and the Indiana Sports Corporation’s local event management committee. He and his family attend Northview Church in Carmel, Indiana.
Director of External Audit
E: email@example.com | O: 317.737.2341
Joining Energy Impact in 2015, Bartholomew leads all external audits for Energy Impact. Her role includes inputting preliminary customer data, categorizing energy usage data spreadsheets, and preparing forms for the State Departments of Revenue. She completes thorough analyses to allow savings and refunds to be recovered in an efficient manner. Prior to joining Energy Impact, Bartholomew worked as a high school mathematics teacher. She earned her BS in Math from Purdue University at Indianapolis.
She lives in Greenwood, Indiana, with her two children and husband of 20 years. In her free time she enjoys spending time with family and friends, reading and volunteering.
Director of Business Development
E: firstname.lastname@example.org | O: 317.536.0200 ext.3
As the Director of Business Development since 2016, Jon Lally strives to develop new client relationships and promote Energy Impact’s services to prospective customers. Lally works with ownership and the sales team to define customer and market segmentation and develop prospective client relationships. He also assesses market potential and determines priorities for the correct target. Lally’s thorough and detailed understanding of key market trends allows him to identify client growth opportunities.
Lally ‘s background includes roles with successful sales and account management experience. Upon completion of his Bachelors of Science degree from Indiana University, Lally joined a custom furniture manufacturing company. He took a sales role with the company, helping them grow revenue on a National level. He eventually worked his way up the organization taking the roles of Regional Sales Manager, and eventually National Sales Manager.
Lally currently lives on the Southside of Indianapolis with his wife and son. Lally enjoys spending time with his family and friends, and watching Colts football.
Director of Operations
E: email@example.com | O: 317.536.0200 ext.4
After graduating from Indiana University Kelley School of Business with a double major in Accounting and Finance, Ryan started working as an accountant with a fortune 500 company in their corporate headquarters. He was specifically appointed many projects from the CFO to help reduce company expenses in significant areas and he worked directly for the CFO to continually improve the company’s bottom line for all stakeholders. Ryan also worked for a major hospital as a financial analyst. In his role as a financial analyst he prepared budgets, reconciled accounts, and created financial packets for the monthly board meetings as well as many other tasks. Ryan’s business background is also broadened by his experience as a Jr. Regional Vice President for a Consulting Services Company.
Even with his success in corporate finance Ryan had a strong desire to leave the large corporate environment to help small businesses achieve their financial goals. It is Ryan’s attention to detail that helps to drive results with his clients as he leaves no stone unturned.
Ryan lives on the south side of Indianapolis. He enjoys spending time with his family, traveling, being outdoors, playing golf, and basketball.
Get In Touch
If you are interested in seeing if your company qualifies for additional tax credits, contact us below!