Goroshi LLC · Prepared by Stefano

Lease Decision Packet

SunVest BESS · QCELLS Solar · for Fano

2026-05-13

One tap · full packet

Read the full packet (99 pages)

All 22 sections in one PDF. SunVest first, QCELLS after. One tap.

Combined expected NPV

$2.4M – $2.5M

before tax

After tax

$1.5M – $1.8M

your kids see this

Worst case eliminated

−$331K → +$49K

with 5 amendments

Read this first

The single-page recommendation

Sign the SunVest lease — after qualified real-estate / energy-lease counsel gets these 5 amendments accepted. The deal makes sense. Don’t walk. Don’t sign the draft as currently written.

Full reasoning: FOR_FANO_DECISION_SHEET_2026_05_13.md

SunVest BESS · Lot 27 (1.5 acres)

10 MW battery storage, 25-year lease

$150K/yr → $156K amended · $1.36M / $1.42M expected NPV · 13 docs · 49 pages total

  1. Cover1 page · the hero summary
  2. Read First1 page · the 5-minute version
  3. SunVest Brief2 pages · Monte Carlo + 8 amendments ranked
  4. Full Audit5 pages · clause-by-clause review
  5. Amendment Letter3 pages · attorney-ready draft to Bill French
  6. Three Deals Compared4 pages · SunVest vs QCELLS vs CP Development
  7. Financial Model6 pages · year-by-year projections
  8. Risk Scenarios6 pages · 7 stress scenarios A–G
  9. Glossary7 pages · 50+ terms in plain English
  10. Decision Tree3 pages · sign / amend / walk
  11. What’s Good3 pages · provisions already strong
  12. Anticipated Counters4 pages · SunVest pushback per amendment + our position
  13. Comps Benchmark4 pages · McHenry County rate comparison

QCELLS Solar · Parcel 9

Solar lease, separate parcel from SunVest

~$100K/yr · ~$1.1M expected NPV · 9 docs · separate parallel deal

  1. Read First5-minute version
  2. QCELLS Briefcore findings + recommendation
  3. Full Auditclause-by-clause review
  4. Amendment Letterattorney-ready draft to Nicholas Gebhart
  5. vs SunVest vs CPthree-way side-by-side
  6. Financial ModelQCELLS-specific projections
  7. Risk Scenariosstress scenarios
  8. Monte Carlo10,000-path NPV simulation
  9. Legal Briefkey clauses for attorney review

The revision letters — send these for amendments

Two amendment letters, attorney-reviewed, then go out

Both deals need terms amended in our favor before signing. These two letters are the ask — reviewed by Dad’s attorney, edited as needed, then sent to the counterparties from Stefano’s Gmail.

Nothing goes out until Dad’s attorney (Wagner or alternate counsel) has signed off on the language. These are drafts.

What to do this week

Three steps

  1. Dad’s attorney (qualified energy-lease counsel) reviews both Amendment Letters above. They edit the language, then we send their version to each counterparty from Stefano’s Gmail.
  2. Get an independent appraisal of fair-market BESS lease rates in McHenry County. $150K for 10 MW should be benchmarked against recent comps.
  3. Confirm in writing with the McHenry County assessor what the tax reclassification impact will be on each parcel.

What not to do

Three lines

Report a bug

Anything broken, unclear, or off? Tell me here. Goes straight to Stefano.

Opens your mail app. Stefano gets it at the.spyridon1@gmail.com.