Niche Expertise Longstanding specialization in Cost Segregation Studies since 2004 with a focus on non-residential leasing properties suggests strong alignment with accounting firms and commercial property owners seeking depreciation optimization.

Expanded Footprint Service area growth from Charlotte to the Midwest, Northeast, and Southeast indicates opportunity to cross-sell to multiple regional accounting firms and property owners with national or multi-market portfolios.

Private Ownership Privately owned, small team (2-10 employees) may enable personalized service and faster responsiveness, which can be leveraged as a differentiator in competitive cost-segregation engagements.

Tech + Accessibility Utilization of Microsoft 365, Google tools, and web presence signals digital collaboration capabilities; potential upsell of client portals, automated reporting, or scalable proposals to larger firms.

Revenue Growth Potential Current revenue range indicates room to scale through partnerships with large CPA firms and property owners, especially by highlighting complimentary benefit analyses and proven depreciation optimization.