Tax Recovery Potential Equity Recovery Solutions specializes in state and local tax consulting, with a focus on recovery studies, refunds, credits, and audit defense. This suggests a strong sales angle around ongoing tax savings engagements for clients facing complex state/local tax landscapes.

Self-Funding Model The firm’s fees are paid from the savings and refunds they identify, indicating a risk-free value proposition for customers. This is attractive for sales outreach as a leading selling point to finance teams seeking cost-neutral or cash-flow friendly solutions.

Growth Signals With estimated revenue between 10M and 25M and an 2-10 employee footprint, the company appears lean and potentially open to scaling partnerships or white-label services to expand capacity in tax recovery and compliance offerings.

Tech Stack Leverage Utilizing platforms like iCIMS, WordPress/Joomla, and analytics tooling indicates a modern, marketing-friendly operation. There may be opportunities to offer integrated workflow solutions, client portals, or automated tax screening tools to enhance efficiency.

Market Positioning Aligned with a competitive landscape including Veritas Advisory Group, Equity Recovery Solutions targets refunds, exemptions, and audit cost reductions. This positions them well for expansion into mid-market clients seeking measurable tax savings and defense services.